INVESTED ADVISORS

CIK 0002090165 • 4 13F filings • Oct 23, 2025 – Aug 4, 2026

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Filer information

Filed by: INVESTED ADVISORS, Counsel
Address: 366 WALKER DRIVE, SUITE 370, STATE COLLEGE, PA, 16801
Phone: 6463953900
AUM: $96.6M

AUM over time

$113.1M latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $96.6M130 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$728K	0.8%Prev: 0.8%	3,184 SH	Increased+244 SH
ABRDN ETFS	BBRG ALL COMD K1	$2.3M	2.4%	119,502 SH	New
ALEXANDRIA REAL ESTATE EQ IN	COM	$236K	0.2%Prev: 0.4%	4,816 SH	Decreased+2,060 SH
ALLIANCEBERNSTEIN GLOBAL HIG	COM	$654K	0.7%Prev: 0.8%	61,201 SH	Increased+7,324 SH
ALPHABET INC	CAP STK CL A	$1.8M	1.9%Prev: 1.6%	5,813 SH	Increased+245 SH
ALPHABET INC	CAP STK CL C	$242K	0.3%	772 SH	New
AMAZON COM INC	COM	$879K	0.9%Prev: 1.2%	3,809 SH	Increased+195 SH
AMERICAN EXPRESS CO	COM	$538K	0.6%Prev: 0.7%	1,454 SH	Increased-245 SH
AMERIPRISE FINL INC	COM	$234K	0.2%	477 SH	New
AMGEN INC	COM	$438K	0.5%Prev: 0.5%	1,339 SH	Increased-51 SH
APPLE INC	COM	$3.6M	3.7%Prev: 4.2%	13,084 SH	Increased+1,243 SH
BANK AMERICA CORP	COM	$381K	0.4%Prev: 0.5%	6,921 SH	Increased-117 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$380K	0.4%	756 SH	New
BONDBLOXX ETF TRUST	JP MORGAN USD EM	$230K	0.2%	5,155 SH	New
BRANDYWINE RLTY TR	SH BEN INT NEW	$102K	0.1%Prev: 0.2%	35,026 SH	Decreased+12,026 SH
BRISTOL-MYERS SQUIBB CO	COM	$391K	0.4%Prev: 0.5%	7,254 SH	Increased+1,638 SH
BROADCOM INC	COM	$1.4M	1.4%Prev: 1.5%	3,971 SH	Increased-532 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$464K	0.5%Prev: 0.5%	12,095 SH	Increased+415 SH
CATERPILLAR INC	COM	$352K	0.4%Prev: 0.3%	615 SH	Increased-12 SH
CHEVRON CORP NEW	COM	$459K	0.5%Prev: 0.6%	3,014 SH	Increased+83 SH
CIA ENERGETICA DE MINAS GERA	SP ADR N-V PFD	$51K	0.1%Prev: 0.0%	25,517 SH	Increased+6,422 SH
CISCO SYS INC	COM	$765K	0.8%Prev: 1.1%	9,931 SH	Increased-2,517 SH
CLEARWAY ENERGY INC	CL C	$255K	0.3%Prev: 0.3%	7,679 SH	Increased-804 SH
COCA COLA CO	COM	$232K	0.2%	3,323 SH	New
COSTCO WHSL CORP NEW	COM	$558K	0.6%Prev: 0.8%	647 SH	Increased+62 SH
CROWN CASTLE INC	COM	$215K	0.2%	2,415 SH	New
DANAHER CORPORATION	COM	$253K	0.3%Prev: 0.4%	1,104 SH	Decreased-18 SH
DEERE & CO	COM	$277K	0.3%Prev: 0.4%	596 SH	Increased-27 SH
DISNEY WALT CO	COM	$288K	0.3%Prev: 0.4%	2,531 SH	Increased+88 SH
ELI LILLY & CO	COM	$1.0M	1.1%Prev: 1.0%	965 SH	Increased+91 SH
ENBRIDGE INC	COM	$247K	0.3%Prev: 0.3%	5,172 SH	Increased-170 SH
