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 88.49% of Go Invest's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$42M), USTB (+$16M), VUG (+$16M), VOO (+$14M), VGT (+$6.4M), HFXI, BIV, FNDX, FTEC, SGOL.
- Started 11 new stock positions in SPY, SLV, FAN, RING, IGIB, IGPT, RSPT, TAN, SPIB, SCHI. GRID.
- Reduced shares in these 10 stocks: ICSH, SPYG, REZ, JPSE, ESG, AIQ, AVUV, COPX, IDGT, URA.
- Sold out of its positions in AVUV, COPX, URA, SPHD.
- Go Invest was a net buyer of stock by $100M.
- Go Invest has $426M in assets under management (AUM), dropping by 21.98%.
- Central Index Key (CIK): 0002139692
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Portfolio Holdings for Go Invest
Go Invest holds 129 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 33.0 | $140M | +10% | 204k | 686.81 |
|
| Victory Portfolios Ii Etf (USTB) | 27.8 | $119M | +15% | 2.3M | 50.62 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 12.7 | $54M | +332% | 435k | 124.17 |
|
| New York Life Investments Et Etf (HFXI) | 10.6 | $45M | +8% | 1.2M | 38.09 |
|
| Vanguard Index Fds Growth Etf (VUG) | 4.4 | $19M | +497% | 216k | 86.14 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 2.2 | $9.6M | +11% | 125k | 76.70 |
|
| Fidelity Covington Trust Etf (FTEC) | 2.0 | $8.6M | +6% | 30k | 285.58 |
|
| Vanguard World Etf (VGT) | 1.7 | $7.2M | +859% | 60k | 119.52 |
|
| Etfs Gold Tr Etf (SGOL) | 1.0 | $4.4M | +10% | 116k | 38.23 |
|
| Vanguard World Etf (VDE) | 0.7 | $2.9M | +11% | 19k | 150.13 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.4 | $1.8M | +40% | 59k | 31.10 |
|
| Ishares Tr Etf (ICSH) | 0.4 | $1.6M | -16% | 33k | 50.58 |
|
| Vanguard World Etf (VHT) | 0.3 | $1.3M | +14% | 4.4k | 299.01 |
|
| Ishares Tr Etf (IJR) | 0.3 | $1.2M | +12% | 8.1k | 148.31 |
|
| Spdr Series Trust Etf (SPSM) | 0.3 | $1.2M | +15% | 20k | 57.67 |
|
| Select Sector Spdr Tr Etf (XLRE) | 0.2 | $980k | +25% | 22k | 44.03 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.2 | $956k | 29k | 33.29 |
|
|
| Ishares Tr Etf (IQLT) | 0.2 | $953k | +4% | 19k | 49.55 |
|
| Fidelity Covington Trust Etf (FNCL) | 0.2 | $931k | +7% | 12k | 76.56 |
|
| Spdr Series Trust Etf (SPYG) | 0.2 | $684k | -20% | 5.8k | 118.99 |
|
| J P Morgan Exchange Traded F Etf (JPSE) | 0.1 | $629k | -4% | 11k | 60.16 |
|
| Bitwise Funds Trust Etf (BITQ) | 0.1 | $307k | +2% | 13k | 24.50 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $299k | +3% | 1.4k | 218.00 |
|
| Ishares Tr Etf (REZ) | 0.1 | $292k | -14% | 3.1k | 94.69 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $212k | 3.0k | 71.26 |
|
|
| Cambria Etf Tr Trinity (TRTY) | 0.0 | $188k | +20% | 6.2k | 30.21 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $179k | 483.00 | 370.40 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $152k | 502.00 | 302.99 |
|
|
| Ishares Tr Etf (IWY) | 0.0 | $152k | 521.00 | 290.72 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $142k | +309% | 1.8k | 80.55 |
|
| Ishares Tr Etf (QUAL) | 0.0 | $138k | 629.00 | 219.49 |
|
|
| Spdr Series Trust Etf (SPYD) | 0.0 | $128k | +9% | 2.7k | 47.71 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $104k | +2% | 1.7k | 59.68 |
|
| Ishares Tr Etf (IVV) | 0.0 | $103k | 137.00 | 748.48 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $100k | 136.00 | 737.51 |
|
|
| Global X Fds Etf (AIQ) | 0.0 | $88k | -14% | 1.3k | 65.63 |
|
| Vanguard Charlotte Fds Etf (BNDX) | 0.0 | $83k | +6% | 1.7k | 48.42 |
|
