Asset Advisory Group, Inc.
All 13F Filings
- Location
- Kinnelon, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 199,277
- 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 | 4/16/2026 | 116 | 199,277 | 13F-HR | Asset Advisory Group, Inc. |
| Q4 2025 | 2/12/2026 | 120 | 200,170 | 13F-HR | Asset Advisory Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 95.04 K | 47.7% | 0 | 62.66 K | -62.66 K |
| ETFs | 104.2 K | 52.3% | 61.78 K | 0 | 61.78 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
199,277
Holdings
116
QoQ value change ($000)
-893
(-0.4%)
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.