13F Filings History of Investment Advisory Group, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$388,693,513
Signature - Title
Jay Richards - Chief Compliance Officer
Location
Hanover, MA
Summary
This page shows a list of all the recent 13F filings made by Investment Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Investment Advisory Group, LLC reported 194 stock holdings with total value $388,693,513 as of Q4 2025. Top holdings included VUG, VYM, DFAC, IVV, and IJR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 194 $388,693,513 +$18,805,106 -$4,358,921 +$14,446,185 VUG, VYM, DFAC, IVV, IJR 13F-HR 23 Jan 2026, 16:55
Q3 2025 190 $367,718,113 +$17,128,265 -$1,617,990 +$15,510,275 VUG, VYM, DFAC, IVV, IJR 13F-HR 03 Nov 2025, 09:10
Q2 2025 175 $330,254,586 +$13,084,871 -$2,686,790 +$10,398,081 VUG, VYM, DFAC, IVV, IJR 13F-HR 25 Jul 2025, 09:01
Q1 2025 168 $298,931,873 +$11,600,816 -$3,775,313 +$7,825,503 VYM, VUG, DFAC, IJR, IVV 13F-HR 14 Apr 2025, 17:13
Q4 2024 168 $298,627,815 +$15,463,776 -$4,099,255 +$11,364,521 VUG, VYM, DFAC, IJR, IVV 13F-HR 17 Jan 2025, 11:52
Q3 2024 168 $288,216,885 +$17,872,620 -$4,431,511 +$13,441,109 VYM, DFAC, VUG, IJR, IVV 13F-HR 15 Oct 2024, 17:08
Q2 2024 165 $258,772,175 +$15,706,191 -$1,424,051 +$14,282,140 DFAC, VUG, VYM, IJR, IVV 13F-HR 31 Jul 2024, 17:06
Q1 2024 158 $241,866,003 +$13,531,069 -$2,455,112 +$11,075,957 DFAC, VYM, VUG, IJR, IVV 13F-HR 29 Apr 2024, 13:01
Q4 2023 147 $217,591,594 +$11,090,738 -$4,122,884 +$6,967,854 DFAC, VYM, VUG, IJR, IVV 13F-HR 30 Jan 2024, 11:38
Q3 2023 144 $192,437,843 +$7,262,483 -$3,137,777 +$4,124,706 DFAC, VYM, VUG, IJR, IVV 13F-HR 16 Oct 2023, 09:44
Q2 2023 147 $195,318,942 +$14,575,075 -$1,519,135 +$13,055,940 DFAC, VYM, VUG, IJR, IVV 13F-HR 17 Jul 2023, 09:56
Q1 2023 136 $173,893,435 +$7,366,711 -$4,186,906 +$3,179,805 VYM, DFAC, VUG, IJR, IVV 13F-HR 02 May 2023, 10:44
Q4 2022 136 $162,947,593 +$12,314,660 -$2,898,459 +$9,416,201 VYM, DFAC, IJR, VUG, IVV 13F-HR 19 Jan 2023, 15:14
Q3 2022 126 $144,110,000 +$9,072,267 -$1,706,089 +$7,366,178 VYM, DFAC, VUG, IVV, IJR 13F-HR 24 Oct 2022, 11:12
Q2 2022 125 $147,035,000 +$10,749,869 -$5,650,719 +$5,099,150 VYM, DFAC, VUG, IVV, AOK 13F-HR 18 Jul 2022, 10:55
Q1 2022 130 $164,647,000 +$9,602,489 -$997,670 +$8,604,819 DFAC, VYM, VUG, IVV, AOK 13F-HR 29 Apr 2022, 15:29
Q4 2021 122 $154,345,000 $0 $0 $0 DFAC, VYM, VUG, IVV, AOK 13F-HR 11 Feb 2022, 14:33