Investment Advisory Group, LLC Portfolio Holdings

Investment Advisory Group, LLC

  • $371 Million
  • Q4 2025

Investment Advisory Group, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $371 Million distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $28.7M, Vanguard Whitehall Fds (Vangua with a value of $26.2M, Dimensional ETF Tr U S Core Eq with a value of $23.1M, Ishares Core S&P 500 ETF with a value of $16M, and Ishares Core S&P Sm Cap ETF with a value of $13.9M.

Examining the 13F form we can see an increase of $15.5M in the current position value, from $355M to 371M.

Below you can find more details about Investment Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $371 Million
ETFs: $297 Million
Technology: $20.9 Million
Consumer Cyclical: $8.27 Million
Communication Services: $6.93 Million
Healthcare: $6 Million
Financial Services: $5.34 Million
Energy: $4.79 Million
Consumer Defensive: $4.22 Million
Other: $6.78 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $371 Million
  • Prior Value $355 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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