Ally Invest Advisors Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Ally Invest Advisors Inc. disclosed 75 stock positions valued at approximately $1.66B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD TAX MANAGED INTL, and VANGUARD CHARLOTTE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 75
- Portfolio Value
- $1.66B
Holdings by Sector
Ally Invest Advisors Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 23.22% | 513,402 | +2,065 | +0.40% | $384,481,247 |
| VANGUARD TAX MANAGED INTL | VEA | Other | 19.64% | 4,566,227 | +8,887 | +0.20% | $325,343,391 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 7.79% | 2,662,224 | +122,349 | +4.82% | $128,931,147 |
| ISHARES TR | IJH | Other | 6.83% | 1,467,792 | +7,598 | +0.52% | $113,181,176 |
| ISHARES TR | IEF | Other | 6.42% | 1,124,596 | +54,438 | +5.09% | $106,352,684 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.15% | 1,429,618 | +12,081 | +0.85% | $85,333,591 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 4.30% | 1,520,621 | +68,382 | +4.71% | $71,179,921 |
| ISHARES TR | IGIB | Other | 3.79% | 1,181,331 | +51,832 | +4.59% | $62,811,086 |
| ISHARES TR | IJR | Other | 3.68% | 410,725 | -1,351 | -0.33% | $60,914,390 |
| ISHARES TR | ESGU | Other | 3.46% | 350,467 | +2,264 | +0.65% | $57,360,944 |
| SCHWAB STRATEGIC TR | SCHV | Other | 2.06% | 978,090 | +13,659 | +1.42% | $34,047,305 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.91% | 934,561 | +17,169 | +1.87% | $31,625,549 |
| ISHARES TR | ESGD | Other | 1.85% | 297,816 | +7,653 | +2.64% | $30,618,439 |
| ISHARES TR | MUB | Other | 1.67% | 256,431 | +9,533 | +3.86% | $27,597,058 |
| ISHARES TR | AGG | Other | 1.36% | 226,868 | +13,632 | +6.39% | $22,455,385 |
| ISHARES INC | ESGE | Other | 0.56% | 169,049 | -4,487 | -2.59% | $9,245,223 |
| VANGUARD INDEX FDS | VOT | Other | 0.55% | 29,609 | +828 | +2.88% | $9,069,264 |
| VANGUARD INDEX FDS | VOE | Other | 0.53% | 44,758 | +1,100 | +2.52% | $8,844,223 |
| ISHARES TR | ESML | Other | 0.49% | 144,256 | -350 | -0.24% | $8,068,165 |
| VANGUARD WHITEHALL FDS INC | VYM | Other | 0.34% | 35,689 | +1,717 | +5.05% | $5,639,919 |
| VANGUARD INDEX FDS | VBK | Other | 0.30% | 13,747 | +186 | +1.37% | $5,027,267 |
| ISHARES TR | IGSB | Other | 0.29% | 93,130 | +5,951 | +6.83% | $4,880,935 |
| VANGUARD INDEX FDS | VBR | Other | 0.28% | 19,226 | +437 | +2.33% | $4,671,827 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.26% | 22,229 | -6,209 | -21.83% | $4,235,038 |
| VANGUARD WHITEHALL FDS INC | VYMI | Other | 0.24% | 39,786 | +1,803 | +4.75% | $3,906,948 |
| ISHARES TR | USXF | Other | 0.22% | 52,573 | +1,009 | +1.96% | $3,651,215 |
| VANGUARD INDEX FDS | VTI | Other | 0.19% | 8,576 | +598 | +7.50% | $3,173,337 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.18% | 39,130 | +2,770 | +7.62% | $3,048,587 |
| ISHARES TR | EMB | Other | 0.18% | 31,138 | +1,473 | +4.97% | $3,002,897 |
| ISHARES TR | SUB | Other | 0.17% | 26,271 | +1,805 | +7.38% | $2,797,120 |
Showing 30 of 75 holdings in the latest reporting period.