Investment Advisory Services Group LLC - Portfolio Stock Holdings

Investment Advisory Services Group LLC disclosed 42 stock positions in a recent SEC 13F filing. $149,490,302 of stock holdings were filed, with the largest holdings including IVV, FBND, and JPST. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $179,338,120 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.