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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 7  ·  125 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 +11.1%
2 VCSH VANGUARD SCOTTSDALE FDS 150,258.0 $11.9M 5.19% +9K +6.6% $79.03 -1.1%
3 BERKSHIRE HATHAWAY INC DEL 23,248.0 $11.6M 5.08% $500.39
4 KEY KEYCORP Financial Services 479,123.0 $11.0M 4.83% $23.05 -3.3%
5 DFAC DIMENSIONAL ETF TRUST 209,020.0 $9.3M 4.05% +19K +10.1% $44.36 +3.0%
6 VUG VANGUARD INDEX FDS 101,152.0 $8.7M 3.81% +84K +494.0% $86.14 +2.6%
7 VIG VANGUARD SPECIALIZED FUNDS 35,826.0 $8.5M 3.71% +794.0 +2.3% $236.62 +2.3%
8 SCHD SCHWAB STRATEGIC TR 242,951.0 $7.7M 3.37% +3K +1.1% $31.71 +9.9%
9 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,740.0 $7.3M 3.18% $746.77 +3.1%
10 PYLD PIMCO ETF TR 264,308.0 $7.0M 3.06% +10K +4.0% $26.52 -1.9%
11 JPIE J P MORGAN EXCHANGE TRADED F 151,112.0 $7.0M 3.04% +12K +8.7% $46.05 -1.0%
12 SCHB SCHWAB STRATEGIC TR 229,821.0 $6.7M 2.91% -3K -1.2% $28.96 +2.6%
13 XLK SELECT SECTOR SPDR TR 30,107.0 $5.7M 2.51% +1K +4.2% $190.52 -1.9%
14 QQQ INVESCO QQQ TR Financial Services 6,715.0 $4.9M 2.16% +496.0 +8.0% $736.46 -2.5%
15 TSLA TESLA INC Consumer Cyclical 10,674.0 $4.5M 1.96% $420.60 -16.0%
16 AMZN AMAZON COM INC Consumer Cyclical 17,246.0 $4.1M 1.80% +2K +9.9% $238.34 +8.1%
17 GOOGL ALPHABET INC Communication Services 10,340.0 $3.7M 1.61% $357.38 -5.2%
18 MSFT MICROSOFT CORP Technology 9,691.0 $3.6M 1.58% $373.05 +34.2%
19 GOOG ALPHABET INC 9,371.0 $3.3M 1.45% +671.0 +7.7% $353.32
20 VNQ VANGUARD INDEX FDS 34,112.0 $3.3M 1.44% +2K +7.1% $96.43 -0.2%
Page 1 of 7  ·  125 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%