Go Invest
Latest statistics and disclosures from Go Invest's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, USTB, IWF, HFXI, VUG, and represent 88.58% of Go Invest's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$15M), USTB (+$14M), IWF (+$5.7M), HFXI, BIV, VGT, SGOL, FTEC, VUG, FNDX.
- Started 8 new stock positions in FBT, ARTY, BSJP, SPHD, GDXJ, ICLN, SIL, GDX.
- Reduced shares in these 10 stocks: IBIT, BITQ, QUAL, VB, VO, Dimensional Etf Trust, VTV, PTL, FBTC, GBTC.
- Sold out of its positions in ARKX, BITB, BITQ, DFGX, Dimensional Etf Trust, DFEM, DFIC, DFCF, DFAX, FBTC.
- Go Invest was a net buyer of stock by $45M.
- Go Invest has $473M in assets under management (AUM), dropping by 11.05%.
- Central Index Key (CIK): 0002139692
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Portfolio Holdings for Go Invest
Go Invest holds 104 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Etf (VOO) | 33.5 | $158M | +10% | 226k | 700.86 |
|
| Victory Portfolios Ii Etf (USTB) | 27.7 | $131M | +12% | 2.6M | 49.88 |
|
| Ishares Tr Etf (IWF) | 12.7 | $60M | +10% | 481k | 125.26 |
|
| Indexiq Etf Tr Etf (HFXI) | 10.4 | $49M | +11% | 1.3M | 37.17 |
|
| Vanguard Index Fds Etf (VUG) | 4.3 | $20M | +3% | 224k | 90.11 |
|
| Vanguard Bd Index Fds Etf (BIV) | 2.3 | $11M | +18% | 147k | 72.86 |
|
| Fidelity Covington Tr Etf (FTEC) | 2.1 | $9.8M | +8% | 33k | 300.06 |
|
| Vanguard World Fds Etf (VGT) | 1.9 | $9.1M | +20% | 72k | 125.67 |
|
| Aberdeen Std Gold Etf Tr Etf (SGOL) | 1.1 | $5.4M | +17% | 136k | 39.56 |
|
| Vanguard World Fds Etf (VDE) | 0.7 | $3.5M | +5% | 21k | 172.16 |
|
| Schwab Strategic Tr Etf (FNDX) | 0.4 | $2.1M | +13% | 67k | 31.47 |
|
| Ishares Tr Etf (ICSH) | 0.4 | $1.8M | +12% | 37k | 50.40 |
|
| Vanguard World Fds Etf (VHT) | 0.3 | $1.6M | +12% | 4.9k | 316.07 |
|
| Ishares Tr Etf (IJR) | 0.3 | $1.2M | +7% | 8.7k | 136.03 |
|
| Spdr Ser Tr Etf (SPSM) | 0.2 | $1.1M | 21k | 52.86 |
|
|
| Ishares Tr Etf (IQLT) | 0.2 | $977k | +2% | 20k | 49.47 |
|
| Select Sector Spdr Tr Etf (XLRE) | 0.2 | $972k | +6% | 24k | 40.91 |
|
| Fidelity Covington Tr Etf (FNCL) | 0.2 | $928k | 12k | 75.72 |
|
|
| Spdr Ser Tr Etf (SPYG) | 0.2 | $718k | 5.8k | 123.08 |
|
|
| J P Morgan Exchange-traded F Etf (JPSE) | 0.1 | $672k | +13% | 12k | 56.32 |
|
| Vanguard Index Fds Etf (VTI) | 0.1 | $393k | +117% | 1.1k | 374.40 |
|
| Ishares Tr Etf (REZ) | 0.1 | $294k | +7% | 3.3k | 88.34 |
|
| Cambria Etf Tr Etf (TRTY) | 0.1 | $265k | +36% | 8.5k | 31.28 |
|
| Vanguard Index Fds Etf (VTV) | 0.1 | $244k | -17% | 1.1k | 216.12 |
|
| Vanguard Tax-managed Intl Etf (VEA) | 0.0 | $174k | -17% | 2.5k | 70.60 |
|
| Vanguard Intl Equity Index F Etf (VWO) | 0.0 | $167k | +62% | 2.8k | 59.30 |
|
| Ishares Tr Etf (IWY) | 0.0 | $153k | 519.00 | 294.89 |
|
|
