Investment Advisory Group, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$388.7M
Holdings
194
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (194 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 59,286 | $28.9M | 7.44% | |
| 2 | VYMVANGUARD WHITEHALL FDS | 186,045 | $26.7M | 6.87% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 597,596 | $23.7M | 6.09% | |
| 4 | IVVISHARES TR | 23,644 | $16.2M | 4.17% | |
| 5 | IJRISHARES TR | 119,056 | $14.3M | 3.68% | |
| 6 | DFUSDIMENSIONAL ETF TRUST | 184,735 | $13.7M | 3.52% | |
| 7 | IVWISHARES TR | 85,923 | $10.6M | 2.72% | |
| 8 | AAPLAPPLE INC | 31,028 | $8.4M | 2.17% | |
| 9 | VTVVANGUARD INDEX FDS | 41,647 | $8.0M | 2.05% | |
| 10 | AOMISHARES TR | 145,203 | $6.9M | 1.78% | |
| 11 | ITOTISHARES TR | 42,650 | $6.3M | 1.63% | |
| 12 | USMVISHARES TR | 66,556 | $6.3M | 1.61% | |
| 13 | IJHISHARES TR | 89,186 | $5.9M | 1.51% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 26,700 | $5.9M | 1.51% | |
| 15 | DFAXDIMENSIONAL ETF TRUST | 177,767 | $5.8M | 1.50% | |
| 16 | AOKISHARES TR | 144,388 | $5.8M | 1.49% | |
| 17 | MSFTMICROSOFT CORP | 11,641 | $5.6M | 1.45% | |
| 18 | AMZNAMAZON COM INC | 24,117 | $5.6M | 1.43% | |
| 19 | VYMIVANGUARD WHITEHALL FDS | 56,323 | $5.1M | 1.30% | |
| 20 | AVLVAMERICAN CENTY ETF TR | 60,916 | $4.6M | 1.19% | |
| 21 | DFUVDIMENSIONAL ETF TRUST | 98,192 | $4.6M | 1.18% | |
| 22 | VTIVANGUARD INDEX FDS | 13,595 | $4.6M | 1.17% | |
| 23 | VOOVANGUARD INDEX FDS | 6,714 | $4.2M | 1.08% | |
| 24 | DCORDIMENSIONAL ETF TRUST | 51,770 | $3.8M | 0.98% | |
| 25 | IVEISHARES TR | 17,950 | $3.8M | 0.98% | |
| 26 | NDQINVESCO QQQ TR | 6,161 | $3.8M | 0.97% | |
| 27 | IGSBISHARES TR | 69,175 | $3.7M | 0.94% | |
| 28 | DFASDIMENSIONAL ETF TRUST | 51,552 | $3.6M | 0.92% | |
| 29 | ISTBISHARES TR | 72,387 | $3.5M | 0.91% | |
| 30 | FBNDFIDELITY MERRIMACK STR TR | 71,185 | $3.3M | 0.84% | |
| 31 | SHYISHARES TR | 37,497 | $3.1M | 0.80% | |
| 32 | VPLSVANGUARD MALVERN FDS | 39,490 | $3.1M | 0.79% | |
| 33 | VBVANGUARD INDEX FDS | 11,893 | $3.1M | 0.79% | |
| 34 | IUSBISHARES TR | 62,269 | $2.9M | 0.75% | |
| 35 | PGPROCTER AND GAMBLE CO | 19,698 | $2.8M | 0.73% | |
| 36 | SCHDSCHWAB STRATEGIC TR | 102,129 | $2.8M | 0.72% | |
| 37 | TSLATESLA INC | 5,779 | $2.6M | 0.67% | |
| 38 | IWFISHARES TR | 5,398 | $2.6M | 0.66% | |
| 39 | VGSHVANGUARD SCOTTSDALE FDS | 43,469 | $2.6M | 0.66% | |
| 40 | NVDANVIDIA CORPORATION | 13,630 | $2.5M | 0.65% | |
| 41 | AQLTISHARES TR | 27,649 | $2.5M | 0.64% | |
| 42 | GOOGALPHABET INC | 7,555 | $2.4M | 0.61% | |
| 43 | BNDVANGUARD BD INDEX FDS | 31,283 | $2.3M | 0.60% | |
| 44 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,749 | $2.3M | 0.58% | |
| 45 | HDVISHARES TR | 17,641 | $2.1M | 0.55% | |
| 46 | DFIVDIMENSIONAL ETF TRUST | 41,674 | $2.1M | 0.53% | |
| 47 | METAMETA PLATFORMS INC | 3,136 | $2.1M | 0.53% | |
| 48 | VNQVANGUARD INDEX FDS | 23,133 | $2.0M | 0.53% | |
| 49 | GOOGLALPHABET INC | 6,459 | $2.0M | 0.52% | |