| Vaneck Etf Trust Etf (SMH) | 0.0 | $71k | +9% | 108.00 | 656.10 |
|
| Flexshares Tr Etf (ESG) | 0.0 | $69k | -20% | 391.00 | 175.58 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $63k | +12% | 852.00 | 73.42 |
|
| Dimensional Etf Trust Etf (DFAC) | 0.0 | $62k | +3% | 1.4k | 44.37 |
|
| Ishares Tr Etf (SOXX) | 0.0 | $49k | +11% | 76.00 | 642.55 |
|
| Northern Lts Fd Tr Iv Etf (PTL) | 0.0 | $47k | +5% | 165.00 | 286.24 |
|
| Fidelity Wise Origin Bitcoin Etf (FBTC) | 0.0 | $46k | +12% | 894.00 | 51.02 |
|
| Invesco Exchange Traded Fd T Etf (PSI) | 0.0 | $41k | 218.00 | 187.58 |
|
|
| Ishares Tr Etf (IDGT) | 0.0 | $40k | -8% | 334.00 | 119.77 |
|
| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.0 | $39k | +51% | 866.00 | 45.52 |
|
| Ishares Etf (EWJ) | 0.0 | $38k | 405.00 | 93.25 |
|
|
| Ishares Silver Tr Etf (SLV) | 0.0 | $36k | NEW | 667.00 | 53.43 |
|
| Ishares Etf (EMXC) | 0.0 | $35k | -8% | 341.00 | 102.28 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $32k | +404% | 363.00 | 87.82 |
|
| Spdr Series Trust Etf (SPMD) | 0.0 | $32k | 466.00 | 67.49 |
|
|
| Ishares Tr Etf (IXN) | 0.0 | $31k | +6% | 215.00 | 144.66 |
|
| Ishares Tr Etf (IUSG) | 0.0 | $30k | 161.00 | 188.39 |
|
|
| Select Sector Spdr Tr Etf (XLK) | 0.0 | $29k | 150.00 | 191.03 |
|
|
| Ishares Tr Etf (IYW) | 0.0 | $29k | 113.00 | 251.97 |
|
|
| Dimensional Etf Trust Etf (DFIC) | 0.0 | $27k | +8% | 720.00 | 37.27 |
|
| Dimensional Etf Trust Etf (DFAX) | 0.0 | $27k | +17% | 727.00 | 36.83 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $21k | +149% | 262.00 | 79.51 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $21k | +249% | 608.00 | 33.85 |
|
| First Tr Exchange-traded Etf (LMBS) | 0.0 | $20k | +7% | 400.00 | 49.75 |
|
| Northern Lts Fd Tr Iv Etf (WWJD) | 0.0 | $19k | +15% | 501.00 | 38.09 |
|
| Timothy Plan Intl Etf (TPIF) | 0.0 | $19k | +14% | 510.00 | 37.30 |
|
| Vanguard Scottsdale Fds Etf (VCIT) | 0.0 | $15k | 183.00 | 82.78 |
|
|
| Spdr Series Trust Etf (XSD) | 0.0 | $14k | +4% | 22.00 | 632.68 |
|
| Invesco Exch Traded Fd Tr Ii Etf (QQQM) | 0.0 | $14k | +9% | 45.00 | 304.42 |
|
| Ishares Tr Etf (IXUS) | 0.0 | $13k | +7% | 133.00 | 95.56 |
|
| Schwab Strategic Tr Crypto Thematic (STCE) | 0.0 | $13k | +269% | 181.00 | 70.12 |
|
| Spdr Series Trust Etf (SPYV) | 0.0 | $13k | +8% | 207.00 | 60.88 |
|
| Dimensional Etf Trust Etf (DFEM) | 0.0 | $12k | +6% | 300.00 | 40.63 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $12k | +21% | 158.00 | 75.68 |
|
| Ishares Tr Etf (IEI) | 0.0 | $11k | 96.00 | 117.60 |
|
|
| Invesco Exchange Traded Fd T Etf (IGPT) | 0.0 | $11k | NEW | 105.00 | 104.12 |
|
| Invesco Actvely Mngd Etc Etf (PDBC) | 0.0 | $10k | +163% | 650.00 | 15.89 |
|
| Vaneck Bitcoin Etf Etf (HODL) | 0.0 | $10k | +2% | 621.00 | 16.60 |
|
| Proshares Tr Etf (BITO) | 0.0 | $10k | +3% | 1.3k | 7.98 |
|
| Bitwise Bitcoin Etf Tr Etf (BITB) | 0.0 | $10k | +2% | 322.00 | 31.81 |
|
| First Tr Exchange-traded Etf (QTEC) | 0.0 | $9.7k | 29.00 | 335.69 |
|
|
| Northern Lts Fd Tr Iv Etf (SECT) | 0.0 | $7.4k | +8% | 102.00 | 72.22 |
|
| Ishares Tr Etf (IGIB) | 0.0 | $7.3k | NEW | 137.00 | 53.15 |
|
| First Tr Exchng Traded Fd Vi Etf (BUFR) | 0.0 | $7.0k | +7% | 191.00 | 36.52 |
|
| Listed Fds Tr Etf (HLAL) | 0.0 | $6.6k | +8% | 92.00 | 71.51 |
|
| Tidal Trust I SP FDS S&P 500 (SPUS) | 0.0 | $6.4k | +8% | 112.00 | 57.49 |
|
| Select Sector Spdr Tr Etf (XLE) | 0.0 | $6.1k | +57% | 115.00 | 53.17 |
|
