Ally Invest Advisors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Ally Invest Advisors Inc. reported 76 stock positions worth $1.4 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, 19.9%) and Vanguard Total Intl Bond ETF (BNDX, 7.8%). Compared with Q3 2025, it sold out of 1, added to 46 and reduced 30. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +1%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0001706013
- Portfolio Value
- $1.4B (Q4 2025)
- SEC Filing
- 0001706013-26-000002 ↗ filed Feb 13, 2026
Holdings Value
Holdings 76 stocks · $1.4B
| IVV iShares Core S&P 500 ETF | 23.17% | 490,212 | $335.8M | Add +0.8% |
| VEA Vanguard Ftse Developed ETF | 19.85% | 4,604,747 | $287.7M | Add +0.7% |
| BNDX Vanguard Total Intl Bond ETF | 7.84% | 2,351,481 | $113.6M | Add +7.0% |
| IEF iShares 7-10 Year Treasury B | 6.63% | 998,550 | $96.0M | Add +5.5% |
| IJH iShares Core S&P Midcap ETF | 6.46% | 1,417,770 | $93.6M | Add +3.1% |
| VWO Vanguard Ftse Emerging Marke | 5.18% | 1,396,299 | $75.1M | Add +1.4% |
| VMBS Vanguard Mortgage-Backed Sec | 4.39% | 1,350,779 | $63.6M | Add +4.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.88% | 1,042,575 | $56.2M | Add +3.8% |
| ESGU iShares ESG Aware MSCI USA | 3.45% | 335,335 | $50.0M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 3.30% | 398,139 | $47.8M | Add +2.3% |
| SCHG Schwab US Large-Cap Growth | 2.01% | 891,124 | $29.1M | Reduce -0.1% |
| SCHV Schwab US Large-Cap Value | 1.95% | 952,375 | $28.2M | Add +2.5% |
| ESGD iShares Trust iShares ESG Aw | 1.86% | 282,978 | $26.9M | Add +2.6% |
| MUB iShares National Muni Bond E | 1.71% | 231,054 | $24.7M | Add +6.3% |
| AGG iShares Core U.S. Aggregate | 1.38% | 199,572 | $19.9M | Add +10.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.55% | 28,443 | $7.9M | Add +2.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.53% | 43,277 | $7.7M | Add +3.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.53% | 173,309 | $7.7M | Reduce -0.5% |
| ESML iShares ESG Aware MSCI USA S | 0.45% | 142,625 | $6.6M | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 0.33% | 33,466 | $4.8M | Add +9.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.30% | 83,505 | $4.4M | Add +8.8% |
| XLK SS Technology Select Sector | 0.29% | 29,400 | $4.2M | Reduce -8.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 13,473 | $4.1M | Add +2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.27% | 18,679 | $4.0M | Add +3.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.24% | 38,403 | $3.5M | Add +10.3% |
| USXF iShares ESG Advance MSCI USA | 0.20% | 51,094 | $2.9M | Reduce -9.8% |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 35,276 | $2.8M | Add +7.9% |
| EMB iShares JP Morgan Usd Emergi | 0.19% | 28,869 | $2.8M | Add +5.9% |
| SUB iShares Short-Term National | 0.17% | 23,247 | $2.5M | Add +8.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 6,749 | $2.3M | Add +18.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 4,550 | $2.2M | Add +1.2% |
| EAGG iShares ESG Aware US Aggrega | 0.15% | 44,365 | $2.1M | Add +9.0% |
| SPIB SS SPDR P Int C Corp. ETF | 0.13% | 53,744 | $1.8M | Add +7.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 7,932 | $1.5M | Add +7.7% |
| SCHD Schwab US DVD Equity ETF | 0.09% | 49,276 | $1.4M | Add +32.3% |
| XLV SS Health Care Select Sector | 0.09% | 8,266 | $1.3M | Reduce -3.6% |
| XLF SS Financial Select Sector | 0.08% | 22,270 | $1.2M | Reduce -4.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 12,962 | $1.2M | Reduce -3.2% |
| XLY SS Consumer Disc Select Sect | 0.07% | 8,510 | $1.0M | Reduce -4.5% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.07% | 13,554 | $945K | Reduce -2.1% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.06% | 12,344 | $928K | Reduce -8.0% |
| XLC SS Comm Select Sector SPDR | 0.06% | 7,831 | $922K | Reduce -4.7% |