| Spdr Ser Tr Etf (SPYD) | 0.0 | $118k | -2% | 2.6k | 45.38 |
|
| Flexshares Tr Etf (ESG) | 0.0 | $111k | +57% | 616.00 | 179.59 |
|
| Ishares Tr Etf (IVV) | 0.0 | $106k | 138.00 | 764.62 |
|
|
| Invesco Qqq Tr Etf (QQQ) | 0.0 | $98k | -2% | 133.00 | 737.45 |
|
| Global X Fds Etf (AIQ) | 0.0 | $91k | +4% | 1.4k | 65.14 |
|
| Vanguard Charlotte Fds Etf (BNDX) | 0.0 | $85k | +6% | 1.8k | 46.86 |
|
| Vaneck Vectors Etf Tr Etf (SMH) | 0.0 | $74k | +12% | 122.00 | 609.46 |
|
| Vanguard Index Fds Etf (VO) | 0.0 | $74k | -46% | 938.00 | 78.45 |
|
| Schwab Strategic Tr Etf (SCHI) | 0.0 | $70k | +3585% | 3.3k | 21.44 |
|
| Vanguard Bd Index Fds Etf (BND) | 0.0 | $63k | +5% | 899.00 | 70.11 |
|
| Vanguard Index Fds Etf (VB) | 0.0 | $62k | -56% | 217.00 | 284.77 |
|
| Ishares Tr Etf (SOXX) | 0.0 | $45k | +3% | 79.00 | 567.46 |
|
| Ishares Etf (EWJ) | 0.0 | $43k | +7% | 437.00 | 97.50 |
|
| Ishares Silver Trust Etf (SLV) | 0.0 | $42k | +15% | 769.00 | 54.49 |
|
| Ishares Tr Etf (ARTY) | 0.0 | $41k | NEW | 528.00 | 78.34 |
|
| Ishares Tr Etf (IXN) | 0.0 | $38k | +20% | 258.00 | 148.23 |
|
| Ishares Tr Etf (IDGT) | 0.0 | $38k | 335.00 | 112.32 |
|
|
| Ishares Tr Etf (IGIB) | 0.0 | $37k | +435% | 734.00 | 50.36 |
|
| Invesco Exchange Traded Fd T Etf (PSI) | 0.0 | $34k | +2% | 223.00 | 152.81 |
|
| Vanguard Scottsdale Fds Etf (VCIT) | 0.0 | $32k | +125% | 412.00 | 78.40 |
|
| Global X Fds Etf (SIL) | 0.0 | $31k | NEW | 355.00 | 86.06 |
|
| Ishares Tr Etf (IYW) | 0.0 | $30k | 113.00 | 265.65 |
|
|
| Vaneck Vectors Etf Tr Etf (GDXJ) | 0.0 | $30k | NEW | 262.00 | 113.95 |
|
| Select Sector Spdr Tr Etf (XLK) | 0.0 | $30k | 152.00 | 195.36 |
|
|
| Timothy Plan Etf (TPIF) | 0.0 | $20k | +3% | 528.00 | 37.13 |
|
| Northern Lts Fd Tr Iv Etf (WWJD) | 0.0 | $20k | 505.00 | 38.78 |
|
|
| First Tr Exchange-traded Etf (LMBS) | 0.0 | $19k | -4% | 384.00 | 48.47 |
|
| Spdr Ser Tr Etf (SPIB) | 0.0 | $18k | +1153% | 564.00 | 32.29 |
|
| Ishares Tr Etf (IXUS) | 0.0 | $13k | +6% | 141.00 | 95.21 |
|
| Invesco Exchange Traded Fd T Etf (IGPT) | 0.0 | $13k | +24% | 131.00 | 101.73 |
|
| Spdr Ser Tr Etf (SPYV) | 0.0 | $13k | +4% | 216.00 | 61.20 |
|
| Spdr Ser Tr Etf (XSD) | 0.0 | $13k | +9% | 24.00 | 528.33 |
|
| Invesco Actively Managd Etf Etf (PDBC) | 0.0 | $12k | -3% | 629.00 | 19.29 |
|
| Spdr S&p 500 Etf Tr Etf (SPY) | 0.0 | $10k | +600% | 14.00 | 745.29 |
|
| Select Sector Spdr Tr Etf (XLE) | 0.0 | $10k | +42% | 164.00 | 61.49 |
|
| First Tr Nasdaq-100 Tech Ind Etf (QTEC) | 0.0 | $9.7k | 29.00 | 334.48 |
|
|
| Listed Fd Tr Etf (HLAL) | 0.0 | $9.3k | +34% | 124.00 | 74.81 |
|
| Tidal Etf Tr Etf (SPUS) | 0.0 | $9.0k | +35% | 152.00 | 59.35 |
|
| Spdr Ser Tr Etf (XAR) | 0.0 | $6.3k | +35% | 27.00 | 232.22 |
|
| Northern Lts Fd Tr Iv Etf (SECT) | 0.0 | $6.0k | -17% | 84.00 | 71.23 |
|
