Institutions / Invst, LLC
Invst, LLC
CIK 1867587 · Institution · as of Dec 31, 2025
Portfolio value
$920.14M
Positions
308
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$920.14M+4.6%Positions
308+0.3%Top holdings
Dec 31, 2025View all 308 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $56.14M | 6.1% |
| Invesco Exch Traded Fd Tr II | $36.61M | 4.0% |
| Schwab Strategic Tr | $33.69M | 3.7% |
| Vanguard Tax-Managed Fds | $27.36M | 3.0% |
| iShares Tr | $21.13M | 2.3% |
| iShares Tr | $19.47M | 2.1% |
| iShares Tr | $19.23M | 2.1% |
| Invesco Qqq Tr | $18.29M | 2.0% |
| Schwab Strategic Tr | $17.96M | 2.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $17.92M | 1.9% |
| iShares Tr | $17.69M | 1.9% |
| iShares Tr | $17.29M | 1.9% |
| J P Morgan Exchange Traded F | $16.65M | 1.8% |
| Ea Series Trust | $16.59M | 1.8% |
| Dimensional ETF Trust | $16.29M | 1.8% |
| iShares MSCI UAE ETF | $16.04M | 1.7% |
| iShares Inc | $15.93M | 1.7% |
| iShares Tr | $15.45M | 1.7% |
| iShares Tr | $12.85M | 1.4% |
| NVIDIA Corp | $12.15M | 1.3% |
| Dimensional ETF Trust | $12.04M | 1.3% |
| iShares Tr | $11.58M | 1.3% |
| Apple Inc. | $11.26M | 1.2% |
| Dimensional ETF Trust | $10.69M | 1.2% |
| Amazon.com Inc | $10.02M | 1.1% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | 921943858 Common stock | $15.72M | +252K +135.16% | 437,929 2.97% of portfolio | medium |
| Q4 2025 as of | Trim | iShares MSCI UAE ETF Common stock | $-14.61M | -58K -67.12% | 28,588 0.78% of portfolio | medium |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $12.71M | +115K +381.38% | 145,583 1.74% of portfolio | medium |
| Q4 2025 as of | Trim | iShares MSCI UAE ETF Common stock | $-8.10M | -41K -52.76% | 36,512 0.79% of portfolio | medium |
| Q4 2025 as of | Add | 464287408 Common stock | $4.37M | +21K +28.90% | 91,822 2.12% of portfolio | low |
| Q4 2025 as of | Add | ELI LILLY & Co Common stock | $3.76M | +3K +103.68% | 6,864 0.80% of portfolio | low |
| Q4 2025 as of | Add | Palantir Technologies Inc Common stock | $3.52M | +20K +887.45% | 22,030 0.43% of portfolio | low |
| Q4 2025 as of | Trim | 464288877 Common stock | $-3.21M | -45K -21.73% | 162,134 1.26% of portfolio | low |
| Q4 2025 as of | Add | 46434G103 Common stock | $3.10M | +46K +24.11% | 237,012 1.73% of portfolio | low |
| Q4 2025 as of | Add | 46138E339 Common stock | $2.98M | +25K +8.87% | 306,818 3.98% of portfolio | low |