AG Asset Advisory, LLC - Portfolio Stock Holdings
AG Asset Advisory, LLC disclosed 28 stock positions in a recent SEC 13F filing. $123,631,040 of stock holdings were filed, with the largest holdings including META, DFUS, and KNRG. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $440,473,336 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
28Est. Stock Holding Value:
$123,631,040Top Stock Holdings By Sector
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Portfolio Stock Holdings - AG Asset Advisory, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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