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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  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 838.0 $309K 0.14% -103.0 -10.9% $368.38 +10.4%
22 NOW SERVICENOW INC Technology 2,710.0 $269K 0.12% -264.0 -8.9% $99.28 +42.3%
Page 2 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%