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)

StockValue
WATWATERS CORP
$592K
VCITVANGUARD SCOTTSDALE FDS
$572K
AMEAMETEK INC
$558K
BACBANK AMERICA CORP
$548K
FDVVFIDELITY COVINGTON TRUST
$535K
DFSIDIMENSIONAL ETF TRUST
$525K
SLVISHARES SILVER TR
$516K
MUBISHARES TR
$514K
SLQDISHARES TR
$505K
BONDPIMCO ETF TR
$494K
IAU*ISHARES GOLD TR
$487K
CSCOCISCO SYS INC
$484K
IUSVISHARES TR
$449K
NOBLPROSHARES TR
$443K
DFAIDIMENSIONAL ETF TRUST
$441K
IEMGISHARES INC
$431K
BACVERIZON COMMUNICATIONS INC
$429K
TAT&T INC
$425K
ABTABBOTT LABS
$407K
ORCLORACLE CORP
$404K
FTNTFORTINET INC
$401K
AMDADVANCED MICRO DEVICES INC
$401K
AVSFAMERICAN CENTY ETF TR
$400K
HELOJ P MORGAN EXCHANGE TRADED F
$400K
NBBKNB BANCORP INC
$396K
COSTCOSTCO WHSL CORP NEW
$394K
STTSTATE STR CORP
$391K
IYRISHARES TR
$385K
MUMICRON TECHNOLOGY INC
$373K
DFLVDIMENSIONAL ETF TRUST
$370K
WFCWELLS FARGO CO NEW
$370K
SUBISHARES TR
$369K
VVISA INC
$361K
IWNISHARES TR
$359K
SPHYSPDR SERIES TRUST
$356K
WMWASTE MGMT INC DEL
$354K
EFVISHARES TR
$354K
MOALTRIA GROUP INC
$353K
AXPAMERICAN EXPRESS CO
$350K
IYFISHARES TR
$350K
IHYVANECK ETF TRUST
$350K
IGEBISHARES TR
$349K
VEUVANGUARD INTL EQUITY INDEX F
$343K
BSVVANGUARD BD INDEX FDS
$342K
LINLINDE PLC
$329K
AVUVAMERICAN CENTY ETF TR
$327K
DFAWDIMENSIONAL ETF TRUST
$308K
PWBINVESCO EXCHANGE TRADED FD T
$292K
MAMASTERCARD INCORPORATED
$290K
IEFISHARES TR
$286K
MMM3M CO
$284K
MINTPIMCO ETF TR
$283K
RGENREPLIGEN CORP
$282K
DFNMDIMENSIONAL ETF TRUST
$282K
IWOISHARES TR
$282K
CVXCHEVRON CORP NEW
$278K
FELCFIDELITY COVINGTON TRUST
$268K
GEGE AEROSPACE
$267K
EOSEEOS ENERGY ENTERPRISES INC
$266K
TIPISHARES TR
$255K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$253K
ESGVVANGUARD WORLD FD
$252K
EEMISHARES TR
$249K
VOTVANGUARD INDEX FDS
$246K
KORPAMERICAN CENTY ETF TR
$245K
VBKVANGUARD INDEX FDS
$244K
GILDGILEAD SCIENCES INC
$242K
NOCNORTHROP GRUMMAN CORP
$242K
PSAPUBLIC STORAGE OPER CO
$241K
HDHOME DEPOT INC
$241K
SYKSTRYKER CORPORATION
$239K
VALQAMERICAN CENTY ETF TR
$238K
XLESELECT SECTOR SPDR TR
$236K
FLVAMERICAN CENTY ETF TR
$234K
DISDISNEY WALT CO
$229K
BIVVANGUARD BD INDEX FDS
$227K
MRKMERCK & CO INC
$226K
SCHGSCHWAB STRATEGIC TR
$226K
TAXFAMERICAN CENTY ETF TR
$226K
FLOTISHARES TR
$223K
AVGOBROADCOM INC
$223K
VRTXVERTEX PHARMACEUTICALS INC
$221K
BSXBOSTON SCIENTIFIC CORP
$218K
VBRVANGUARD INDEX FDS
$213K
IDEVISHARES TR
$211K
GDGENERAL DYNAMICS CORP
$210K
DFSDDIMENSIONAL ETF TRUST
$209K
IBITISHARES BITCOIN TRUST ETF
$208K
IUSGISHARES TR
$207K
ESEVERSOURCE ENERGY
$205K
INTCINTEL CORP
$203K
VMCVULCAN MATLS CO
$202K
EWXSPDR INDEX SHS FDS
$200K
JFRNUVEEN FLOATING RATE INCOME
$140K
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