Investment Advisory Group, LLC

CIK

1910273

Location

HANOVER, MA

Portfolio Value

Micro $65,782,053

Diversification

Diversified

Filing Date

Global Rank

#6,433 / 8,603 ▲ 84 · as of Mar 2026

Top Industry

Consumer Electronics 14.0%

3Y Alpha vs SPY

-2.5%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.6%

SPY

+76.5%

Annualised alpha

-2.3%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

70 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.8%

−0.4 pts

Top 5

36.2%

−1.9 pts

Top 10

52.0%

−2.6 pts

HHI

406

Diversified−30

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.9%	$19,036,462	15
Unclassified	15.2%	$10,022,270	6
Consumer Cyclical	11.3%	$7,412,240	3
Financial Services	8.5%	$5,568,064	10
Healthcare	8.3%	$5,451,185	10
Consumer Defensive	7.6%	$4,970,206	6
Communication Services	7.2%	$4,745,607	4
Real Estate	5.4%	$3,582,954	4
Industrials	3.8%	$2,530,821	8
Energy	2.8%	$1,866,550	2
Basic Materials	0.6%	$389,171	1
Utilities	0.3%	$206,523	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+1,417	18,548	$537,706
WMT	Walmart Inc.	+516	6,121	$760,717
MO	Altria Group, Inc.	+516	6,650	$438,833
MSFT	Microsoft Corp	+303	11,944	$4,421,310
AMZN	Amazon Com Inc	+290	24,407	$5,083,245
PLTR	Palantir Technologies Inc.	+253	3,678	$538,017
QQQ	Invesco Qqq Trust, Series 1	+238	6,399	$3,693,374
CVX	Chevron Corp	+206	2,035	$421,041
ABBV	AbbVie Inc.	+162	4,857	$1,056,348
BRK-B	Berkshire Hathaway Inc	+161	3,814	$1,827,668
GE	General Electric Co	+150	1,018	$288,877
TPL	Texas Pacific Land Corp	+142	3,046	$1,445,509
NVDA	Nvidia Corp	+141	13,771	$2,401,662
GOOGL	Alphabet Inc.	+102	6,561	$1,886,681
INTC	Intel Corp	+101	5,627	$248,319
AVGO	Broadcom Inc.	+98	744	$230,275
COST	Costco Wholesale Corp /New	+78	536	$534,086
SPY	Spdr S&P 500 ETF Trust	+67	2,552	$1,659,667
MRK	Merck & Co., Inc.	+61	2,211	$265,961
CSCO	Cisco Systems, Inc.	+58	6,354	$493,006
ORCL	Oracle Corp	+57	2,135	$314,079
JNJ	Johnson & Johnson	+49	4,520	$1,104,868
VZ	Verizon Communications Inc	+47	10,601	$532,170
GLD	Spdr Gold Trust	+40	3,226	$1,388,115
WAT	Waters Corp /De/	+39	1,599	$476,182
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
O	Realty Income Corp	−984	23,011	$1,407,812
ABT	Abbott Laboratories	−514	2,742	$281,521
IAU	Ishares Gold Trust	−447	5,564	$490,522
BAC	Bank Of America Corp /De/	−418	9,558	$465,952
AAPL	Apple Inc.	−342	30,686	$7,787,799
PG	PROCTER & GAMBLE Co	−299	19,399	$2,801,991
MU	Micron Technology Inc	−210	1,099	$371,286
TSLA	Tesla, Inc.	−159	5,620	$2,089,235
MDY	Spdr S&P Midcap 400 ETF Trust	−112	3,637	$2,243,156
V	Visa Inc.	−107	922	$278,665
WFC	Wells Fargo & Company/Mn	−103	3,876	$308,568
WELL	Welltower Inc.	−103	4,817	$952,369
ES	Eversource Energy	−65	2,981	$206,523
META	Meta Platforms, Inc.	−9	3,127	$1,789,050
NOC	Northrop Grumman Corp /De/	−6	419	$285,858
RGEN	Repligen Corp	−3	1,720	$202,650
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	1,119	$239,085
CAT	Caterpillar Inc	333	$235,917
KO	Coca Cola Co	3,062	$232,865
ADI	Analog Devices Inc	719	$228,742
PM	Philip Morris International Inc.	1,220	$201,714
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
AME	Ametek Inc/	2,718	$558,032
DIS	Walt Disney Co	2,018	$229,587
VRTX	Vertex Pharmaceuticals Inc / Ma	489	$221,693
BSX	Boston Scientific Corp	2,295	$218,828
IBIT	iShares Bitcoin Trust ETF	4,202	$208,629
VMC	Vulcan Materials CO	710	$202,506
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 positions · $65,782,053 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	30,686	-342	$7,787,799	−7.7%	11.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,407	+290	$5,083,245	−8.7%	7.73%
