DOSSIER · 13F-HR · Q1 2026

Innovative Asset Advisors Group, LLC

$173M in tracked AUM across 1,040 positions as of Q1 2026.

IA
CIK 0002127147 · last filed Mar 31, 2026
Total AUM
$173M
as of Q1 2026
Holdings
1,040
positions
Whale Score
42
42
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Innovative Asset Advisors Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION COM
$25M146K14.7%
02
AAPL
APPLE INC COM
$9M35K5.1%
03
MSFT
MICROSOFT CORP COM
$6M18K3.7%
04
AMZN
AMAZON COM INC COM
$4M21K2.6%
05
GOOG
ALPHABET INC CAP STK CL C
$3M12K2.0%
06
AVGO
BROADCOM INC COM
$3M11K2.0%
07
GLD
SPDR GOLD SHARES
$3M7K1.7%
08
N97284108
NEBIUS GROUP N.V. SHS CLASS A
$3M24K1.5%
09
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
$3M65K1.5%
10
GOOGL
ALPHABET INC CAP STK CL A
$2M7K1.2%

Filing history

2026Q1Mar 31
$173M
1,040 positionsView →