account_balance

Investment manager · 13F filer · SEC CIK 2156202

Innovative Advisory Group, LLC

Reported value$137Mas of Sep 30, 2026
Positions32
Top 10 weight84.8%BIL alone is 48%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

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
BIL SPDR Series Trust 48.2%
GLD SPDR Gold Trust 8.8%
ZJUN Innovator Etfs Trust 4.0%
ZJUL Innovator Etfs Trust 3.9%
ZSEP Innovator Etfs Trust 3.8%
BITB Bitwise Bitcoin ETF 3.5% SLV iShares Silver Trust 3.5% AAPL Apple Inc. 3.3%
DXJ Wisdomtree Tr 3.3%
GDX Vaneck ETF Trust 2.5%
GBTC Grayscale Bitcoin Trust ETF 2.0%
XBI SPDR Series Trust 1.9%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist