Investment Advisory Group, LLC - Portfolio overview

Investment Advisory Group, LLC has 205 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VYM - VANGUARD WHITEHALL FDS, 7.02%
2. VUG - VANGUARD INDEX FDS, 6.72%
3. DFAC - DIMENSIONAL ETF TRUST, 5.92%

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

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