Ally Invest Advisors Inc. Portfolio Stock Holdings
Ally Invest Advisors Inc. disclosed 75 stock positions valued at approximately $1.5 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD TAX MANAGED INTL, and VANGUARD CHARLOTTE FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 75
- Portfolio Value
- $1.5B
Holdings by Sector
Ally Invest Advisors Inc. Portfolio Holdings in Q1 2026
75 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 22.48% | 511,337 | +21,125 | +4.31% | $334,010,079 |
| VANGUARD TAX MANAGED INTL | VEA | Other | 19.66% | 4,557,340 | -47,407 | -1.03% | $292,034,075 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 8.21% | 2,539,875 | +188,394 | +8.01% | $122,040,624 |
| ISHARES TR | IEF | Other | 6.87% | 1,070,158 | +71,608 | +7.17% | $102,135,476 |
| ISHARES TR | IJH | Other | 6.64% | 1,460,194 | +42,424 | +2.99% | $98,606,579 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.16% | 1,417,537 | +21,238 | +1.52% | $76,617,569 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 4.59% | 1,452,239 | +101,460 | +7.51% | $68,182,274 |
| ISHARES TR | IGIB | Other | 4.05% | 1,129,499 | +86,924 | +8.34% | $60,111,616 |
| ISHARES TR | IJR | Other | 3.45% | 412,076 | +13,937 | +3.50% | $51,224,821 |
| ISHARES TR | ESGU | Other | 3.31% | 348,203 | +12,868 | +3.84% | $49,242,789 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.98% | 964,431 | +12,056 | +1.27% | $29,415,135 |
| ISHARES TR | ESGD | Other | 1.87% | 290,163 | +7,185 | +2.54% | $27,745,310 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.80% | 917,392 | +26,268 | +2.95% | $26,723,618 |
| ISHARES TR | MUB | Other | 1.76% | 246,898 | +15,844 | +6.86% | $26,208,230 |
| ISHARES TR | AGG | Other | 1.42% | 213,236 | +13,664 | +6.85% | $21,167,947 |
| VANGUARD INDEX FDS | VOE | Other | 0.54% | 43,658 | +381 | +0.88% | $8,045,199 |
| ISHARES INC | ESGE | Other | 0.53% | 173,536 | +227 | +0.13% | $7,890,629 |
| VANGUARD INDEX FDS | VOT | Other | 0.50% | 28,781 | +338 | +1.19% | $7,406,719 |
| ISHARES TR | ESML | Other | 0.46% | 144,606 | +1,981 | +1.39% | $6,799,302 |
| VANGUARD WHITEHALL FDS INC | VYM | Other | 0.34% | 33,972 | +506 | +1.51% | $5,031,254 |
| ISHARES TR | IGSB | Other | 0.31% | 87,179 | +3,674 | +4.40% | $4,582,091 |
| VANGUARD INDEX FDS | VBK | Other | 0.28% | 13,561 | +88 | +0.65% | $4,098,891 |
| VANGUARD INDEX FDS | VBR | Other | 0.27% | 18,789 | +110 | +0.59% | $4,081,891 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.25% | 28,438 | -962 | -3.27% | $3,779,455 |
| VANGUARD WHITEHALL FDS INC | VYMI | Other | 0.24% | 37,983 | -420 | -1.09% | $3,579,496 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.19% | 36,360 | +1,084 | +3.07% | $2,851,014 |
| ISHARES TR | USXF | Other | 0.19% | 51,564 | +470 | +0.92% | $2,846,339 |
| ISHARES TR | EMB | Other | 0.19% | 29,665 | +796 | +2.76% | $2,786,380 |
| ISHARES TR | SUB | Other | 0.18% | 24,466 | +1,219 | +5.24% | $2,605,672 |
| VANGUARD INDEX FDS | VTI | Other | 0.17% | 7,978 | +1,229 | +18.21% | $2,559,287 |
| ISHARES TR | EAGG | Other | 0.14% | 44,457 | +92 | +0.21% | $2,113,910 |
| SPDR SER TR | SPIB | Other | 0.12% | 55,044 | +1,300 | +2.42% | $1,846,172 |
| VANGUARD INDEX FDS | VUG | Other | 0.12% | 3,971 | -579 | -12.73% | $1,734,593 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.11% | 51,033 | +1,757 | +3.57% | $1,565,707 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.08% | 8,231 | -35 | -0.42% | $1,206,813 |
