Go Invest LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Go Invest LLC reported 129 stock positions worth $425.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 33.0% of the portfolio, followed by Victoryshares Short-Term Bon (USTB, 27.8%) and iShares Russell 1000 Growth (IWF, 12.7%). Compared with Q1 2026, it opened 11 new positions, sold out of 3, added to 95 and reduced 15. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +11%) and the biggest sale iShares Ultra Short Duration (ICSH, shares −16%).

Most Recent 13F
Q2 2026
Location
WEST JORDAN, UT
CIK
0002139692
Portfolio Value
$425.5M (Q2 2026)
SEC Filing
0002139692-26-000001 ↗ 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 Q1 2026 Q2 2026: $425.5M $425.5M Q2 2026

Holdings 129 stocks · $425.5M

VOO Vanguard S&P 500 ETF 32.97% 204,291 $140.3M Add +10.7%
USTB Victoryshares Short-Term Bon 27.85% 2,341,147 $118.5M Add +15.1%
IWF iShares Russell 1000 Growth 12.70% 435,281 $54.0M Add +8.2%
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 10.60% 1,184,742 $45.1M Add +9.0%
VUG Vanguard Mrngstar GR ETF-Sui 4.37% 215,780 $18.6M Reduce -0.5%
BIV Vanguard Intermediate-Term B 2.25% 124,592 $9.6M Add +11.2%
FTEC Fidelity MSCI Info Tech Indx 2.03% 30,194 $8.6M Add +6.1%
VGT Vanguard Info Tech ETF 1.69% 60,130 $7.2M Add +19.9%
SGOL Abrdn Physical Gold Shares 1.04% 115,884 $4.4M Add +10.0%
VDE Vanguard Energy ETF 0.68% 19,415 $2.9M Add +11.4%
FNDX Schwab Fndmntl US LRG Co. ETF 0.43% 58,586 $1.8M Add +40.8%
ICSH iShares Ultra Short Duration 0.39% 32,479 $1.6M Reduce -16.1%
VHT Vanguard Health Care ETF 0.31% 4,406 $1.3M Add +14.5%
IJR iShares Core S&P Small-Cap E 0.28% 8,124 $1.2M Add +12.4%
SPSM SS SPDR P S&P 600 Small Cap 0.27% 20,273 $1.2M Add +15.9%
XLRE SS Real Estate Select Sector 0.23% 22,252 $980K Add +25.3%
IBIT iShares Bitcoin Trust ETF 0.22% 28,707 $956K Add +1.7%
IQLT iShares MSCI International Q 0.22% 19,222 $952K Add +4.6%
FNCL Fidelity MSCI Financial Indx 0.22% 12,166 $931K Add +7.4%
SPYG SS SPDR P S&P 500 Growth ETF 0.16% 5,751 $684K Reduce -20.7%
JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F 0.15% 10,462 $629K Reduce -4.5%
BITQ Bitwise Crypto Indu Inno ETF 0.07% 12,512 $307K Add +2.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 1,373 $299K Add +3.8%
REZ Ishars Res and Multi Reales 0.07% 3,088 $292K Reduce -14.0%
VEA Vanguard Ftse Developed ETF 0.05% 2,980 $212K Add +0.5%
TRTY Cambria Trinity ETF 0.04% 6,215 $188K Add +20.7%
VTI VG Morningstar TS MKT ETF-US 0.04% 483 $179K Add +1.9%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 502 $152K Add +1.0%
IWY iShares Russell Top 200 Grow 0.04% 521 $151K Add +0.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 1,767 $142K Add +2.3%
QUAL iShares MSCI USA Quality Fac 0.03% 629 $138K Add +1.6%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.03% 2,681 $128K Add +9.2%
VWO Vanguard Ftse Emerging Marke 0.02% 1,737 $104K Add +2.3%
IVV iShares Core S&P 500 ETF 0.02% 137 $103K Add +0.7%
QQQ Invesco QQQ Trust Series 1 0.02% 136 $100K Add +0.7%
AIQ Global X Art Intel & Tech 0.02% 1,334 $88K Reduce -14.5%
BNDX Vanguard Total Intl Bond ETF 0.02% 1,709 $83K Add +6.7%
SMH Vaneck Semiconductor ETF 0.02% 108 $71K Add +9.1%
ESG NT Stoxx US ESG ETF 0.02% 391 $69K Reduce -20.2%
BND Vanguard Total Bond Market 0.01% 852 $63K Add +12.1%
DFAC Dimensional US Core Equity 2 0.01% 1,407 $62K Add +3.9%
SOXX iShares Semiconductor ETF 0.01% 76 $49K Add +11.8%
PTL Inspire 500 ETF 0.01% 165 $47K Add +5.1%
FBTC Fidelity Wise Origin Bitcoin 0.01% 894 $46K Add +12.2%
PSI Invesco Semiconductors ETF 0.01% 218 $41K Add +1.9%
IDGT iShares US DGTL Infra & R/E 0.01% 334 $40K Reduce -9.0%
GBTC Grayscale Bitcoin Trust ETF 0.01% 866 $39K Add +51.1%
EWJ iShares MSCI Japan ETF 0.01% 405 $38K Add +0.5%
SLV iShares Silver Trust 0.01% 667 $36K New
EMXC iShares MSCI Emr MRK Ex Chna 0.01% 341 $35K Reduce -8.8%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.01% 363 $32K Add +0.8%
SPMD SS SPDR P S&P 400 Midcap ETF 0.01% 466 $31K Add +0.4%
IXN iShares Global Tech ETF 0.01% 215 $31K Add +6.4%
IUSG iShares Core S&P U.S. Growth 0.01% 161 $30K No change
XLK SS Technology Select Sector 0.01% 150 $29K Add +0.7%
