Go Invest LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Go Invest LLC opened 41 positions, added to 66, reduced 11, sold out of 35 and left 7 unchanged. The largest increase in value was VOO (+$140,309,178); the largest decrease was VOO (-$110,231,687).
- USTB: Country of operation —; Class ETF; Shares 2026-03-31 2,033,741; Shares 2026-06-30 2,341,147.
- HFXI: Country of operation —; Class ETF; Shares 2026-03-31 1,086,956; Shares 2026-06-30 1,184,742.
- VGT: Country of operation —; Class ETF; Shares 2026-03-31 6,267; Shares 2026-06-30 60,130.
- FTEC: Country of operation —; Class ETF; Shares 2026-03-31 28,467; Shares 2026-06-30 30,194.
Two Form 13F-HR filings compared (SEC CIK 2139692): 2026-03-31 (filed 2026-08-05) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
USTB
VICTORY PORTFOLIOS II | | ETF | 2,033,741 | 2,341,147 | +307,406 | $102,866,625 | $118,508,837 | +$15,642,212 |
|---|
HFXI
NEW YORK LIFE INVESTMENTS ET | | ETF | 1,086,956 | 1,184,742 | +97,786 | $36,499,991 | $45,126,804 | +$8,626,813 |
|---|
VGT
VANGUARD WORLD FD | | ETF | 6,267 | 60,130 | +53,863 | $4,372,423 | $7,186,722 | +$2,814,299 |
|---|
FTEC
FIDELITY COVINGTON TRUST | | ETF | 28,467 | 30,194 | +1,727 | $5,922,647 | $8,622,670 | +$2,700,023 |
|---|
SPSM
SPDR SERIES TRUST | | ETF | 17,495 | 20,273 | +2,778 | $845,366 | $1,169,135 | +$323,769 |
|---|
IJR
ISHARES TR | | ETF | 7,227 | 8,124 | +897 | $898,430 | $1,204,890 | +$306,460 |
|---|
VHT
VANGUARD WORLD FD | | ETF | 3,849 | 4,406 | +557 | $1,048,091 | $1,317,449 | +$269,358 |
|---|
SGOL
ETFS GOLD TR | United States | ETF | 105,310 | 115,884 | +10,574 | $4,698,924 | $4,430,235 | -$268,689 |
|---|
XLRE
SELECT SECTOR SPDR TR | | ETF | 17,755 | 22,252 | +4,497 | $724,940 | $979,766 | +$254,826 |
|---|
FNCL
FIDELITY COVINGTON TRUST | | ETF | 11,325 | 12,166 | +841 | $795,020 | $931,415 | +$136,395 |
|---|
IBIT
ISHARES BITCOIN TRUST ETF | | ETF | 28,218 | 28,707 | +489 | $1,084,140 | $955,642 | -$128,498 |
|---|
IQLT
ISHARES TR | | ETF | 18,372 | 19,222 | +850 | $849,343 | $952,470 | +$103,127 |
|---|
VDE
VANGUARD WORLD FD | | ETF | 17,424 | 19,415 | +1,991 | $3,014,984 | $2,914,714 | -$100,270 |
|---|
BITQ
BITWISE FUNDS TRUST | | ETF | 12,221 | 12,512 | +291 | $230,489 | $306,553 | +$76,064 |
|---|
SMH
VANECK ETF TRUST | | ETF | 99 | 108 | +9 | $37,917 | $70,859 | +$32,942 |
|---|
SOXX
ISHARES TR | | ETF | 68 | 76 | +8 | $22,484 | $48,834 | +$26,350 |
|---|
IWY
ISHARES TR | | ETF | 518 | 521 | +3 | $128,822 | $151,466 | +$22,644 |
|---|
PSI
INVESCO EXCHANGE TRADED FD T | | ETF | 214 | 218 | +4 | $20,179 | $40,893 | +$20,714 |
|---|
QUAL
ISHARES TR | | ETF | 619 | 629 | +10 | $118,791 | $138,059 | +$19,268 |
|---|
SPYD
SPDR SERIES TRUST | | ETF | 2,456 | 2,681 | +225 | $111,784 | $127,909 | +$16,125 |
|---|
IVV
ISHARES TR | | ETF | 136 | 137 | +1 | $89,104 | $102,542 | +$13,438 |
|---|
IXN
ISHARES TR | | ETF | 202 | 215 | +13 | $20,159 | $31,102 | +$10,943 |
|---|
DFAC
DIMENSIONAL ETF TRUST | | ETF | 1,354 | 1,407 | +53 | $52,597 | $62,423 | +$9,826 |
|---|
GBTC
GRAYSCALE BITCOIN TRUST ETF | United States | ETF | 573 | 866 | +293 | $30,240 | $39,416 | +$9,176 |
|---|
XLK
SELECT SECTOR SPDR TR | | ETF | 149 | 150 | +1 | $19,828 | $28,654 | +$8,826 |
|---|
IYW
ISHARES TR | | ETF | 112 | 113 | +1 | $20,389 | $28,473 | +$8,084 |
|---|
PTL
NORTHERN LTS FD TR IV | | ETF | 157 | 165 | +8 | $39,416 | $47,229 | +$7,813 |
