Go Invest LLC

CIK

2139692

Location

WEST JORDAN, UT

Portfolio Value

Small $407,872,773

Diversification

Highly concentrated

Filing Date

Global Rank

#4,119 / 8,807 ▲ 406 · as of Jun 2026

Period ended 20 days ago

Filed Oct 9, 2026 · 11d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.4% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 95.9%; sector active share 90.6% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

103 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

43.9%

+6.4 pts

Top 5

94.2%

+2.1 pts

Top 10

99.3%

+0.9 pts

HHI

3,134

Highly concentrated+639

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	100.0%	$407,872,773	101
Financial Services	0.0%	$0	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
USTB	VictoryShares Short-Term Bond ETF	+283,501	2,624,648	$130,917,442
HFXI	NYLIM ETF Trust	+132,223	1,316,965	$48,951,589
IWF	iShares Russell 1000 Growth ETF	+45,697	480,978	$0
BIV	Vanguard Bond Index Funds	+22,677	147,269	$10,730,019
VOO	VANGUARD 500 INDEX FUND	+21,551	225,842	$158,283,624
SGOL	abrdn Gold ETF Trust	+20,090	135,974	$5,379,131
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+12,222	72,352	$9,092,475
FNDX	Schwab Fundamental U.S. Large Company ETF	+8,086	66,672	$2,098,167
VUG	VANGUARD GROWTH INDEX FUND	+8,033	223,813	$20,167,789
ICSH	iShares Ultra Short Duration Bond Active ETF	+4,004	36,483	$1,838,743
SCHI	Schwab 5-10 Year Corporate Bond ETF	+3,191	3,280	$70,323
FTEC	Fidelity MSCI Information Technology Index ETF	+2,486	32,680	$9,805,960
TRTY	Cambria Trinity ETF	+2,250	8,465	$264,785
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	+1,512	23,764	$972,185
JPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETF	+1,460	11,922	$671,447
VDE	VANGUARD ENERGY INDEX FUND	+1,129	20,544	$3,536,855
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+1,081	2,818	$167,135
IJR	iShares Core S&P Small-Cap ETF	+622	8,746	$0
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+597	734	$0
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+567	1,050	$392,952
VHT	VANGUARD HEALTH CARE INDEX FUND	+531	4,937	$1,560,486
IQLT	iShares MSCI Intl Quality Factor ETF	+520	19,742	$0
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+519	564	$18,205
—		+330	20,603	$0
REZ	iShares Residential and Multisector Real Estate ETF	+240	3,328	$0
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	−829	938	$73,557
VEA	Vanguard FTSE Developed Markets ETF	−522	2,458	$173,559
SCHG	Schwab U.S. Large-Cap Growth ETF	−507	101	$3,628
VB	Vanguard Index Funds	−285	217	$61,734
VTV	VANGUARD VALUE INDEX FUND	−245	1,128	$243,738
—		−80	2,601	$0
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	−21	629	$12,139
—		−18	84	$0
LMBS	First Trust Low Duration Opportunities ETF	−16	384	$18,608
QQQ	Invesco Qqq Trust, Series 1	−3	133	$98,389
—		−2	519	$0
IGV	iShares Expanded Tech-Software Sector ETF	−2	12	$0
CALF	Pacer US Small Cap Cash Cows 100 ETF	−2	23	$1,225
COWZ	Pacer US Cash Cows 100 ETF	−1	18	$1,201
IHI	iShares U.S. Medical Devices ETF	−1	24	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
GDXJ	VanEck Junior Gold Miners ETF	262	$29,854
FBT	First Trust NYSE Arca Biotechnology Index Fund	1	$272
GDX	VanEck Gold Miners ETF	1	$87
SIL	Global X Silver Miners ETF	355	$0
ARTY	iShares Future AI & Tech ETF	528	$0
ICLN	iShares Global Clean Energy ETF	17	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	28,707	$955,656
BITQ	Exchange Traded Concepts Trust	12,512	$306,544
QUAL	iShares MSCI USA Quality Factor ETF	629	$138,021
DFAC	Dimensional U.S. Core Equity 2 ETF	1,407	$62,414
PTL	Inspire 500 ETF	165	$47,204
FBTC	Fidelity Wise Origin Bitcoin Fund	894	$45,638
GBTC	Grayscale Bitcoin Trust ETF	866	$39,420
EMXC	iShares MSCI Emerging Markets ex China ETF	341	$34,884
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	363	$31,911
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	466	$31,482
IUSG	iShares Core S&P U.S. Growth ETF	161	$30,282
DFIC	Dimensional International Core Equity 2 ETF	720	$26,827
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	727	$26,782
GLDM	World Gold Trust	262	$20,808
QQQM	Invesco Ltd.	45	$13,633
STCE	Schwab Crypto Thematic ETF	181	$12,660
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	300	$12,192
IAU	Ishares Gold Trust	158	$11,930
IEI	iShares 3-7 Year Treasury Bond ETF	96	$11,275
HODL	VanEck Bitcoin ETF	621	$10,314
BITB	Bitwise Bitcoin ETF	322	$10,258
BITO	ProShares Bitcoin ETF	1,285	$10,254
BUFR	FT Vest Laddered Buffer ETF	191	$6,977
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	23	$4,410
SCHD	Schwab U.S. Dividend Equity ETF	133	$4,217
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 tracked positions · $407,872,773 total · filing declares 104 positions · $472,547,898 · as of Sep 30, 2026

