Ally Invest Advisors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Ally Invest Advisors Inc. reported 75 stock positions worth $1.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 23.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 19.6%) and Vanguard Total Intl Bond ETF (BNDX, 7.8%). Compared with Q1 2026, it added to 52 and reduced 23. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +0%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0001706013
- Portfolio Value
- $1.7B (Q2 2026)
- SEC Filing
- 0001706013-26-000007 ↗ filed Aug 13, 2026
Holdings Value
Holdings 75 stocks · $1.7B
| IVV iShares Core S&P 500 ETF | 23.22% | 513,402 | $384.5M | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 19.64% | 4,566,227 | $325.3M | Add +0.2% |
| BNDX Vanguard Total Intl Bond ETF | 7.79% | 2,662,224 | $128.9M | Add +4.8% |
| IJH iShares Core S&P Midcap ETF | 6.83% | 1,467,792 | $113.2M | Add +0.5% |
| IEF iShares 7-10 Year Treasury B | 6.42% | 1,124,596 | $106.4M | Add +5.1% |
| VWO Vanguard Ftse Emerging Marke | 5.15% | 1,429,618 | $85.3M | Add +0.8% |
| VMBS Vanguard Mortgage-Backed Sec | 4.30% | 1,520,621 | $71.2M | Add +4.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.79% | 1,181,331 | $62.8M | Add +4.6% |
| IJR iShares Core S&P Small-Cap E | 3.68% | 410,725 | $60.9M | Reduce -0.3% |
| ESGU iShares ESG Aware MSCI USA | 3.46% | 350,467 | $57.4M | Add +0.7% |
| SCHV Schwab US Large-Cap Value | 2.06% | 978,090 | $34.0M | Add +1.4% |
| SCHG Schwab US Large-Cap Growth | 1.91% | 934,561 | $31.6M | Add +1.9% |
| ESGD iShares Trust iShares ESG Aw | 1.85% | 297,816 | $30.6M | Add +2.6% |
| MUB iShares National Muni Bond E | 1.67% | 256,431 | $27.6M | Add +3.9% |
| AGG iShares Core U.S. Aggregate | 1.36% | 226,868 | $22.5M | Add +6.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.56% | 169,049 | $9.2M | Reduce -2.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.55% | 29,609 | $9.1M | Add +2.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.53% | 44,758 | $8.8M | Add +2.5% |
| ESML iShares ESG Aware MSCI USA S | 0.49% | 144,256 | $8.1M | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 0.34% | 35,689 | $5.6M | Add +5.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.30% | 13,747 | $5.0M | Add +1.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.29% | 93,130 | $4.9M | Add +6.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.28% | 19,226 | $4.7M | Add +2.3% |
| XLK SS Technology Select Sector | 0.26% | 22,229 | $4.2M | Reduce -21.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.24% | 39,786 | $3.9M | Add +4.8% |
| USXF iShares ESG Advance MSCI USA | 0.22% | 52,573 | $3.7M | Add +2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 8,576 | $3.2M | Add +7.5% |
| BSV Vanguard Short-Term Bond ETF | 0.18% | 39,130 | $3.0M | Add +7.6% |
| EMB iShares JP Morgan Usd Emergi | 0.18% | 31,138 | $3.0M | Add +5.0% |
| SUB iShares Short-Term National | 0.17% | 26,271 | $2.8M | Add +7.4% |
| EAGG iShares ESG Aware US Aggrega | 0.13% | 45,240 | $2.1M | Add +1.8% |
| SPIB SS SPDR P Int C Corp. ETF | 0.12% | 59,338 | $2.0M | Add +7.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 22,749 | $2.0M | Reduce -4.5% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 56,231 | $1.8M | Add +10.2% |
| XLV SS Health Care Select Sector | 0.08% | 8,627 | $1.4M | Add +4.8% |
| XLF SS Financial Select Sector | 0.08% | 23,868 | $1.3M | Add +6.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 5,814 | $1.3M | Reduce -1.4% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.07% | 13,373 | $1.1M | Add +6.9% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.07% | 13,283 | $1.1M | Reduce -3.5% |
| IXUS iShares Core Intl Stock ETF | 0.07% | 11,446 | $1.1M | Add +7.5% |
| XLY SS Consumer Disc Select Sect | 0.06% | 8,607 | $1.0M | Add +1.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 10,397 | $1.0M | Reduce -1.9% |
