Investment Advisory Group, LLC Incresed Positions in Q4 2025

Investment Advisory Group, LLC

  • $371 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
43.5K
+ 250.56%
$70.14 - $73.74 $3.05M - $3.21M
60.9K $4.43M
TPL
Texas Pacific Land Corp

Energy
1.94K
+ 200.0%
$889.25 - $1022.65 $1.72M - $1.98M
2.9K $2.97M
VUG
Vanguard Growth ETF

ETFs
1.97K
+ 3.43%
$470.44 - $504.26 $925K - $991K
59.3K $28.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.76K
+ 3.77%
$137.47 - $143.13 $929K - $967K
186K $26.2M
CGDV
Capital Group Divid Value ETF

ETFs
19.5K
+ 123.43%
$41.33 - $43.47 $807K - $849K
35.4K $1.52M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.23K
+ 22.47%
$600.51 - $631.95 $740K - $779K
6.71K $4.15M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
14.5K
+ 25.1%
$48.64 - $48.99 $706K - $711K
72.4K $3.53M
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.27K
+ 4.69%
$71.0 - $74.64 $587K - $618K
185K $13.5M
IVV
Ishares Core S&P 500 ETF

ETFs
722
+ 3.15%
$656.2 - $690.71 $474K - $499K
23.6K $16M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.7K
+ 2.34%
$37.61 - $39.41 $514K - $538K
598K $23.1M
DFIV
Dimensional ETF Tr

ETFs
6.4K
+ 18.14%
$45.13 - $48.25 $289K - $309K
41.7K $2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
9.08K
+ 28.3%
$32.24 - $33.72 $293K - $306K
41.1K $1.37M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.43K
+ 33.45%
$23.02 - $24.23 $217K - $228K
37.6K $900K
VTI
Vanguard Total Stock Market Et

ETFs
650
+ 5.02%
$321.8 - $337.95 $209K - $220K
13.6K $4.48M
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.57K
+ 3.25%
$47.0 - $48.26 $215K - $220K
145K $6.93M
XLE
Energy Sector Spdr

ETFs
2.44K
+ 85.92%
$85.22 - $92.02 $208K - $225K
5.28K $486K
LLY
Eli Lilly & CO

Healthcare
8
+ 0.92%
$799.57 - $1025.28 $6.4K - $8.2K
874 $892K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.48K
+ 19.95%
$59.84 - $60.54 $208K - $211K
20.9K $1.26M
VTV
Vanguard Value ETF

ETFs
962
+ 2.36%
$182.87 - $189.72 $176K - $183K
41.6K $7.79M
DFAX
Dimensional ETF Tr
1.94K
+ 1.1%
$30.71 - $32.34 $59.5K - $62.6K
178K $5.69M
IEMG
Ishares Inc

ETFs
2.8K
+ 77.3%
N/A
6.41K $343K
IWF
Ishares Russell 1000 Gr ETF

ETFs
244
+ 4.73%
$459.47 - $491.71 $112K - $120K
5.4K $2.54M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.61K
+ 4.49%
$82.69 - $83.12 $133K - $134K
37.5K $3.11M
XOM
Exxon Mobil Corp

Energy
485
+ 3.86%
$110.64 - $119.78 $53.7K - $58.1K
13.1K $1.54M
IWN
Ishares Russell2000 Val ETF

ETFs
690
+ 53.28%
$172.34 - $181.51 $119K - $125K
1.99K $346K
IWD
Ishares Russell 1000 Val ETF

ETFs
530
+ 9.6%
$199.44 - $208.01 $106K - $110K
6.05K $1.24M
VO
Vanguard Mid Cap ETF

ETFs
471
+ 15.65%
$286.27 - $296.23 $135K - $140K
3.48K $998K
ITOT
Ishares Core S&P Total U.S. St

ETFs
510
+ 1.21%
$142.79 - $150.05 $72.8K - $76.5K
42.7K $6.24M
IYW
Ishares Dj Us Tech ETF

ETFs
387
+ 4.75%
$192.8 - $211.27 $74.6K - $81.8K
8.54K $1.7M
AOK
Ishares Tr Core Conservative A

ETFs
1.96K
+ 1.38%
$39.89 - $40.78 $78.3K - $80K
144K $5.81M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.31K
+ 4.36%
$74.09 - $75.1 $96.8K - $98.1K
31.3K $2.32M
IBM
International Business Machines Corp

Technology
170
+ 6.55%
$275.97 - $314.98 $46.9K - $53.5K
2.77K $821K
IAU
Ishares Gold Trust

ETFs
818
+ 15.75%
$72.65 - $82.5 $59.4K - $67.5K
6.01K $462K
BAC
Bank Of America Corp

Financial Services
1.64K
+ 19.62%
$48.65 - $54.11 $79.6K - $88.5K
9.98K $513K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
609
+ 2.7%
$72.17 - $75.74 $44K - $46.1K
23.2K $1.74M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.54K
+ 30.74%
$23.54 - $23.93 $83.4K - $84.8K
15.1K $355K
IVE
Ishares S&P 500 Value ETF

ETFs
104
+ 0.58%
$202.52 - $212.07 $21.1K - $22.1K
18K $3.76M
EOSE
Eos Energy Enterprises, Inc.

Industrials
287
+ 1.25%
$12.36 - $19.19 $3.55K - $5.51K
23.3K $328K
VTHR
Vanguard Russell 3000 ETF

ETFs
207
+ 3.43%
$288.43 - $303.12 $59.7K - $62.7K
6.24K $1.84M
PLD
Prologis, Inc.

Real Estate
23
+ 0.31%
$111.23 - $127.18 $2.56K - $2.93K
7.35K $907K
VEA
Vanguard Ftse Developed Market

ETFs
521
+ 2.4%
$59.18 - $62.09 $30.8K - $32.3K
22.2K $1.36M
CSCO
Cisco Systems, Inc.

Technology
18
+ 0.29%
$67.46 - $78.0 $1.21K - $1.4K
6.3K $489K
AVSF
American Centy ETF Tr Avantis

ETFs
1.2K
+ 16.44%
$46.97 - $47.33 $56.4K - $56.8K
8.5K $400K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.19K
+ 1.95%
$46.57 - $47.16 $55.6K - $56.3K
62.3K $2.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
457
+ 7.17%
$83.45 - $84.82 $38.1K - $38.8K
6.84K $571K
GILD
Gilead Sciences, Inc.

Healthcare
45
+ 2.33%
$110.56 - $125.2 $4.98K - $5.63K
1.98K $245K
VIG
Vanguard Dividend Appreciation

ETFs
168
+ 0.63%
N/A
26.7K $4.86M
AVUV
American Centy ETF Tr Avantis

ETFs
361
+ 12.67%
$95.19 - $100.66 $34.4K - $36.3K
3.21K $313K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
717
+ 1.05%
$52.76 - $53.18 $37.8K - $38.1K
69.2K $3.65M
Activity Summary
Buys All Purchases 93 New Holdings 10 Increased Positions 83 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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