# EDGAR Filing Document

**Accession Number:** 0002090165
**File Stem:** 0002090165-25-000001
**Filing Date:** 2025-10
**Character Count:** 15337
**Document Hash:** 9976af68170fdf251b40804450b6350f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002090165-25-000001.hdr.sgml**: 20251023

**ACCESSION NUMBER**: 0002090165-25-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251023

**DATE AS OF CHANGE**: 20251023

**EFFECTIVENESS DATE**: 20251023

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** INVESTED ADVISORS
- **CENTRAL INDEX KEY:** 0002090165

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25801
- **FILM NUMBER:** 251412778

**BUSINESS ADDRESS:**
- **STREET 1:** 366 WALKER DRIVE
- **STREET 2:** SUITE 370
- **CITY:** STATE COLLEGE
- **STATE:** PA
- **ZIP:** 16801
- **BUSINESS PHONE:** 814-235-2703

**MAIL ADDRESS:**
- **STREET 1:** 366 WALKER DRIVE
- **STREET 2:** SUITE 370
- **CITY:** STATE COLLEGE
- **STATE:** PA
- **ZIP:** 16801

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** INVESTED ADVISORS<br>**Address:** 366 WALKER DRIVE<br>SUITE 370<br>STATE COLLEGE, PA 16801

**Form 13F File Number:** 028-25801

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashleigh Swayze<br>**Title:** Counsel<br>**Phone:** 6463953900

**Signature, Place, and Date of Signing:**

/s/Ashleigh Swayze  PRINCETON, NJ  10-23-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 108

