Institutional Fund
Ally Invest Advisors Inc.
Charlotte, NCCIK 17060135 filings on record
Portfolio Value
$1.49B
Q1 2026
Holdings
75
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+2.5%
from $1.45B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr22.5%
- Vanguard Tax-Managed Fds19.7%
- Vanguard Charlotte Fds8.2%
- Ishares Tr6.9%
- Ishares Tr6.6%
- Vanguard Intl Equity Index F5.2%
- Other31.0%
Portfolio Holdings
75 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 511.3K | $334.01M | 22.5% | +21.1K | Added |
| 2 | Vanguard Tax-Managed Fds | 4.56M | $292.03M | 19.7% | −47.4K | Reduced |
| 3 | Vanguard Charlotte Fds | 2.54M | $122.04M | 8.2% | +188.4K | Added |
| 4 | Ishares Tr | 1.07M | $102.14M | 6.9% | +71.6K | Added |
| 5 | Ishares Tr | 1.46M | $98.61M | 6.6% | +42.4K | Added |
| 6 | Vanguard Intl Equity Index F | 1.42M | $76.62M | 5.2% | +21.2K | Added |
| 7 | Vanguard Scottsdale Fds | 1.45M | $68.18M | 4.6% | +101.5K | Added |
| 8 | Ishares Tr | 1.13M | $60.11M | 4.0% | +86.9K | Added |
| 9 | Ishares Tr | 412.1K | $51.22M | 3.4% | +13.9K | Added |
| 10 | Ishares Tr | 348.2K | $49.24M | 3.3% | +12.9K | Added |
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