Institutions / Investment Advisory Group, LLC
Investment Advisory Group, LLC
CIK 1910273 · Institution · as of Dec 31, 2025
Portfolio value
$388.69M
Positions
194
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 194 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $28.92M | 7.4% |
| Vanguard Whitehall Fds | $26.70M | 6.9% |
| Dimensional ETF Trust | $23.66M | 6.1% |
| iShares Tr | $16.19M | 4.2% |
| iShares Tr | $14.31M | 3.7% |
| Dimensional ETF Trust | $13.70M | 3.5% |
| iShares Tr | $10.59M | 2.7% |
| Apple Inc. | $8.44M | 2.2% |
| Vanguard Index Fds | $7.95M | 2.0% |
| iShares Tr | $6.93M | 1.8% |
| iShares MSCI UAE ETF | $6.34M | 1.6% |
| iShares MSCI UAE ETF | $6.27M | 1.6% |
| iShares Tr | $5.89M | 1.5% |
| Vanguard Specialized Funds | $5.87M | 1.5% |
| Dimensional ETF Trust | $5.82M | 1.5% |
| iShares Tr | $5.79M | 1.5% |
| Microsoft Corp | $5.63M | 1.4% |
| Amazon.com Inc | $5.57M | 1.4% |
| Vanguard Whitehall Fds | $5.07M | 1.3% |
| American Centy ETF Tr | $4.62M | 1.2% |
| Dimensional ETF Trust | $4.57M | 1.2% |
| Vanguard Index Fds | $4.56M | 1.2% |
| Vanguard Index Fds | $4.21M | 1.1% |
| Dimensional ETF Trust | $3.81M | 1.0% |
| iShares Tr | $3.81M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.