Investment Advisory Group, LLC
Investment Advisory Group, LLC reported 220 positions worth $461.0M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VUG (7.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VUG | SH | $34.0M | 7.38% | 394,770 | — | — | |
| ▸ 2 | VYM | SH | $30.0M | 6.50% | 189,527 | — | — | |
| ▸ 3 | DFAC | SH | $27.0M | 5.85% | 608,039 | — | — | |
| ▸ 4 | IVV | SH | $19.9M | 4.32% | 26,592 | — | — | |
| ▸ 5 | DFUS | SH | $17.3M | 3.76% | 211,439 | — | — | |
| ▸ 6 | IJR | SH | $17.2M | 3.72% | 115,689 | — | — | |
| ▸ 7 | IVW | SH | $12.8M | 2.79% | 93,411 | — | — | |
| ▸ 8 | AAPL | SH | $9.2M | 2.01% | 31,944 | — | — | |
| ▸ 9 | VTV | SH | $9.1M | 1.97% | 41,595 | — | — | |
| ▸ 10 | ITOT | SH | $8.2M | 1.77% | 49,620 | — | — |
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Frequently Asked Questions
What stocks does Investment Advisory Group, LLC hold as of Q2 2026?
Investment Advisory Group, LLC reported 220 positions worth $461.0M in its Q2 2026 13F filing. Largest positions: VUG (7.4%), VYM (6.5%), DFAC (5.9%), IVV (4.3%) and DFUS (3.8%).
What did Investment Advisory Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Investment Advisory Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.