Investment Advisory Group, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $320 Million distributed in 175 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $23.9M, Vanguard Whitehall Fds (Vangua with a value of $22.7M, Dimensional ETF Tr U S Core Eq with a value of $20.8M, Ishares Core S&P 500 ETF with a value of $13.6M, and Ishares Core S&P Sm Cap ETF with a value of $12.8M.
Examining the 13F form we can see an increase of $30M in the current position value, from $290M to 320M.
Below you can find more details about Investment Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$320 Million
ETFs: $259 Million
Technology: $17.5 Million
Consumer Cyclical: $7.8 Million
Communication Services: $6.05 Million
Healthcare: $5.22 Million
Financial Services: $5.11 Million
Consumer Defensive: $4.87 Million
Real Estate: $3.25 Million
Other: $5.34 Million
Stock Holdings Table Market Cap. of $200 Billions or more