ENCOMPASS HEALTH CORP	COM	$208K	0.2%Prev: 0.5%	1,964 SH	Decreased-1,415 SH
EXELON CORP	COM	$432K	0.4%Prev: 0.4%	9,915 SH	Increased+3,000 SH
F N B CORP	COM	$469K	0.5%Prev: 0.6%	27,403 SH	Increased+184 SH
FORD MTR CO	COM	$348K	0.4%Prev: 0.3%	26,502 SH	Increased+4,263 SH
FRANKLIN TEMPLETON ETF TR	INTL DIV BOOSTER	$372K	0.4%	10,934 SH	New
FRANKLIN TEMPLETON ETF TR	US DIVID BOOSTER	$556K	0.6%	20,980 SH	New
GILEAD SCIENCES INC	COM	$565K	0.6%Prev: 0.7%	4,607 SH	Increased-808 SH
GLOBAL X FDS	US PFD ETF	$310K	0.3%	16,397 SH	New
GOLUB CAP BDC INC	COM	$289K	0.3%Prev: 0.4%	21,304 SH	Increased+3,032 SH
GRANITE PT MTG TR INC	COM STK	$79K	0.1%Prev: 0.1%	32,767 SH	Increased+11,010 SH
GSK PLC	SPONSORED ADR	$272K	0.3%	5,537 SH	New
HA SUSTAINABLE INFRA CAP INC	COM	$287K	0.3%Prev: 0.3%	9,145 SH	Increased+1,806 SH
HARTFORD INSURANCE GROUP INC	COM	$202K	0.2%	1,465 SH	New
HERCULES CAPITAL INC	COM	$254K	0.3%Prev: 0.3%	13,471 SH	Increased+2,176 SH
HERSHEY CO	COM	$550K	0.6%	3,025 SH	New
HEWLETT PACKARD ENTERPRISE C	COM	$319K	0.3%	13,263 SH	New
HOME DEPOT INC	COM	$322K	0.3%Prev: 0.5%	937 SH	Decreased-31 SH
HOST HOTELS & RESORTS INC	COM	$536K	0.6%	30,236 SH	New
ING GROEP N.V.	SPONSORED ADR	$259K	0.3%	9,260 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$459K	0.5%Prev: 0.9%	1,549 SH	Decreased-1,316 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$853K	0.9%	4,451 SH	New
INVESTMENT MANAGERS SER TR I	AXS GREEN ALPHA	$219K	0.2%	5,665 SH	New
ISHARES INC	CORE MSCI EMKT	$957K	1.0%Prev: 1.4%	14,238 SH	Decreased-4,186 SH
ISHARES INC	EM MKTS DIV ETF	$410K	0.4%	13,163 SH	New
ISHARES INC	MSCI EMRG CHN	$210K	0.2%	2,892 SH	New
ISHARES TR	1 3 YR TREAS BD	$794K	0.8%Prev: 1.7%	9,591 SH	Decreased-4,475 SH
ISHARES TR	10+ YR INVST GRD	$256K	0.3%	5,068 SH	New
ISHARES TR	BROAD USD HIGH	$458K	0.5%	12,238 SH	New
ISHARES TR	CORE 1 5 YR USD	$2.9M	3.0%Prev: 5.0%	59,542 SH	Decreased-12,188 SH
ISHARES TR	CORE DIV GRWTH	$366K	0.4%Prev: 0.6%	5,271 SH	Decreased-1,957 SH
ISHARES TR	CORE HIGH DV ETF	$1.5M	1.5%Prev: 1.5%	12,169 SH	Increased+2,780 SH
ISHARES TR	CORE MSCI EAFE	$530K	0.5%Prev: 0.8%	5,919 SH	Decreased-1,674 SH
ISHARES TR	CORE MSCI EURO	$805K	0.8%Prev: 0.3%	11,341 SH	Increased+7,430 SH
ISHARES TR	CORE MSCI PAC	$616K	0.6%Prev: 0.3%	8,414 SH	Increased+4,656 SH
ISHARES TR	CORE MSCI TOTAL	$289K	0.3%Prev: 0.4%	3,412 SH	Increased-936 SH
ISHARES TR	CORE S&P500 ETF	$4.1M	4.3%Prev: 4.3%	6,036 SH	Increased+995 SH
ISHARES TR	CORE US AGGBD ET	$5.2M	5.4%Prev: 6.9%	52,112 SH	Increased+2,987 SH
