Go Invest LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed August 5, 2026), Go Invest LLC reported 121 stock positions worth $348.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 31.6% of the portfolio, followed by Victoryshares Short-Term Bon (USTB, 29.5%) and iShares Russell 1000 Growth (IWF, 12.3%). Compared with Q4 2025, it opened 13 new positions, sold out of 4, added to 81 and reduced 10. The biggest buy was Nylim Ftse Intr Eq CN ETF-Ui (HFXI, shares +954%) and the biggest sale iShares MSCI International Q (IQLT, shares −97%).

Most Recent 13F
Q2 2026
Location
WEST JORDAN, UT
CIK
0002139692
Portfolio Value
$348.9M (Q1 2026)
SEC Filing
0002139692-26-000002 ↗ filed Aug 5, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2025: $304.4M Q4 2025 Q1 2026: $348.9M $348.9M Q1 2026 Q2 2026: $425.5M Q2 2026

Holdings 121 stocks · $348.9M
VOO Vanguard S&P 500 ETF 31.60% 184,473 $110.2M Add +22.0%
USTB Victoryshares Short-Term Bon 29.48% 2,033,741 $102.9M Add +18.4%
IWF iShares Russell 1000 Growth 12.29% 100,581 $42.9M Add +24.8%
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 10.46% 1,086,956 $36.5M Add +954.4%
VUG Vanguard Mrngstar GR ETF-Sui 4.52% 36,132 $15.8M Add +18.0%
BIV Vanguard Intermediate-Term B 2.48% 112,053 $8.6M New
FTEC Fidelity MSCI Info Tech Indx 1.70% 28,467 $5.9M Add +7.4%
SGOL Abrdn Physical Gold Shares 1.35% 105,310 $4.7M Add +27.5%
VGT Vanguard Info Tech ETF 1.25% 6,267 $4.4M Add +23.5%
VDE Vanguard Energy ETF 0.86% 17,424 $3.0M Add +28.9%
ICSH iShares Ultra Short Duration 0.56% 38,728 $2.0M Add +47.5%
FNDX Schwab Fndmntl US LRG Co. ETF 0.33% 41,610 $1.2M Add +16.7%
IBIT iShares Bitcoin Trust ETF 0.31% 28,218 $1.1M Add +36.1%
VHT Vanguard Health Care ETF 0.30% 3,849 $1.0M Reduce -11.2%
IJR iShares Core S&P Small-Cap E 0.26% 7,227 $898K Add +5.3%
IQLT iShares MSCI International Q 0.24% 18,372 $849K Reduce -97.4%
SPSM SS SPDR P S&P 600 Small Cap 0.24% 17,495 $845K Add +4.1%
FNCL Fidelity MSCI Financial Indx 0.23% 11,325 $795K Add +11.0%
XLRE SS Real Estate Select Sector 0.21% 17,755 $725K Add +32.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.20% 7,255 $710K Add +5.4%
JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F 0.16% 10,958 $575K Add +17.3%
REZ Ishars Res and Multi Reales 0.09% 3,592 $299K Add +17.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 1,323 $260K Add +0.7%
BITQ Bitwise Crypto Indu Inno ETF 0.07% 12,221 $230K Add +8.3%
VEA Vanguard Ftse Developed ETF 0.05% 2,965 $190K Add +0.2%
TRTY Cambria Trinity ETF 0.04% 5,149 $154K Add +305.8%
VTI VG Morningstar TS MKT ETF-US 0.04% 474 $152K Add +1.5%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 497 $130K Add +3.1%
IWY iShares Russell Top 200 Grow 0.04% 518 $129K Add +2.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 432 $124K Add +4.6%
QUAL iShares MSCI USA Quality Fac 0.03% 619 $119K Add +4.7%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.03% 2,456 $112K Reduce -7.0%
VWO Vanguard Ftse Emerging Marke 0.03% 1,698 $92K Reduce -0.1%
IVV iShares Core S&P 500 ETF 0.03% 136 $89K Add +0.7%
QQQ Invesco QQQ Trust Series 1 0.02% 135 $78K Add +7.1%
BNDX Vanguard Total Intl Bond ETF 0.02% 1,602 $77K Add +4.8%
ESG NT Stoxx US ESG ETF 0.02% 490 $74K Add +7.9%
AIQ Global X Art Intel & Tech 0.02% 1,560 $73K Add +8.7%
BND Vanguard Total Bond Market 0.02% 760 $56K Add +3.7%
