Investment Advisory Services Group LLC — 13F holdings
Investment Advisory Services Group LLC reported 37 holdings worth $137M in its 13F filing for Q2 2026, filed July 29, 2026.
Largest positions
- IVV ISHARES TR — $27.4M (20.1%)
- FBND FIDELITY MERRIMACK STR TR — $22.9M (16.8%)
- JPST J P MORGAN EXCHANGE TRADED F — $11.1M (8.1%)
- CGDV CAPITAL GROUP DIVIDEND VALUE — $8.22M (6.0%)
- FDVV FIDELITY COVINGTON TRUST — $8.09M (5.9%)
- IXUS ISHARES TR — $7.77M (5.7%)
- QQQM INVESCO EXCH TRADED FD TR II — $7.18M (5.3%)
- FTEC FIDELITY COVINGTON TRUST — $5.90M (4.3%)
- JEPI J P MORGAN EXCHANGE TRADED F — $3.91M (2.9%)
- VTI VANGUARD INDEX FDS — $3.83M (2.8%)