ISHARES TR	IBOXX HI YD ETF	$266K	0.3%Prev: 0.4%	3,294 SH	Decreased-341 SH
ISHARES TR	IBOXX INV CP ETF	$483K	0.5%Prev: 0.5%	4,382 SH	Increased+1,118 SH
ISHARES TR	INTL SEL DIV ETF	$1.4M	1.4%Prev: 1.2%	34,939 SH	Increased+4,650 SH
ISHARES TR	MORNINGSTAR GRWT	$581K	0.6%	5,585 SH	New
ISHARES TR	MSCI ACWI EX US	$3.0M	3.1%Prev: 1.4%	44,065 SH	Increased+25,807 SH
ISHARES TR	MSCI EAFE MIN VL	$256K	0.3%	2,971 SH	New
ISHARES TR	MSCI GBL SUS DEV	$423K	0.4%Prev: 0.5%	5,024 SH	Increased+85 SH
ISHARES TR	MSCI USA MIN VOL	$362K	0.4%	3,844 SH	New
ISHARES TR	MSCI USA QLT FCT	$326K	0.3%Prev: 0.4%	1,641 SH	Increased+78 SH
ISHARES TR	NATIONAL MUN ETF	$1.6M	1.6%Prev: 3.4%	14,786 SH	Decreased-7,343 SH
ISHARES TR	RUS 1000 GRW ETF	$3.2M	3.3%Prev: 1.9%	6,665 SH	Increased+3,491 SH
ISHARES TR	RUS 1000 VAL ETF	$3.1M	3.3%Prev: 2.7%	14,934 SH	Increased+5,015 SH
ISHARES TR	RUS 2000 GRW ETF	$392K	0.4%	1,215 SH	New
ISHARES TR	RUS 2000 VAL ETF	$406K	0.4%	2,241 SH	New
ISHARES TR	RUS MD CP GR ETF	$381K	0.4%Prev: 0.4%	2,783 SH	Increased+465 SH
ISHARES TR	RUS MDCP VAL ETF	$444K	0.5%	3,148 SH	New
ISHARES TR	SELECT DIVID ETF	$681K	0.7%Prev: 0.6%	4,825 SH	Increased+1,887 SH
ISHARES TR	SHRT NAT MUN ETF	$4.6M	4.8%Prev: 6.2%	43,193 SH	Increased+2,593 SH
ISHARES TR	TRS FLT RT BD	$505K	0.5%	9,999 SH	New
ISHARES TR	US TREAS BD ETF	$551K	0.6%Prev: 0.9%	23,909 SH	Decreased-2,975 SH
JOHNSON & JOHNSON	COM	$1.6M	1.6%Prev: 1.4%	7,690 SH	Increased+1,093 SH
JPMORGAN CHASE & CO.	COM	$1.0M	1.1%Prev: 1.1%	3,183 SH	Increased+42 SH
KRAFT HEINZ CO	COM	$251K	0.3%Prev: 0.4%	10,350 SH	Increased+1,898 SH
LAM RESEARCH CORP	COM NEW	$245K	0.3%	1,430 SH	New
LOWES COS INC	COM	$202K	0.2%	838 SH	New
MARRIOTT INTL INC NEW	CL A	$251K	0.3%Prev: 0.3%	810 SH	Increased+1 SH
MCKESSON CORP	COM	$348K	0.4%Prev: 0.4%	424 SH	Increased-61 SH
MERCK & CO INC	COM	$213K	0.2%Prev: 0.4%	2,027 SH	Decreased-390 SH
META PLATFORMS INC	CL A	$537K	0.6%Prev: 0.7%	813 SH	Increased+6 SH
MICROSOFT CORP	COM	$2.7M	2.8%Prev: 3.3%	5,534 SH	Increased+239 SH
NOVARTIS AG	SPONSORED ADR	$548K	0.6%Prev: 0.6%	3,974 SH	Increased+128 SH
NUCOR CORP	COM	$206K	0.2%	1,260 SH	New
NVIDIA CORPORATION	COM	$1.4M	1.5%Prev: 1.5%	7,687 SH	Increased+270 SH
ORACLE CORP	COM	$276K	0.3%Prev: 0.4%	1,414 SH	Increased-228 SH
PIMCO ETF TR	0-5 HIGH YIELD	$965K	1.0%Prev: 0.3%	10,176 SH	Increased+7,977 SH
PROCTER AND GAMBLE CO	COM	$415K	0.4%Prev: 0.7%	2,899 SH	Decreased-159 SH
PRUDENTIAL FINL INC	COM	$431K	0.4%Prev: 0.5%	3,820 SH	Increased+643 SH
