Investment Advisory Group, LLC
All 13F Filings
- Location
- Hanover, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 461,009
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 220 | 461,009 | 13F-HR | Investment Advisory Group, LLC |
| 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 | 80.59 K | 17.5% | 15.66 K | 0 | 15.66 K |
| ETFs | 379.8 K | 82.4% | 51.96 K | 0 | 51.96 K |
| Debt | 617 | 0.1% | 0 | 2 | -2 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
461,009
Holdings
220
QoQ value change ($000)
67,612
(17.2%)
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.