Asset Advisory Group, Inc.
All 13F Filings
- Location
- Kinnelon, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 228,777
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 125 | 228,777 | 13F-HR | Asset Advisory Group, Inc. |
| 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 | 108 K | 47.2% | 12.99 K | 0 | 12.99 K |
| ETFs | 120.7 K | 52.8% | 16.5 K | 0 | 16.5 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
228,777
Holdings
125
QoQ value change ($000)
29,500
(14.8%)
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.