Investment Advisory Group, LLC
CIK 1910273
13F filing for Q2 2026・No. 4,114
- Holdings
- US$461.01M
- Quarter change
- +US$67.61M
- Entries
- 220
- Net bought (estimate)
- +US$23.45M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 27
- Sold out 1
- Cut 52
- Added 110
- Corporate actions 0
- Unchanged 31
Largest holdings
220 stocks worth US$461.01M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 394,770 | US$34.01M | 7.38% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 189,527 | US$29.95M | 6.50% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 608,039 | US$26.97M | 5.85% |
| IVVISHARES TRCORE S&P500 ETF | Added | 26,592 | US$19.91M | 4.32% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 211,439 | US$17.33M | 3.76% |
| ISHARES TRCORE S&P SCP ETF | Added | 115,689 | US$17.16M | 3.72% |
| ISHARES TRS&P 500 GRWT ETF | Added | 93,411 | US$12.85M | 2.79% |
| AAPLAppleCOM | Added | 31,944 | US$9.24M | 2.01% |
| VANGUARD INDEX FDSVALUE ETF | Added | 41,595 | US$9.06M | 1.97% |
| ISHARES TRCORE S&P TTL STK | Added | 49,620 | US$8.15M | 1.77% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.