Investment Advisory Group, LLC Portfolio Holdings

Investment Advisory Group, LLC

  • $355 Million
  • Q3 2025

Investment Advisory Group, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $355 Million distributed in 189 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $27.5M, Vanguard Whitehall Fds (Vangua with a value of $25.3M, Dimensional ETF Tr U S Core Eq with a value of $22.5M, Ishares Core S&P 500 ETF with a value of $15.3M, and Ishares Core S&P Sm Cap ETF with a value of $14.2M.

Examining the 13F form we can see an increase of $35.2M in the current position value, from $320M to 355M.

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

Portfolio value $355 Million
ETFs: $287 Million
Technology: $20.9 Million
Consumer Cyclical: $8.55 Million
Communication Services: $7.05 Million
Financial Services: $5.42 Million
Healthcare: $5.3 Million
Consumer Defensive: $4.56 Million
Real Estate: $3.49 Million
Other: $6.1 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.89B
$903,000 0.25% of portfolio
968
Q2 2025 Reduced 3.49%
$8.46B
$230,000 0.06% of portfolio
1,723
Q3 2025 Added 0.12%

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $355 Million
  • Prior Value $320 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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