Investment Advisory Group, LLC
•CIK: 1910273•Filing: Q4 2025
**Investment Advisory Group, LLC** manages $389M across a diversified portfolio of 194 positions. The strategy exhibits a notable tilt toward large-cap growth and value, evidenced by top holdings including VUG ($28.9M) and VYM ($26.7M). Significant allocations are also maintained in sector-specific plays, such as DFAC ($23.7M) and IVV ($16.2M). This concentration suggests a tactical approach balancing broad market exposure with targeted sector overweighting.
Total AUM
$388.7M
QoQ Performance
+5.7%
Positions
100
Top 10 Concentration
40.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VYM
DFAC
VUG7.4%
VYM6.9%
DFAC6.1%
IVV4.2%
IJR3.7%
DFUS3.5%
IVW2.7%
AAPL2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.1%
Technology6.6%
ETF5.7%
Consumer2.4%
Financial1.4%
Healthcare1.2%
Real Estate0.6%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑83 increased
↓69 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023