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Investment Advisory Group - Q3 2026 13F Filings

IN

Investment Advisory Group, LLC

CIK: 0001910273
Address: Massachusetts Hanover 51 Mill Street Building D, Suite 101
$478.51 M
Portfolio Value
213
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 11/13/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. DFAC Dimensional Us Core Equity 2 Etf
+$2.2 M
2. VUG Vanguard Growth Etf
+$1.89 M
3. VYM Vanguard High Dividend Yield Index Etf
+$1.39 M
4. FBND Fidelity Total Bond Etf
+$1.35 M
5. VTV Vanguard Value Etf
+$1.25 M

Top Sells

Q3 2026
1. DCOR Dimensional Us Core Equity 1 Etf
−$5 M
2. CMF Ishares California Muni Bond Etf
−$586,487
3. IGEB Ishares Investment Grade Systematic Bond Etf
−$344,813
4. AMAT Applied Materials
−$295,798
5. HD The Home Depot
−$281,973

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)

Investment Advisory Group Q3 2026 Filing Summary

Investment Advisory Group, LLC filed its 13F report for Q3 2026 on November 13, 2026. The portfolio totaled 478.51 M reflecting a +3.80% change from the prior quarter, spanning 213 assets. The top 10 holdings comprised 41.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 17 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Investment Advisory Group’s Q3 2026 Filing

Investment Advisory Group submitted their Form 13F-HR for the Q3 2026 period on 11/13/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Investment Advisory Group reported a managed portfolio value of 478.51 M, consisting of 213 individual positions.

This page displays the raw filing documents. To see which stocks Investment Advisory Group bought or sold during Q3 2026, please visit Investment Advisory Group's Portfolio Analysis page.