Ally Invest Advisors Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Ally Invest Advisors Inc. reported 75 stock positions worth $1.3 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 23.3% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 20.0%) and Vanguard Total Intl Bond ETF (BNDX, 8.0%). Compared with Q1 2025, it opened 4 new positions, sold out of 1, added to 51 and reduced 20. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +3%) and the biggest sale iShares Trust iShares ESG Aw (ESGD, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0001706013
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001706013-25-000007 ↗ filed Aug 13, 2025
Holdings Value
Holdings 75 stocks · $1.3B
| IVV iShares Core S&P 500 ETF | 23.31% | 481,691 | $299.1M | Add +2.7% |
| VEA Vanguard Ftse Developed ETF | 19.96% | 4,490,716 | $256.0M | Reduce -0.2% |
| BNDX Vanguard Total Intl Bond ETF | 7.96% | 2,063,311 | $102.2M | Add +2.5% |
| IEF iShares 7-10 Year Treasury B | 6.70% | 897,827 | $86.0M | Add +1.5% |
| IJH iShares Core S&P Midcap ETF | 6.47% | 1,339,430 | $83.1M | Add +5.6% |
| VWO Vanguard Ftse Emerging Marke | 5.19% | 1,345,970 | $66.6M | Add +1.3% |
| VMBS Vanguard Mortgage-Backed Sec | 4.46% | 1,233,509 | $57.2M | Add +2.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.99% | 960,549 | $51.2M | Add +1.5% |
| ESGU iShares ESG Aware MSCI USA | 3.51% | 332,448 | $45.0M | Add +1.8% |
| IJR iShares Core S&P Small-Cap E | 3.23% | 378,973 | $41.4M | Add +8.1% |
| ESGD iShares Trust iShares ESG Aw | 1.87% | 269,107 | $24.0M | Reduce -1.8% |
| SCHG Schwab US Large-Cap Growth | 1.86% | 818,260 | $23.9M | Add +2.2% |
| SCHV Schwab US Large-Cap Value | 1.82% | 842,086 | $23.3M | Add +4.0% |
| MUB iShares National Muni Bond E | 1.67% | 204,718 | $21.4M | Add +2.5% |
| AGG iShares Core U.S. Aggregate | 1.26% | 163,385 | $16.2M | Add +5.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.56% | 25,214 | $7.2M | Reduce -0.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.53% | 173,347 | $6.8M | Reduce -1.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.48% | 37,256 | $6.1M | Reduce -0.2% |
| ESML iShares ESG Aware MSCI USA S | 0.45% | 140,702 | $5.8M | Add +5.6% |
| XLK SS Technology Select Sector | 0.32% | 16,043 | $4.1M | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 0.31% | 30,155 | $4.0M | Add +1.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.30% | 73,331 | $3.9M | Add +4.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.26% | 11,901 | $3.3M | Add +4.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.25% | 16,279 | $3.2M | Add +4.1% |
| USXF iShares ESG Advance MSCI USA | 0.23% | 54,231 | $2.9M | Add +17.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.22% | 34,726 | $2.8M | Reduce -1.6% |
| BSV Vanguard Short-Term Bond ETF | 0.18% | 30,061 | $2.4M | Add +2.9% |
| EMB iShares JP Morgan Usd Emergi | 0.18% | 25,095 | $2.3M | Add +5.5% |
| SUB iShares Short-Term National | 0.16% | 19,123 | $2.0M | Add +7.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 4,357 | $1.9M | Add +94.7% |
| EAGG iShares ESG Aware US Aggrega | 0.14% | 38,978 | $1.9M | Reduce -6.2% |
| SPIB SS SPDR P Int C Corp. ETF | 0.12% | 46,344 | $1.6M | Add +6.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 4,695 | $1.4M | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 7,122 | $1.3M | Add +5.4% |
| XLF SS Financial Select Sector | 0.09% | 22,372 | $1.2M | Add +1.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.09% | 13,648 | $1.1M | Add +102.8% |
| XLV SS Health Care Select Sector | 0.08% | 7,370 | $993K | Add +2.2% |
| SCHD Schwab US DVD Equity ETF | 0.07% | 35,752 | $947K | Reduce -6.6% |
| XLY SS Consumer Disc Select Sect | 0.07% | 4,307 | $936K | Add +3.2% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.07% | 12,428 | $925K | Add +16.3% |
