Investment Advisory Group, LLC
Annual return '25
+22.3%
SPY '25
+17.7%
Alpha
+4.6ptsvs SPY
Invested
$393.4M
Holdings
194
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VYM
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
7.1%
02
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
6.8%
03
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.0%
04
$IVV
ISHARES TR
Q1 2026: New position (538 shares)
4.0%
05
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.6%
06
$IJR
ISHARES TR
Q1 2026: New position (13.5k shares)
3.6%
07
$IVW
ISHARES TR
Held since at least Q1 2024
2.6%
08
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
2.1%
09
$AAPL
APPLE INC
Q1 2026: New position (14.7k shares)
2.0%
10
$AOM
ISHARES TR
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:53 UTC.