| 50 | VCSHVANGUARD SCOTTSDALE FDS | 24,934 | $2.0M | 0.51% | |
| 51 | VTHRVANGUARD SCOTTSDALE FDS | 6,240 | $1.9M | 0.48% | |
| 52 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,653 | $1.8M | 0.47% | |
| 53 | AQLTISHARES TR | 12,844 | $1.8M | 0.47% | |
| 54 | VXUSVANGUARD STAR FDS | 23,164 | $1.7M | 0.45% | |
| 55 | LQDISHARES TR | 15,764 | $1.7M | 0.45% | |
| 56 | IYWISHARES TR | 8,541 | $1.7M | 0.44% | |
| 57 | SPYSPDR S&P 500 ETF TR | 2,485 | $1.7M | 0.44% | |
| 58 | XOMEXXON MOBIL CORP | 13,055 | $1.6M | 0.40% | |
| 59 | CGDGCAPITAL GROUP DIVIDEND VALUE | 35,364 | $1.5M | 0.40% | |
| 60 | DFICDIMENSIONAL ETF TRUST | 41,148 | $1.4M | 0.36% | |
| 61 | VEAVANGUARD TAX-MANAGED FDS | 22,221 | $1.4M | 0.36% | |
| 62 | OREALTY INCOME CORP | 23,995 | $1.4M | 0.35% | |
| 63 | JPMJPMORGAN CHASE & CO. | 4,041 | $1.3M | 0.33% | |
| 64 | FEMRFIDELITY COVINGTON TRUST | 37,420 | $1.3M | 0.33% | |
| 65 | IWDISHARES TR | 6,049 | $1.3M | 0.33% | |
| 66 | GQ9SPDR GOLD TR | 3,186 | $1.3M | 0.32% | |
| 67 | VGITVANGUARD SCOTTSDALE FDS | 20,919 | $1.3M | 0.32% | |
| 68 | VOOGVANGUARD ADMIRAL FDS INC | 2,793 | $1.2M | 0.32% | |
| 69 | DFCFDIMENSIONAL ETF TRUST | 25,674 | $1.1M | 0.28% | |
| 70 | ABBVABBVIE INC | 4,695 | $1.1M | 0.28% | |
| 71 | QUALISHARES TR | 5,395 | $1.1M | 0.28% | |
| 72 | VWOVANGUARD INTL EQUITY INDEX F | 19,769 | $1.1M | 0.27% | |
| 73 | DFAUDIMENSIONAL ETF TRUST | 22,211 | $1.0M | 0.27% | |
| 74 | VOVANGUARD INDEX FDS | 3,481 | $1.0M | 0.26% | |
| 75 | XLFSELECT SECTOR SPDR TR | 18,106 | $991K | 0.25% | |
| 76 | FBCGFIDELITY COVINGTON TRUST | 17,905 | $981K | 0.25% | |
| 77 | DGROISHARES TR | 13,755 | $954K | 0.25% | |
| 78 | LLYELI LILLY & CO | 874 | $938K | 0.24% | |
| 79 | PLDPROLOGIS INC. | 7,347 | $937K | 0.24% | |
| 80 | PYLDPIMCO ETF TR | 34,763 | $927K | 0.24% | |
| 81 | JNJJOHNSON & JOHNSON | 4,471 | $925K | 0.24% | |
| 82 | NEARISHARES U S ETF TR | 18,053 | $922K | 0.24% | |
| 83 | AGGISHARES TR | 9,194 | $918K | 0.24% | |
| 84 | WELLWELLTOWER INC | 4,920 | $913K | 0.23% | |
| 85 | SCHFSCHWAB STRATEGIC TR | 37,614 | $904K | 0.23% | |
| 86 | PFFISHARES TR | 29,145 | $902K | 0.23% | |
| 87 | DFSUDIMENSIONAL ETF TRUST | 20,053 | $870K | 0.22% | |
| 88 | SDSIAMERICAN CENTY ETF TR | 16,500 | $851K | 0.22% | |
| 89 | TPLTEXAS PACIFIC LAND CORPORATI | 2,904 | $834K | 0.21% | |
| 90 | IBMINTERNATIONAL BUSINESS MACHS | 2,765 | $819K | 0.21% | |
| 91 | IWRISHARES TR | 7,823 | $753K | 0.19% | |
| 92 | RTXRTX CORPORATION | 3,893 | $713K | 0.18% | |
| 93 | MTUMISHARES TR | 2,789 | $698K | 0.18% | |
| 94 | XLFISELECT SECTOR SPDR TR | 8,939 | $694K | 0.18% | |
| 95 | AMGNAMGEN INC | 2,053 | $671K | 0.17% | |
| 96 | CMFISHARES TR | 11,400 | $655K | 0.17% | |
| 97 | IXUSISHARES TR | 7,706 | $652K | 0.17% | |
| 98 | WMTWALMART INC | 5,605 | $624K | 0.16% | |
| 99 | SDYSPDR SERIES TRUST | 4,460 | $620K | 0.16% | |
| 100 | PLTRPALANTIR TECHNOLOGIES INC | 3,425 | $608K | 0.16% |
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