| XLC SS Comm Select Sector SPDR | 0.07% | 8,047 | $873K | Add +3.2% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.07% | 13,135 | $857K | Add +4.9% |
| SPLB SS SPDR P Long Term C ETF | 0.06% | 33,496 | $756K | Add +6.2% |
| XLI SS Industrial Select Sector | 0.06% | 5,015 | $740K | Add +2.8% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.06% | 3,419 | $724K | Reduce -14.3% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.05% | 15,702 | $684K | Add +20.8% |
| PZA Invesco National Amt-Free Mu | 0.05% | 28,883 | $647K | Add +11.0% |
| SKYY First Trust Cloud Computing | 0.05% | 5,174 | $629K | Add +6.2% |
| BOTZ Global X Robotics & Artifici | 0.05% | 19,102 | $624K | Add +6.0% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.05% | 11,397 | $580K | Reduce -14.7% |
| IEMG iShares Core MSCI Emerging | 0.04% | 9,332 | $560K | Add +15.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.04% | 21,265 | $535K | Reduce -0.4% |
| XLP SS Consumer Staples Sel Sect | 0.04% | 6,235 | $505K | Add +2.4% |
| BND Vanguard Total Bond Market | 0.04% | 6,695 | $493K | Add +3.8% |
| EMXF iShares ESG Adv MSCI Em ETF | 0.04% | 11,175 | $479K | Add +16.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.04% | 3,830 | $473K | New |
| ESGV Vanguard ESG US Stock ETF | 0.04% | 4,114 | $451K | Add +69.3% |
| VXUS Vanguard Total Intl Stock | 0.03% | 5,492 | $379K | Reduce -9.3% |
| IXUS iShares Core Intl Stock ETF | 0.03% | 4,605 | $356K | Add +12.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.03% | 4,599 | $348K | Add +4.1% |
| XAR SS SPDR S&P Aerospace Def | 0.03% | 1,622 | $342K | Reduce -7.5% |
| XLE SS Energy Select Sector | 0.03% | 3,951 | $335K | Add +5.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.03% | 3,561 | $324K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 1,146 | $321K | New |
| LCTU iShares U.S. Carbon Transiti | 0.02% | 4,629 | $311K | Reduce -6.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 3,213 | $262K | Add +2.8% |
| XLB SS Materials Select Sector | 0.02% | 2,922 | $257K | Add +3.9% |
| XLRE SS Real Estate Select Sector | 0.02% | 6,157 | $255K | Add +3.5% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 5,140 | $254K | Add +6.2% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.02% | 2,313 | $250K | Reduce -7.3% |
| IBB iShares Biotechnology ETF | 0.02% | 1,938 | $245K | Add +21.1% |
| DEM Wisdomtree Emerging Markets | 0.02% | 5,319 | $241K | Reduce -8.7% |
| DES Wisdomtree US Smallcap Divid | 0.02% | 7,106 | $226K | Reduce -5.0% |
| SBIO Alps Medical Breakthroughs | 0.02% | 6,665 | $200K | New |
| ICLN iShares Global Clean Energy | 0.01% | 10,338 | $136K | Reduce -5.4% |
Portfolio Sells Q1 2025 → Q2 2025
| ESGD iShares Trust iShares ESG Aw | Reduce -1.8% | 1.87% | −0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.2% | 0.48% | −0.04 |
| EAGG iShares ESG Aware US Aggrega | Reduce -6.2% | 0.14% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -6.6% | 0.07% | −0.02 |
| BGRN iShares Usd Green Bond ETF | Sold out | 0.00% | −0.02 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Reduce -14.3% | 0.06% | −0.01 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -14.7% | 0.05% | −0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -1.6% | 0.22% | −0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -0.4% | 0.04% | −0.00 |
| ONEY SS SPDR R1000 Yield Foc ETF | Reduce -7.3% | 0.02% | −0.00 |
| DES Wisdomtree US Smallcap Divid | Reduce -5.0% | 0.02% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -9.3% | 0.03% | −0.00 |
| DEM Wisdomtree Emerging Markets | Reduce -8.7% | 0.02% | −0.00 |
| LCTU iShares U.S. Carbon Transiti | Reduce -6.1% | 0.02% | −0.00 |