DFAC Dimensional US Core Equity 2 0.02% 1,354 $53K New
FBTC Fidelity Wise Origin Bitcoin 0.01% 797 $47K Add +19.5%
PTL Inspire 500 ETF 0.01% 157 $39K Add +5.4%
SMH Vaneck Semiconductor ETF 0.01% 99 $38K Add +8.8%
IDGT iShares US DGTL Infra & R/E 0.01% 367 $36K Add +0.3%
EWJ iShares MSCI Japan ETF 0.01% 403 $34K Reduce -9.6%
GBTC Grayscale Bitcoin Trust ETF 0.01% 573 $30K Add +13.0%
EMXC iShares MSCI Emr MRK Ex Chna 0.01% 374 $29K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.01% 464 $27K Add +0.2%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.01% 72 $27K No change
IUSG iShares Core S&P U.S. Growth 0.01% 161 $25K No change
DFIC Dimensional International Co. 0.01% 664 $24K New
SOXX iShares Semiconductor ETF 0.01% 68 $22K Add +3.0%
DFAX Dimensional World Ex US Core 0.01% 617 $21K Add +11.2%
IYW iShares Ustechnology ETF 0.01% 112 $20K No change
PSI Invesco Semiconductors ETF 0.01% 214 $20K Add +0.5%
IXN iShares Global Tech ETF 0.01% 202 $20K Add +53.0%
XLK SS Technology Select Sector 0.01% 149 $20K Add +0.7%
LMBS First Trust Low Duration Opp 0.01% 371 $18K Add +114.5%
WWJD Inspire International ETF 0.00% 432 $16K Add +1.4%
TPIF Timothy Plan Intl ETF 0.00% 446 $16K No change
VCIT Vanguard Int-Term Corporate 0.00% 181 $15K Add +1.1%
VOOG Vanguard S&P 500 Growth ETF 0.00% 36 $15K Add +2.9%
BITB Bitwise Bitcoin ETF 0.00% 315 $12K Add +4.7%
BITO Proshares Bitcoin ETF-Usd 0.00% 1,242 $12K Add +5.7%
HODL Vaneck Bitcoin ETF 0.00% 603 $12K Add +11.1%
IAU iShares Gold Trust 0.00% 130 $11K Add +42.9%
IEI iShares 3-7 Year Treasury Bo 0.00% 95 $11K Add +1.1%
SPYV SS SPDR P S&P 500 Value ETF 0.00% 191 $11K Add +12.3%
IXUS iShares Core Intl Stock ETF 0.00% 124 $11K Add +6.9%
QQQM Invesco Nasdaq 100 ETF 0.00% 41 $10K Add +7.9%
DFEM Dimensional Emrg MRKT Core 0.00% 283 $10K New
GLDM SPDR Gold Minishares Trust 0.00% 105 $10K Add +275.0%
XSD SS SPDR S&P Semiconductor 0.00% 21 $7K No change
QTEC First Trust Nasdq 100 Tech I 0.00% 29 $6K Add +3.6%
BUFR FT Vest Lad Buffervetf-Usd I 0.00% 178 $6K New
AVUV Avantis US Small Cap Value 0.00% 53 $6K New
SECT Main Sector Rotation ETF 0.00% 94 $6K New
SCHG Schwab US Large-Cap Growth 0.00% 174 $5K Add +135.1%
HLAL Wahed Ftse USA Shariah ETF 0.00% 85 $5K Add +46.5%
SPUS SP Funds S&P Sharia Indu Exc 0.00% 103 $5K Add +47.1%
VXUS Vanguard Total Intl Stock 0.00% 61 $5K New
XLE SS Energy Select Sector 0.00% 73 $4K Reduce -28.4%
XAR SS SPDR S&P Aerospace Def 0.00% 17 $4K Add +21.4%
PDBC Invesco Optimum Yield Divers 0.00% 247 $4K New
COPX Global X Copper Miners ETF 0.00% 52 $4K New
RSP Invesco S&P 500 Equal Weight 0.00% 20 $4K No change
SCHD Schwab US DVD Equity ETF 0.00% 127 $4K Reduce -100.0%
SLYG SS SPDR S&P 600 SC GR ETF 0.00% 40 $4K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.00% 15 $4K Add +7.1%
URA Global X Uranium ETF 0.00% 79 $4K New
IWO iShares Russell 2000 Growth 0.00% 12 $4K No change
IEFA iShares Core MSCI Eafe ETF 0.00% 40 $4K Add +11.1%
VIG Vanguard Dividend Apprec ETF 0.00% 15 $3K No change
ILF iShares Latin America 40 ETF 0.00% 85 $3K Reduce -9.6%
VGLT Vanguard Long-Term Treasury 0.00% 54 $3K No change
ASEA Global X Ftse Southeast Asia 0.00% 151 $3K No change
JEPI JPMorgan Equity Premium Inco 0.00% 50 $3K No change
IDV iShares International Select 0.00% 66 $3K Reduce -8.3%
IPAC iShares Core MSCI Pacific Et 0.00% 36 $3K Reduce -7.7%
EWY iShares MSCI South Korea ETF 0.00% 21 $3K New

