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CIK: 0001910273
Total reported value
$461.0M
$461.0M
194 檔
23.8%
According to the latest 13F quarterly dataset, Investment Advisory Group, LLC managed an equity portfolio of $461.0M at the end of Q4 2025, spanning 194 distinct U.S. exchange-listed positions.
In Q4 2025, Investment Advisory Group, LLC displayed an active expansion posture, initiating 10 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 7.44% | +0.61% | +3.43% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.87% | -0.57% | +3.77% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.09% | -0.11% | +2.34% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.17% | +0.30% | +3.15% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.68% | +0.10% | -0.28% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.53% | +0.14% | +4.69% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.72% | +0.22% | +3.57% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.17% | +0.02% | -3.02% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.05% | -0.10% | +2.36% | |
| 10 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.78% | -0.05% | +3.25% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.63% | -0.02% | +1.21% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.61% | -0.23% | -2.09% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.51% | -0.03% | +0.56% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.51% | -0.09% | +0.63% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.50% | -0.12% | +1.10% | |
| 16 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 1.49% | -0.06% | +1.38% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.09% | -1.85% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | -0.03% | -2.53% | |
| 19 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.30% | -0.13% | -0.01% | |
| 20 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.19% | -0.04% | +250.56% | |
| 21 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.18% | -0.04% | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.17% | +0.08% | +5.02% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | -0.10% | +22.47% | |
| 24 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.98% | +0.01% | +3.45% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.98% | -0.05% | +0.58% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | +0.12% | -0.48% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.94% | -0.09% | +1.05% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.92% | -0.01% | +0.41% | |
| 29 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.91% | -0.15% | +25.10% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.84% | -0.05% | +0.43% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.80% | -0.13% | +4.49% | |
| 32 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.79% | +0.08% | +29.28% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.79% | -0.01% | +1.61% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.75% | -0.09% | +1.95% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.10% | -4.38% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.72% | -0.11% | -14.50% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | -0.03% | -5.71% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | -0.01% | +4.73% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.66% | -0.13% | -6.01% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.06% | -3.55% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | -0.06% | -0.91% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.04% | -1.67% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | -0.08% | +4.36% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.58% | -0.02% | +2.12% | |
| 45 | HDV | Ishares Core High Dividend E | ETF-Other | 0.55% | -0.10% | -3.11% | |
| 46 | DFIV | Dimensional International Va | ETF-Other | 0.54% | -0.01% | +18.14% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.04% | +0.64% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.53% | -0.03% | +1.00% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.06% | — | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.51% | -0.07% | -2.63% |
According to official SEC Form 13F filings, Investment Advisory Group, LLC reported a total U.S. public equity portfolio value of $461.0M across 194 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, DFAC) accounted for 23.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
SDSI
市值: $851.1K
Top Position Liquidated / Trimmed
FMUN
前期市值: $247.0K
During Q4 2025, Investment Advisory Group, LLC's top holdings by market value included VUG (7.4%)、VYM (6.9%)、DFAC (6.1%). The largest single position, VUG, represented 7.4% of total portfolio value.
In Q4 2025, Investment Advisory Group, LLC made 48 total portfolio adjustments, initiating 10 new buys, adding to 25 positions, trimming 8 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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