Investment Advisory Group, LLC: 13F holdings
CIK 19102732026Q2
| Positions | 220 |
|---|
| Reported value | $461.0m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 220 (+26 vs prior quarter) |
|---|
| Reported value | $461.0m (+17.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 394,770 | $34.0m | 7.4% |
| VYM VANGUARD WHITEHALL FDS | 189,527 | $30.0m | 6.5% |
| DIMENSIONAL ETF TRUST | 608,039 | $27.0m | 5.9% |
| IVV ISHARES TR | 26,592 | $19.9m | 4.3% |
| DFUS DIMENSIONAL ETF TRUST | 211,439 | $17.3m | 3.8% |
| IJR ISHARES TR | 115,689 | $17.2m | 3.7% |
| IWF ISHARES TR | 93,411 | $12.8m | 2.8% |
| AAPL APPLE INC | 31,944 | $9.2m | 2.0% |
| VTV VANGUARD INDEX FDS | 41,595 | $9.1m | 2.0% |
| ITOT ISHARES TR | 49,620 | $8.2m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910273")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples