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Portfolio (Quarterly) Guide ↗

AG Asset Advisory, LLC

· CIK 0001625008
13F Portfolio $124M AUM 28 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 5 Added 6 Reduced
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 META META PLATFORMS INC Communication Services 85,572.0 $48.2M 38.99% -570.0 -0.7% $563.29 +1.5%
2 DFUS DIMENSIONAL ETF TRUST 403,309.0 $33.0M 26.73% -55K -12.0% $81.94 +2.6%
3 KNRG SIMPLIFY EXCHANGE TRADED FUN 295,234.0 $7.6M 6.14% $25.71 -0.1%
4 DFUV DIMENSIONAL ETF TRUST 108,845.0 $6.0M 4.84% -4K -3.8% $55.01 +4.0%
5 DFIV DIMENSIONAL ETF TRUST 79,712.0 $4.3M 3.48% +1K +1.3% $54.02 +7.2%
6 DFAT DIMENSIONAL ETF TRUST 53,783.0 $3.8M 3.04% -458.0 -0.8% $69.90 +2.1%
7 DFAS DIMENSIONAL ETF TRUST 35,987.0 $3.0M 2.40% +861.0 +2.5% $82.34 +0.6%
8 KBDC KAYNE ANDERSON BDC INC Financial Services 203,300.0 $2.8M 2.23% $13.53 -0.2%
9 PCN PIMCO CORPORATE & INCM STRG Financial Services 177,270.0 $2.1M 1.71% +5K +3.1% $11.95 -1.5%
10 PTY PIMCO CORPORATE & INCOME OPP Financial Services 164,641.0 $2.0M 1.60% +12K +8.0% $12.03 -2.2%
11 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 120,714.0 $1.7M 1.35% +9K +8.1% $13.83 +6.0%
12 AMZN AMAZON COM INC Consumer Cyclical 6,411.0 $1.5M 1.24% $238.34 +7.4%
13 AAPL APPLE INC Technology 4,211.0 $1.2M 0.99% $289.36 +8.8%
14 SPLV INVESCO EXCH TRADED FD TR II 14,037.0 $1.1M 0.85% $74.90 +0.5%
15 VTI VANGUARD INDEX FDS 1,917.0 $709K 0.57% -76.0 -3.8% $370.04 +2.7%
16 NTAP NETAPP INC Technology 4,056.0 $628K 0.51% $154.76 +21.6%
17 SPY STATE STR SPDR S&P 500 ETF T Financial Services 666.0 $497K 0.40% -38.0 -5.4% $746.77 +3.1%
18 CSCO CISCO SYS INC Technology 4,000.0 $470K 0.38% $117.46 -4.9%
19 DE DEERE & CO Industrials 680.0 $431K 0.35% $634.33 -1.9%
20 IVV ISHARES TR 540.0 $404K 0.33% $748.89 +3.3%
Page 1 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 76.4%
Financial Services 15.6%
Technology 3.7%
Consumer Cyclical 2.4%
Industrials 1.0%
Utilities 0.5%
Healthcare 0.4%