Investment Advisory Group, LLC — 13F holdings
Investment Advisory Group, LLC reported 220 holdings worth $461M in its 13F filing for Q2 2026, filed August 6, 2026.
Largest positions
- VUG VANGUARD INDEX FDS — $34.0M (7.4%)
- VYM VANGUARD WHITEHALL FDS — $30.0M (6.5%)
- DIMENSIONAL ETF TRUST — $27.0M (5.9%)
- IVV ISHARES TR — $19.9M (4.3%)
- DFUS DIMENSIONAL ETF TRUST — $17.3M (3.8%)
- IJR ISHARES TR — $17.2M (3.7%)
- IVW ISHARES TR — $12.8M (2.8%)
- AAPL APPLE INC — $9.24M (2.0%)
- VTV VANGUARD INDEX FDS — $9.06M (2.0%)
- ITOT ISHARES TR — $8.15M (1.8%)