account_balance
Investment manager · 13F filer · SEC CIK 1910273
Investment Advisory Group, LLC
Reported value$479Mas of Sep 30, 2026
Positions213 9 new, 16 sold out
Top 10 weight40.6%VUG alone is 8%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
7.8%Added +5%
VYMVanguard Whitehall FDS
6.4%Added +5%
DFACDimensional ETF Trust
6.1%Added +8%
IVViShares Tr
4.3%
DFUSDimensional ETF Trust
3.7%
IJRiShares Tr
3.3%
IVWiShares Tr
2.8%Added +2%
AAPLApple Inc.
2.2%
VTVVanguard Index FDS
2.1%+14%
ITOTiShares Tr
1.7%
AOMiShares Tr
1.7%+2%
VTIVanguard Index FDS
1.4%
VUGVanguard Index FDS
7.8%Added +5%
VYMVanguard Whitehall FDS
6.4%Added +5%
DFACDimensional ETF Trust
6.1%+8%
IVViShares Tr
4.3%
DFUSDimensional ETF Trust
3.7%
IJRiShares Tr
3.3%
IVWiShares Tr
2.8%
AAPLApple Inc.
2.2%
VTV2.1%
ITOT
AOM1.7%
VTI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 7.8% Added +5%
VYM Vanguard Whitehall FDS 6.4% Added +5%
DFAC Dimensional ETF Trust 6.1% Added +8%
IVV iShares Tr 4.3% Held
DFUS Dimensional ETF Trust 3.7% Held
IJR iShares Tr 3.3% Held
IVW iShares Tr 2.8% Added +2%
AAPL Apple Inc. 2.2% HeldVTV Vanguard Index FDS 2.1% Added +14%
ITOT iShares Tr 1.7% Held
AOM iShares Tr 1.7% Added +2%
VTI Vanguard Index FDS 1.4% Added +13%
What changed
Biggest moves since Jun 30, 2026
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