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Innovative Advisory Group - Q2 2026 13F Filings

IN

Innovative Advisory Group, LLC

CIK: 0002156202
Address: Massachusetts Lexington 394 Lowell Street Suite 8
$131.89 M
Portfolio Value
31
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 09/22/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$17.4 M
2. DXJ Wisdomtree Japan Hedged Equity Fund
+$3.06 M
3. LIT Global X Lithium & Battery Tech Etf
+$2.78 M
4. XBI Spdr S&P Biotech Etf
+$1.11 M
5. URA Global X Uranium Etf
+$992,646

Top Sells

Q2 2026
1. SLV Ishares Silver Trust
−$683,720.94
2. GLD Spdr Gold Shares
−$681,871.36
3. BITB Bitwise Bitcoin Etf Trust
−$319,555.83
4. BAC Bank Of America Corporation
−$268,125
5. JEPQ Jpmorgan Nasdaq Equity Premium Income Etf
−$227,762.8

Asset Allocation

Stocks/ETFs
+15.34%
$130.86 M 99.22%
Options
-87.61%
$1.03 M 0.78%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Innovative Advisory Group Q2 2026 Filing Summary

Innovative Advisory Group, LLC filed its 13F report for Q2 2026 on September 21, 2026. The portfolio totaled 131.89 M reflecting a +8.32% change from the prior quarter, spanning 31 assets. The top 10 holdings comprised 91.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Innovative Advisory Group’s Q2 2026 Filing

Innovative Advisory Group submitted their Form 13F-HR for the Q2 2026 period on 09/21/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Innovative Advisory Group reported a managed portfolio value of 131.89 M, consisting of 31 individual positions.

This page displays the raw filing documents. To see which stocks Innovative Advisory Group bought or sold during Q2 2026, please visit Innovative Advisory Group's Portfolio Analysis page.