Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Investment Advisory Group, LLC (CIK 1910273) reported $393.4M across 194 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYM ($27.8M, 7.07%), VUG ($26.6M, 6.77%), DFAC ($23.5M, 5.96%), IVV ($15.8M, 4.02%), IJR ($14.2M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $27.8M | 7.07% | 187,912 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $26.6M | 6.77% | 60,936 | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $23.5M | 5.96% | 603,652 | Added |
| 4 | IVV | ISHARES TR | $15.8M | 4.02% | 24,188 | Added |
| 5 | IJR | ISHARES TR | $14.2M | 3.62% | 114,573 | Trimmed |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $14.3M | 3.62% | 201,018 | Added |
| 7 | IVW | ISHARES TR | $10.1M | 2.57% | 89,253 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $8.1M | 2.07% | 41,531 | Trimmed |
| 9 | AAPL | APPLE INC | $7.8M | 1.98% | 30,686 | Trimmed |
| 10 | AOM | ISHARES TR | $7.1M | 1.80% | 149,318 | Added |
| 11 | ITOT | ISHARES TR | $7.0M | 1.79% | 49,477 | Added |
| 12 | USMV | ISHARES TR | $6.1M | 1.56% | 66,157 | Trimmed |
| 13 | DFAX | DIMENSIONAL ETF TRUST | $6.0M | 1.52% | 176,096 | Trimmed |
| 14 | IJH | ISHARES TR | $5.9M | 1.51% | 87,693 | Trimmed |
| 15 | AOK | ISHARES TR | $5.9M | 1.49% | 147,271 | Added |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $5.7M | 1.46% | 26,673 | Trimmed |
| 17 | VYMI | VANGUARD WHITEHALL FDS | $5.6M | 1.42% | 59,324 | Added |
| 18 | AVLV | AMERICAN CENTY ETF TR | $5.5M | 1.39% | 67,873 | Added |
| 19 | AMZN | AMAZON COM INC | $5.1M | 1.29% | 24,407 | Added |
| 20 | DFUV | DIMENSIONAL ETF TRUST | $4.8M | 1.21% | 98,192 | Hold |
| 21 | VTI | VANGUARD INDEX FDS | $4.7M | 1.18% | 14,495 | Added |
| 22 | FBND | FIDELITY MERRIMACK STR TR | $4.5M | 1.14% | 98,519 | Added |
| 23 | MSFT | MICROSOFT CORP | $4.4M | 1.12% | 11,944 | Added |
| 24 | DCOR | DIMENSIONAL ETF TRUST | $4.2M | 1.08% | 58,935 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $4.1M | 1.05% | 6,934 | Added |
Source: SEC Form 13F filings · as of 2026-03-31