Invst, LLC

Invst, LLC is a Bank institutional filer with the SEC under CIK 1867587, reporting 343 portfolio positions, with 19 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: IN
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Invst, LLC's most recent 13F filing, ranked by reported market value.

1. ISHARES TR (IVV)
2. VANGUARD INDEX FDS (VTI)
3. INVESCO EXCH TRADED FD TR II (SPMO)
4. SCHWAB STRATEGIC TR (SCHG)
5. ISHARES TR (IUSB)
6. ISHARES TR (MTUM)
7. ISHARES TR (LQD)
8. SCHWAB STRATEGIC TR (SCHF)
9. ISHARES TR (HYG)
10. ISHARES TR (EMB)