Ally Invest Advisors Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Ally Invest Advisors Inc. reported 75 stock positions worth $1.5 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 19.7%) and Vanguard Total Intl Bond ETF (BNDX, 8.2%). Compared with Q4 2025, it sold out of 1, added to 53 and reduced 22. The biggest buy was Vanguard Total Intl Bond ETF (BNDX, shares +8%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0001706013
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001706013-26-000004 ↗ filed May 12, 2026
Holdings Value
Holdings 75 stocks · $1.5B
| IVV iShares Core S&P 500 ETF | 22.48% | 511,337 | $334.0M | Add +4.3% |
| VEA Vanguard Ftse Developed ETF | 19.66% | 4,557,340 | $292.0M | Reduce -1.0% |
| BNDX Vanguard Total Intl Bond ETF | 8.21% | 2,539,875 | $122.0M | Add +8.0% |
| IEF iShares 7-10 Year Treasury B | 6.87% | 1,070,158 | $102.1M | Add +7.2% |
| IJH iShares Core S&P Midcap ETF | 6.64% | 1,460,194 | $98.6M | Add +3.0% |
| VWO Vanguard Ftse Emerging Marke | 5.16% | 1,417,537 | $76.6M | Add +1.5% |
| VMBS Vanguard Mortgage-Backed Sec | 4.59% | 1,452,239 | $68.2M | Add +7.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 4.05% | 1,129,499 | $60.1M | Add +8.3% |
| IJR iShares Core S&P Small-Cap E | 3.45% | 412,076 | $51.2M | Add +3.5% |
| ESGU iShares ESG Aware MSCI USA | 3.31% | 348,203 | $49.2M | Add +3.8% |
| SCHV Schwab US Large-Cap Value | 1.98% | 964,431 | $29.4M | Add +1.3% |
| ESGD iShares Trust iShares ESG Aw | 1.87% | 290,163 | $27.7M | Add +2.5% |
| SCHG Schwab US Large-Cap Growth | 1.80% | 917,392 | $26.7M | Add +3.0% |
| MUB iShares National Muni Bond E | 1.76% | 246,898 | $26.2M | Add +6.9% |
| AGG iShares Core U.S. Aggregate | 1.42% | 213,236 | $21.2M | Add +6.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.54% | 43,658 | $8.0M | Add +0.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.53% | 173,536 | $7.9M | Add +0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.50% | 28,781 | $7.4M | Add +1.2% |
| ESML iShares ESG Aware MSCI USA S | 0.46% | 144,606 | $6.8M | Add +1.4% |
| VYM Vanguard High DVD Yield ETF | 0.34% | 33,972 | $5.0M | Add +1.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.31% | 87,179 | $4.6M | Add +4.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 13,561 | $4.1M | Add +0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.27% | 18,789 | $4.1M | Add +0.6% |
| XLK SS Technology Select Sector | 0.25% | 28,438 | $3.8M | Reduce -3.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.24% | 37,983 | $3.6M | Reduce -1.1% |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 36,360 | $2.9M | Add +3.1% |
| USXF iShares ESG Advance MSCI USA | 0.19% | 51,564 | $2.8M | Add +0.9% |
| EMB iShares JP Morgan Usd Emergi | 0.19% | 29,665 | $2.8M | Add +2.8% |
| SUB iShares Short-Term National | 0.18% | 24,466 | $2.6M | Add +5.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 7,978 | $2.6M | Add +18.2% |
| EAGG iShares ESG Aware US Aggrega | 0.14% | 44,457 | $2.1M | Add +0.2% |
| SPIB SS SPDR P Int C Corp. ETF | 0.12% | 55,044 | $1.8M | Add +2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 3,971 | $1.7M | Reduce -12.7% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 51,033 | $1.6M | Add +3.6% |
| XLV SS Health Care Select Sector | 0.08% | 8,231 | $1.2M | Reduce -0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 5,899 | $1.2M | Reduce -25.6% |
| XLF SS Financial Select Sector | 0.07% | 22,323 | $1.1M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 10,598 | $959K | Reduce -18.2% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.06% | 12,510 | $944K | Add +1.3% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.06% | 13,758 | $938K | Add +1.5% |
| XLY SS Consumer Disc Select Sect | 0.06% | 8,469 | $923K | Reduce -0.5% |
