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Portfolio (Quarterly) Guide ↗

Invst, LLC

· CIK 0001867587
13F Portfolio $886M AUM 341 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New 82 Added 147 Reduced 60 Exited
Page 16 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 LRCX LAM RESEARCH CORP Technology 1,193.0 $255K 0.03% NEW $213.66 +45.5%
302 VPU VANGUARD WORLD FD 1,267.0 $251K 0.03% $198.15 -1.2%
303 BND VANGUARD BD INDEX FDS 3,404.0 $251K 0.03% -330.0 -8.8% $73.64 -0.5%
304 ABT ABBOTT LABORATORIES Healthcare 2,441.0 $251K 0.03% -134.0 -5.2% $102.67 -16.1%
305 BILS SPDR SERIES TRUST 2,501.0 $249K 0.03% $99.45 -0.0%
306 VANGUARD CALIF TAX FREE FDS 2,474.0 $245K 0.03% NEW $99.08
307 DFIP DIMENSIONAL ETF TRUST 5,745.0 $240K 0.03% NEW $41.72 +0.3%
308 XOP SPDR SERIES TRUST 1,315.0 $239K 0.03% NEW $181.83 -9.1%
309 VXUS VANGUARD STAR FDS 3,069.0 $237K 0.03% $77.11 +10.4%
310 TDG TRANSDIGM GROUP INC Industrials 204.0 $236K 0.03% +47.0 +29.9% $1158.96 +8.3%
311 ITOT ISHARES TR 1,650.0 $235K 0.03% -9K -84.5% $142.43 +15.1%
312 IUSV ISHARES TR 2,295.0 $235K 0.03% NEW $102.25 +7.7%
313 EFA ISHARES TR 2,398.0 $233K 0.03% NEW $97.13 +7.1%
314 EQIX EQUINIX INC Real Estate 236.0 $231K 0.03% NEW $980.24 +8.6%
315 IUSG ISHARES TR 1,472.0 $228K 0.03% NEW $155.11 +21.8%
316 ICVT ISHARES TR 2,188.0 $223K 0.03% -3K -58.6% $101.79 +17.9%
317 FBND FIDELITY MERRIMACK STR TR 4,828.0 $220K 0.03% NEW $45.62 -0.5%
318 ANET ARISTA NETWORKS INC Technology 1,790.0 $220K 0.03% NEW $122.78 +23.7%
319 XT ISHARES TR 3,105.0 $212K 0.02% -495.0 -13.8% $68.15 +21.0%
320 AGG ISHARES TR 2,126.0 $211K 0.02% -87.0 -3.9% $99.25 -0.5%
Page 16 of 17  ·  336 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.3%
Financial Services 21.1%
Consumer Cyclical 11.1%
Industrials 9.6%
Communication Services 9.3%
Healthcare 8.3%
Consumer Defensive 5.2%
Energy 4.8%
Basic Materials 3.8%
Utilities 2.6%