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Investment Advisory Services Group

Latest statistics and disclosures from Investment Advisory Services Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002099157

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Positions held by Investment Advisory Services Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Investment Advisory Services Group

Investment Advisory Services Group holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	22.4	$25M	37k	684.94	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	17.3	$20M	423k	46.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	8.4	$9.4M	187k	50.59	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	5.8	$6.6M	116k	56.69	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.8	$5.4M	95k	57.24	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.5	$5.0M	20k	252.92	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	4.1	$4.7M	21k	224.66	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.1	$3.5M	39k	89.43	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	3.0	$3.4M	77k	43.64	View chart
Ishares Tr Core Msci Total (IXUS)	2.9	$3.2M	38k	84.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$3.1M	9.3k	335.26	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.2	$2.4M	25k	98.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$2.3M	7.5k	313.01	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	2.1	$2.3M	33k	71.45	View chart
Apple (AAPL)	2.0	$2.3M	8.4k	271.87	View chart
Amazon (AMZN)	2.0	$2.3M	9.8k	230.82	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.6	$1.8M	31k	58.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$1.7M	3.4k	502.60	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.4	$1.5M	15k	100.38	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.1	$1.3M	26k	50.32	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$871k	17k	50.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$856k	1.4k	614.34	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.7	$757k	9.9k	76.23	View chart
Tesla Motors (TSLA)	0.6	$643k	1.4k	449.72	View chart
Netflix (NFLX)	0.4	$469k	5.0k	93.76	View chart
NVIDIA Corporation (NVDA)	0.4	$452k	2.4k	186.49	View chart
Microsoft Corporation (MSFT)	0.4	$415k	857.00	483.80	View chart
Meta Platforms Cl A (META)	0.3	$374k	566.00	660.58	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$329k	3.1k	106.71	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$231k	4.2k	55.22	View chart
Eli Lilly & Co. (LLY)	0.2	$204k	190.00	1074.68	View chart

Past Filings by Investment Advisory Services Group

SEC 13F filings are viewable for Investment Advisory Services Group going back to 2025

Investment Advisory Services Group 2025 Q4 filed Feb. 4, 2026

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