| ICLN iShares Global Clean Energy | Reduce -5.4% | 0.01% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 0.11% | +0.00 |
| XAR SS SPDR S&P Aerospace Def | Reduce -7.5% | 0.03% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -1.1% | 0.53% | +0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.7% | 0.56% | +0.03 |
| XLK SS Technology Select Sector | Reduce -0.3% | 0.32% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 19.96% | +0.37 |
Portfolio Buys Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Add +2.7% | 23.31% | +0.74 |
| SCHG Schwab US Large-Cap Growth | Add +2.2% | 1.86% | +0.15 |
| IJH iShares Core S&P Midcap ETF | Add +5.6% | 6.47% | +0.14 |
| ESGU iShares ESG Aware MSCI USA | Add +1.8% | 3.51% | +0.10 |
| IJR iShares Core S&P Small-Cap E | Add +8.1% | 3.23% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +94.7% | 0.15% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +102.8% | 0.09% | +0.05 |
| USXF iShares ESG Advance MSCI USA | Add +17.0% | 0.23% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +1.3% | 5.19% | +0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.04% | +0.04 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.03% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.03% | +0.03 |
| SBIO Alps Medical Breakthroughs | New | 0.02% | +0.02 |
| ESML iShares ESG Aware MSCI USA S | Add +5.6% | 0.45% | +0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +69.3% | 0.04% | +0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +16.3% | 0.07% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +4.0% | 0.26% | +0.01 |
| SKYY First Trust Cloud Computing | Add +6.2% | 0.05% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +15.7% | 0.04% | +0.01 |
| EMXF iShares ESG Adv MSCI Em ETF | Add +16.1% | 0.04% | +0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +4.9% | 0.07% | +0.01 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +20.8% | 0.05% | +0.01 |
| BOTZ Global X Robotics & Artifici | Add +6.0% | 0.05% | +0.00 |
| XLC SS Comm Select Sector SPDR | Add +3.2% | 0.07% | +0.00 |
| CIBR First Trust Nasdaq Cybersecu | Add +4.1% | 0.03% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Add +12.7% | 0.03% | +0.00 |
| XLI SS Industrial Select Sector | Add +2.8% | 0.06% | +0.00 |
| XLY SS Consumer Disc Select Sect | Add +3.2% | 0.07% | +0.00 |
| IBB iShares Biotechnology ETF | Add +21.1% | 0.02% | +0.00 |
| XLB SS Materials Select Sector | Add +3.9% | 0.02% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.8% | 0.02% | −0.00 |
| JMSI JPM Sus Municipal Income | Add +6.2% | 0.02% | −0.00 |
| PZA Invesco National Amt-Free Mu | Add +11.0% | 0.05% | −0.00 |
| XLRE SS Real Estate Select Sector | Add +3.5% | 0.02% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.4% | 0.10% | −0.00 |
| SPLB SS SPDR P Long Term C ETF | Add +6.2% | 0.06% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.1% | 0.25% | −0.00 |
| BND Vanguard Total Bond Market | Add +3.8% | 0.04% | −0.00 |
| XLF SS Financial Select Sector | Add +1.9% | 0.09% | −0.00 |
| SUB iShares Short-Term National | Add +7.5% | 0.16% | −0.00 |
| SPIB SS SPDR P Int C Corp. ETF | Add +6.6% | 0.12% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Add +2.4% | 0.04% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +5.5% | 0.18% | −0.00 |
| XLE SS Energy Select Sector | Add +5.2% | 0.03% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +2.9% | 0.18% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +4.9% | 0.30% | −0.01 |
| XLV SS Health Care Select Sector | Add +2.2% | 0.08% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Add +1.3% | 0.31% | −0.02 |
| SCHV Schwab US Large-Cap Value | Add +4.0% | 1.82% | −0.03 |
| AGG iShares Core U.S. Aggregate | Add +5.5% | 1.26% | −0.05 |
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 |