Investment Advisory Group, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$330.3B
Holdings
175
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (175 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 54,539 | $23.9B | 7.24% | |
| 2 | VYMVANGUARD WHITEHALL FDS | 170,427 | $22.7B | 6.88% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 580,020 | $20.8B | 6.29% | |
| 4 | IVVISHARES TR | 21,944 | $13.6B | 4.13% | |
| 5 | IJRISHARES TR | 117,525 | $12.8B | 3.89% | |
| 6 | DFUSDIMENSIONAL ETF TRUST | 160,626 | $10.8B | 3.26% | |
| 7 | IVWISHARES TR | 78,634 | $8.7B | 2.62% | |
| 8 | VTVVANGUARD INDEX FDS | 40,808 | $7.2B | 2.18% | |
| 9 | AOMISHARES TR | 140,861 | $6.5B | 1.96% | |
| 10 | AAPLAPPLE INC | 31,340 | $6.4B | 1.95% | |
| 11 | USMVISHARES TR | 68,268 | $6.4B | 1.94% | |
| 12 | MSFTMICROSOFT CORP | 11,745 | $5.8B | 1.77% | |
| 13 | ITOTISHARES TR | 41,648 | $5.6B | 1.70% | |
| 14 | AOKISHARES TR | 141,643 | $5.5B | 1.68% | |
| 15 | AMZNAMAZON COM INC | 25,216 | $5.5B | 1.68% | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 26,997 | $5.5B | 1.67% | |
| 17 | DFAXDIMENSIONAL ETF TRUST | 175,613 | $5.2B | 1.56% | |
| 18 | IJHISHARES TR | 78,276 | $4.9B | 1.47% | |
| 19 | DFUVDIMENSIONAL ETF TRUST | 98,192 | $4.2B | 1.26% | |
| 20 | VYMIVANGUARD WHITEHALL FDS | 50,203 | $4.0B | 1.22% | |
| 21 | VTIVANGUARD INDEX FDS | 12,805 | $3.9B | 1.18% | |
| 22 | IVEISHARES TR | 18,057 | $3.5B | 1.07% | |
| 23 | IGSBISHARES TR | 64,851 | $3.4B | 1.04% | |
| 24 | PGPROCTER AND GAMBLE CO | 20,811 | $3.3B | 1.00% | |
| 25 | DFASDIMENSIONAL ETF TRUST | 51,373 | $3.3B | 0.99% | |
| 26 | FBNDFIDELITY MERRIMACK STR TR | 69,846 | $3.2B | 0.97% | |
| 27 | NDQINVESCO QQQ TR | 5,726 | $3.2B | 0.96% | |
| 28 | SCHDSCHWAB STRATEGIC TR | 118,634 | $3.1B | 0.95% | |
| 29 | VOOVANGUARD INDEX FDS | 5,287 | $3.0B | 0.91% | |
| 30 | DCORDIMENSIONAL ETF TRUST | 43,982 | $2.9B | 0.89% | |
| 31 | SHYISHARES TR | 34,497 | $2.9B | 0.87% | |
| 32 | VBVANGUARD INDEX FDS | 11,705 | $2.8B | 0.84% | |
| 33 | VGSHVANGUARD SCOTTSDALE FDS | 45,884 | $2.7B | 0.82% | |
| 34 | IUSBISHARES TR | 56,348 | $2.6B | 0.79% | |
| 35 | ISTBISHARES TR | 51,602 | $2.5B | 0.76% | |
| 36 | AQLTISHARES TR | 28,000 | $2.3B | 0.71% | |
| 37 | NVDANVIDIA CORPORATION | 14,154 | $2.2B | 0.68% | |
| 38 | IWFISHARES TR | 5,126 | $2.2B | 0.66% | |
| 39 | METAMETA PLATFORMS INC | 2,911 | $2.1B | 0.65% | |
| 40 | HDVISHARES TR | 18,207 | $2.1B | 0.65% | |
| 41 | BNDVANGUARD BD INDEX FDS | 28,687 | $2.1B | 0.64% | |
| 42 | VPLSVANGUARD MALVERN FDS | 26,114 | $2.0B | 0.62% | |
| 43 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,445 | $2.0B | 0.59% | |
| 44 | TSLATESLA INC | 6,039 | $1.9B | 0.58% | |
| 45 | VCSHVANGUARD SCOTTSDALE FDS | 22,842 | $1.8B | 0.55% | |
| 46 | AQLTISHARES TR | 13,634 | $1.8B | 0.55% | |
| 47 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,717 | $1.8B | 0.55% | |
| 48 | LQDISHARES TR | 16,309 | $1.8B | 0.54% | |
| 49 | VTHRVANGUARD SCOTTSDALE FDS | 5,978 | $1.6B | 0.49% | |
