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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 4,147.0 $188K 0.08% -392.0 -8.6% $45.27 +15.4%
62 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 1,900.0 $185K 0.08% -229.0 -10.8% $97.16 +17.4%
63 PEP PEPSICO INC COM Consumer Defensive 1,319.0 $179K 0.08% -39.0 -2.9% $135.35 +3.7%
64 DCOR DIMENSIONAL US CORE EQUITY 1 ETF 2,140.0 $175K 0.08% -1K -34.7% $81.99 +2.7%
65 DFLV DIMENSIONAL US LARGE CAP VALUE ETF 4,386.0 $173K 0.08% -472.0 -9.7% $39.54 +5.7%
66 KGC KINROSS GOLD CORP COM Basic Materials 7,280.0 $172K 0.07% -155.0 -2.1% $23.62 +29.9%
67 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 7,045.0 $165K 0.07% -223.0 -3.1% $23.44 -0.4%
68 DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF 3,989.0 $165K 0.07% -463.0 -10.4% $41.26 -2.6%
69 OTIS OTIS WORLDWIDE CORP COM Industrials 2,211.0 $158K 0.07% -406.0 -15.5% $71.61 -0.7%
70 SBUX STARBUCKS CORP COM Consumer Cyclical 1,532.0 $157K 0.07% -402.0 -20.8% $102.20 +4.0%
71 COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 3,075.0 $123K 0.05% -200.0 -6.1% $40.15 +0.2%
72 MOO VANECK AGRIBUSINESS ETF 1,350.0 $107K 0.05% -200.0 -12.9% $79.20 +8.6%
73 IVES DAN IVES WEDBUSH AI REVOLUTION ETF 2,712.0 $103K 0.04% -100.0 -3.6% $38.10 +4.1%
74 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 2,437.0 $98K 0.04% -523.0 -17.7% $40.13 +11.2%
75 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 5,881.0 $93K 0.04% -8K -58.7% $15.88 +17.5%
76 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 3,373.0 $86K 0.04% -173.0 -4.9% $25.56 +0.2%
77 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 1,266.0 $85K 0.04% -65.0 -4.9% $67.24 -1.9%
78 BND VANGUARD TOTAL BOND MARKET ETF 1,156.0 $85K 0.04% -41.0 -3.4% $73.40 -1.6%
79 QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 382.0 $61K 0.03% -50.0 -11.6% $159.60 +3.5%
80 PPH VANECK PHARMACEUTICAL ETF 554.0 $61K 0.03% -100.0 -15.3% $109.35 +3.4%
Page 4 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%