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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 2 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL CL B NEW 4,133.0 $2.1M 0.91% +85.0 +2.1% $500.39
22 VGT VANGUARD INFORMATION TECHNOLOGY ETF 16,826.0 $2.0M 0.88% +15K +730.9% $119.52 +0.8%
23 RTX RTX CORPORATION COM Industrials 10,044.0 $1.9M 0.83% -386.0 -3.7% $189.73 +9.5%
24 VV VANGUARD LARGE-CAP ETF 5,430.0 $1.9M 0.82% +258.0 +5.0% $343.89 +2.8%
25 HD HOME DEPOT INC COM Consumer Cyclical 5,038.0 $1.8M 0.78% -146.0 -2.8% $352.66 -7.0%
26 QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF 14,072.0 $1.7M 0.75% -338.0 -2.4% $122.01 -0.1%
27 STLD STEEL DYNAMICS INC COM Basic Materials 7,436.0 $1.7M 0.75% $229.99 +1.1%
28 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 19,824.0 $1.7M 0.74% +3K +16.6% $85.49 +2.1%
29 BWFG BANKWELL FINL GROUP INC COM Financial Services 26,901.0 $1.6M 0.69% NEW $58.75 +11.9%
30 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 30,221.0 $1.6M 0.68% -647.0 -2.1% $51.69 +2.5%
31 XOM EXXONMOBIL HOLDINGS CORP COM SHS Energy 11,156.0 $1.5M 0.67% +229.0 +2.1% $136.72 +17.7%
32 META META PLATFORMS INC CL A Communication Services 2,661.0 $1.5M 0.66% +377.0 +16.5% $563.32 +1.6%
33 TSLA TESLA INC COM Consumer Cyclical 3,541.0 $1.5M 0.65% -616.0 -14.8% $420.60 -12.5%
34 JPM JPMORGAN CHASE & CO COM Financial Services 4,254.0 $1.4M 0.61% +283.0 +7.1% $327.34 +8.8%
35 DFCF DIMENSIONAL CORE FIXED INCOME ETF 32,335.0 $1.4M 0.60% NEW $42.21 -1.7%
36 JNJ JOHNSON & JOHNSON COM Healthcare 5,351.0 $1.4M 0.59% +228.0 +4.5% $253.98 +4.7%
37 LMT LOCKHEED MARTIN CORP COM Industrials 2,622.0 $1.3M 0.58% +17.0 +0.7% $509.44 +10.2%
38 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 29,398.0 $1.2M 0.54% -2K -5.5% $41.73 +1.2%
39 ABBV ABBVIE INC COM Healthcare 4,797.0 $1.2M 0.53% +248.0 +5.5% $251.65 +1.9%
40 INTC INTEL CORP COM Technology 8,586.0 $1.2M 0.52% +499.0 +6.2% $139.63 -35.9%
Page 2 of 15  ·  287 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%