Q2 2026 13F · SEC CIK 1706013

Ally Invest Advisors Inc.

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 75
Top holdings a year, 3 yrs: +12.7%
Assets under management: $1.7B

Ally Invest Advisors Inc. is a wealth manager that reported 75 positions worth $1.7B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 23.2%), Vanguard Tax-Managed Fds (VEA, 19.6%), Vanguard Charlotte Fds (BNDX, 7.8%). A portfolio copying its top holdings returned 12.7% a year over the last 3 years, against 20.4% for the S&P 500.

Ally Invest Advisors Inc. holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ally Invest Advisors Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	23.2%	22.5%	513,402	+0.4%	$384.5M
VEAVanguard Tax-Managed Fds	19.6%	19.7%	4,566,227	+0.2%	$325.3M
BNDXVanguard Charlotte Fds	7.8%	8.2%	2,662,224	+4.8%	$128.9M
IJHIshares Tr	6.8%	6.6%	1,467,792	+0.5%	$113.2M
IEFiShs 7-10 ys Tsy	6.4%	6.9%	1,124,596	+5.1%	$106.4M
VWOVanguard Intl Equity Index F	5.2%	5.2%	1,429,618	+0.9%	$85.3M
VMBSVmbs	4.3%	4.6%	1,520,621	+4.7%	$71.2M
IGIBIshares Tr	3.8%	4.0%	1,181,331	+4.6%	$62.8M
IJRIshares Core S&p Small Cap ETF	3.7%	3.4%	410,725	-0.3%	$60.9M
ESGUIshares Msci Usa Esg	3.5%	3.3%	350,467	+0.7%	$57.4M
SCHVSchwab Strategic Tr	2.1%	2.0%	978,090	+1.4%	$34.0M
SCHGSchwab U.s. Large-Cap Growth ETF	1.9%	1.8%	934,561	+1.9%	$31.6M
ESGDIshares Msci Eafe Esg	1.8%	1.9%	297,816	+2.6%	$30.6M
MUBIshares National Muni Bond ETF	1.7%	1.8%	256,431	+3.9%	$27.6M
AGGIshares Tr	1.4%	1.4%	226,868	+6.4%	$22.5M
ESGEIshares Inc	0.6%	0.5%	169,049	-2.6%	$9.2M
VOTVanguard Index Fds	0.5%	0.5%	29,609	+2.9%	$9.1M
VOEVanguard Index Fds	0.5%	0.5%	44,758	+2.5%	$8.8M
ESMLIshares Tr	0.5%	0.5%	144,256	-0.2%	$8.1M
VYMVym	0.3%	0.3%	35,689	+5.1%	$5.6M
VBKVanguard Small Cap Growth ETF	0.3%	0.3%	13,747	+1.4%	$5.0M
IGSBIshares 1-3 Yr Credit Bond ETF	0.3%	0.3%	93,130	+6.8%	$4.9M
VBRVanguard Small Cap Value ETF	0.3%	0.3%	19,226	+2.3%	$4.7M
XLKState Street Technology Select Sector Sp	0.3%	0.3%	22,229	-21.8%	$4.2M
VYMIVanguard International High Dividend Yie	0.2%	0.2%	39,786	+4.7%	$3.9M
USXFiShares ESG Advanced MSCI USA E	0.2%	0.2%	52,573	+2.0%	$3.7M
VTIVanguard Index Fds	0.2%	0.2%	8,576	+7.5%	$3.2M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.2%	0.2%	39,130	+7.6%	$3.0M
EMBIshares Tr	0.2%	0.2%	31,138	+5.0%	$3.0M
SUBIshares Tr	0.2%	0.2%	26,271	+7.4%	$2.8M
EAGGIshares Tr	0.1%	0.1%	45,240	+1.8%	$2.1M
SPIBSpdr Series Trust	0.1%	0.1%	59,338	+7.8%	$2.0M
VUGVanguard Indx Fd	0.1%	0.1%	22,749	+472.9%	$2.0M
SCHDSchwab Strategic Tr	0.1%	0.1%	56,231	+10.2%	$1.8M
XLVSelect Sector Spdr Tr	0.1%	0.1%	8,627	+4.8%	$1.4M
XLFSelect Sector Spdr Tr	0.1%	0.1%	23,868	+6.9%	$1.3M
VTVVanguard Value ETF	0.1%	0.1%	5,814	-1.4%	$1.3M
DMXFIshares Tr	0.1%	0.1%	13,373	+6.9%	$1.1M
XTIShares Exponential Technologi	0.1%	0.1%	13,283	-3.5%	$1.1M
IXUSIshares Core Msci Total International St	0.1%	0.1%	11,446	+7.5%	$1.1M
XLYConsumer Discretionary Select S	0.1%	0.1%	8,607	+1.6%	$1.0M
IEFAIshares Core Msci Eafe ETF	0.1%	0.1%	10,397	-1.9%	$1.0M
SPLBSpdr Series Trust	0.1%	0.1%	44,547	+9.6%	$998K
CRBNIshares Msci Acwi Low Carbon	0.1%	0.1%	3,918	-0.5%	$991K
PZAInvesco Exch Traded Fd Tr II	0.1%	0.1%	39,359	+6.3%	$926K
XLISelect Sector Spdr Tr	0.1%	0.1%	4,662	-4.0%	$864K
XLCSelect Sector Spdr Tr	0.1%	0.1%	7,818	+0.9%	$838K
SPYXSPDR S&P 500 Fossil Fuel Reserv	0.0%	0.0%	12,987	-0.7%	$794K
BOTZGlobal X Fds	0.0%	—	19,561	—	$742K
SKYYFirst Tr Exchange-Traded Fd	0.0%	0.0%	5,472	-16.3%	$736K

