Investment Advisory Group, LLC - Portfolio Stock Holdings
Investment Advisory Group, LLC disclosed 201 stock positions in a recent SEC 13F filing. $367,368,954 of stock holdings were filed, with the largest holdings including VYM, DFAC, and IVV. This filing represented positions held on March 31, 2026, and was filed on April 22, 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:
March 31, 2026No. of Stocks:
201Est. Stock Holding Value:
$367,368,954Top Stock Holdings By Sector
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Portfolio Stock Holdings - Investment Advisory Group, LLC
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Stock
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% of Portfolio
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