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Portfolio (Quarterly) Guide ↗

Investment Advisory Group, LLC

· CIK 0001910273
13F Portfolio $389M AUM 194 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 68 Added 51 Reduced 6 Exited
Page 5 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 4,471.0 $925K 0.24% -294.0 -6.2% $206.97 +12.0%
82 NEAR ISHARES U S ETF TR 18,053.0 $923K 0.24% +200.0 +1.1% $51.10 -0.8%
83 AGG ISHARES TR 9,194.0 $918K 0.24% -550.0 -5.6% $99.88 -1.5%
84 WELL WELLTOWER INC Real Estate 4,920.0 $913K 0.23% $185.61 +17.8%
85 SCHF SCHWAB STRATEGIC TR 37,614.0 $904K 0.23% +9K +33.5% $24.04 +13.8%
86 PFF ISHARES TR 29,145.0 $902K 0.23% $30.96 +0.6%
87 DFSU DIMENSIONAL ETF TRUST 20,053.0 $871K 0.22% $43.43 +5.6%
88 SDSI AMERICAN CENTY ETF TR 16,500.0 $851K 0.22% NEW $51.58 -0.6%
89 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,904.0 $834K 0.21% +2K +200.0% $287.24 +40.1%
90 IBM INTERNATIONAL BUSINESS MACHS Technology 2,765.0 $819K 0.21% +170.0 +6.5% $296.26 -14.6%
91 IWR ISHARES TR 7,823.0 $753K 0.19% $96.27 +9.1%
92 RTX RTX CORPORATION Industrials 3,893.0 $714K 0.18% -56.0 -1.4% $183.38 -4.7%
93 MTUM ISHARES TR 2,789.0 $698K 0.18% $250.30 +20.7%
94 XLP SELECT SECTOR SPDR TR 8,939.0 $694K 0.18% $77.68 +9.0%
95 AMGN AMGEN INC Healthcare 2,053.0 $672K 0.17% $327.31 +3.1%
96 CMF ISHARES TR 11,400.0 $655K 0.17% $57.46 -1.2%
97 IXUS ISHARES TR 7,706.0 $652K 0.17% +50.0 +0.7% $84.64 +12.4%
98 WMT WALMART INC Consumer Defensive 5,605.0 $624K 0.16% +47.0 +0.8% $111.41 +17.4%
99 SDY SPDR SERIES TRUST 4,460.0 $621K 0.16% $139.18 +6.9%
100 PLTR PALANTIR TECHNOLOGIES INC Technology 3,425.0 $609K 0.16% -69.0 -2.0% $177.74 -22.8%
Page 5 of 10  ·  194 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Financial Services 20.3%
Consumer Cyclical 11.9%
Communication Services 10.7%
Healthcare 8.5%
Consumer Defensive 5.9%
Real Estate 4.9%
Industrials 4.1%
Energy 3.8%
Basic Materials 0.8%