Investment Advisory Group, LLC - Portfolio Stock Holdings
Investment Advisory Group, LLC disclosed 229 stock positions in a recent SEC 13F filing. $476,801,025 of stock holdings were filed, with the largest holdings including VUG, VYM, and DFAC. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 13, 2026.We estimate the fund has a total AUM of $1,217,000,000 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
229Est. Stock Holding Value:
$476,801,025Top Stock Holdings By Sector
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Portfolio Stock Holdings - Investment Advisory Group, LLC
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% of Portfolio
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