MSFT	Microsoft Corp Technology	Added	11,944	+303	$4,421,310	−21.5%	6.72%
QQQ	Invesco Qqq Trust, Series 1	Added	6,399	+238	$3,693,374	−2.4%	5.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	19,399	-299	$2,801,991	−0.7%	4.26%
NVDA	Nvidia Corp Technology	Added	13,771	+141	$2,401,662	−5.5%	3.65%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	3,637	-112	$2,243,156	−0.8%	3.41%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,620	-159	$2,089,235	−19.6%	3.18%
GOOGL	Alphabet Inc. Communication Services	Added	6,561	+102	$1,886,681	−6.7%	2.87%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,814	+161	$1,827,668	−0.5%	2.78%
META	Meta Platforms, Inc. Communication Services	Reduced	3,127	-9	$1,789,050	−13.6%	2.72%
SPY	Spdr S&P 500 ETF Trust	Added	2,552	+67	$1,659,667	−2.1%	2.52%
TPL	Texas Pacific Land Corp Energy	Added	3,046	+142	$1,445,509	+73.3%	2.20%
O	Realty Income Corp Real Estate	Reduced	23,011	-984	$1,407,812	+4.1%	2.14%
GLD	Spdr Gold Trust	Added	3,226	+40	$1,388,115	+9.9%	2.11%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,065	+24	$1,195,760	−8.2%	1.82%
JNJ	Johnson & Johnson Healthcare	Added	4,520	+49	$1,104,868	+19.4%	1.68%
ABBV	AbbVie Inc. Healthcare	Added	4,857	+162	$1,056,348	−1.5%	1.61%
PLD	Prologis, Inc. Real Estate	Held	7,347	0	$971,126	+3.5%	1.48%
WELL	Welltower Inc. Real Estate	Reduced	4,817	-103	$952,369	+4.3%	1.45%
LLY	ELI LILLY & Co Healthcare	Added	908	+34	$835,151	−11.1%	1.27%
WMT	Walmart Inc. Consumer Defensive	Added	6,121	+516	$760,717	+21.8%	1.16%
RTX	RTX Corp Industrials	Added	3,911	+18	$754,431	+5.7%	1.15%
AMGN	Amgen Inc Healthcare	Added	2,057	+4	$723,755	+7.7%	1.10%
IBM	International Business Machines Corp Technology	Added	2,802	+37	$679,176	−17.1%	1.03%
SLV	iShares Silver Trust	Added	8,034	+21	$547,436	+6.1%	0.83%
PLTR	Palantir Technologies Inc. Technology	Added	3,678	+253	$538,017	−11.6%	0.82%
T	At&T Inc. Communication Services	Added	18,548	+1,417	$537,706	+26.4%	0.82%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	536	+78	$534,086	+35.2%	0.81%
VZ	Verizon Communications Inc Communication Services	Added	10,601	+47	$532,170	+23.8%	0.81%
CSCO	Cisco Systems, Inc. Technology	Added	6,354	+58	$493,006	+1.7%	0.75%
IAU	Ishares Gold Trust	Reduced	5,564	-447	$490,522	+0.5%	0.75%
WAT	Waters Corp /De/ Healthcare	Added	1,599	+39	$476,182	−19.6%	0.72%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	9,558	-418	$465,952	−15.1%	0.71%
MO	Altria Group, Inc. Consumer Defensive	Added	6,650	+516	$438,833	+24.1%	0.67%
NBBK	NB Bancorp, Inc. Financial Services	Held	20,000	0	$421,400	+6.3%	0.64%
CVX	Chevron Corp Energy	Added	2,035	+206	$421,041	+51.0%	0.64%
FTNT	Fortinet, Inc. Technology	Added	5,075	+17	$414,729	+3.3%	0.63%
LIN	Linde PLC Basic Materials	Added	785	+12	$389,171	+18.1%	0.59%
AMD	Advanced Micro Devices Inc Technology	Added	1,903	+29	$387,127	−3.5%	0.59%
STT	State Street Corp Financial Services	Added	3,051	+15	$386,134	−1.4%	0.59%
WM	Waste Management Inc Industrials	Added	1,626	+14	$373,638	+5.5%	0.57%
MU	Micron Technology Inc Technology	Reduced	1,099	-210	$371,286	−0.6%	0.56%
ORCL	Oracle Corp Technology	Added	2,135	+57	$314,079	−22.5%	0.48%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,876	-103	$308,568	−16.8%	0.47%
GE	General Electric Co Industrials	Added	1,018	+150	$288,877	+8.0%	0.44%
AXP	American Express Co Financial Services	Added	950	+2	$287,356	−18.1%	0.44%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	419	-6	$285,858	+18.0%	0.43%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	834	0	$281,850	+11.2%	0.43%
ABT	Abbott Laboratories Healthcare	Reduced	2,742	-514	$281,521	−31.0%	0.43%