| SPLB SS SPDR P Long Term C ETF | 0.06% | 39,622 | $895K | Add +8.2% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.06% | 3,716 | $857K | Add +0.4% |
| PZA Invesco National Amt-Free Mu | 0.06% | 35,466 | $822K | Add +7.6% |
| XLI SS Industrial Select Sector | 0.05% | 4,962 | $770K | Reduce -4.7% |
| IXUS iShares Core Intl Stock ETF | 0.05% | 8,483 | $718K | Add +17.8% |
| BOTZ Global X Robotics & Artifici | 0.05% | 19,712 | $714K | Reduce -2.7% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.05% | 12,342 | $693K | Add +0.2% |
| SKYY First Trust Cloud Computing | 0.05% | 5,316 | $692K | Reduce -2.4% |
| BND Vanguard Total Bond Market | 0.05% | 9,293 | $688K | Add +35.2% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.05% | 15,010 | $659K | Reduce -1.1% |
| IEMG iShares Core MSCI Emerging | 0.04% | 8,980 | $604K | Reduce -1.3% |
| SUSB iShares ESG Aware 1-5 Year U | 0.04% | 22,899 | $578K | Add +4.0% |
| XLP SS Consumer Staples Sel Sect | 0.04% | 6,890 | $535K | Add +2.8% |
| VXUS Vanguard Total Intl Stock | 0.04% | 6,829 | $515K | Add +23.7% |
| EMXF iShares ESG Adv MSCI Em ETF | 0.03% | 10,638 | $495K | Reduce -10.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.03% | 3,496 | $460K | Reduce -6.8% |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 3,711 | $449K | Reduce -8.6% |
| XAR SS SPDR S&P Aerospace Def | 0.03% | 1,502 | $362K | Reduce -5.5% |
| LCTU iShares U.S. Carbon Transiti | 0.03% | 4,885 | $362K | Reduce -3.8% |
| XLE SS Energy Select Sector | 0.02% | 8,050 | $360K | Reduce -3.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 1,227 | $356K | Add +2.7% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.02% | 3,045 | $346K | Add +29.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.02% | 3,480 | $337K | Add +0.3% |
| CIBR First Trust Nasdaq Cybersecu | 0.02% | 4,643 | $332K | Reduce -0.6% |
| DEM Wisdomtree Emerging Markets | 0.02% | 6,927 | $324K | Add +27.9% |
| DES Wisdomtree US Smallcap Divid | 0.02% | 9,378 | $314K | Add +29.3% |
| IBB iShares Biotechnology ETF | 0.02% | 1,762 | $297K | Reduce -11.5% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 5,784 | $291K | Add +2.3% |
| XLB SS Materials Select Sector | 0.02% | 6,024 | $273K | Reduce -2.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 6,393 | $273K | Reduce -4.7% |
| XLRE SS Real Estate Select Sector | 0.02% | 6,632 | $268K | Add +2.0% |
| SBIO Alps Medical Breakthroughs | 0.02% | 4,469 | $229K | Reduce -29.2% |
| IDNA iShares Gen-Immunology HLTH | 0.01% | 8,311 | $218K | Reduce -13.0% |
| VGT Vanguard Info Tech ETF | 0.01% | 272 | $205K | Reduce -4.9% |
Portfolio Sells Q3 2025 → Q4 2025
| SCHG Schwab US Large-Cap Growth | Reduce -0.1% | 2.01% | −0.04 |
| XLK SS Technology Select Sector | Reduce -8.6% | 0.29% | −0.03 |
| USXF iShares ESG Advance MSCI USA | Reduce -9.8% | 0.20% | −0.03 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -0.5% | 0.53% | −0.01 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -0.2% | 0.45% | −0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -8.0% | 0.06% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -4.5% | 0.07% | −0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -2.1% | 0.07% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -4.7% | 0.06% | −0.01 |
| XLF SS Financial Select Sector | Reduce -4.1% | 0.08% | −0.01 |
| SKYY First Trust Cloud Computing | Reduce -2.4% | 0.05% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -4.7% | 0.05% | −0.00 |
| EMXF iShares ESG Adv MSCI Em ETF | Reduce -10.4% | 0.03% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.2% | 0.08% | −0.00 |
| ESGV Vanguard ESG US Stock ETF | Reduce -8.6% | 0.03% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -6.8% | 0.03% | −0.00 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -0.6% | 0.02% | −0.00 |
| EUSB Ishr ESG Advn Universal BD-$ | Reduce -1.1% | 0.05% | −0.00 |
