§ 13F · FUND PROFILE
Investment Advisory Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $330.3T (13F)Positions · 175Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 59K | $28.9T | 7.4% | +3% |
| 2 | VYM | VANGUARD WHITEHALL FDS | 186K | $26.7T | 6.9% | +4% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 598K | $23.7T | 6.1% | +2% |
| 4 | IVV | ISHARES TR | 24K | $16.2T | 4.2% | +3% |
| 5 | IJR | ISHARES TR | 119K | $14.3T | 3.7% | ±0% |
| 6 | DFUS | DIMENSIONAL ETF TRUST | 185K | $13.7T | 3.5% | +5% |
| 7 | IVW | ISHARES TR | 86K | $10.6T | 2.7% | +4% |
| 8 | AAPL | APPLE INC | 31K | $8.4T | 2.2% | −3% |
| 9 | VTV | VANGUARD INDEX FDS | 42K | $8.0T | 2.0% | +2% |
| 10 | AOM | ISHARES TR | 145K | $6.9T | 1.8% | +3% |
§ 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 $330254.6 trillion in assets. The fund runs a portfolio of 175 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed