Innovative Advisory Group, LLC
All 13F Filings
- Location
- Lexington, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 131,885
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
1.029 K
(0.8% of total reported value)
· QoQ Δ:
-7.271 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.91 K | 10.6% | 2.93 K | 0 | 2.93 K |
| ETFs | 116.9 K | 89.4% | 14.48 K | 0 | 14.48 K |
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Fund Snapshot
Q2 2026
Latest filed
9/21/2026
Total value ($000)
131,885
Holdings
31
QoQ value change ($000)
10,135
(8.3%)
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.