IYW iShares Ustechnology ETF 0.01% 113 $28K Add +0.9%
DFIC Dimensional International Co. 0.01% 720 $27K Add +8.4%
DFAX Dimensional World Ex US Core 0.01% 727 $27K Add +17.8%
GLDM SPDR Gold Minishares Trust 0.00% 262 $21K Add +149.5%
SCHG Schwab US Large-Cap Growth 0.00% 608 $21K Add +249.4%
LMBS First Trust Low Duration Opp 0.00% 400 $20K Add +7.8%
WWJD Inspire International ETF 0.00% 501 $19K Add +16.0%
TPIF Timothy Plan Intl ETF 0.00% 510 $19K Add +14.3%
VCIT Vanguard Int-Term Corporate 0.00% 183 $15K Add +1.1%
XSD SS SPDR S&P Semiconductor 0.00% 22 $14K Add +4.8%
QQQM Invesco Nasdaq 100 ETF 0.00% 45 $14K Add +9.8%
IXUS iShares Core Intl Stock ETF 0.00% 133 $13K Add +7.3%
STCE Schwab Crypto TNLP ETF 0.00% 181 $13K Add +269.4%
SPYV SS SPDR P S&P 500 Value ETF 0.00% 207 $13K Add +8.4%
DFEM Dimensional Emrg MRKT Core 0.00% 300 $12K Add +6.0%
IAU iShares Gold Trust 0.00% 158 $12K Add +21.5%
IEI iShares 3-7 Year Treasury Bo 0.00% 96 $11K Add +1.1%
IGPT Invesco AI and Next Gen Soft 0.00% 105 $11K New
PDBC Invesco Optimum Yield Divers 0.00% 650 $10K Add +163.2%
HODL Vaneck Bitcoin ETF 0.00% 621 $10K Add +3.0%
BITO Proshares Bitcoin ETF-Usd 0.00% 1,285 $10K Add +3.5%
BITB Bitwise Bitcoin ETF 0.00% 322 $10K Add +2.2%
QTEC First Trust Nasdq 100 Tech I 0.00% 29 $10K No change
SECT Main Sector Rotation ETF 0.00% 102 $7K Add +8.5%
IGIB iShares 5-10Y Inv Grade Corp. 0.00% 137 $7K New
BUFR FT Vest Lad Buffervetf-Usd I 0.00% 191 $7K Add +7.3%
HLAL Wahed Ftse USA Shariah ETF 0.00% 92 $7K Add +8.2%
SPUS SP Funds S&P Sharia Indu Exc 0.00% 112 $6K Add +8.7%
XLE SS Energy Select Sector 0.00% 115 $6K Add +57.5%
XAR SS SPDR S&P Aerospace Def 0.00% 20 $6K Add +17.6%
VOOG Vanguard S&P 500 Growth ETF 0.00% 61 $5K Reduce -71.8%
IWO iShares Russell 2000 Growth 0.00% 12 $5K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.00% 15 $5K No change
GRID First TRST Nasd Class Edg Sgiif 0.00% 23 $4K New
RSP Invesco S&P 500 Equal Weight 0.00% 21 $4K Add +5.0%
SLYG SS SPDR S&P 600 SC GR ETF 0.00% 37 $4K Reduce -7.5%
IEFA iShares Core MSCI Eafe ETF 0.00% 44 $4K Add +10.0%
SCHD Schwab US DVD Equity ETF 0.00% 133 $4K Add +4.7%
IGM iShares Expanded Tech Sector 0.00% 24 $4K Add +14.3%
VIG Vanguard Dividend Apprec ETF 0.00% 16 $4K Add +6.7%
JEPI JPMorgan Equity Premium Inco 0.00% 56 $3K Add +12.0%
ASEA Global X Ftse Southeast Asia 0.00% 156 $3K Add +3.3%
IPAC iShares Core MSCI Pacific Et 0.00% 37 $3K Add +2.8%
VGLT Vanguard Long-Term Treasury 0.00% 55 $3K Add +1.9%
IDV iShares International Select 0.00% 68 $3K Add +3.0%
ILF iShares Latin America 40 ETF 0.00% 78 $3K Reduce -8.2%
INDA iShares MSCI India ETF 0.00% 51 $3K No change
VXUS Vanguard Total Intl Stock 0.00% 29 $2K Reduce -52.5%
EWY iShares MSCI South Korea ETF 0.00% 12 $2K Reduce -42.9%
DFCF Dimensional Core Fixed Inc. 0.00% 53 $2K Add +26.2%
VCR Vanguard Consumer Discre ETF 0.00% 5 $2K No change
XLV SS Health Care Select Sector 0.00% 13 $2K Add +8.3%
SCHI Schwab 5-10 Year Corporate B 0.00% 89 $2K New
TAN Invesco Solar ETF 0.00% 33 $2K New
ARKX ARK Space & Defense Innovati 0.00% 56 $2K Add +24.4%
BLOK Amplify Blockchain Tech ETF 0.00% 30 $2K Add +15.4%
RING iShares MSCI Global Gold Min 0.00% 29 $2K New
FAN First Trust Global Wind Ener 0.00% 74 $2K New
RINF Proshares Inflation Expectat 0.00% 47 $2K Add +14.6%
SPIB SS SPDR P Int C Corp. ETF 0.00% 45 $2K New
DFGX Dimsnl Intr CF in ETF-Usd Inc. 0.00% 28 $1K Add +21.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.00% 2 $1K New
UFOX Defiance Space and Connectiv 0.00% 14 $1K Add +16.7%
CALF PCR US SM CP CSH CWS ETF-Usd 0.00% 25 $1K No change
QQQJ Invesco Nasdaq Next Gen 100 0.00% 28 $1K Reduce -9.7%
IHI iShares U.S. Medical Devices 0.00% 25 $1K Add +25.0%
XLY SS Consumer Disc Select Sect 0.00% 11 $1K Add +10.0%
IGV iShares Expanded Tech-Softwa 0.00% 14 $1K Add +27.3%
COWZ Pacer US Cash Cows 100 ETF 0.00% 19 $1K No change
ARKK ARK Innovation ETF 0.00% 12 $998 Add +20.0%
ARKQ ARK Autonomous Tech & Robot 0.00% 6 $758 Add +20.0%
ARKW ARK Next Generation Technolo 0.00% 5 $657 Add +66.7%
ARKF ARK Blockchain & Fintech Inn 0.00% 14 $563 Add +27.3%
RSPT Invesco S&P 500 Equal Weight 0.00% 5 $296 New

