Innovative Advisory Group, LLC
All 13F Filings
- Location
- Lexington, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 137,440
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 32 | 137,440 | 13F-HR | Innovative Advisory Group, LLC |
| Q2 2026 | 9/21/2026 | 31 | 131,885 | 13F-HR | Innovative Advisory Group, LLC |
| Q1 2026 | 9/21/2026 | 31 | 121,750 | 13F-HR | Innovative Advisory Group, LLC |
| Q4 2025 | 9/22/2026 | 249 | 157,102 | 13F-HR | Innovative Advisory Group, LLC |
| Q3 2025 | 9/22/2026 | 262 | 162,506 | 13F-HR | Innovative Advisory Group, LLC |
| Q2 2025 | 9/22/2026 | 255 | 118,442 | 13F-HR | Innovative Advisory Group, LLC |
| Q1 2025 | 9/22/2026 | 242 | 105,335 | 13F-HR | Innovative Advisory Group, LLC |
| Q4 2024 | 9/22/2026 | 239 | 115,189 | 13F-HR | Innovative Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.54 K | 25.1% | 20.63 K | 0 | 20.63 K |
| ETFs | 102.9 K | 74.9% | 0 | 14.05 K | -14.05 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
137,440
Holdings
32
QoQ value change ($000)
5,555
(4.2%)
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.