| IXUS iShares Core Intl Stock ETF | 0.06% | 10,643 | $922K | Add +25.5% |
| SPLB SS SPDR P Long Term C ETF | 0.06% | 40,658 | $903K | Add +2.6% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.06% | 3,938 | $878K | Add +6.0% |
| XLC SS Comm Select Sector SPDR | 0.06% | 7,752 | $859K | Reduce -1.0% |
| PZA Invesco National Amt-Free Mu | 0.06% | 37,013 | $851K | Add +4.4% |
| XLI SS Industrial Select Sector | 0.05% | 4,858 | $786K | Reduce -2.1% |
| SKYY First Trust Cloud Computing | 0.05% | 6,535 | $715K | Add +22.9% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.05% | 13,083 | $694K | Add +6.0% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.05% | 15,629 | $680K | Add +4.1% |
| BOTZ Global X Robotics & Artifici | 0.04% | 19,974 | $664K | Add +1.3% |
| SUSB iShares ESG Aware 1-5 Year U | 0.04% | 23,039 | $577K | Add +0.6% |
| XLP SS Consumer Staples Sel Sect | 0.04% | 6,982 | $572K | Add +1.3% |
| VXUS Vanguard Total Intl Stock | 0.04% | 7,068 | $545K | Add +3.5% |
| IEMG iShares Core MSCI Emerging | 0.04% | 7,723 | $539K | Reduce -14.0% |
| EMXF iShares ESG Adv MSCI Em ETF | 0.03% | 10,308 | $493K | Reduce -3.1% |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 3,940 | $442K | Add +6.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.03% | 3,276 | $434K | Reduce -6.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.03% | 4,161 | $419K | Add +19.6% |
| XLE SS Energy Select Sector | 0.03% | 6,428 | $394K | Reduce -20.1% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.03% | 3,170 | $381K | Add +4.1% |
| DEM Wisdomtree Emerging Markets | 0.02% | 7,200 | $358K | Add +3.9% |
| DES Wisdomtree US Smallcap Divid | 0.02% | 9,761 | $351K | Add +4.1% |
| LCTU iShares U.S. Carbon Transiti | 0.02% | 4,929 | $346K | Add +0.9% |
| XAR SS SPDR S&P Aerospace Def | 0.02% | 1,307 | $332K | Reduce -13.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.02% | 5,098 | $320K | Add +9.8% |
| XLB SS Materials Select Sector | 0.02% | 5,901 | $295K | Reduce -2.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 6,312 | $290K | Reduce -1.3% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 5,725 | $285K | Reduce -1.0% |
| IBB iShares Biotechnology ETF | 0.02% | 1,671 | $282K | Reduce -5.2% |
| XLRE SS Real Estate Select Sector | 0.02% | 6,649 | $271K | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 841 | $242K | Reduce -31.5% |
| VGT Vanguard Info Tech ETF | 0.02% | 328 | $229K | Add +20.6% |
| SBIO Alps Medical Breakthroughs | 0.01% | 4,224 | $221K | Reduce -5.5% |
| IDNA iShares Gen-Immunology HLTH | 0.01% | 7,376 | $214K | Reduce -11.3% |
Portfolio Sells Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Reduce -1.0% | 19.66% | −0.20 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.05 |
| XLK SS Technology Select Sector | Reduce -3.3% | 0.25% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -12.7% | 0.12% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -25.6% | 0.08% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -18.2% | 0.06% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -31.5% | 0.02% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -0.5% | 0.06% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -0.4% | 0.08% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -1.0% | 0.06% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -14.0% | 0.04% | −0.01 |
| XAR SS SPDR S&P Aerospace Def | Reduce -13.0% | 0.02% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -6.3% | 0.03% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -5.2% | 0.02% | −0.00 |
| EMXF iShares ESG Adv MSCI Em ETF | Reduce -3.1% | 0.03% | −0.00 |
| SBIO Alps Medical Breakthroughs | Reduce -5.5% | 0.01% | −0.00 |
| JMSI JPM Sus Municipal Income | Reduce -1.0% | 0.02% | −0.00 |