Portfolio Sells Q1 2026 → Q2 2026

ICSH iShares Ultra Short Duration Reduce -16.1% 0.39% −0.18
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.5% 4.37% −0.16
SPYG SS SPDR P S&P 500 Growth ETF Reduce -20.7% 0.16% −0.04
REZ Ishars Res and Multi Reales Reduce -14.0% 0.07% −0.02
JPSE JPM Diversified RT Small Cap Reduce -4.5% 0.15% −0.02
ESG NT Stoxx US ESG ETF Reduce -20.2% 0.02% −0.01
VOOG Vanguard S&P 500 Growth ETF Reduce -71.8% 0.00% −0.00
AVUV Avantis US Small Cap Value Sold out 0.00% −0.00
COPX Global X Copper Miners ETF Sold out 0.00% −0.00
URA Global X Uranium ETF Sold out 0.00% −0.00
IDGT iShares US DGTL Infra & R/E Reduce -9.0% 0.01% −0.00
VXUS Vanguard Total Intl Stock Reduce -52.5% 0.00% −0.00
AIQ Global X Art Intel & Tech Reduce -14.5% 0.02% −0.00
EWY iShares MSCI South Korea ETF Reduce -42.9% 0.00% −0.00
ILF iShares Latin America 40 ETF Reduce -8.2% 0.00% −0.00
EMXC iShares MSCI Emr MRK Ex Chna Reduce -8.8% 0.01% −0.00
SLYG SS SPDR S&P 600 SC GR ETF Reduce -7.5% 0.00% −0.00
QQQJ Invesco Nasdaq Next Gen 100 Reduce -9.7% 0.00% 0.00