All sectors Financial Services

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	225,842	+21,551	$158,283,624	+12.8%	38.81%
USTB	VictoryShares Short-Term Bond ETF	Added	2,624,648	+283,501	$130,917,442	+10.5%	32.10%
HFXI	NYLIM ETF Trust	Added	1,316,965	+132,223	$48,951,589	+8.5%	12.00%
VUG	VANGUARD GROWTH INDEX FUND	Added	223,813	+8,033	$20,167,789	+8.5%	4.94%
BIV	Vanguard Bond Index Funds	Added	147,269	+22,677	$10,730,019	+12.3%	2.63%
FTEC	Fidelity MSCI Information Technology Index ETF	Added	32,680	+2,486	$9,805,960	+13.7%	2.40%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	72,352	+12,222	$9,092,475	+26.5%	2.23%
SGOL	abrdn Gold ETF Trust	Added	135,974	+20,090	$5,379,131	+21.4%	1.32%
VDE	VANGUARD ENERGY INDEX FUND	Added	20,544	+1,129	$3,536,855	+21.3%	0.87%
FNDX	Schwab Fundamental U.S. Large Company ETF	Added	66,672	+8,086	$2,098,167	+15.2%	0.51%
ICSH	iShares Ultra Short Duration Bond Active ETF	Added	36,483	+4,004	$1,838,743	+11.9%	0.45%
VHT	VANGUARD HEALTH CARE INDEX FUND	Added	4,937	+531	$1,560,486	+18.4%	0.38%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Added	23,764	+1,512	$972,185	−0.8%	0.24%
FNCL	Fidelity MSCI Financials Index ETF	Added	12,252	+86	$927,721	−0.4%	0.23%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	5,836	+85	$718,294	+5.0%	0.18%
JPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETF	Added	11,922	+1,460	$671,447	+6.7%	0.16%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	1,050	+567	$392,952	+119.9%	0.10%
TRTY	Cambria Trinity ETF	Added	8,465	+2,250	$264,785	+41.0%	0.06%
VTV	VANGUARD VALUE INDEX FUND	Reduced	1,128	-245	$243,738	−18.5%	0.06%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	2,458	-522	$173,559	−18.3%	0.04%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	2,818	+1,081	$167,135	+61.2%	0.04%
ESG	FlexShares STOXX US ESG Select Index Fund	Added	616	+225	$110,599	+60.9%	0.03%
QQQ	Invesco Qqq Trust, Series 1	Reduced	133	-3	$98,389	−1.8%	0.02%
BNDX	Vanguard Total International Bond ETF	Added	1,821	+112	$85,350	+3.1%	0.02%
SMH	VanEck Semiconductor ETF	Added	122	+14	$74,298	+4.9%	0.02%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	938	-829	$73,557	−48.3%	0.02%
SCHI	Schwab 5-10 Year Corporate Bond ETF	Added	3,280	+3,191	$70,323	+3391.7%	0.02%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	899	+47	$63,064	+0.8%	0.02%
VB	Vanguard Index Funds	Reduced	217	-285	$61,734	−59.4%	0.02%
EWJ	iShares MSCI Japan ETF	Added	437	+32	$42,590	+12.7%	0.01%
SLV	iShares Silver Trust	Added	769	+102	$41,918	+17.5%	0.01%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	412	+229	$32,263	+113.3%	0.01%
GDXJ	VanEck Junior Gold Miners ETF	NEW	262	NEW	$29,854	NEW	0.01%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	152	+2	$29,754	+4.1%	0.01%
TPIF	Timothy Plan International ETF	Added	528	+18	$19,596	+3.0%	0.00%
LMBS	First Trust Low Duration Opportunities ETF	Reduced	384	-16	$18,608	−6.5%	0.00%
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Added	564	+519	$18,205	+1109.6%	0.00%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	216	+9	$13,204	+4.9%	0.00%
XSD	State Street(R) SPDR(R) S&P(R) Semiconductor ETF	Added	24	+2	$12,710	−7.4%	0.00%
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	Reduced	629	-21	$12,139	+17.6%	0.00%
SPY	Spdr S&P 500 ETF Trust	Added	14	+12	$10,676	+615.1%	0.00%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	164	+49	$10,086	+65.2%	0.00%
QTEC	First Trust NASDAQ-100-Technology Sector Index Fund	Held	29	0	$9,562	−1.5%	0.00%
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	Added	27	+7	$6,243	+10.0%	0.00%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Added	63	+2	$5,385	+6.9%	0.00%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Held	15	0	$4,381	−4.6%	0.00%
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	Added	39	+2	$4,171	−5.4%	0.00%
VIG	Vanguard Specialized Funds	Held	16	0	$3,732	−1.4%	0.00%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	101	-507	$3,628	−82.4%	0.00%
VXUS	Vanguard Total International Stock ETF	Held	29	0	$2,463	−0.6%	0.00%

Showing the top 50 of 103 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.