Show all 121 holdings

Lines left out (1) · $18 — a value with no share or principal amount
SecurityClassSharesValue
SPHD Invesco S&P 500 High Dividen S&P500 HDL VOL0$18

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $348.9M.

Portfolio Sells Q4 2025 → Q1 2026
IQLT iShares MSCI International Q Reduce -97.4% 0.24% −10.28
SCHD Schwab US DVD Equity ETF Reduce -100.0% 0.00% −2.37
VHT Vanguard Health Care ETF Reduce -11.2% 0.30% −0.11
SPYD SS SPDR P S&P 500 Hi Div ETF Reduce -7.0% 0.03% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -0.1% 0.03% −0.00
EWJ iShares MSCI Japan ETF Reduce -9.6% 0.01% −0.00
THNQ Robo Global Artificial Intel Sold out 0.00% −0.00
TAN Invesco Solar ETF Sold out 0.00% −0.00
SHLD Global X Defense Tech ETF Sold out 0.00% −0.00
JEPQ JPM Nasdaq Equity Premium Sold out 0.00% −0.00
IPAC iShares Core MSCI Pacific Et Reduce -7.7% 0.00% −0.00
XLE SS Energy Select Sector Reduce -28.4% 0.00% −0.00
ILF iShares Latin America 40 ETF Reduce -9.6% 0.00% −0.00
IDV iShares International Select Reduce -8.3% 0.00% −0.00