| IDNA iShares Gen-Immunology HLTH | Reduce -11.3% | 0.01% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -2.1% | 0.05% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.3% | 0.02% | +0.00 |
| XLB SS Materials Select Sector | Reduce -2.0% | 0.02% | +0.00 |
| XLE SS Energy Select Sector | Reduce -20.1% | 0.03% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -1.1% | 0.24% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| BNDX Vanguard Total Intl Bond ETF | Add +8.0% | 8.21% | +0.37 |
| IEF iShares 7-10 Year Treasury B | Add +7.2% | 6.87% | +0.25 |
| VMBS Vanguard Mortgage-Backed Sec | Add +7.5% | 4.59% | +0.20 |
| IJH iShares Core S&P Midcap ETF | Add +3.0% | 6.64% | +0.18 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +8.3% | 4.05% | +0.17 |
| IJR iShares Core S&P Small-Cap E | Add +3.5% | 3.45% | +0.15 |
| MUB iShares National Muni Bond E | Add +6.9% | 1.76% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +6.8% | 1.42% | +0.05 |
| SCHV Schwab US Large-Cap Value | Add +1.3% | 1.98% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +18.2% | 0.17% | +0.02 |
| IXUS iShares Core Intl Stock ETF | Add +25.5% | 0.06% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +3.6% | 0.11% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.9% | 0.54% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +2.5% | 1.87% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +1.5% | 0.34% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +1.4% | 0.46% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +19.6% | 0.03% | +0.00 |
| SUB iShares Short-Term National | Add +5.2% | 0.18% | +0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +4.4% | 0.31% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +0.1% | 0.53% | +0.00 |
| DES Wisdomtree US Smallcap Divid | Add +4.1% | 0.02% | +0.00 |
| DEM Wisdomtree Emerging Markets | Add +3.9% | 0.02% | +0.00 |
| ONEY SS SPDR R1000 Yield Foc ETF | Add +4.1% | 0.03% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.6% | 0.27% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +1.3% | 0.04% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +20.6% | 0.02% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +3.5% | 0.04% | +0.00 |
| PZA Invesco National Amt-Free Mu | Add +4.4% | 0.06% | +0.00 |
| SKYY First Trust Cloud Computing | Add +22.9% | 0.05% | +0.00 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +4.1% | 0.05% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +3.1% | 0.19% | 0.00 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +6.0% | 0.06% | −0.00 |
| XLRE SS Real Estate Select Sector | Add +0.3% | 0.02% | −0.00 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +1.3% | 0.06% | −0.00 |
| SPLB SS SPDR P Long Term C ETF | Add +2.6% | 0.06% | −0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +0.6% | 0.04% | −0.00 |
| SPIB SS SPDR P Int C Corp. ETF | Add +2.4% | 0.12% | −0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +6.0% | 0.05% | −0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +6.2% | 0.03% | −0.00 |
| CIBR First Trust Nasdaq Cybersecu | Add +9.8% | 0.02% | −0.00 |
| LCTU iShares U.S. Carbon Transiti | Add +0.9% | 0.02% | −0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +1.5% | 0.06% | −0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +0.2% | 0.14% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +2.8% | 0.19% | −0.00 |
| BOTZ Global X Robotics & Artifici | Add +1.3% | 0.04% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.7% | 0.28% | −0.01 |
| XLF SS Financial Select Sector | Add +0.2% | 0.07% | −0.01 |
| USXF iShares ESG Advance MSCI USA | Add +0.9% | 0.19% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +1.5% | 5.16% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +1.2% | 0.50% | −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 |