Investment Advisory Group, LLC
All 13F Filings
- Location
- Hanover, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 393,397
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 194 | 393,397 | 13F-HR | Investment Advisory Group, LLC |
| Q4 2025 | 1/23/2026 | 194 | 388,694 | 13F-HR | Investment Advisory Group, LLC |
| Q3 2025 | 11/3/2025 | 190 | 367,718 | 13F-HR | Investment Advisory Group, LLC |
| Q2 2025 | 7/25/2025 | 175 | 330,255 | 13F-HR | Investment Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 64.93 K | 16.5% | 0 | 176.4 K | -176.4 K |
| ETFs | 327.8 K | 83.3% | 187.5 K | 0 | 187.5 K |
| Debt | 619 | 0.2% | 52 | 0 | 52 |
| Other | 0 | 0.0% | 0 | 6.427 K | -6.427 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
393,397
Holdings
194
QoQ value change ($000)
4,703
(1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.