§ 13F · FUND PROFILE
Investment Advisory Services Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 31Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$112.7T 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 FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 37K | $25.3T | 22.4% | NEW |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 423K | $19.5T | 17.3% | NEW |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 187K | $9.4T | 8.4% | NEW |
| 4 | FDVV | FIDELITY COVINGTON TRUST | 116K | $6.6T | 5.8% | NEW |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 95K | $5.4T | 4.8% | NEW |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | 20K | $5.0T | 4.5% | NEW |
| 7 | FTEC | FIDELITY COVINGTON TRUST | 21K | $4.7T | 4.1% | NEW |
| 8 | DGRW | WISDOMTREE TR | 39K | $3.5T | 3.1% | NEW |
| 9 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 77K | $3.4T | 3.0% | NEW |
| 10 | IXUS | ISHARES TR | 38K | $3.2T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENT SIGNAL
AC read
Investment Advisory Services Group LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed