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Investment Advisory Group, LLC 13F Filings, Portfolio & Analysis

CIK: 0001910273
Hanover 51 Mill Street Building D, Suite 101
Zip Code: 02339
Latest Portfolio Value
$478.51 M
+3.80%
Total Holdings
213
-7
Latest Report Date
Q3 2026
Top 10 Concentration
41.01%

Investment Advisory Group, LLC — Portfolio Overview & Company Profile

Investment Advisory Group, LLC (CIK: 0001910273) is a financial institution headquartered at 51 Mill Street, Building D, Suite 101, Hanover, Massachusetts 02339. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $478.51 M, comprising 213 distinct securities. Over its filing history, it has submitted 20 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 41.0%. Quarterly turnover: 2.3%. ▲ 9 new, +116 added, −52 reduced, ×17 exited.

Portfolio Summary (Q3 2026)

Asset Allocation

Stocks/ETFs
+2.70%
$473.45 M 98.94%
Options
$0 0.00%
Debt
$0 0.00%
Other
+100.00%
$5.06 M 1.06%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
415,768 $37.46 M 7.83% ▲ 20,998 Add 5.3%
198,459 $30.8 M 6.44% ▲ 8,932 Add 4.7%
657,485 $29.23 M 6.11% ▲ 49,446 Add 8.1%
26,622 $20.39 M 4.26% ▲ 30 Add 0.1%
214,632 $17.82 M 3.72% ▲ 3,193 Add 1.5%
115,082 $15.66 M 3.27% ▼ 607 Reduce -0.5%
95,340 $13.56 M 2.83% ▲ 1,929 Add 2.1%
32,031 $10.67 M 2.23% ▲ 87 Add 0.3%
47,362 $10.23 M 2.14% ▲ 5,767 Add 13.9%
50,135 $8.34 M 1.74% ▲ 515 Add 1.0%

Historical Portfolio Charts