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Filers›Asset Manager›Ipsen Advisor Group LLC
DOSSIER · 13F-HR · Q1 2026

Ipsen Advisor Group LLC

Ipsen Advisor's asset manager based in Boston, MA — $143M in tracked AUM across 104 positions as of Q1 2026.

IA
Ipsen Advisor·Boston, MA·Asset Manager
CIK 0001964922 · last filed Mar 31, 2026
Total AUM
$143M
▼ 8.6%
vs prior
Holdings
104
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
26% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Ipsen Advisor 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
464288406
ISHARES TR
$7M85K5.0%
02
IMCG
ISHARES TR
$6M81K4.4%
03
ISCG
ISHARES TR
$6M115K4.4%
04
JPSE
J P MORGAN EXCHANGE TRADED F
$6M116K4.2%
05
RWK
INVESCO EXCH TRADED FD TR II
$6M46K4.1%
06
ILCG
ISHARES TR
$5M53K3.5%
07
FBND
FIDELITY MERRIMACK STR TR
$5M106K3.4%
08
DBEF
DBX ETF TR
$4M89K3.1%
09
HSCZ
ISHARES TR
$4M102K2.8%
10
ISCV
ISHARES TR
$4M56K2.7%

Filing history

Filing history loading…
AI Agent · grounded in Ipsen
haiku-4-5 · 104 positions indexed
Sector mix
  • Tech26%
  • Financials4%
  • Cons. Disc.6%
  • Industrials51%
  • Energy10%
  • Other3%
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