RIA Advisory Group LLC

All 13F Filings

Location
Des Moines, IA
Most recent 13F
Q2 2026
Holdings value ($000)
459,570
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/23/2026 154 459,570 13F-HR RIA Advisory Group LLC
Q1 2026 4/23/2026 145 420,711 13F-HR RIA Advisory Group LLC
Q4 2025 2/2/2026 143 415,870 13F-HR RIA Advisory Group LLC
Q3 2025 12/1/2025 151 390,122 13F-HR RIA Advisory Group LLC
Q2 2025 8/13/2025 131 340,163 13F-HR RIA Advisory Group LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 9.357 K (2.0% of total reported value) · QoQ Δ: -2.568 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 156.2 K 34.7% 8.588 K 0 8.588 K
ETFs 286.1 K 63.6% 31.25 K 0 31.25 K
Debt 7.899 K 1.8% 1.583 K 0 1.583 K
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
459,570
Holdings
154
QoQ value change ($000)
38,859 (9.2%)
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.