Portfolio Buys Q4 2025 → Q1 2026
HFXI Nylim Ftse Intr Eq CN ETF-Ui Add +954.4% 10.46% +9.36
BIV Vanguard Intermediate-Term B New 2.48% +2.48
USTB Victoryshares Short-Term Bon Add +18.4% 29.48% +0.80
VOO Vanguard S&P 500 ETF Add +22.0% 31.60% +0.44
VDE Vanguard Energy ETF Add +28.9% 0.86% +0.31
SGOL Abrdn Physical Gold Shares Add +27.5% 1.35% +0.23
ICSH iShares Ultra Short Duration Add +47.5% 0.56% +0.13
TRTY Cambria Trinity ETF Add +305.8% 0.04% +0.03
XLRE SS Real Estate Select Sector Add +32.1% 0.21% +0.03
DFAC Dimensional US Core Equity 2 New 0.02% +0.02
FNDX Schwab Fndmntl US LRG Co. ETF Add +16.7% 0.33% +0.01
JPSE JPM Diversified RT Small Cap Add +17.3% 0.16% +0.01
DFIC Dimensional International Co. New 0.01% +0.01
DFEM Dimensional Emrg MRKT Core New 0.00% +0.00
LMBS First Trust Low Duration Opp Add +114.5% 0.01% +0.00
REZ Ishars Res and Multi Reales Add +17.0% 0.09% +0.00
GLDM SPDR Gold Minishares Trust Add +275.0% 0.00% +0.00
AVUV Avantis US Small Cap Value New 0.00% +0.00
BUFR FT Vest Lad Buffervetf-Usd I New 0.00% +0.00
SECT Main Sector Rotation ETF New 0.00% +0.00
VXUS Vanguard Total Intl Stock New 0.00% +0.00
PDBC Invesco Optimum Yield Divers New 0.00% +0.00
IXN iShares Global Tech ETF Add +53.0% 0.01% +0.00
COPX Global X Copper Miners ETF New 0.00% +0.00
URA Global X Uranium ETF New 0.00% +0.00
IAU iShares Gold Trust Add +42.9% 0.00% +0.00
EWY iShares MSCI South Korea ETF New 0.00% +0.00
SCHG Schwab US Large-Cap Growth Add +135.1% 0.00% +0.00
RINF Proshares Inflation Expectat New 0.00% +0.00
PSI Invesco Semiconductors ETF Add +0.5% 0.01% +0.00
HLAL Wahed Ftse USA Shariah ETF Add +46.5% 0.00% +0.00
XAR SS SPDR S&P Aerospace Def Add +21.4% 0.00% +0.00
STCE Schwab Crypto TNLP ETF Add +81.5% 0.00% +0.00
SPUS SP Funds S&P Sharia Indu Exc Add +47.1% 0.00% +0.00
ARKX ARK Space & Defense Innovati Add +45.2% 0.00% +0.00
BLOK Amplify Blockchain Tech ETF Add +62.5% 0.00% +0.00
UFOX Defiance Space and Connectiv Add +50.0% 0.00% +0.00
IDGT iShares US DGTL Infra & R/E Add +0.3% 0.01% +0.00
IGM iShares Expanded Tech Sector Add +50.0% 0.00% +0.00
SMH Vaneck Semiconductor ETF Add +8.8% 0.01% +0.00
ARKK ARK Innovation ETF Add +66.7% 0.00% 0.00
ARKQ ARK Autonomous Tech & Robot Add +66.7% 0.00% 0.00
ARKW ARK Next Generation Technolo Add +50.0% 0.00% 0.00
ARKF ARK Blockchain & Fintech Inn Add +57.1% 0.00% 0.00
DFGX Dimsnl Intr CF in ETF-Usd Inc. Add +27.8% 0.00% 0.00
DFCF Dimensional Core Fixed Inc. Add +23.5% 0.00% 0.00
DFAX Dimensional World Ex US Core Add +11.2% 0.01% 0.00
QQQJ Invesco Nasdaq Next Gen 100 Add +3.3% 0.00% 0.00
IEFA iShares Core MSCI Eafe ETF Add +11.1% 0.00% 0.00
COWZ Pacer US Cash Cows 100 ETF Add +5.6% 0.00% 0.00

Notes & Other Activity Q4 2025 → Q1 2026
SPHD Invesco S&P 500 High Dividen S&P500 HDL VOL Reduce -100.0% 0 $18

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 129$425.5MVOO, USTB, IWF, HFXI, VUG
Q1 2026 121$348.9MVOO, USTB, IWF, HFXI, VUG
Q4 2025 113$304.4MVOO, USTB, IWF, IQLT, VUG