Investment Advisory Group, LLC

Q3 2026 13F-HR Holdings

Location
Hanover, MA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
213
Total value ($000)
$478,514
Net value change ($000)
+17,505 (3.8%)
New positions
11
Sold out positions
18
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFA INVT DIMENSIONS GROUP IN 5,063 NEW
VUG 3,460 10.2%
DFAC 2,252 8.3%
XOM 1,879 NEW
MSFT 1,858 39.0%
AAPL 1,424 15.4%
VTV 1,169 12.9%
FBND 1,109 22.1%
BND 1,096 43.8%
VYM 850 2.8%
Top Reduces (Value $000, Stocks/ETFs)
DCOR -5,002 -100.0%
XOM -1,582 -100.0%
IJR -1,502 -8.8%
IJH -586 -8.6%
CMF -586 -100.0%
TSLA -374 -16.1%
IGEB -345 -100.0%
TPL -341 -25.5%
AMAT -296 -100.0%
HD -282 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type