Invst, LLC - Portfolio overview

Invst, LLC has 409 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 5.29%
2. SPMO - INVESCO EXCH TRADED FD TR II, 3.56%
3. SCHG - SCHWAB STRATEGIC TR, 2.97%

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

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