SEC Form 13F · Q1 2026

INVESTED ADVISORS

Institutional Holdings Report

13F-HRPA
$99.0M
Portfolio Value
138
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
INVESTED ADVISORS
CIK
2090165
Accession No.
0002090165-26-000002
Location
STATE COLLEGE, PA
Form Type
13F-HR
Portfolio Value
$99.0M
Holdings Reported
138
Reporting Period
Q1 2026
Filed
April 29, 2026

About this Filing

INVESTED ADVISORS is an institutional investment manager based in STATE COLLEGE, PA reporting approximately $99.0M in 13(f) securities across 138 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.