Portfolio (Quarterly) Guide ↗

Investment Advisory Group, LLC

· CIK 0001910273

13F Portfolio $461M AUM 220 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 32 New 106 Added 47 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AME	AMETEK INC	Industrials	2,718	$558K	0.14%	SOLD
2	SYK	STRYKER CORPORATION	Healthcare	681	$239K	0.06%	SOLD
3	DIS	DISNEY WALT CO	Communication Services	2,018	$230K	0.06%	SOLD
4	SCHG	SCHWAB STRATEGIC TR	—	6,934	$226K	0.06%	SOLD
5	BSX	BOSTON SCIENTIFIC CORP	Healthcare	2,295	$219K	0.06%	SOLD
6	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	4,202	$209K	0.05%	SOLD

Sector Allocation

Technology 33.3%

Financial Services 20.6%

Consumer Cyclical 10.8%

Healthcare 8.2%

Communication Services 6.5%

Consumer Defensive 6.4%

Real Estate 4.6%

Energy 4.1%

Industrials 3.8%

Utilities 0.8%