**Form 13F Information Table Value Total:** $68651553

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 524790 | 2940 | SH |  | SOLE |  | 2940 | 0 | 0 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | BBG001S6CPH6 | 268407 | 2756 | SH |  | SOLE |  | 2756 | 0 | 0 |
| ALLIANCEBERNSTEIN GLOBAL HIG | COM | 01879R106 | BBG001S6LJ53 | 576484 | 53877 | SH |  | SOLE |  | 53877 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 1079914 | 5568 | SH |  | SOLE |  | 5568 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 802778 | 3614 | SH |  | SOLE |  | 3614 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 514542 | 1699 | SH |  | SOLE |  | 1699 | 0 | 0 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 367252 | 1390 | SH |  | SOLE |  | 1390 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2873811 | 11841 | SH |  | SOLE |  | 11841 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 325226 | 7038 | SH |  | SOLE |  | 7038 | 0 | 0 |
| BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | BBG001S6YGF4 | 118450 | 23000 | SH |  | SOLE |  | 23000 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | BBG001S8N8J6 | 319045 | 5616 | SH |  | SOLE |  | 5616 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 1032583 | 4503 | SH |  | SOLE |  | 4503 | 0 | 0 |
| BROOKFIELD RENEWABLE CORP | CL A EX SUB VTG | 11285B108 | BBG01RJ2Q8X2 | 322134 | 11680 | SH |  | SOLE |  | 11680 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 226391 | 627 | SH |  | SOLE |  | 627 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 440529 | 2931 | SH |  | SOLE |  | 2931 | 0 | 0 |
| CIA ENERGETICA DE MINAS GERA | SP ADR N-V PFD | 204409601 | BBG001S64WN3 | 34180 | 19095 | SH |  | SOLE |  | 19095 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 736922 | 12448 | SH |  | SOLE |  | 12448 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 | BBG001S72ZG4 | 220952 | 3016 | SH |  | SOLE |  | 3016 | 0 | 0 |
| CLEARWAY ENERGY INC | CL C | 18539C204 | BBG008LJ4TG2 | 218268 | 8483 | SH |  | SOLE |  | 8483 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 542511 | 585 | SH |  | SOLE |  | 585 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 | BBG001S5QGT0 | 267137 | 1122 | SH |  | SOLE |  | 1122 | 0 | 0 |
| DEERE  CO | COM | 244199105 | BBG001S5QFF7 | 255430 | 623 | SH |  | SOLE |  | 623 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 268144 | 2443 | SH |  | SOLE |  | 2443 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 688030 | 874 | SH |  | SOLE |  | 874 | 0 | 0 |
| ENBRIDGE INC | COM | 29250N105 | BBG001S6Q6D7 | 235155 | 5342 | SH |  | SOLE |  | 5342 | 0 | 0 |
| ENCOMPASS HEALTH CORP | COM | 29261A100 | BBG001S5Q5B3 | 313706 | 3379 | SH |  | SOLE |  | 3379 | 0 | 0 |
| EXELON CORP | COM | 30161N101 | BBG001SBJMT2 | 264084 | 6915 | SH |  | SOLE |  | 6915 | 0 | 0 |
| F N B CORP | COM | 302520101 | BBG001S5R1Q5 | 399303 | 27219 | SH |  | SOLE |  | 27219 | 0 | 0 |
| FISERV INC | COM | 337738108 | BBG001S5R6Q4 | 686700 | 3346 | SH |  | SOLE |  | 3346 | 0 | 0 |
| FORD MTR CO | COM | 345370860 | BBG001S5TZ33 | 216608 | 22239 | SH |  | SOLE |  | 22239 | 0 | 0 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 | BBG001S5NKC2 | 267799 | 938 | SH |  | SOLE |  | 938 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 | BBG001S6Y1X7 | 482693 | 5415 | SH |  | SOLE |  | 5415 | 0 | 0 |
| GOLUB CAP BDC INC | COM | 38173M102 | BBG001T63BY7 | 273897 | 18272 | SH |  | SOLE |  | 18272 | 0 | 0 |
| GRANITE PT MTG TR INC | COM STK | 38741L107 | BBG00GSR1C51 | 59614 | 21757 | SH |  | SOLE |  | 21757 | 0 | 0 |
| HA SUSTAINABLE INFRA CAP INC | COM | 41068X100 | BBG0044K5DN3 | 202703 | 7339 | SH |  | SOLE |  | 7339 | 0 | 0 |
| HERCULES CAPITAL INC | COM | 427096508 | BBG001SDPHZ5 | 225674 | 11295 | SH |  | SOLE |  | 11295 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 374810 | 968 | SH |  | SOLE |  | 968 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 639411 | 2865 | SH |  | SOLE |  | 2865 | 0 | 0 |
| INVESCO ACTVELY MNGD ETC FD | ELC VEH MTLS CDT | 46090F209 | BBG016VD3CN7 | 171722 | 11786 | SH |  | SOLE |  | 11786 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 46138E537 | BBG001T06LJ2 | 323625 | 13783 | SH |  | SOLE |  | 13783 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | BBG003HC3DG9 | 960259 | 18424 | SH |  | SOLE |  | 18424 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | BBG001SKXPR1 | 1153131 | 14066 | SH |  | SOLE |  | 14066 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | BBG001S8MLN3 | 213440 | 2481 | SH |  | SOLE |  | 2481 | 0 | 0 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | BBG003HC6JD6 | 3425108 | 71730 | SH |  | SOLE |  | 71730 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | BBG006MJFZK4 | 443579 | 7228 | SH |  | SOLE |  | 7228 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | BBG001V0XLT8 | 1052413 | 9389 | SH |  | SOLE |  | 9389 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 537812 | 7593 | SH |  | SOLE |  | 7593 | 0 | 0 |
| ISHARES TR | CORE MSCI EURO | 46434V738 | BBG006MJ8984 | 213306 | 3911 | SH |  | SOLE |  | 3911 | 0 | 0 |
| ISHARES TR | CORE MSCI PAC | 46434V696 | BBG006MJG5T0 | 229463 | 3758 | SH |  | SOLE |  | 3758 | 0 | 0 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | BBG003H6TMV7 | 288751 | 4348 | SH |  | SOLE |  | 4348 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 268859 | 2330 | SH |  | SOLE |  | 2330 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 2985230 | 5041 | SH |  | SOLE |  | 5041 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 4739605 | 49125 | SH |  | SOLE |  | 49125 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | BBG001ST0ZQ7 | 286947 | 3635 | SH |  | SOLE |  | 3635 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | BBG001S60QR6 | 346017 | 3264 | SH |  | SOLE |  | 3264 | 0 | 0 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | BBG001S7Y5C9 | 827788 | 30289 | SH |  | SOLE |  | 30289 | 0 | 0 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | BBG001S56R18 | 958545 | 18258 | SH |  | SOLE |  | 18258 | 0 | 0 |
