DOSSIER · 13F-HR · Q3 2026
Vannoy Advisory Group, Inc.
$173M in tracked AUM across 28 positions as of Q3 2026.
VA
CIK 0002011808 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Vannoy Advisory Group, Inc. reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 58.9%, rising from $99.28 million to $157.79 million. This substantial increase indicates a combination of strong market performance on existing holdings and significant net capital inflows or client contributions. The portfolio is highly concentrated, consisting of only 29 holdings, which suggests a st...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.