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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 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 3,239.0 $785K 0.34% $242.42 -5.8%
62 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 8,991.0 $753K 0.33% -823.0 -8.4% $83.75 +1.8%
63 XME STATE STREET SPDR S&P METALS & MINING ETF 6,967.0 $745K 0.33% $106.93 +10.5%
64 AUGW ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF 21,211.0 $722K 0.32% NEW $34.05 +2.0%
65 STM STMICROELECTRONICS N V NY REGISTRY Technology 9,500.0 $711K 0.31% +600.0 +6.7% $74.89 -33.0%
66 AMAT APPLIED MATLS INC COM Technology 961.0 $695K 0.30% +20.0 +2.1% $723.07 -36.6%
67 OEF ISHARES S&P 100 ETF 1,880.0 $688K 0.30% $365.87 +3.9%
68 LRCX LAM RESEARCH CORP COM NEW Technology 1,559.0 $676K 0.30% +101.0 +6.9% $433.61 -30.5%
69 ADI ANALOG DEVICES INC COM Technology 1,681.0 $668K 0.29% +89.0 +5.6% $397.21 -8.8%
70 QCOM QUALCOMM INC COM Technology 3,601.0 $665K 0.29% +474.0 +15.2% $184.77 -7.7%
71 UBER UBER TECHNOLOGIES INC COM Technology 8,921.0 $644K 0.28% -221.0 -2.4% $72.16 +4.8%
72 MS MORGAN STANLEY COM NEW Financial Services 3,066.0 $641K 0.28% +348.0 +12.8% $209.05 +2.1%
73 SLV ISHARES SILVER TRUST Financial Services 11,552.0 $618K 0.27% -1K -9.5% $53.47 +12.5%
74 AEP AMERICAN ELEC PWR CO INC COM Utilities 4,342.0 $594K 0.26% -569K -99.2% $136.82 -10.5%
75 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 1,121.0 $587K 0.26% +13.0 +1.2% $523.74 +1.5%
76 WMT WALMART INC COM Consumer Defensive 5,166.0 $585K 0.26% $113.27 -7.4%
77 EEM ISHARES MSCI EMERGING MARKETS ETF 8,374.0 $573K 0.25% -1K -12.6% $68.41 -2.0%
78 UNP UNION PAC CORP COM Industrials 2,049.0 $557K 0.24% +225.0 +12.3% $272.03 +10.5%
79 KO COCA COLA CO COM Consumer Defensive 6,788.0 $555K 0.24% -1K -14.3% $81.80 +8.4%
80 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 4,126.0 $550K 0.24% -250.0 -5.7% $133.24 -18.8%
Page 4 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%