| VANGUARD INDEX FDS | VTV | Other | 0.08% | 5,899 | -2,033 | -25.63% | $1,157,479 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.07% | 22,323 | +53 | +0.24% | $1,102,089 |
| ISHARES TR | IEFA | Other | 0.06% | 10,598 | -2,364 | -18.24% | $959,471 |
| ISHARES TR | DMXF | Other | 0.06% | 12,510 | +166 | +1.34% | $943,874 |
| ISHARES TR | XT | Other | 0.06% | 13,758 | +204 | +1.51% | $937,581 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.06% | 8,469 | -41 | -0.48% | $922,981 |
| ISHARES TR | IXUS | Other | 0.06% | 10,643 | +2,160 | +25.46% | $922,135 |
| SPDR SER TR | SPLB | Other | 0.06% | 40,658 | +1,036 | +2.61% | $903,409 |
| ISHARES TR | CRBN | Other | 0.06% | 3,938 | +222 | +5.97% | $877,517 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.06% | 7,752 | -79 | -1.01% | $859,386 |
| INVESCO EXCH TRADED FD TR II | PZA | Other | 0.06% | 37,013 | +1,547 | +4.36% | $850,548 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.05% | 4,858 | -104 | -2.10% | $785,654 |
| FIRST TR EXCHANGE TRADED FD | SKYY | Other | 0.05% | 6,535 | +1,219 | +22.93% | $714,617 |
| SPDR SER TR | SPYX | Other | 0.05% | 13,083 | +741 | +6.00% | $693,802 |
| ISHARES TR | EUSB | Other | 0.05% | 15,629 | +619 | +4.12% | $679,863 |
| GLOBAL X FDS | BOTZ | Other | 0.04% | 19,974 | +262 | +1.33% | $663,532 |
| ISHARES TR | SUSB | Other | 0.04% | 23,039 | +140 | +0.61% | $577,475 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.04% | 6,982 | +92 | +1.34% | $572,354 |
| VANGUARD STAR FDS | VXUS | Other | 0.04% | 7,068 | +239 | +3.50% | $545,011 |
| ISHARES INC | IEMG | Other | 0.04% | 7,723 | -1,257 | -14.00% | $538,670 |
| ISHARES TR | EMXF | Other | 0.03% | 10,308 | -330 | -3.10% | $493,138 |
| VANGUARD WORLD FD | ESGV | Other | 0.03% | 3,940 | +229 | +6.17% | $442,292 |
| ISHARES TR | IJJ | Other | 0.03% | 3,276 | -220 | -6.29% | $434,008 |
| ISHARES TR | IJK | Other | 0.03% | 4,161 | +681 | +19.57% | $418,630 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.03% | 6,428 | -1,622 | -20.15% | $393,757 |
| SPDR SER TR | ONEY | Other | 0.03% | 3,170 | +125 | +4.11% | $380,592 |
| WISDOMTREE TR | DEM | Other | 0.02% | 7,200 | +273 | +3.94% | $357,762 |
| WISDOMTREE TR | DES | Other | 0.02% | 9,761 | +383 | +4.08% | $350,813 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.02% | 4,929 | +44 | +0.90% | $345,691 |
| SPDR SER TR | XAR | Other | 0.02% | 1,307 | -195 | -12.98% | $332,055 |
| FIRST TR EXCHANGE TRADED FD | CIBR | Other | 0.02% | 5,098 | +455 | +9.80% | $319,525 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.02% | 5,901 | -123 | -2.04% | $294,859 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.02% | 6,312 | -81 | -1.27% | $289,648 |
| J P MORGAN EXCHANGE TRADED F | JMSI | Other | 0.02% | 5,725 | -59 | -1.02% | $284,803 |
| ISHARES TR | IBB | Other | 0.02% | 1,671 | -91 | -5.16% | $282,123 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.02% | 6,649 | +17 | +0.26% | $271,495 |
| VANGUARD INDEX FDS | VO | Other | 0.02% | 841 | -386 | -31.46% | $241,539 |
| VANGUARD WORLD FD | VGT | Other | 0.02% | 328 | +56 | +20.59% | $229,171 |
| ALPS ETF TR | SBIO | Other | 0.01% | 4,224 | -245 | -5.48% | $221,065 |
| ISHARES TR | IDNA | Other | 0.01% | 7,376 | -935 | -11.25% | $214,263 |