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Beverly Blair

Invst, Llc

Assets Managed
$885.847M
Holdings
331
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-3.72%(2Q avg: 0.45%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Invst, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 331 positions.

Assets under management

The assets under management (AUM) of Invst, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 885.847M in assets, with a quarterly growth rate of -3.72% and a 2-quarter average growth rate of 0.45%. The portfolio is managed by Beverly Blair, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -3.72%
5.84%
$51.722M
161,223 shares@ $320.81 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 1.3%
3.94%
$34.843M
310,790 shares@ $112.11 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -3.48%
3.28%
$29.037M
996,818 shares@ $29.14 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -3.14%
3.07%
$27.179M
424,139 shares@ $64.08 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 34.63%
2.42%
$21.361M
195,993 shares@ $109.0 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 26.36%
2.41%
$21.315M
32,632 shares@ $653.21 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Decreased -2.68%
2.31%
$20.405M
441,757 shares@ $46.19 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -0.13%
2.09%
$18.469M
746,237 shares@ $24.75 avg price
HYG
Ishares Iboxx High Yld Corp
Recent Activity
Increased 7.8%
2.08%
$18.396M
231,224 shares@ $79.56 avg price
EMB
Ishares Jp Morgan Usd Emergi
Recent Activity
Decreased -4.08%
2.04%
$17.996M
191,589 shares@ $93.94 avg price

1-10 of 331