Institutions / Asset Advisory Group, Inc.
Asset Advisory Group, Inc.
CIK 2110402 · Institution · as of Dec 31, 2025
Portfolio value
$200.17M
Positions
120
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 120 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $17.86M | 8.9% |
| Warren E. Buffett | $11.77M | 5.9% |
| Keycorp /New | $10.02M | 5.0% |
| Vanguard Scottsdale Fds | $9.78M | 4.9% |
| Vanguard Index Fds | $8.22M | 4.1% |
| Vanguard Specialized Funds | $7.56M | 3.8% |
| Dimensional ETF Trust | $7.32M | 3.7% |
| SPDR S&P 500 ETF Tr | $6.65M | 3.3% |
| Schwab Strategic Tr | $6.41M | 3.2% |
| Schwab Strategic Tr | $6.07M | 3.0% |
| J P Morgan Exchange Traded F | $5.65M | 2.8% |
| PIMCO ETF Tr | $5.63M | 2.8% |
| Tesla Inc | $4.80M | 2.4% |
| Microsoft Corp | $4.52M | 2.3% |
| Select Sector SPDR Tr | $4.07M | 2.0% |
| Invesco Qqq Tr | $3.82M | 1.9% |
| Amazon.com Inc | $3.49M | 1.7% |
| Alphabet Inc. | $3.20M | 1.6% |
| Alphabet Inc. | $2.73M | 1.4% |
| iShares Tr | $2.70M | 1.3% |
| Vanguard Index Fds | $2.69M | 1.3% |
| JPMorgan Chase & Co | $2.62M | 1.3% |
| Meta Platforms Inc | $2.44M | 1.2% |
| iShares Inc | $2.38M | 1.2% |
| Schwab Strategic Tr | $2.20M | 1.1% |
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.