account_balance
Investment manager · 13F filer · SEC CIK 2127147
Innovative Asset Advisors Group, LLC
Reported value$229Mas of Jun 30, 2026
Positions287 60 new, 812 sold out
Top 10 weight40.9%NVDA alone is 13%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
12.7%
ASMLASML Holding NV
5.2%Added +784%
AAPLApple Inc.
4.5%Added +3%
CAIECalamos Autocallable Income ETF
4.4%New
MSFTMicrosoft Corp
3.0%Added +5%
NBISNebius Group N.V.
2.7%Trimmed −10%
AMZNAmazon.com Inc
2.3%Added +4%
AMDAdvanced Micro Devices Inc
2.3%Added +5%
AVGOBroadcom Inc.
1.9%Added +6%
GOOGAlphabet Inc.
1.9%
ICEIntercontinental Exchange, Inc.
1.4%New
BEBloom Energy Corp
1.4%−4%
NVDANVIDIA Corp
12.7%
ASMLASML Holding NV
5.2%
AAPLApple Inc.
4.5%+3%
CAIECalamos Autocallable Income ETF
4.4%New
MSFTMicrosoft Corp
3.0%+5%
NBISNebius Group N.V.
2.7%
AMZNAmazon.com Inc
2.3%
AMDAdvanced Micro Devices Inc
2.3%
AVGOGOOGICE1.4%BE1.4%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
NVDA NVIDIA Corp 12.7% HeldASML ASML Holding NV 5.2% Added +784%AAPL Apple Inc. 4.5% Added +3%
CAIE Calamos Autocallable Income ETF 4.4% New
MSFT Microsoft Corp 3.0% Added +5%NBIS Nebius Group N.V. 2.7% Trimmed −10%AMZN Amazon.com Inc 2.3% Added +4%AMD Advanced Micro Devices Inc 2.3% Added +5%AVGO Broadcom Inc. 1.9% Added +6%GOOG Alphabet Inc. 1.9% HeldICE Intercontinental Exchange, Inc. 1.4% NewBE Bloom Energy Corp 1.4% Trimmed −4%What changed
Biggest moves since Mar 31, 2026
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