Portfolio Buys Q1 2026 → Q2 2026

VOO Vanguard S&P 500 ETF Add +10.7% 32.97% +1.38
VGT Vanguard Info Tech ETF Add +19.9% 1.69% +0.44
IWF iShares Russell 1000 Growth Add +8.2% 12.70% +0.41
FTEC Fidelity MSCI Info Tech Indx Add +6.1% 2.03% +0.33
HFXI Nylim Ftse Intr Eq CN ETF-Ui Add +9.0% 10.60% +0.14
FNDX Schwab Fndmntl US LRG Co. ETF Add +40.8% 0.43% +0.10
SPSM SS SPDR P S&P 600 Small Cap Add +15.9% 0.27% +0.03
IJR iShares Core S&P Small-Cap E Add +12.4% 0.28% +0.03
XLRE SS Real Estate Select Sector Add +25.3% 0.23% +0.02
VHT Vanguard Health Care ETF Add +14.5% 0.31% +0.01
SLV iShares Silver Trust New 0.01% +0.01
BITQ Bitwise Crypto Indu Inno ETF Add +2.4% 0.07% +0.01
SMH Vaneck Semiconductor ETF Add +9.1% 0.02% +0.01
SOXX iShares Semiconductor ETF Add +11.8% 0.01% +0.01
PSI Invesco Semiconductors ETF Add +1.9% 0.01% +0.00
SCHG Schwab US Large-Cap Growth Add +249.4% 0.00% +0.00
IGPT Invesco AI and Next Gen Soft New 0.00% +0.00
STCE Schwab Crypto TNLP ETF Add +269.4% 0.00% +0.00
GLDM SPDR Gold Minishares Trust Add +149.5% 0.00% +0.00
IGIB iShares 5-10Y Inv Grade Corp. New 0.00% +0.00
IXN iShares Global Tech ETF Add +6.4% 0.01% +0.00
QQQ Invesco QQQ Trust Series 1 Add +0.7% 0.02% +0.00
XSD SS SPDR S&P Semiconductor Add +4.8% 0.00% +0.00
PDBC Invesco Optimum Yield Divers Add +163.2% 0.00% +0.00
XLK SS Technology Select Sector Add +0.7% 0.01% +0.00
GRID First TRST Nasd Class Edg Sgiif New 0.00% +0.00
IYW iShares Ustechnology ETF Add +0.9% 0.01% +0.00
GBTC Grayscale Bitcoin Trust ETF Add +51.1% 0.01% +0.00
TAN Invesco Solar ETF New 0.00% +0.00
SCHI Schwab 5-10 Year Corporate B New 0.00% +0.00
FAN First Trust Global Wind Ener New 0.00% +0.00
QQQM Invesco Nasdaq 100 ETF Add +9.8% 0.00% +0.00
RING iShares MSCI Global Gold Min New 0.00% +0.00
SPIB SS SPDR P Int C Corp. ETF New 0.00% +0.00
DFAX Dimensional World Ex US Core Add +17.8% 0.01% +0.00
SPY SS SPDR S&P 500 ETF Trust-US New 0.00% +0.00
IGM iShares Expanded Tech Sector Add +14.3% 0.00% +0.00
XLE SS Energy Select Sector Add +57.5% 0.00% +0.00
ARKX ARK Space & Defense Innovati Add +24.4% 0.00% +0.00
BLOK Amplify Blockchain Tech ETF Add +15.4% 0.00% +0.00
TRTY Cambria Trinity ETF Add +20.7% 0.04% +0.00
DFEM Dimensional Emrg MRKT Core Add +6.0% 0.00% +0.00
UFOX Defiance Space and Connectiv Add +16.7% 0.00% +0.00
RSPT Invesco S&P 500 Equal Weight New 0.00% +0.00
HLAL Wahed Ftse USA Shariah ETF Add +8.2% 0.00% +0.00
SECT Main Sector Rotation ETF Add +8.5% 0.00% +0.00
XAR SS SPDR S&P Aerospace Def Add +17.6% 0.00% +0.00
SPUS SP Funds S&P Sharia Indu Exc Add +8.7% 0.00% +0.00
ARKK ARK Innovation ETF Add +20.0% 0.00% 0.00
ARKQ ARK Autonomous Tech & Robot Add +20.0% 0.00% 0.00

Notes & Other Activity Q1 2026 → Q2 2026

SPHD Invesco S&P 500 High Dividen S&P500 HDL VOL Sold out 0 $18before exit

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