QUALCOMM INC	COM	$482K	0.5%Prev: 0.6%	2,816 SH	Increased+161 SH
QUANTA SVCS INC	COM	$305K	0.3%Prev: 0.5%	722 SH	Decreased-360 SH
REALTY INCOME CORP	COM	$205K	0.2%	3,628 SH	New
ROPER TECHNOLOGIES INC	COM	$225K	0.2%Prev: 0.3%	506 SH	Increased+77 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$364K	0.4%Prev: 0.3%	13,373 SH	Increased+4,400 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$580K	0.6%Prev: 0.5%	17,786 SH	Increased+5,525 SH
SPDR SERIES TRUST	STATE STREET SPD	$4.1M	4.3%	76,501 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$324K	0.3%Prev: 0.4%	1,065 SH	Increased-343 SH
TESLA INC	COM	$510K	0.5%Prev: 0.5%	1,134 SH	Increased+274 SH
TORTOISE ENERGY INFRA CORP	COM	$518K	0.5%	12,655 SH	New
UGI CORP NEW	COM	$234K	0.2%	6,245 SH	New
UNILEVER PLC	SPON ADR NEW	$261K	0.3%Prev: 0.3%	3,987 SH	Increased+183 SH
UNITEDHEALTH GROUP INC	COM	$226K	0.2%Prev: 0.6%	686 SH	Decreased-83 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$521K	0.5%	5,889 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$450K	0.5%Prev: 0.6%	718 SH	Increased-60 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$621K	0.6%	4,324 SH	New
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$397K	0.4%	4,416 SH	New
VERIZON COMMUNICATIONS INC	COM	$564K	0.6%Prev: 0.8%	13,838 SH	Increased+558 SH
VERTIV HOLDINGS CO	COM CL A	$380K	0.4%	2,345 SH	New
VISA INC	COM CL A	$653K	0.7%Prev: 0.8%	1,861 SH	Increased+56 SH
WALMART INC	COM	$369K	0.4%Prev: 0.4%	3,309 SH	Increased+388 SH
WISDOMTREE TR	EMER MKT HIGH FD	$446K	0.5%	9,543 SH	New
WISDOMTREE TR	US SMALLCAP DIVD	$1.4M	1.4%Prev: 1.8%	41,008 SH	Increased+4,988 SH
WORLD GOLD TR	SPDR GLD MINIS	$202K	0.2%	2,371 SH	New
XPLR INFRASTRUCTURE LP	COM UNIT PART IN	$179K	0.2%Prev: 0.4%	17,936 SH	Decreased+4,508 SH

Sold (vs prior filing)

CITIGROUP INC — $221K
FISERV INC — $687K
GALLAGHER ARTHUR J & CO — $268K
INVESCO ACTVELY MNGD ETC FD — $172K
INVESCO EXCH TRADED FD TR II — $324K
ISHARES TR — $213K
ISHARES TR — $269K
ISHARES TR — $449K
KENVUE INC — $310K
MID-AMER APT CMNTYS INC — $200K
PROLOGIS INC. — $449K
SPDR SERIES TRUST — $414K
SPDR SERIES TRUST — $1.3M
SPDR SERIES TRUST — $268K
SPDR SERIES TRUST — $502K
TEXAS INSTRS INC — $276K
THERMO FISHER SCIENTIFIC INC — $291K
TORTOISE SUSTAINABLE & SOCIA — $559K
TRUIST FINL CORP — $214K
VANECK ETF TRUST — $453K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0002090165-26-000001	$96.6M	View
Oct 23, 2025	Q3 2025	13F-HR	0002090165-25-000001	$68.7M	View
Aug 4, 2026	Q2 2026