| SPLB SS SPDR P Long Term C ETF | 0.06% | 44,547 | $998K | Add +9.6% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.06% | 3,918 | $991K | Reduce -0.5% |
| PZA Invesco National Amt-Free Mu | 0.06% | 39,359 | $926K | Add +6.3% |
| XLI SS Industrial Select Sector | 0.05% | 4,662 | $864K | Reduce -4.0% |
| XLC SS Comm Select Sector SPDR | 0.05% | 7,818 | $838K | Add +0.8% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.05% | 12,987 | $794K | Reduce -0.7% |
| BOTZ Global X Robotics & Artifici | 0.04% | 19,561 | $742K | Reduce -2.1% |
| SKYY First Trust Cloud Computing | 0.04% | 5,472 | $736K | Reduce -16.3% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.04% | 16,584 | $721K | Add +6.1% |
| VXUS Vanguard Total Intl Stock | 0.04% | 7,676 | $656K | Add +8.6% |
| EMXF iShares ESG Adv MSCI Em ETF | 0.04% | 10,498 | $608K | Add +1.8% |
| SUSB iShares ESG Aware 1-5 Year U | 0.04% | 23,975 | $599K | Add +4.1% |
| XLP SS Consumer Staples Sel Sect | 0.04% | 7,054 | $586K | Add +1.0% |
| IEMG iShares Core MSCI Emerging | 0.04% | 7,064 | $585K | Reduce -8.5% |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 3,777 | $499K | Reduce -4.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.03% | 4,140 | $486K | Reduce -0.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.03% | 3,289 | $486K | Add +0.4% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.03% | 3,525 | $452K | Add +11.2% |
| DES Wisdomtree US Smallcap Divid | 0.03% | 10,807 | $440K | Add +10.7% |
| DEM Wisdomtree Emerging Markets | 0.03% | 7,942 | $427K | Add +10.3% |
| LCTU iShares U.S. Carbon Transiti | 0.02% | 5,044 | $404K | Add +2.3% |
| CIBR First Trust Nasdaq Cybersecu | 0.02% | 4,435 | $398K | Reduce -13.0% |
| XAR SS SPDR S&P Aerospace Def | 0.02% | 1,372 | $389K | Add +5.0% |
| XLE SS Energy Select Sector | 0.02% | 6,983 | $371K | Add +8.6% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 6,184 | $312K | Add +8.0% |
| IBB iShares Biotechnology ETF | 0.02% | 1,571 | $299K | Reduce -6.0% |
| VGT Vanguard Info Tech ETF | 0.02% | 2,497 | $298K | Reduce -4.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 6,408 | $291K | Add +1.5% |
| XLB SS Materials Select Sector | 0.02% | 5,695 | $289K | Reduce -3.5% |
| XLRE SS Real Estate Select Sector | 0.02% | 6,550 | $288K | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 3,425 | $276K | Add +1.8% |
| SBIO Alps Medical Breakthroughs | 0.01% | 3,581 | $232K | Reduce -15.2% |
| IDNA iShares Gen-Immunology HLTH | 0.01% | 6,852 | $231K | Reduce -7.1% |
Portfolio Sells Q1 2026 → Q2 2026
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.9% | 0.06% | −0.00 |
| SKYY First Trust Cloud Computing | Reduce -16.3% | 0.04% | −0.00 |
| XLB SS Materials Select Sector | Reduce -3.5% | 0.02% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.4% | 0.08% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -6.0% | 0.02% | −0.00 |
| SBIO Alps Medical Breakthroughs | Reduce -15.2% | 0.01% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -8.5% | 0.04% | −0.00 |
| XLRE SS Real Estate Select Sector | Reduce -1.5% | 0.02% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -4.0% | 0.05% | −0.00 |
| IDNA iShares Gen-Immunology HLTH | Reduce -7.1% | 0.01% | −0.00 |
| BOTZ Global X Robotics & Artifici | Reduce -2.1% | 0.04% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Reduce -4.1% | 0.03% | +0.00 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Reduce -0.5% | 0.06% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.5% | 0.03% | +0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -0.7% | 0.05% | +0.00 |
| XLK SS Technology Select Sector | Reduce -21.8% | 0.26% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.5% | 0.12% | +0.00 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -13.0% | 0.02% | +0.00 |
| VGT Vanguard Info Tech ETF | Reduce -4.8% | 0.02% | +0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -3.5% | 0.07% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -2.6% | 0.56% | +0.03 |
