Asset Advisory Group, Inc.
Asset Advisory Group, Inc. reported 125 positions worth $228.8M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: AAPL (8.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $18.6M | 8.14% | 64,371 | — | — | |
| ▸ 2 | VCSH | SH | $11.9M | 5.19% | 150,258 | — | — | |
| ▸ 3 | BRK-B | SH | $11.6M | 5.08% | 23,248 | — | — | |
| ▸ 4 | KEY | SH | $11.0M | 4.83% | 479,123 | — | — | |
| ▸ 5 | DFAC | SH | $9.3M | 4.05% | 209,020 | — | — | |
| ▸ 6 | VUG | SH | $8.7M | 3.81% | 101,152 | — | — | |
| ▸ 7 | VIG | SH | $8.5M | 3.71% | 35,826 | — | — | |
| ▸ 8 | SCHD | SH | $7.7M | 3.37% | 242,951 | — | — | |
| ▸ 9 | SPY | SH | $7.3M | 3.18% | 9,740 | — | — | |
| ▸ 10 | PYLD | SH | $7.0M | 3.06% | 264,308 | — | — |
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Frequently Asked Questions
What stocks does Asset Advisory Group, Inc. hold as of Q2 2026?
Asset Advisory Group, Inc. reported 125 positions worth $228.8M in its Q2 2026 13F filing. Largest positions: AAPL (8.1%), VCSH (5.2%), BRK-B (5.1%), KEY (4.8%) and DFAC (4.1%).
What did Asset Advisory Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Asset Advisory Group, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.