Innovative Asset Advisors Group, LLC: 13F holdings
CIK 21271472026Q2
| Positions | 287 |
|---|
| Reported value | $228.6m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 287 (-752 vs prior quarter) |
|---|
| Reported value | $228.6m (-0.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION COM | 145,164 | $29.0m | 12.7% |
| ASML HLDG NV N Y REGISTRY SHS | 6,008 | $12.0m | 5.2% |
| AAPL APPLE INC COM | 35,827 | $10.4m | 4.5% |
| CALAMOS AUTOCALLABLE INCOME ETF | 367,930 | $10.0m | 4.4% |
| MSFT MICROSOFT CORP COM | 18,452 | $6.9m | 3.0% |
| NBIS NEBIUS GROUP N.V. SHS CLASS A | 21,970 | $6.1m | 2.7% |
| AMZN AMAZON COM INC COM | 22,096 | $5.3m | 2.3% |
| AMD ADVANCED MICRO DEVICES INC COM | 8,940 | $5.2m | 2.3% |
| AVGO BROADCOM INC COM | 11,667 | $4.4m | 1.9% |
| GOOG ALPHABET INC CAP STK CL C | 12,155 | $4.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2127147")
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