Investment Advisory Services Group LLC

CIK

2099157

Location

Boca Raton, FL

Portfolio Value

Micro $12,323,793

Diversification

Diversified

Filing Date

Global Rank

#7,654 / 8,232 ▲ 199

Top Industry

Consumer Electronics 24.1%

3Y Alpha vs SPY

-0.3%

Period ended 2 months ago

Filed Apr 28, 2026 · 46d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+9.3%

SPY

+9.1%

Annualised alpha

+0.7%

Max drawdown

−8.6%

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

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

Top Position

21.5%

+3.2 pts

Top 5

75.5%

+1.4 pts

Top 10

97.3%

+1.9 pts

HHI

1,400

Diversified+97

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.3%	$4,596,918	3
Communication Services	25.6%	$3,157,966	3
Consumer Cyclical	22.2%	$2,732,019	2
Unclassified	10.8%	$1,329,897	2
Financial Services	4.1%	$506,993	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+3,222	4,079	$1,509,923
AAPL	Apple Inc.	+2,041	10,458	$2,654,135
NFLX	Netflix Inc	+1,073	6,074	$584,015
FBTC	Fidelity Wise Origin Bitcoin Fund	+900	10,835	$639,590
AMZN	Amazon Com Inc	+769	10,567	$2,200,789
GOOGL	Alphabet Inc.	+335	7,805	$2,244,405
NVDA	Nvidia Corp	+59	2,482	$432,860
META	Meta Platforms, Inc.	+10	576	$329,546
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−2,314	1,058	$506,993
QQQ	Invesco Qqq Trust, Series 1	−197	1,196	$690,307
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
LLY	ELI LILLY & Co	190	$204,189
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $12,323,793 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	10,458	+2,041	$2,654,135	+16.0%	21.54%
GOOGL	Alphabet Inc. Communication Services	Added	7,805	+335	$2,244,405	−4.0%	18.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,567	+769	$2,200,789	−2.7%	17.86%
MSFT	Microsoft Corp Technology	Added	4,079	+3,222	$1,509,923	+264.3%	12.25%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,196	-197	$690,307	−19.3%	5.60%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	10,835	+900	$639,590	−15.5%	5.19%
NFLX	Netflix Inc Communication Services	Added	6,074	+1,073	$584,015	+24.6%	4.74%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,429	0	$531,230	−17.3%	4.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,058	-2,314	$506,993	−70.1%	4.11%
NVDA	Nvidia Corp Technology	Added	2,482	+59	$432,860	−4.2%	3.51%
META	Meta Platforms, Inc. Communication Services	Added	576	+10	$329,546	−11.8%	2.67%