| BOTZ Global X Robotics & Artifici | Reduce -2.7% | 0.05% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -4.7% | 0.02% | −0.00 |
| XLE SS Energy Select Sector | Reduce -3.5% | 0.02% | −0.00 |
| SBIO Alps Medical Breakthroughs | Reduce -29.2% | 0.02% | −0.00 |
| XAR SS SPDR S&P Aerospace Def | Reduce -5.5% | 0.03% | −0.00 |
| LCTU iShares U.S. Carbon Transiti | Reduce -3.8% | 0.03% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -1.3% | 0.04% | −0.00 |
| IDNA iShares Gen-Immunology HLTH | Reduce -13.0% | 0.01% | −0.00 |
| VGT Vanguard Info Tech ETF | Reduce -4.9% | 0.01% | −0.00 |
| XLB SS Materials Select Sector | Reduce -2.5% | 0.02% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -11.5% | 0.02% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -3.6% | 0.09% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| VEA Vanguard Ftse Developed ETF | Add +0.7% | 19.85% | +0.19 |
| IEF iShares 7-10 Year Treasury B | Add +5.5% | 6.63% | +0.08 |
| AGG iShares Core U.S. Aggregate | Add +10.3% | 1.38% | +0.07 |
| MUB iShares National Muni Bond E | Add +6.3% | 1.71% | +0.05 |
| BNDX Vanguard Total Intl Bond ETF | Add +7.0% | 7.84% | +0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +10.3% | 0.24% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +9.8% | 0.33% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +18.5% | 0.16% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +3.1% | 6.46% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +32.3% | 0.09% | +0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Add +4.1% | 4.39% | +0.02 |
| ESGD iShares Trust iShares ESG Aw | Add +2.6% | 1.86% | +0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +8.8% | 0.30% | +0.01 |
| BND Vanguard Total Bond Market | Add +35.2% | 0.05% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +3.8% | 0.53% | +0.01 |
| SUB iShares Short-Term National | Add +8.4% | 0.17% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Add +17.8% | 0.05% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +7.9% | 0.19% | +0.01 |
| SCHV Schwab US Large-Cap Value | Add +2.5% | 1.95% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +23.7% | 0.04% | +0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +9.0% | 0.15% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +7.7% | 0.10% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +5.9% | 0.19% | +0.01 |
| ONEY SS SPDR R1000 Yield Foc ETF | Add +29.4% | 0.02% | +0.00 |
| DEM Wisdomtree Emerging Markets | Add +27.9% | 0.02% | +0.00 |
| DES Wisdomtree US Smallcap Divid | Add +29.3% | 0.02% | +0.00 |
| SPIB SS SPDR P Int C Corp. ETF | Add +7.1% | 0.13% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +3.4% | 0.27% | +0.00 |
| PZA Invesco National Amt-Free Mu | Add +7.6% | 0.06% | +0.00 |
| SPLB SS SPDR P Long Term C ETF | Add +8.2% | 0.06% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +2.6% | 0.28% | +0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +4.0% | 0.04% | −0.00 |
| JMSI JPM Sus Municipal Income | Add +2.3% | 0.02% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.3% | 0.02% | −0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +0.2% | 0.05% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.7% | 0.02% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Add +2.8% | 0.04% | −0.00 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +0.4% | 0.06% | −0.00 |
| XLRE SS Real Estate Select Sector | Add +2.0% | 0.02% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.2% | 0.15% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +2.3% | 3.30% | −0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +3.8% | 3.88% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +2.8% | 0.55% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Add +0.4% | 3.45% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +1.4% | 5.18% | −0.17 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 23.17% | −0.19 |
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 |