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Invst, LLC - Portfolio Stock Holdings

Invst, LLC disclosed 363 stock positions in a recent SEC 13F filing. $1,023,991,666 of stock holdings were filed, with the largest holdings including IVV, VTI, and SPMO. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,565,110,275 and has 65 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

363

Est. Stock Holding Value:

$1,023,991,666

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Invst, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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