What is Investment Advisory Group, LLC's portfolio value?

As of Q4 2025, Investment Advisory Group, LLC manages $388.7M across 194 reported positions in their SEC 13F filing.

What are Investment Advisory Group, LLC's top holdings?

Investment Advisory Group, LLC's largest 13F positions include VUG, VYM, DFAC, representing approximately 20.4% of the reported portfolio.

How many stocks does Investment Advisory Group, LLC hold?

Investment Advisory Group, LLC holds 194 reported positions as of their Q4 2025 13F filing.

When did Investment Advisory Group, LLC last file a 13F?

The most recent 13F filing from Investment Advisory Group, LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Investment Advisory Group, LLC

CIK: 0001910273SEC EDGAR →

Portfolio Value

$388.7M

Holdings

194

As of

Q4 2025

New Positions

194

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VUG VANGUARD INDEX FDS	59,286	$28.9M	7.44%
2	VYM VANGUARD WHITEHALL FDS	186,045	$26.7M	6.87%
3	DFAC DIMENSIONAL ETF TRUST	597,596	$23.7M	6.09%
4	IVV ISHARES TR	23,644	$16.2M	4.17%
5	IJR ISHARES TR	119,056	$14.3M	3.68%
6	DFUS DIMENSIONAL ETF TRUST	184,735	$13.7M	3.52%
7	IVW ISHARES TR	85,923	$10.6M	2.72%
8	AAPL APPLE INC	31,028	$8.4M	2.17%
9	VTV VANGUARD INDEX FDS	41,647	$8.0M	2.05%
10	AOM ISHARES TR	145,203	$6.9M	1.78%

Quarterly Changes

Top Buys

VUGNEW

$28.9M

VYMNEW

$26.7M

DFACNEW

$23.7M

IVVNEW

$16.2M

IJRNEW

$14.3M

Top Sells

No sells this quarter

New Positions (194)