| Vanguard Admiral Fds Etf (VOOG) | 0.0 | $5.4k | +3% | 63.00 | 85.43 |
|
| Ishares Tr Etf (IEFA) | 0.0 | $4.4k | +4% | 46.00 | 96.46 |
|
| Vanguard Index Fds Etf (VOT) | 0.0 | $4.4k | 15.00 | 290.67 |
|
|
| Ishares Tr Etf (IGM) | 0.0 | $4.3k | +8% | 26.00 | 167.08 |
|
| Invesco Exchange Traded Fd T Etf (RSP) | 0.0 | $4.3k | 21.00 | 205.67 |
|
|
| Ishares Tr Etf (IWO) | 0.0 | $4.2k | 12.00 | 349.00 |
|
|
| Spdr Ser Tr Etf (SLYG) | 0.0 | $4.2k | +5% | 39.00 | 107.13 |
|
| Vanguard Specialized Funds Etf (VIG) | 0.0 | $3.7k | 16.00 | 229.38 |
|
|
| Schwab Strategic Tr Etf (SCHG) | 0.0 | $3.6k | -83% | 101.00 | 35.92 |
|
| Global X Fds Etf (ASEA) | 0.0 | $3.3k | 156.00 | 20.92 |
|
|
| Ishares Tr Etf (IPAC) | 0.0 | $3.2k | 37.00 | 85.68 |
|
|
| Ishares Etf (EWY) | 0.0 | $3.1k | +41% | 17.00 | 184.94 |
|
| Ishares Tr Etf (IDV) | 0.0 | $3.0k | +4% | 71.00 | 41.99 |
|
| Ishares Tr Etf (ILF) | 0.0 | $2.7k | 78.00 | 34.41 |
|
|
| Vanguard Star Fds Etf (VXUS) | 0.0 | $2.5k | 29.00 | 85.48 |
|
|
| Ishares Tr Etf (INDA) | 0.0 | $2.4k | 51.00 | 47.12 |
|
|
| Invesco Exchange-traded Fd T Etf (TAN) | 0.0 | $2.3k | +57% | 52.00 | 43.65 |
|
| Select Sector Spdr Tr Etf (XLV) | 0.0 | $2.2k | 13.00 | 165.54 |
|
|
| Vanguard World Fds Etf (VCR) | 0.0 | $2.0k | +20% | 6.00 | 334.50 |
|
| Amplify Etf Tr Etf (BLOK) | 0.0 | $1.8k | 30.00 | 60.57 |
|
|
| Proshares Tr Etf (RINF) | 0.0 | $1.7k | +12% | 53.00 | 32.72 |
|
| Ishares Tr Etf (IGV) | 0.0 | $1.3k | -14% | 12.00 | 108.58 |
|
| Pacer Fds Tr Etf (CALF) | 0.0 | $1.2k | -8% | 23.00 | 53.43 |
|
| Ark Etf Tr Etf (ARKK) | 0.0 | $1.2k | +16% | 14.00 | 86.57 |
|
| Ishares Tr Etf (IHI) | 0.0 | $1.2k | -4% | 24.00 | 50.08 |
|
| Select Sector Spdr Tr Etf (XLY) | 0.0 | $1.2k | 11.00 | 109.18 |
|
|
| Pacer Fds Tr Etf (COWZ) | 0.0 | $1.2k | -5% | 18.00 | 65.44 |
|
| Etf Ser Solutions Etf (UFOX) | 0.0 | $1.2k | 14.00 | 83.21 |
|
|
| Ark Etf Tr Etf (ARKW) | 0.0 | $836.000000 | 5.00 | 167.20 |
|
|
| Ark Etf Tr Etf (ARKQ) | 0.0 | $798.000000 | +16% | 7.00 | 114.00 |
|
| Ark Etf Tr Etf (ARKF) | 0.0 | $756.999800 | +21% | 17.00 | 44.53 |
|
| Invesco Exchange Traded Fd T Etf (RSPT) | 0.0 | $735.000200 | +120% | 11.00 | 66.82 |
|
| Ishares Tr Etf (ICLN) | 0.0 | $281.999400 | NEW | 17.00 | 16.59 |
|
| First Tr Exchange-traded Etf (FBT) | 0.0 | $216.000000 | NEW | 1.00 | 216.00 |
|
| Vaneck Vectors Etf Tr Etf (GDX) | 0.0 | $64.000000 | NEW | 1.00 | 64.00 |
|
| Invesco Exchange-traded Fd T Etf (SPHD) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Invesco Exch Trd Slf Idx Etf (BSJP) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Go Invest
SEC 13F filings are viewable for Go Invest going back to 2025
- Go Invest 2026 Q3 filed Oct. 9, 2026
- Go Invest 2026 Q2 filed Aug. 5, 2026
- Go Invest 2026 Q1 filed Aug. 5, 2026
- Go Invest 2025 Q4 filed Aug. 5, 2026