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Investment Advisory Group, LLC
Investment Advisory Group, LLC is a US-based investment adviser and financial planning firm headquartered in Hanover, Massachusetts. Founded in 2003, the firm offers securities advice and portfolio management to individuals (both high-net-worth and non-high-net-worth clients) as well as select charitable organizations. As of June 2024, the firm manages approximately $848.2 million in assets and employs about 10 people. The team includes experienced investment professionals and financial planners, serving clients seeking comprehensive portfolio and wealth management services.
Investment Strategy
Investment Advisory Group, LLC provides personalized portfolio management, financial planning, and investment advisory services, focusing on individual (including high-net-worth) clients and select charitable organizations. The firm primarily invests in public equities, as reflected by its large positions in prominent technology and consumer companies, and takes a discretionary approach to asset management. Its philosophy emphasizes building long-term wealth through diversified, client-specific investment strategies and ongoing financial advice tailored to clients' personal financial goals.
Latest 13F Filing Activity
Investment Advisory Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 174 equity positions with a total 13F market value of $330M. The fund increased holdings in Vanguard Index FDS, Dimensional Etf Trust, Vanguard Whitehall FDS among other positions. Investment Advisory Group, LLC reduced exposure to Apple Inc., SPDR Ser TR, Texas Pacific Land Corporati among others.
Top Holdings
Equity Positions (174)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 7.24% | $23.9M | 54,539 | $311.57 | $438.40 | +$4.2M |
V VYM | VANGUARD WHITEHALL FDS | 6.88% | $22.7M | 170,427 | $114.41 | $133.31 | +$1.9M |
D DFAC | DIMENSIONAL ETF TRUST | 6.29% | $20.8M | 580,020 | $28.66 | $35.84 | +$2.1M |
I IVV | ISHARES TR | 4.13% | $13.6M | 21,944 | $494.54 | $620.90 | +$1.8M |
I IJR | ISHARES TR | 3.89% | $12.8M | 117,525 | $107.45 | $109.29 | +$537.2K |
Industry Allocation
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