Investment Advisory Group, LLC

Est. AUM

$393.4M

13F long equity, this entity only

Positions

194

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$27.8M	187912	7.07%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$26.6M	60936	6.77%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$23.5M	603652	5.96%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$15.8M	24188	4.02%	SOLE
5	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$14.3M	201018	3.62%	SOLE
6	ISHARES TR	CORE S&P SCP ETF	$14.2M	114573	3.62%	SOLE
7	ISHARES TR	S&P 500 GRWT ETF	$10.1M	89253	2.57%	SOLE
8	VANGUARD INDEX FDS	VALUE ETF	$8.1M	41531	2.07%	SOLE
9	APPLE INC	COM	$7.8M	30686	1.98%	SOLE
10	ISHARES TR	CORE 40/60 MODER	$7.1M	149318	1.80%	SOLE
11	ISHARES TR	CORE S&P TTL STK	$7.0M	49477	1.79%	SOLE
12	ISHARES TR	MSCI USA MIN VOL	$6.1M	66157	1.56%	SOLE
13	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$6.0M	176096	1.52%	SOLE
14	ISHARES TR	CORE S&P MCP ETF	$5.9M	87693	1.51%	SOLE
15	ISHARES TR	CORE 30/70 CONSE	$5.9M	147271	1.49%	SOLE
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.7M	26673	1.46%	SOLE
17	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$5.6M	59324	1.42%	SOLE
18	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$5.5M	67873	1.39%	SOLE
19	AMAZON COM INC	COM	$5.1M	24407	1.29%	SOLE
20	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$4.8M	98192	1.21%	SOLE
21	VANGUARD INDEX FDS	TOTAL STK MKT	$4.7M	14495	1.18%	SOLE
22	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$4.5M	98519	1.14%	SOLE
23	MICROSOFT CORP	COM	$4.4M	11944	1.12%	SOLE
24	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$4.2M	58935	1.08%	SOLE
25	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.1M	6934	1.05%	SOLE
26	ISHARES TR	CORE 1 5 YR USD	$4.0M	83502	1.03%	SOLE
27	ISHARES TR	ISHS 1-5YR INVS	$3.8M	73240	0.98%	SOLE
28	ISHARES TR	S&P 500 VAL ETF	$3.8M	18032	0.97%	SOLE
29	INVESCO QQQ TR	UNIT SER 1	$3.7M	6399	0.94%	SOLE
30	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$3.7M	47157	0.93%	SOLE
31	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.6M	49997	0.90%	SOLE
32	ISHARES TR	1 3 YR TREAS BD	$3.1M	38057	0.80%	SOLE
33	VANGUARD INDEX FDS	SMALL CP ETF	$3.1M	11818	0.79%	SOLE
34	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.0M	98163	0.77%	SOLE
35	ISHARES TR	CORE UNIVRSL USD	$2.9M	63291	0.74%	SOLE
36	PROCTER & GAMBLE CO	COM	$2.8M	19399	0.71%	SOLE
37	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.5M	59929	0.65%	SOLE
38	ISHARES TR	CORE MSCI EAFE	$2.5M	27877	0.64%	SOLE
39	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.5M	42124	0.63%	SOLE
40	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.5M	33305	0.62%	SOLE
41	NVIDIA CORPORATION	COM	$2.4M	13771	0.61%	SOLE
42	ISHARES TR	CORE HIGH DV ETF	$2.4M	17588	0.61%	SOLE
43	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.4M	44758	0.60%	SOLE
44	ISHARES TR	RUS 1000 GRW ETF	$2.3M	5401	0.59%	SOLE
45	ALPHABET INC	CAP STK CL C	$2.3M	7870	0.57%	SOLE
46	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.2M	3637	0.57%	SOLE
47	TESLA INC	COM	$2.1M	5620	0.53%	SOLE
48	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.0M	25419	0.51%	SOLE
49	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.0M	22626	0.51%	SOLE
50	EXXON MOBIL CORP	COM	$2.0M	11614	0.50%	SOLE

1–50 of 194

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.