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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
Page 6 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWR ISHARES TR 6,794.0 $749K 0.16% -1K -13.2% $110.32 +2.4%
102 USIG ISHARES TR 14,556.0 $747K 0.16% NEW $51.29 -1.5%
103 WMT WALMART INC Consumer Defensive 6,371.0 $722K 0.16% +766.0 +13.7% $113.26 -7.0%
104 XLP SELECT SECTOR SPDR TR 8,383.0 $696K 0.15% -556.0 -6.2% $83.07 +4.1%
105 DFAI DIMENSIONAL ETF TRUST 16,089.0 $664K 0.14% +5K +38.9% $41.25 +5.6%
106 SDY SPDR SERIES TRUST 4,286.0 $652K 0.14% -174.0 -3.9% $152.16 +4.0%
107 WAT WATERS CORP Healthcare 1,621.0 $608K 0.13% +61.0 +3.9% $375.02 +10.5%
108 VCIT VANGUARD SCOTTSDALE FDS 7,231.0 $598K 0.13% +396.0 +5.8% $82.64 -1.3%
109 CMF ISHARES TR 10,175.0 $586K 0.13% -1K -10.8% $57.64 -1.9%
110 BAC BANK OF AMER CORP Financial Services 9,773.0 $557K 0.12% -203.0 -2.0% $56.98 +9.6%
111 DFSI DIMENSIONAL ETF TRUST 12,274.0 $554K 0.12% $45.10 +5.9%
112 FDVV FIDELITY COVINGTON TRUST 9,156.0 $552K 0.12% -283.0 -3.0% $60.29 +5.0%
113 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 590.0 $552K 0.12% +132.0 +28.8% $935.47 +2.6%
114 SLQD ISHARES TR 10,676.0 $538K 0.12% +700.0 +7.0% $50.37 -0.3%
115 LRCX LAM RESEARCH CORP Technology 1,226.0 $531K 0.12% NEW $433.33 -27.4%
116 STT STATE STR CORP Financial Services 3,090.0 $524K 0.11% +54.0 +1.8% $169.61 +13.8%
117 MUB ISHARES TR 4,802.0 $517K 0.11% $107.62 -1.9%
118 SPHY SPDR SERIES TRUST 21,873.0 $513K 0.11% +7K +45.1% $23.44 -0.3%
119 IUSV ISHARES TR 4,547.0 $501K 0.11% +159.0 +3.6% $110.15 +4.4%
120 PLTR PALANTIR TECHNOLOGIES INC Technology 4,278.0 $499K 0.11% +853.0 +24.9% $116.67 +48.1%
Page 6 of 11  ·  220 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
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%