Investment Advisory Services Group LLC
Investment Advisory Services Group LLC reported 37 positions worth $136.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IVV (20.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $27.4M | 20.07% | 36,617 | — | — | |
| ▸ 2 | FBND | SH | $22.9M | 16.77% | 503,662 | — | — | |
| ▸ 3 | JPST | SH | $11.1M | 8.11% | 219,027 | — | — | |
| ▸ 4 | CGDV | SH | $8.2M | 6.02% | 166,902 | — | — | |
| ▸ 5 | FDVV | SH | $8.1M | 5.92% | 134,161 | — | — | |
| ▸ 6 | IXUS | SH | $7.8M | 5.69% | 81,425 | — | — | |
| ▸ 7 | QQQM | SH | $7.2M | 5.26% | 23,714 | — | — | |
| ▸ 8 | FTEC | SH | $5.9M | 4.32% | 20,665 | — | — | |
| ▸ 9 | JEPI | SH | $3.9M | 2.86% | 69,156 | — | — | |
| ▸ 10 | VTI | SH | $3.8M | 2.81% | 10,364 | — | — |
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Frequently Asked Questions
What stocks does Investment Advisory Services Group LLC hold as of Q2 2026?
Investment Advisory Services Group LLC reported 37 positions worth $136.7M in its Q2 2026 13F filing. Largest positions: IVV (20.1%), FBND (16.8%), JPST (8.1%), CGDV (6.0%) and FDVV (5.9%).
What did Investment Advisory Services Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Investment Advisory Services Group LLC 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.