DOSSIER · 13F-HR · Q1 2026

Ipsen Advisor Group LLC

$143M in tracked AUM across 104 positions as of Q1 2026.

IA
CIK 0001964922 · last filed Mar 31, 2026
Total AUM
$143M
as of Q1 2026
Holdings
104
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$143M 1.6%
104 positionsView →
2025Q4Dec 31
$141M 1.2%
102 positionsView →
2025Q3Sep 30
$139M 5.9%
103 positionsView →
2025Q2Jun 30
$131M 13.0%
100 positionsLocked
2025Q1Mar 31
$116M 0.7%
93 positionsLocked
2024Q4Dec 31
$117M 34.9%
93 positionsLocked
2022Q4Dec 31
$87M
100 positionsLocked