§ 13F · FUND PROFILE
Investment Advisory Group, LLC.
AUM · $461M (13F)Positions · 220Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 395K | $34M | 7.4% | +548% |
| 2 | VYM | VANGUARD WHITEHALL FDS | 190K | $30M | 6.5% | +1% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 608K | $27M | 5.9% | +1% |
| 4 | IVV | ISHARES TR | 27K | $20M | 4.3% | +10% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 211K | $17M | 3.8% | +5% |
| 6 | IJR | ISHARES TR | 116K | $17M | 3.7% | +1% |
| 7 | IVW | ISHARES TR | 93K | $13M | 2.8% | +5% |
| 8 | AAPL | APPLE INC | 32K | $9M | 2.0% | +4% |
| 9 | VTV | VANGUARD INDEX FDS | 42K | $9M | 2.0% | ±0% |
| 10 | ITOT | ISHARES TR | 50K | $8M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENT SIGNAL
AC read
Investment Advisory Group, LLC is a Other fund managing $461 million in assets. The fund runs a broad portfolio of 220 positions.
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