What Ally Invest Advisors Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.4% /yr; S&P 500 +20.1%
3 years: +12.7% /yr; S&P 500 +20.4%
5 years: +5.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.7B	75
Q1 2026	$1.5B	75
Q4 2025	$1.4B	76
Q3 2025	$1.4B	77
Q2 2025	$1.3B	75
Q1 2025	$1.2B	72
Q4 2024	$1.2B	67
Q3 2024	$1.1B	67
Q2 2024	$1.0B	66
Q1 2024	$1.0B	60
Q4 2023	$938.8M	59
Q3 2023	$855.1M	55

Questions about Ally Invest Advisors Inc.'s portfolio

What stocks does Ally Invest Advisors Inc. own?

Ally Invest Advisors Inc.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 75 positions worth $1.7B. The largest are Ishares Core S&p 500 ETF (IVV) at 23.2%, Vanguard Tax-Managed Fds (VEA) at 19.6%, Vanguard Charlotte Fds (BNDX) at 7.8%, Ishares Tr (IJH) at 6.8% and iShs 7-10 ys Tsy (IEF) at 6.4%.

What did Ally Invest Advisors Inc. buy last quarter?

In Q2 2026, Ally Invest Advisors Inc. added Vanguard Indx Fd (VUG) (+472.9% shares), Schwab Strategic Tr (SCHD) (+10.2% shares) and Spdr Series Trust (SPLB) (+9.6% shares), compared with its Q1 2026 filing.

What did Ally Invest Advisors Inc. sell last quarter?

In Q2 2026, Ally Invest Advisors Inc. cut from its top 50 Ishares Tr (EUSB), State Street Technology Select Sector Sp (XLK) (-21.8% shares) and First Tr Exchange-Traded Fd (SKYY) (-16.3% shares), compared with its Q1 2026 filing.

How has Ally Invest Advisors Inc.'s portfolio performed?

A portfolio copying Ally Invest Advisors Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.4% against +20.1%. Over 5 years: +5.0% a year against +11.6%.

When is Ally Invest Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Ally Invest Advisors Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ally Invest Advisors Inc. manage?

Ally Invest Advisors Inc. reported $1.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.7B.