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Portfolio (Quarterly) Guide ↗

Asset Advisory Group, Inc.

· CIK 0002110402
13F Portfolio $229M AUM 125 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 25 Added 22 Reduced 1 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHA SCHWAB STRATEGIC TR 13,430.0 $485K 0.21% +158.0 +1.2% $36.13 -4.4%
22 VEA VANGUARD TAX-MANAGED FDS 5,249.0 $374K 0.16% +1K +31.0% $71.25 +3.5%
23 AMT AMERICAN TOWER CORP Real Estate 2,084.0 $341K 0.15% +12.0 +0.6% $163.57 +7.5%
24 SCHF SCHWAB STRATEGIC TR 11,899.0 $330K 0.14% +976.0 +8.9% $27.70 +3.2%
25 IAU ISHARES GOLD TR Financial Services 3,478.0 $263K 0.12% +478.0 +15.9% $75.51 +10.4%
Page 2 of 2  ·  25 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 29.5%
Financial Services 27.8%
Consumer Cyclical 12.0%
Industrials 7.7%
Communication Services 6.9%
Healthcare 6.7%
Consumer Defensive 4.2%
Energy 2.3%
Real Estate 1.4%
Basic Materials 1.1%