Investment Advisory Group, LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$388.7M

Holdings

194

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (194 positions)

#	Stock	Shares	Value	% Portfolio
1	VUGVANGUARD INDEX FDS	59,286	$28.9M	7.44%
2	VYMVANGUARD WHITEHALL FDS	186,045	$26.7M	6.87%
3	DFACDIMENSIONAL ETF TRUST	597,596	$23.7M	6.09%
4	IVVISHARES TR	23,644	$16.2M	4.17%
5	IJRISHARES TR	119,056	$14.3M	3.68%
6	DFUSDIMENSIONAL ETF TRUST	184,735	$13.7M	3.52%
7	IVWISHARES TR	85,923	$10.6M	2.72%
8	AAPLAPPLE INC	31,028	$8.4M	2.17%
9	VTVVANGUARD INDEX FDS	41,647	$8.0M	2.05%
10	AOMISHARES TR	145,203	$6.9M	1.78%
11	ITOTISHARES TR	42,650	$6.3M	1.63%
12	USMVISHARES TR	66,556	$6.3M	1.61%
13	IJHISHARES TR	89,186	$5.9M	1.51%
14	VIGVANGUARD SPECIALIZED FUNDS	26,700	$5.9M	1.51%
15	DFAXDIMENSIONAL ETF TRUST	177,767	$5.8M	1.50%
16	AOKISHARES TR	144,388	$5.8M	1.49%
17	MSFTMICROSOFT CORP	11,641	$5.6M	1.45%
18	AMZNAMAZON COM INC	24,117	$5.6M	1.43%
19	VYMIVANGUARD WHITEHALL FDS	56,323	$5.1M	1.30%
20	AVLVAMERICAN CENTY ETF TR	60,916	$4.6M	1.19%
21	DFUVDIMENSIONAL ETF TRUST	98,192	$4.6M	1.18%
22	VTIVANGUARD INDEX FDS	13,595	$4.6M	1.17%
23	VOOVANGUARD INDEX FDS	6,714	$4.2M	1.08%
24	DCORDIMENSIONAL ETF TRUST	51,770	$3.8M	0.98%
25	IVEISHARES TR	17,950	$3.8M	0.98%
26	NDQINVESCO QQQ TR	6,161	$3.8M	0.97%
27	IGSBISHARES TR	69,175	$3.7M	0.94%
28	DFASDIMENSIONAL ETF TRUST	51,552	$3.6M	0.92%
29	ISTBISHARES TR	72,387	$3.5M	0.91%
30	FBNDFIDELITY MERRIMACK STR TR	71,185	$3.3M	0.84%
31	SHYISHARES TR	37,497	$3.1M	0.80%
32	VPLSVANGUARD MALVERN FDS	39,490	$3.1M	0.79%
33	VBVANGUARD INDEX FDS	11,893	$3.1M	0.79%
34	IUSBISHARES TR	62,269	$2.9M	0.75%
35	PGPROCTER AND GAMBLE CO	19,698	$2.8M	0.73%
36	SCHDSCHWAB STRATEGIC TR	102,129	$2.8M	0.72%
37	TSLATESLA INC	5,779	$2.6M	0.67%
38	IWFISHARES TR	5,398	$2.6M	0.66%
39	VGSHVANGUARD SCOTTSDALE FDS	43,469	$2.6M	0.66%
40	NVDANVIDIA CORPORATION	13,630	$2.5M	0.65%
41	AQLTISHARES TR	27,649	$2.5M	0.64%
42	GOOGALPHABET INC	7,555	$2.4M	0.61%
43	BNDVANGUARD BD INDEX FDS	31,283	$2.3M	0.60%
44	MDYSPDR S&P MIDCAP 400 ETF TR	3,749	$2.3M	0.58%
45	HDVISHARES TR	17,641	$2.1M	0.55%
46	DFIVDIMENSIONAL ETF TRUST	41,674	$2.1M	0.53%
47	METAMETA PLATFORMS INC	3,136	$2.1M	0.53%
48	VNQVANGUARD INDEX FDS	23,133	$2.0M	0.53%
49	GOOGLALPHABET INC	6,459	$2.0M	0.52%