|---|
XSD
SPDR SERIES TRUST | | ETF | 21 | 22 | +1 | $6,933 | $13,919 | +$6,986 |
|---|
PDBC
INVESCO ACTVELY MNGD ETC FD | | ETF | 247 | 650 | +403 | $4,270 | $10,329 | +$6,059 |
|---|
DFAX
DIMENSIONAL ETF TRUST | | ETF | 617 | 727 | +110 | $20,972 | $26,774 | +$5,802 |
|---|
BNDX
VANGUARD CHARLOTTE FDS | | ETF | 1,602 | 1,709 | +107 | $76,954 | $82,747 | +$5,793 |
|---|
SPMD
SPDR SERIES TRUST | | ETF | 464 | 466 | +2 | $27,482 | $31,452 | +$3,970 |
|---|
QQQM
INVESCO EXCH TRADED FD TR II | | ETF | 41 | 45 | +4 | $9,832 | $13,699 | +$3,867 |
|---|
EWJ
ISHARES INC | | ETF | 403 | 405 | +2 | $34,016 | $37,768 | +$3,752 |
|---|
DFIC
DIMENSIONAL ETF TRUST | | ETF | 664 | 720 | +56 | $23,601 | $26,831 | +$3,230 |
|---|
WWJD
NORTHERN LTS FD TR IV | | ETF | 432 | 501 | +69 | $16,150 | $19,084 | +$2,934 |
|---|
DFEM
DIMENSIONAL ETF TRUST | | ETF | 283 | 300 | +17 | $9,780 | $12,190 | +$2,410 |
|---|
IXUS
ISHARES TR | | ETF | 124 | 133 | +9 | $10,782 | $12,709 | +$1,927 |
|---|
SPYV
SPDR SERIES TRUST | | ETF | 191 | 207 | +16 | $10,819 | $12,602 | +$1,783 |
|---|
SECT
NORTHERN LTS FD TR IV | | ETF | 94 | 102 | +8 | $5,648 | $7,366 | +$1,718 |
|---|
XLE
SELECT SECTOR SPDR TR | | ETF | 73 | 115 | +42 | $4,472 | $6,115 | +$1,643 |
|---|
HLAL
LISTED FDS TR | | ETF | 85 | 92 | +7 | $5,024 | $6,579 | +$1,555 |
|---|
IGM
ISHARES TR | | ETF | 21 | 24 | +3 | $2,458 | $3,991 | +$1,533 |
|---|
LMBS
FIRST TR EXCHANGE-TRADED FD | | ETF | 371 | 400 | +29 | $18,486 | $19,901 | +$1,415 |
|---|
BITB
BITWISE BITCOIN ETF TR | United States | ETF | 315 | 322 | +7 | $11,580 | $10,244 | -$1,336 |
|---|
BITO
PROSHARES TR | | ETF | 1,242 | 1,285 | +43 | $11,565 | $10,255 | -$1,310 |
|---|
XAR
SPDR SERIES TRUST | | ETF | 17 | 20 | +3 | $4,407 | $5,675 | +$1,268 |
|---|
HODL
VANECK BITCOIN ETF | United States | ETF | 603 | 621 | +18 | $11,560 | $10,311 | -$1,249 |
|---|
BUFR
FIRST TR EXCHNG TRADED FD VI | | ETF | 178 | 191 | +13 | $6,017 | $6,975 | +$958 |
|---|
IEFA
ISHARES TR | | ETF | 40 | 44 | +4 | $3,603 | $4,282 | +$679 |
|---|
RSP
INVESCO EXCHANGE TRADED FD T | | ETF | 20 | 21 | +1 | $3,894 | $4,401 | +$507 |
|---|
UFOX
ETF SER SOLUTIONS | | ETF | 12 | 14 | +2 | $833 | $1,297 | +$464 |
|---|
DFCF
DIMENSIONAL ETF TRUST | | ETF | 42 | 53 | +11 | $1,792 | $2,224 | +$432 |
|---|
IGV
ISHARES TR | | ETF | 11 | 14 | +3 | $889 | $1,227 | +$338 |
|---|
JEPI
J P MORGAN EXCHANGE TRADED F | | ETF | 50 | 56 | +6 | $2,845 | $3,168 | +$323 |
|---|
DFGX
DIMENSIONAL ETF TRUST | | ETF | 23 | 28 | +5 | $1,189 | $1,488 | +$299 |
|---|
IPAC
ISHARES TR | | ETF | 36 | 37 | +1 | $2,763 | $3,052 | +$289 |
|---|
RINF
PROSHARES TR | | ETF | 41 | 47 | +6 | $1,287 | $1,505 | +$218 |
|---|
XLV
SELECT SECTOR SPDR TR | | ETF | 12 | 13 | +1 | $1,822 | $2,019 | +$197 |
|---|
IHI
ISHARES TR | | ETF | 20 | 25 | +5 | $1,066 | $1,258 | +$192 |
|---|
VCIT
VANGUARD SCOTTSDALE FDS | | ETF | 181 | 183 | +2 | $14,984 | $15,148 | +$164 |
|---|
XLY
SELECT SECTOR SPDR TR | | ETF | 10 | 11 | +1 | $1,091 | $1,250 | +$159 |
|---|
ASEA
GLOBAL X FDS | | ETF | 151 | 156 | +5 | $2,940 | $3,054 | +$114 |
|---|
VGLT
VANGUARD SCOTTSDALE FDS | | ETF | 54 | 55 | +1 | $3,003 | $3,028 | +$25 |
|---|
IDV
ISHARES TR | | ETF | 66 | 68 | +2 | $2,795 | $2,802 | +$7 |
|---|
IEI
ISHARES TR | | ETF | 95 | 96 | +1 | $11,295 | $11,290 | -$5 |
|---|
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