Investment Advisory Services Group LLC
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 136,661
- Description
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- Website
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- 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 | 7/29/2026 | 37 | 136,661 | 13F-HR | Investment Advisory Services Group LLC |
| Q1 2026 | 4/28/2026 | 29 | 114,944 | 13F-HR | Investment Advisory Services Group LLC |
| Q4 2025 | 2/4/2026 | 31 | 112,662 | 13F-HR | Investment Advisory Services Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.86 K | 22.6% | 7.584 K | 0 | 7.584 K |
| ETFs | 105.8 K | 77.4% | 14.14 K | 0 | 14.14 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
136,661
Holdings
37
QoQ value change ($000)
21,717
(18.9%)
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.