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Portfolio (Quarterly) Guide ↗

Investment Advisory Services Group LLC

· CIK 0002099157
13F Portfolio $137M AUM 37 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 19 Added 6 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 USFR WISDOMTREE TR 5,863 $295K 0.26% SOLD
Sector Allocation
Technology 34.0%
Communication Services 26.6%
Consumer Cyclical 20.8%
Financial Services 9.5%
Industrials 6.2%
Healthcare 2.8%