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Investment Advisory Group, LLC

All holdings · as of Dec 31, 2025

194 positions

CompanyClassValueShares% of portfolio
Waters Corp—$592.5K1,5600.2%
VANGUARD SCOTTSDALE FDS—$572.4K6,8350.1%
AMETEK Inc—$558.0K2,7180.1%
BANK OF AMERICA CORP /DE—$548.7K9,9760.1%
FIDELITY COVINGTON TRUST—$535.1K9,4390.1%
DIMENSIONAL ETF TRUST—$525.9K12,2740.1%
ISHARES SILVER TR—$516.2K8,0130.1%
ISHARES TR—$514.3K4,8020.1%
ISHARES TR—$505.8K9,9760.1%
PIMCO ETF TR—$494.1K5,3080.1%
ISHARES GOLD TR—$487.9K6,0110.1%
CISCO SYSTEMS, INC.—$485.0K6,2960.1%
ISHARES TR—$449.9K4,3880.1%
PROSHARES TR—$443.4K4,2600.1%
DIMENSIONAL ETF TRUST—$441.5K11,5850.1%
ISHARES INC—$431.0K6,4130.1%
VERIZON COMMUNICATIONS INC—$429.8K10,5540.1%
AT&T INC.—$425.5K17,1310.1%
ABBOTT LABORATORIES—$408.0K3,2560.1%
ORACLE CORP—$404.9K2,0780.1%
Fortinet Inc—$401.7K5,0580.1%
ADVANCED MICRO DEVICES INC—$401.3K1,8740.1%
AMERICAN CENTY ETF TR—$400.2K8,5000.1%
J P MORGAN EXCHANGE TRADED F—$400.1K6,0230.1%
NB Bancorp, Inc.—$396.4K20,0000.1%
COSTCO WHOLESALE CORP /NEW—$395.0K4580.1%
STATE STREET CORPORATION—$391.6K3,0360.1%
ISHARES TR—$385.8K4,1100.1%
MICRON TECHNOLOGY INC—$373.6K1,3090.1%
WELLS FARGO & COMPANY/MN—$370.8K3,9790.1%
DIMENSIONAL ETF TRUST—$370.5K10,8300.1%
iShares MSCI UAE ETF—$369.6K3,4640.1%
Visa Inc—$361.0K1,0290.1%
ISHARES TR—$359.7K1,9850.1%
SPDR SERIES TRUST—$356.8K15,0730.1%
ISHARES TR—$354.9K4,9700.1%
WASTE MANAGEMENT INC—$354.1K1,6120.1%
ALTRIA GROUP, INC.—$353.7K6,1340.1%
AMERICAN EXPRESS CO—$350.7K9480.1%
VANECK ETF TRUST—$350.4K15,9250.1%
ISHARES TR—$350.2K2,7160.1%
ISHARES TR—$349.0K7,6440.1%
VANGUARD INTL EQUITY INDEX F—$343.1K4,6640.1%
VANGUARD BD INDEX FDS—$343.0K4,3520.1%
LINDE PLC—$329.5K7730.1%
AMERICAN CENTY ETF TR—$327.4K3,2110.1%
DIMENSIONAL ETF TRUST—$308.7K4,1730.1%
INVESCO EXCHANGE TRADED FD T—$292.4K2,3000.1%
Mastercard Inc—$290.4K5090.1%
ISHARES TR—$286.5K2,9790.1%
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