Institutions / Investment Advisory Services Group LLC
Investment Advisory Services Group LLC
CIK 2099157 · Institution · as of Dec 31, 2025
Portfolio value
$112.66M
Positions
31
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 31 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $25.27M | 22.4% |
| Fidelity Merrimack Str Tr | $19.48M | 17.3% |
| J P Morgan Exchange Traded F | $9.44M | 8.4% |
| Fidelity Covington Trust | $6.59M | 5.8% |
| J P Morgan Exchange Traded F | $5.43M | 4.8% |
| Invesco Exch Traded Fd Tr II | $5.03M | 4.5% |
| Fidelity Covington Trust | $4.67M | 4.1% |
| WisdomTree Tr | $3.51M | 3.1% |
| Capital Group Dividend Value | $3.38M | 3.0% |
| iShares MSCI UAE ETF | $3.21M | 2.9% |
| Vanguard Index Fds | $3.12M | 2.8% |
| First Tr Exchange Traded Fd | $2.43M | 2.2% |
| Alphabet Inc. | $2.34M | 2.1% |
| First Tr Exchange Traded Fd | $2.33M | 2.1% |
| Apple Inc. | $2.29M | 2.0% |
| Amazon.com Inc | $2.26M | 2.0% |
| J P Morgan Exchange Traded F | $1.77M | 1.6% |
| Warren E. Buffett | $1.69M | 1.5% |
| iShares Tr | $1.54M | 1.4% |
| WisdomTree Tr | $1.29M | 1.1% |
| J P Morgan Exchange Traded F | $871.0K | 0.8% |
| Invesco Qqq Tr | $855.8K | 0.8% |
| Fidelity Wise Origin Bitcoin | $757.3K | 0.7% |
| Tesla Inc | $642.6K | 0.6% |
| Netflix Inc | $468.9K | 0.4% |
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.