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Invst, LLC
INVST, LLC is an independent Registered Investment Adviser (RIA) headquartered in Indianapolis, Indiana. Founded in 2011, the firm specializes in full-service wealth management, providing comprehensive financial life management and advisory services to individuals (including high-net-worth), pension plans, and charitable organizations. Their mission is to educate, guide, and counsel clients toward reaching their full financial potential. The firm currently employs approximately 65 professionals, with a strong majority dedicated to investment management and client advisory roles.
Investment Strategy
INVST provides personalized, comprehensive wealth management and investment advisory services, focusing on financial life management tailored to each client’s needs and goals. They emphasize a holistic approach, guiding clients in protecting their assets, growing wealth, and sustaining legacy. The firm does not limit itself to a single investment style, instead offering a range of solutions designed to align with client objectives, risk tolerance, and life stages. Their strategy prioritizes education, close counsel, and creating lasting positive financial impact for individuals and families.
Latest 13F Filing Activity
Invst, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 296 equity positions with a total 13F market value of $803M. The fund increased holdings in Invesco Exch Traded FD TR II, Vanguard Tax-managed FDS, Ishares TR among other positions. Invst, LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (296)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 6.20% | $49.8M | 163,812 | $274.10 | $303.93 | +$2.2M |
I IUSB | ISHARES TR | 3.43% | $27.6M | 596,256 | $46.52 | $46.23 | +$1.5M |
S SCHG | SCHWAB STRATEGIC TR | 3.30% | $26.5M | 907,822 | $14.12 | $29.21 | +$7.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 3.17% | $25.4M | 446,144 | $54.39 | $57.01 | +$16.1M |
J JPST | J P MORGAN EXCHANGE TRADED F | 2.94% | $23.6M | 465,168 | $50.48 | $50.68 | +$14.6M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
A Andrew Renz | Chief Investment Officer | Indianapolis, IN , United States | |
 | Partner | Zionsville, IN , United States | |
 | Private Equity Analyst | Indianapolis, IN , United States |
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