Go Invest LLC: 13F holdings

CIK 21396922026Q2

Positions129
Reported value$425.5m
Filed2026-08-05

Change since last quarter

Positions129 (+7 vs prior quarter)
Reported value$425.5m (+22.0%)

Top 10 holdings

SecuritySharesValueWeight
VOO VANGUARD INDEX FDS204,291$140.3m33.0%
USTB VICTORY PORTFOLIOS II2,341,147$118.5m27.8%
IWF ISHARES TR435,281$54.0m12.7%
HFXI NEW YORK LIFE INVESTMENTS ET1,184,742$45.1m10.6%
VUG VANGUARD INDEX FDS215,780$18.6m4.4%
BIV VANGUARD BD INDEX FDS124,592$9.6m2.2%
FTEC FIDELITY COVINGTON TRUST30,194$8.6m2.0%
VGT VANGUARD WORLD FD60,130$7.2m1.7%
SGOL ETFS GOLD TR115,884$4.4m1.0%
VDE VANGUARD WORLD FD19,415$2.9m0.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2139692")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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