AG Asset Advisory, LLC - Portfolio overview

AG Asset Advisory, LLC has 27 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Financial Services.

Largest reported holdings by portfolio allocation

1. META - META PLATFORMS INC, 40.04%
2. DFUS - DIMENSIONAL ETF TRUST, 26.40%
3. KNRG - SIMPLIFY EXCHANGE TRADED FUN, 6.10%

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

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