InvesTrust - Portfolio overview

InvesTrust has 98 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD S&P 500 ETF, 8.80%
2. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 5.44%
3. IBDS - ISHARES TR, 3.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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