| ESML iShares ESG Aware MSCI USA S | Reduce -0.2% | 0.49% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.3% | 3.68% | +0.23 |
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Add +0.4% | 23.22% | +0.73 |
| IJH iShares Core S&P Midcap ETF | Add +0.5% | 6.83% | +0.20 |
| ESGU iShares ESG Aware MSCI USA | Add +0.7% | 3.46% | +0.15 |
| SCHG Schwab US Large-Cap Growth | Add +1.9% | 1.91% | +0.11 |
| SCHV Schwab US Large-Cap Value | Add +1.4% | 2.06% | +0.08 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +2.9% | 0.55% | +0.05 |
| USXF iShares ESG Advance MSCI USA | Add +2.0% | 0.22% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1.4% | 0.30% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.5% | 0.19% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.3% | 0.28% | +0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +6.9% | 0.07% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Add +7.5% | 0.07% | +0.00 |
| EMXF iShares ESG Adv MSCI Em ETF | Add +1.8% | 0.04% | +0.00 |
| XLF SS Financial Select Sector | Add +6.9% | 0.08% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +8.6% | 0.04% | +0.00 |
| DES Wisdomtree US Smallcap Divid | Add +10.7% | 0.03% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +10.2% | 0.11% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +5.0% | 0.34% | +0.00 |
| DEM Wisdomtree Emerging Markets | Add +10.3% | 0.03% | +0.00 |
| ONEY SS SPDR R1000 Yield Foc ETF | Add +11.2% | 0.03% | +0.00 |
| XLV SS Health Care Select Sector | Add +4.8% | 0.08% | +0.00 |
| XAR SS SPDR S&P Aerospace Def | Add +5.0% | 0.02% | +0.00 |
| LCTU iShares U.S. Carbon Transiti | Add +2.3% | 0.02% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.8% | 0.02% | +0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.4% | 0.03% | +0.00 |
| JMSI JPM Sus Municipal Income | Add +8.0% | 0.02% | −0.00 |
| SPLB SS SPDR P Long Term C ETF | Add +9.6% | 0.06% | −0.00 |
| XLY SS Consumer Disc Select Sect | Add +1.6% | 0.06% | −0.00 |
| PZA Invesco National Amt-Free Mu | Add +6.3% | 0.06% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.5% | 0.02% | −0.00 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +6.1% | 0.04% | −0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +4.1% | 0.04% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Add +1.0% | 0.04% | −0.00 |
| XLE SS Energy Select Sector | Add +8.6% | 0.02% | −0.00 |
| SPIB SS SPDR P Int C Corp. ETF | Add +7.8% | 0.12% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.8% | 5.15% | −0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +4.8% | 0.24% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +5.0% | 0.18% | −0.01 |
| SUB iShares Short-Term National | Add +7.4% | 0.17% | −0.01 |
| XLC SS Comm Select Sector SPDR | Add +0.8% | 0.05% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +2.5% | 0.53% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +7.6% | 0.18% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.2% | 19.64% | −0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +1.8% | 0.13% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +6.8% | 0.29% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +2.6% | 1.85% | −0.02 |
| AGG iShares Core U.S. Aggregate | Add +6.4% | 1.36% | −0.07 |
| MUB iShares National Muni Bond E | Add +3.9% | 1.67% | −0.10 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +4.6% | 3.79% | −0.25 |
| VMBS Vanguard Mortgage-Backed Sec | Add +4.7% | 4.30% | −0.29 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $1.7B | IVV, VEA, BNDX, IJH, IEF |
| Q1 2026 | 75 | $1.5B | IVV, VEA, BNDX, IEF, IJH |
| Q4 2025 | 76 | $1.4B | IVV, VEA, BNDX, IEF, IJH |
| Q3 2025 | 77 | $1.4B | IVV, VEA, BNDX, IEF, IJH |
| Q2 2025 | 75 | $1.3B | IVV, VEA, BNDX, IEF, IJH |
| Q1 2025 | 72 | $1.2B | IVV, VEA, BNDX, IEF, IJH |
| Q4 2024 | 67 | $1.2B | IVV, VEA, BNDX, IEF, IJH |
| Q3 2024 | 67 | $1.1B | IVV, VEA, BNDX, IEF, IJH |
| Q2 2024 | 66 | $1.0B | IVV, VEA, IJH, BNDX, IEF |
| Q1 2024 | 60 | $1.0B | IVV, VEA, IJH, BNDX, IEF |