50	VCSHVANGUARD SCOTTSDALE FDS	24,934	$2.0M	0.51%
51	VTHRVANGUARD SCOTTSDALE FDS	6,240	$1.9M	0.48%
52	BRK/BBERKSHIRE HATHAWAY INC DEL	3,653	$1.8M	0.47%
53	AQLTISHARES TR	12,844	$1.8M	0.47%
54	VXUSVANGUARD STAR FDS	23,164	$1.7M	0.45%
55	LQDISHARES TR	15,764	$1.7M	0.45%
56	IYWISHARES TR	8,541	$1.7M	0.44%
57	SPYSPDR S&P 500 ETF TR	2,485	$1.7M	0.44%
58	XOMEXXON MOBIL CORP	13,055	$1.6M	0.40%
59	CGDGCAPITAL GROUP DIVIDEND VALUE	35,364	$1.5M	0.40%
60	DFICDIMENSIONAL ETF TRUST	41,148	$1.4M	0.36%
61	VEAVANGUARD TAX-MANAGED FDS	22,221	$1.4M	0.36%
62	OREALTY INCOME CORP	23,995	$1.4M	0.35%
63	JPMJPMORGAN CHASE & CO.	4,041	$1.3M	0.33%
64	FEMRFIDELITY COVINGTON TRUST	37,420	$1.3M	0.33%
65	IWDISHARES TR	6,049	$1.3M	0.33%
66	GQ9SPDR GOLD TR	3,186	$1.3M	0.32%
67	VGITVANGUARD SCOTTSDALE FDS	20,919	$1.3M	0.32%
68	VOOGVANGUARD ADMIRAL FDS INC	2,793	$1.2M	0.32%
69	DFCFDIMENSIONAL ETF TRUST	25,674	$1.1M	0.28%
70	ABBVABBVIE INC	4,695	$1.1M	0.28%
71	QUALISHARES TR	5,395	$1.1M	0.28%
72	VWOVANGUARD INTL EQUITY INDEX F	19,769	$1.1M	0.27%
73	DFAUDIMENSIONAL ETF TRUST	22,211	$1.0M	0.27%
74	VOVANGUARD INDEX FDS	3,481	$1.0M	0.26%
75	XLFSELECT SECTOR SPDR TR	18,106	$991K	0.25%
76	FBCGFIDELITY COVINGTON TRUST	17,905	$981K	0.25%
77	DGROISHARES TR	13,755	$954K	0.25%
78	LLYELI LILLY & CO	874	$938K	0.24%
79	PLDPROLOGIS INC.	7,347	$937K	0.24%
80	PYLDPIMCO ETF TR	34,763	$927K	0.24%
81	JNJJOHNSON & JOHNSON	4,471	$925K	0.24%
82	NEARISHARES U S ETF TR	18,053	$922K	0.24%
83	AGGISHARES TR	9,194	$918K	0.24%
84	WELLWELLTOWER INC	4,920	$913K	0.23%
85	SCHFSCHWAB STRATEGIC TR	37,614	$904K	0.23%
86	PFFISHARES TR	29,145	$902K	0.23%
87	DFSUDIMENSIONAL ETF TRUST	20,053	$870K	0.22%
88	SDSIAMERICAN CENTY ETF TR	16,500	$851K	0.22%
89	TPLTEXAS PACIFIC LAND CORPORATI	2,904	$834K	0.21%
90	IBMINTERNATIONAL BUSINESS MACHS	2,765	$819K	0.21%
91	IWRISHARES TR	7,823	$753K	0.19%
92	RTXRTX CORPORATION	3,893	$713K	0.18%
93	MTUMISHARES TR	2,789	$698K	0.18%
94	XLFISELECT SECTOR SPDR TR	8,939	$694K	0.18%
95	AMGNAMGEN INC	2,053	$671K	0.17%
96	CMFISHARES TR	11,400	$655K	0.17%
97	IXUSISHARES TR	7,706	$652K	0.17%
98	WMTWALMART INC	5,605	$624K	0.16%
99	SDYSPDR SERIES TRUST	4,460	$620K	0.16%
100	PLTRPALANTIR TECHNOLOGIES INC	3,425	$608K	0.16%

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