| 50 | VXUSVANGUARD STAR FDS | 22,745 | $1.6B | 0.48% | |
| 51 | SPYSPDR S&P 500 ETF TR | 2,524 | $1.6B | 0.47% | |
| 52 | VNQVANGUARD INDEX FDS | 16,322 | $1.5B | 0.44% | |
| 53 | OREALTY INCOME CORP | 25,230 | $1.5B | 0.44% | |
| 54 | IYWISHARES TR | 8,031 | $1.4B | 0.42% | |
| 55 | XOMEXXON MOBIL CORP | 12,737 | $1.4B | 0.42% | |
| 56 | GOOGALPHABET INC | 7,686 | $1.4B | 0.41% | |
| 57 | DFIVDIMENSIONAL ETF TRUST | 31,169 | $1.3B | 0.40% | |
| 58 | FEMRFIDELITY COVINGTON TRUST | 37,888 | $1.2B | 0.36% | |
| 59 | JPMJPMORGAN CHASE & CO. | 4,112 | $1.2B | 0.36% | |
| 60 | VEAVANGUARD TAX-MANAGED FDS | 20,830 | $1.2B | 0.36% | |
| 61 | VOOGVANGUARD ADMIRAL FDS INC | 2,795 | $1.1B | 0.34% | |
| 62 | GOOGLALPHABET INC | 6,279 | $1.1B | 0.34% | |
| 63 | IWDISHARES TR | 5,519 | $1.1B | 0.32% | |
| 64 | VWOVANGUARD INTL EQUITY INDEX F | 21,027 | $1.0B | 0.31% | |
| 65 | TPLTEXAS PACIFIC LAND CORPORATI | 968 | $1.0B | 0.31% | |
| 66 | QUALISHARES TR | 5,392 | $985.8M | 0.30% | |
| 67 | GQ9SPDR GOLD TR | 3,131 | $954.4M | 0.29% | |
| 68 | XLFSELECT SECTOR SPDR TR | 18,187 | $952.5M | 0.29% | |
| 69 | DFAUDIMENSIONAL ETF TRUST | 22,416 | $949.6M | 0.29% | |
| 70 | DFCFDIMENSIONAL ETF TRUST | 22,303 | $942.5M | 0.29% | |
| 71 | NEARISHARES U S ETF TR | 17,953 | $917.4M | 0.28% | |
| 72 | VGITVANGUARD SCOTTSDALE FDS | 14,813 | $886.0M | 0.27% | |
| 73 | DGROISHARES TR | 13,706 | $876.4M | 0.27% | |
| 74 | ABBVABBVIE INC | 4,695 | $871.4M | 0.26% | |
| 75 | FBCGFIDELITY COVINGTON TRUST | 17,722 | $854.9M | 0.26% | |
| 76 | PFFISHARES TR | 27,344 | $838.9M | 0.25% | |
| 77 | AVLVAMERICAN CENTY ETF TR | 12,084 | $824.3M | 0.25% | |
| 78 | AGGISHARES TR | 8,172 | $810.7M | 0.25% | |
| 79 | IWRISHARES TR | 8,642 | $794.8M | 0.24% | |
| 80 | DFSUDIMENSIONAL ETF TRUST | 20,053 | $787.1M | 0.24% | |
| 81 | IBMINTERNATIONAL BUSINESS MACHS | 2,624 | $773.4M | 0.23% | |
| 82 | PLDPROLOGIS INC. | 7,324 | $769.9M | 0.23% | |
| 83 | DFICDIMENSIONAL ETF TRUST | 24,739 | $769.1M | 0.23% | |
| 84 | JNJJOHNSON & JOHNSON | 4,957 | $757.1M | 0.23% | |
| 85 | WELLWELLTOWER INC | 4,890 | $751.7M | 0.23% | |
| 86 | VOVANGUARD INDEX FDS | 2,656 | $743.3M | 0.23% | |
| 87 | XLFISELECT SECTOR SPDR TR | 9,127 | $739.0M | 0.22% | |
| 88 | LLYELI LILLY & CO | 867 | $675.5M | 0.20% | |
| 89 | MTUMISHARES TR | 2,788 | $669.9M | 0.20% | |
| 90 | CMFISHARES TR | 11,400 | $635.4M | 0.19% | |
| 91 | BACVERIZON COMMUNICATIONS INC | 14,069 | $608.8M | 0.18% | |
| 92 | SDYSPDR SERIES TRUST | 4,460 | $605.4M | 0.18% | |
| 93 | IXUSISHARES TR | 7,606 | $588.0M | 0.18% | |
| 94 | AMGNAMGEN INC | 2,058 | $574.6M | 0.17% | |
| 95 | NOBLPROSHARES TR | 5,578 | $561.7M | 0.17% | |
| 96 | WATWATERS CORP | 1,602 | $559.1M | 0.17% | |
| 97 | PYLDPIMCO ETF TR | 20,865 | $553.8M | 0.17% | |
| 98 | SCHFSCHWAB STRATEGIC TR | 25,006 | $552.6M | 0.17% | |
| 99 | RTXRTX CORPORATION | 3,734 | $545.2M | 0.17% | |
| 100 | TAT&T INC | 18,785 | $543.7M | 0.16% |
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