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Innovative Asset Advisors Group, LLC - Portfolio Stock Holdings

Innovative Asset Advisors Group, LLC disclosed 1096 stock positions in a recent SEC 13F filing. $226,889,046 of stock holdings were filed, with the largest holdings including NVDA, ASML, and AAPL. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 2026.

We estimate the fund has a total AUM of $297,932,861 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

1096

Est. Stock Holding Value:

$226,889,046

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Innovative Asset Advisors Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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