Innovative Asset Advisors Group, LLC - Portfolio overview

Innovative Asset Advisors Group, LLC has 1038 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. NVDA - NVIDIA CORPORATION COM, 14.68%
  2. AAPL - APPLE INC COM, 5.09%
  3. MSFT - MICROSOFT CORP COM, 3.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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