| ISHARES TR | MSCI GBL SUS DEV | 46435G532 | BBG00CRHS639 | 353139 | 4939 | SH |  | SOLE |  | 4939 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 279761 | 1563 | SH |  | SOLE |  | 1563 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 2347887 | 22129 | SH |  | SOLE |  | 22129 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 1283502 | 3174 | SH |  | SOLE |  | 3174 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 1847215 | 9919 | SH |  | SOLE |  | 9919 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | BBG001S561Z8 | 298327 | 2318 | SH |  | SOLE |  | 2318 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | BBG001SDJVG2 | 384530 | 2938 | SH |  | SOLE |  | 2938 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | BBG001SLS4Q3 | 4283300 | 40600 | SH |  | SOLE |  | 40600 | 0 | 0 |
| ISHARES TR | US REGNL BKS ETF | 464288778 | BBG001SQZTM3 | 449240 | 8866 | SH |  | SOLE |  | 8866 | 0 | 0 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | BBG002NCKPP8 | 601530 | 26884 | SH |  | SOLE |  | 26884 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 938555 | 6597 | SH |  | SOLE |  | 6597 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 763671 | 3141 | SH |  | SOLE |  | 3141 | 0 | 0 |
| KENVUE INC | COM | 49177J102 | BBG01C79X614 | 309959 | 14690 | SH |  | SOLE |  | 14690 | 0 | 0 |
| KRAFT HEINZ CO | COM | 500754106 | BBG005CPNTR1 | 250686 | 8452 | SH |  | SOLE |  | 8452 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | BBG001S78K44 | 221286 | 809 | SH |  | SOLE |  | 809 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 | BBG001S8F8P8 | 286276 | 485 | SH |  | SOLE |  | 485 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 241337 | 2417 | SH |  | SOLE |  | 2417 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 492851 | 807 | SH |  | SOLE |  | 807 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 2248045 | 5295 | SH |  | SOLE |  | 5295 | 0 | 0 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 | BBG001S7HZ69 | 200116 | 1340 | SH |  | SOLE |  | 1340 | 0 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | BBG001SF5LW6 | 385446 | 3846 | SH |  | SOLE |  | 3846 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 1039196 | 7417 | SH |  | SOLE |  | 7417 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 267876 | 1642 | SH |  | SOLE |  | 1642 | 0 | 0 |
| PIMCO ETF TR | 0-5 HIGH YIELD | 72201R783 | BBG001V1XW67 | 206939 | 2199 | SH |  | SOLE |  | 2199 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 495702 | 3058 | SH |  | SOLE |  | 3058 | 0 | 0 |
| PROLOGIS INC. | COM | 74340W103 | BBG001S5NMN6 | 448797 | 4254 | SH |  | SOLE |  | 4254 | 0 | 0 |
| PRUDENTIAL FINL INC | COM | 744320102 | BBG001S97MM7 | 376252 | 3177 | SH |  | SOLE |  | 3177 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 422357 | 2655 | SH |  | SOLE |  | 2655 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 | BBG001S5VH85 | 337800 | 1082 | SH |  | SOLE |  | 1082 | 0 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | BBG001S9B362 | 218919 | 429 | SH |  | SOLE |  | 429 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | BBG0051J0PJ9 | 213468 | 8973 | SH |  | SOLE |  | 8973 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 345147 | 12261 | SH |  | SOLE |  | 12261 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | BBG001T2HCY9 | 414346 | 12675 | SH |  | SOLE |  | 12675 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 | BBG001SPTB87 | 1260835 | 18186 | SH |  | SOLE |  | 18186 | 0 | 0 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 | BBG001SD7RB9 | 268144 | 3021 | SH |  | SOLE |  | 3021 | 0 | 0 |
| SPDR SERIES TRUST | S BIOTECH | 78464A870 | BBG001SQDKG3 | 502259 | 5441 | SH |  | SOLE |  | 5441 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 291625 | 1408 | SH |  | SOLE |  | 1408 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 339648 | 860 | SH |  | SOLE |  | 860 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 | BBG001S5WYZ7 | 275607 | 1438 | SH |  | SOLE |  | 1438 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 290993 | 534 | SH |  | SOLE |  | 534 | 0 | 0 |
| TORTOISE SUSTAINABLE  SOCIA | COM SH BEN INT | 27901F109 | BBG00NPWMMH0 | 558909 | 46421 | SH |  | SOLE |  | 46421 | 0 | 0 |
| TRUIST FINL CORP | COM | 89832Q109 | BBG001S5YYC0 | 213509 | 4858 | SH |  | SOLE |  | 4858 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767704 | BBG001S5X1K4 | 213557 | 3804 | SH |  | SOLE |  | 3804 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 403356 | 769 | SH |  | SOLE |  | 769 | 0 | 0 |
| VANECK ETF TRUST | INTRMDT MUNI ETF | 92189H201 | BBG001SRLFL7 | 453297 | 9865 | SH |  | SOLE |  | 9865 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 421785 | 778 | SH |  | SOLE |  | 778 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 517123 | 13280 | SH |  | SOLE |  | 13280 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 564243 | 1805 | SH |  | SOLE |  | 1805 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 268148 | 2921 | SH |  | SOLE |  | 2921 | 0 | 0 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | BBG001SHKFX7 | 1218195 | 36020 | SH |  | SOLE |  | 36020 | 0 | 0 |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | 65341B106 | BBG006JNW312 | 245195 | 13428 | SH |  | SOLE |  | 13428 | 0 | 0 |

---