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Portfolio (Quarterly) Guide ↗

Innovative Asset Advisors Group, LLC

· CIK 0002127147
13F Portfolio $229M AUM 287 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 93 Added 83 Reduced 813 Exited
Page 1 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NEBIUS GROUP N.V. SHS CLASS A 21,970.0 $6.1M 2.65% -2K -10.0% $276.17
2 BE BLOOM ENERGY CORP COM CL A Industrials 10,235.0 $3.1M 1.35% -391.0 -3.7% $302.70 -31.8%
3 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 59,430.0 $2.6M 1.15% -5K -8.0% $44.36 +2.3%
4 GLD SPDR GOLD SHARES Financial Services 6,419.0 $2.4M 1.03% -601.0 -8.6% $368.39 +10.9%
5 VRT VERTIV HOLDINGS CO COM CL A Industrials 6,997.0 $2.3M 1.02% -352.0 -4.8% $334.84 -22.7%
6 RTX RTX CORPORATION COM Industrials 10,044.0 $1.9M 0.83% -386.0 -3.7% $189.73 +9.5%
7 HD HOME DEPOT INC COM Consumer Cyclical 5,038.0 $1.8M 0.78% -146.0 -2.8% $352.66 -7.0%
8 QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF 14,072.0 $1.7M 0.75% -338.0 -2.4% $122.01 -0.1%
9 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 30,221.0 $1.6M 0.68% -647.0 -2.1% $51.69 +2.5%
10 TSLA TESLA INC COM Consumer Cyclical 3,541.0 $1.5M 0.65% -616.0 -14.8% $420.60 -12.5%
11 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 29,398.0 $1.2M 0.54% -2K -5.5% $41.73 +1.2%
12 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 10,034.0 $1.2M 0.51% -3K -25.4% $116.67 +59.7%
13 GLW CORNING INC COM Technology 4,549.0 $1.2M 0.51% -1K -19.1% $255.45 -41.8%
14 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 31,374.0 $1.2M 0.51% -2K -4.7% $36.84 +3.5%
15 PFE PFIZER INC COM Healthcare 46,465.0 $1.1M 0.49% -355.0 -0.8% $24.08 +18.2%
16 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 12,823.0 $1.1M 0.46% -275.0 -2.1% $81.94 +2.1%
17 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 4,435.0 $944K 0.41% -261.0 -5.6% $212.76 +3.1%
18 PG PROCTER & GAMBLE CO COM Consumer Defensive 6,393.0 $938K 0.41% -72.0 -1.1% $146.65 -1.0%
19 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 8,991.0 $753K 0.33% -823.0 -8.4% $83.75 +1.8%
20 UBER UBER TECHNOLOGIES INC COM Technology 8,921.0 $644K 0.28% -221.0 -2.4% $72.16 +4.8%
Page 1 of 5  ·  83 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 54.9%
Financial Services 11.2%
Industrials 11.0%
Consumer Cyclical 7.6%
Healthcare 5.1%
Communication Services 3.4%
Consumer Defensive 2.4%
Basic Materials 1.8%
Energy 1.8%
Utilities 0.8%