StockDriftsStockDriftsTop 50 Investment Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 7.38% | 394.8K | $34.0M | +7.97%(+29.15K) | $55.36(+61.08%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 6.5% | 189.5K | $30.0M | +0.86%(+1.61K) | $114.83(+44.79%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.85% | 608.0K | $27.0M | +0.73%(+4.39K) | $28.18(+63.40%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.32% | 26.6K | $19.9M | +9.94%(+2.40K) | $509.44(+52.90%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.76% | 211.4K | $17.3M | +5.18%(+10.42K) | $59.95(+41.58%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.72% | 115.7K | $17.2M | +0.97%(+1.12K) | $106.06(+41.39%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.79% | 93.4K | $12.8M | +4.66%(+4.16K) | $88.07(+60.81%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.01% | 31.9K | $9.2M | +4.10%(+1.26K) | $165.69(+84.31%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.97% | 41.6K | $9.1M | +0.15%(+64) | $143.17(+58.91%) | 2026-06-30 | |
| ITOT | ISHARES TR | 1.77% | 49.6K | $8.2M | +0.29%(+143) | $109.55(+55.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.36% | +57.55% | — | — | +43.37% |
| Top 20 Holdings Unweighted | +16.10% | +56.49% | — | — | +42.47% |
Investment Advisory Group, LLC reports $461.01M in US-listed equity holdings across 220 positions in its most recent 13F filing. Its largest disclosed positions are VUG (7.4%), VYM (6.5%) and DFAC (5.8%). The top 20 holdings account for 53.99% of reported assets. Its disclosed equity book has returned +57.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Investment Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910273). View Investment Advisory Group, LLC’s 13F filings on SEC