Investment Advisory Group
Investment Advisory Group reported 220 stocks worth $461M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are VUG (7.4%), VYM (6.5%) and Dimensional ETF Trust (5.8%). Compared with Q1 2026, the fund added to VUG, VYM and IVV, trimmed DFAX, USMV and AMZN and sold out of SYK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $34M | 7.4% | 395K | +334K (+548%) | 8 of 8 | |
| 2 |  VYM Vanguard Whitehall Fds | $30M | 6.5% | 190K | +1,615 (+1%) | 8 of 8 | |
| 3 | DIMENSIONAL ETF TRUST | $27M | 5.8% | 608K | +4,387 (+1%) | 8 of 8 | |
| 4 |  IVV Ishares TR | $19.9M | 4.3% | 27K | +2,404 (+10%) | 8 of 8 | |
| 5 |  DFUS Dimensional US Equity Market ETF | $17.3M | 3.8% | 211K | +10K (+5%) | 8 of 8 | |
| 6 |  IJR Ishares TR | $17.2M | 3.7% | 116K | +1,116 (+1%) | 8 of 8 | |
| 7 |  IVW Ishares TR | $12.8M | 2.8% | 93K | +4,158 (+5%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $9.2M | 2.0% | 32K | +1,258 (+4%) | 8 of 8 | |
| 9 |  VTV Vanguard Index Fds | $9.1M | 2.0% | 42K | +64 (+0%) | 8 of 8 | |
| 10 |  ITOT Ishares TR | $8.2M | 1.8% | 50K | +143 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SYK Stryker Corporation | $225K | 684 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Investment Advisory Group 13F FAQ
What does Investment Advisory Group own?
Investment Advisory Group reported 220 stocks worth $461M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are VUG (7.4%), VYM (6.5%) and Dimensional ETF Trust (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Investment Advisory Group buy and sell in Q2 2026?
Compared with Q1 2026: 27 new positions, 105 added to, 48 trimmed and 1 sold out. It sold all of SYK.
When will Investment Advisory Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Investment Advisory Group's portfolio worth?
The Q2 2026 filing reports $461M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.