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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 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 64,371.0 $18.6M 8.14% -1K -1.7% $289.36 +10.6%
2 SCHB SCHWAB STRATEGIC TR 229,821.0 $6.7M 2.91% -3K -1.2% $28.96 +2.7%
3 VTI VANGUARD INDEX FDS 6,099.0 $2.3M 0.99% -51.0 -0.8% $370.07 +2.6%
4 META META PLATFORMS INC Communication Services 3,629.0 $2.0M 0.89% -143.0 -3.8% $563.25 +9.5%
5 IWM ISHARES TR 6,495.0 $2.0M 0.85% -101.0 -1.5% $300.42 -1.5%
6 HD HOME DEPOT INC Consumer Cyclical 5,322.0 $1.9M 0.82% -72.0 -1.3% $352.66 -9.0%
7 DE DEERE & CO Industrials 2,296.0 $1.5M 0.64% -193.0 -7.8% $634.33 +9.3%
8 INTC INTEL CORP Technology 7,824.0 $1.1M 0.48% -150.0 -1.9% $139.63 -31.4%
9 DFAX DIMENSIONAL ETF TRUST 20,756.0 $765K 0.33% -909.0 -4.2% $36.84 +4.8%
10 IYW ISHARES TR 2,580.0 $651K 0.28% -109.0 -4.0% $252.26 +0.4%
11 VOO VANGUARD INDEX FDS 936.0 $643K 0.28% -65.0 -6.5% $686.96 +3.1%
12 IWB ISHARES TR 1,570.0 $643K 0.28% -13.0 -0.8% $409.41 +3.0%
13 NUE NUCOR CORP Basic Materials 2,849.0 $635K 0.28% -673.0 -19.1% $222.75 +17.2%
14 RSP INVESCO EXCHANGE TRADED FD T 2,462.0 $524K 0.23% -399.0 -13.9% $212.69 +3.0%
15 STLD STEEL DYNAMICS INC Basic Materials 2,244.0 $515K 0.23% -821.0 -26.8% $229.46 +5.5%
16 CAH CARDINAL HEALTH INC Healthcare 1,667.0 $396K 0.17% -15.0 -0.9% $237.56 +4.0%
17 VWO VANGUARD INTL EQUITY INDEX F 6,615.0 $395K 0.17% -207.0 -3.0% $59.69 +2.9%
18 BP BP PLC Energy 10,424.0 $385K 0.17% -70.0 -0.7% $36.95 +18.6%
19 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,232.0 $374K 0.16% -242.0 -2.1% $33.29 +35.9%
20 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,569.0 $351K 0.15% -9.0 -0.6% $223.90 +24.0%
Page 1 of 2  ·  22 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%