$28.9M · 59K shares

$26.7M · 186K shares

$23.7M · 598K shares

$16.2M · 24K shares

$14.3M · 119K shares

$13.7M · 185K shares

$10.6M · 86K shares

$8.4M · 31K shares

$8.0M · 42K shares

$6.9M · 145K shares

$6.3M · 43K shares

$6.3M · 67K shares

$5.9M · 89K shares

$5.9M · 27K shares

$5.8M · 178K shares

$5.8M · 144K shares

$5.6M · 12K shares

$5.6M · 24K shares

$5.1M · 56K shares

$4.6M · 61K shares

$4.6M · 98K shares

$4.6M · 14K shares

$4.2M · 7K shares

$3.8M · 52K shares

$3.8M · 18K shares

$3.8M · 6K shares

$3.7M · 69K shares

$3.6M · 52K shares

$3.5M · 72K shares

$3.3M · 71K shares

$3.1M · 37K shares

$3.1M · 39K shares

$3.1M · 12K shares

IUSB

$2.9M · 62K shares

$2.8M · 20K shares

$2.8M · 102K shares

$2.6M · 6K shares

$2.6M · 5K shares

$2.6M · 43K shares

$2.5M · 14K shares

$2.5M · 28K shares

$2.4M · 8K shares

$2.3M · 31K shares

$2.3M · 4K shares

$2.1M · 18K shares

$2.1M · 42K shares

$2.1M · 3K shares

$2.0M · 23K shares

$2.0M · 6K shares

$2.0M · 25K shares

$1.9M · 6K shares

$1.8M · 4K shares

$1.8M · 13K shares

$1.7M · 23K shares

$1.7M · 16K shares

$1.7M · 9K shares

$1.7M · 2K shares

$1.6M · 13K shares

$1.5M · 35K shares

$1.4M · 41K shares

$1.4M · 22K shares

$1.4M · 24K shares

$1.3M · 4K shares

$1.3M · 37K shares

$1.3M · 6K shares

$1.3M · 3K shares

$1.3M · 21K shares

$1.2M · 3K shares

$1.1M · 26K shares

$1.1M · 5K shares

$1.1M · 5K shares

$1.1M · 20K shares

$1.0M · 22K shares

$1.0M · 3K shares

$991K · 18K shares

$981K · 18K shares

$954K · 14K shares

$938K · 874 shares

$937K · 7K shares

$927K · 35K shares

$925K · 4K shares

$922K · 18K shares

$918K · 9K shares

$913K · 5K shares

$904K · 38K shares

$902K · 29K shares

$870K · 20K shares

$851K · 17K shares

$834K · 3K shares

$819K · 3K shares

$753K · 8K shares

$713K · 4K shares

$698K · 3K shares

$694K · 9K shares

$671K · 2K shares

$655K · 11K shares

$652K · 8K shares

$624K · 6K shares

$620K · 4K shares

$608K · 3K shares

$592K · 2K shares

$572K · 7K shares

$558K · 3K shares

$548K · 10K shares

$535K · 9K shares

$525K · 12K shares

$516K · 8K shares

$514K · 5K shares

$505K · 10K shares

$494K · 5K shares

$487K · 6K shares

$484K · 6K shares

$449K · 4K shares

$443K · 4K shares

$441K · 12K shares

$431K · 6K shares

$429K · 11K shares

$425K · 17K shares

$407K · 3K shares

$404K · 2K shares

$401K · 5K shares

$401K · 2K shares

$400K · 9K shares

$400K · 6K shares

$396K · 20K shares

$394K · 458 shares

$391K · 3K shares

$385K · 4K shares

$373K · 1K shares

DFLV

$370K · 11K shares

WFC

$370K · 4K shares

SUB

$369K · 3K shares

$361K · 1K shares

IWN

$359K · 2K shares

SPHY

$356K · 15K shares

$354K · 2K shares

EFV

$354K · 5K shares

$353K · 6K shares

$350K · 948 shares

$350K · 3K shares

$350K · 16K shares

$349K · 8K shares

$343K · 5K shares

$342K · 4K shares

$329K · 773 shares

$327K · 3K shares

$308K · 4K shares

$292K · 2K shares

$290K · 509 shares

$286K · 3K shares

$284K · 2K shares

$283K · 3K shares

$282K · 2K shares

$282K · 6K shares

$282K · 873 shares

$278K · 2K shares

$268K · 7K shares

$267K · 868 shares

$266K · 23K shares

$255K · 2K shares

$253K · 834 shares

$252K · 2K shares

$249K · 5K shares

$246K · 882 shares

$245K · 5K shares

$244K · 808 shares

$242K · 2K shares

$242K · 425 shares

$241K · 929 shares

$241K · 703 shares

$239K · 681 shares

$238K · 4K shares

$236K · 5K shares

$234K · 3K shares

$229K · 2K shares

$227K · 3K shares

$226K · 2K shares

$226K · 7K shares

$226K · 5K shares

$223K · 4K shares

$223K · 646 shares

$221K · 489 shares

$218K · 2K shares

$213K · 1K shares

$211K · 3K shares

$210K · 626 shares

DFSD

$209K · 4K shares

IBIT

$208K · 4K shares

IUSG

$207K · 1K shares

$205K · 3K shares

$203K · 6K shares

$202K · 710 shares

$200K · 3K shares

$140K · 18K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	130	$318.2M	81.9%
Technology	14	$21.3M	5.5%
Unknown	8	$13.6M	3.5%
Consumer Cyclical	3	$8.4M	2.2%
Communication Services	5	$7.1M	1.8%
Healthcare	12	$6.0M	1.6%
Consumer Defensive	4	$4.2M	1.1%
Real Estate	4	$3.4M	0.9%
Industrials	8	$2.9M	0.7%
Energy	3	$2.7M	0.7%
Basic Materials	2	$531K	0.1%
Utilities	1	$205K	0.1%