| Spdr Series Trust Etf (XAR) | 0.0 | $5.7k | +17% | 20.00 | 283.75 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $5.1k | +69% | 61.00 | 82.95 |
|
| Ishares Tr Etf (IWO) | 0.0 | $4.6k | 12.00 | 384.83 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $4.6k | 15.00 | 304.80 |
|
|
| First Tr Exchange-traded Etf (GRID) | 0.0 | $4.5k | NEW | 23.00 | 193.87 |
|
| Invesco Exchange Traded Fd T Etf (RSP) | 0.0 | $4.4k | +5% | 21.00 | 209.57 |
|
| Spdr Series Trust Etf (SLYG) | 0.0 | $4.4k | -7% | 37.00 | 117.76 |
|
| Ishares Tr Etf (IEFA) | 0.0 | $4.3k | +10% | 44.00 | 97.32 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $4.2k | +4% | 133.00 | 31.81 |
|
| Ishares Tr Etf (IGM) | 0.0 | $4.0k | +14% | 24.00 | 166.29 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $3.7k | +6% | 16.00 | 232.69 |
|
| J P Morgan Exchange Traded F Etf (JEPI) | 0.0 | $3.2k | +12% | 56.00 | 56.57 |
|
| Global X Fds Etf (ASEA) | 0.0 | $3.1k | +3% | 156.00 | 19.58 |
|
| Ishares Tr Etf (IPAC) | 0.0 | $3.1k | +2% | 37.00 | 82.49 |
|
| Vanguard Scottsdale Fds Etf (VGLT) | 0.0 | $3.0k | 55.00 | 55.05 |
|
|
| Ishares Tr Etf (IDV) | 0.0 | $2.8k | +3% | 68.00 | 41.21 |
|
| Ishares Tr Etf (ILF) | 0.0 | $2.6k | -8% | 78.00 | 33.67 |
|
| Ishares Tr Etf (INDA) | 0.0 | $2.5k | 51.00 | 49.84 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $2.5k | -52% | 29.00 | 85.45 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $2.4k | -42% | 12.00 | 204.00 |
|
| Dimensional Etf Trust Etf (DFCF) | 0.0 | $2.2k | +26% | 53.00 | 41.96 |
|
| Vanguard World Etf (VCR) | 0.0 | $2.1k | 5.00 | 414.20 |
|
|
| Select Sector Spdr Tr Etf (XLV) | 0.0 | $2.0k | +8% | 13.00 | 155.31 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $2.0k | NEW | 89.00 | 22.54 |
|
| Invesco Exch Traded Fd Tr Ii Etf (TAN) | 0.0 | $1.9k | NEW | 33.00 | 58.61 |
|
| Ark Etf Tr Space & Defense (ARKX) | 0.0 | $1.9k | +24% | 56.00 | 34.41 |
|
| Amplify Etf Tr Block Techn Etf (BLOK) | 0.0 | $1.9k | +15% | 30.00 | 61.97 |
|
| Ishares Etf (RING) | 0.0 | $1.9k | NEW | 29.00 | 64.07 |
|
| First Tr Exchange-traded Etf (FAN) | 0.0 | $1.9k | NEW | 74.00 | 25.07 |
|
| Proshares Tr Etf (RINF) | 0.0 | $1.5k | +14% | 47.00 | 32.02 |
|
| Spdr Series Trust Etf (SPIB) | 0.0 | $1.5k | NEW | 45.00 | 33.40 |
|
| Dimensional Etf Trust Etf (DFGX) | 0.0 | $1.5k | +21% | 28.00 | 53.14 |
|
| State Str Spdr S&p 500 Etf T Etf (SPY) | 0.0 | $1.4k | NEW | 2.00 | 693.50 |
|
| Etf Ser Solutions Etf (UFOX) | 0.0 | $1.3k | +16% | 14.00 | 92.64 |
|
| Pacer Fds Tr Etf (CALF) | 0.0 | $1.3k | 25.00 | 51.32 |
|
|
| Invesco Exch Traded Fd Tr Ii Etf (QQQJ) | 0.0 | $1.3k | -9% | 28.00 | 45.36 |
|
| Ishares Tr Etf (IHI) | 0.0 | $1.3k | +25% | 25.00 | 50.32 |
|
| Select Sector Spdr Tr Etf (XLY) | 0.0 | $1.3k | +10% | 11.00 | 113.64 |
|
| Ishares Tr Etf (IGV) | 0.0 | $1.2k | +27% | 14.00 | 87.64 |
|
| Pacer Fds Tr Etf (COWZ) | 0.0 | $1.2k | 19.00 | 63.21 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $998.000400 | +20% | 12.00 | 83.17 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $757.999800 | +20% | 6.00 | 126.33 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $657.000000 | +66% | 5.00 | 131.40 |
|
| Ark Etf Tr Bloc Fin Inn Etf (ARKF) | 0.0 | $563.000200 | +27% | 14.00 | 40.21 |
|
| Invesco Exchange Traded Fd T Etf (RSPT) | 0.0 | $296.000000 | NEW | 5.00 | 59.20 |
|
Past Filings by Go Invest
SEC 13F filings are viewable for Go Invest going back to 2025
- Go Invest 2026 Q2 filed Aug. 5, 2026
- Go Invest 2026 Q1 filed Aug. 5, 2026
- Go Invest 2025 Q4 filed Aug. 5, 2026