Innovative Advisory Group, LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Lexington, MA
CIK
0002156202
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 31 131,885 BIL, GLD, SLV, AAPL 13F-HR 9/21/2026 000175496026000803
Q1 2026 31 121,750 BIL, GLD, SLV, BITB 13F-HR 9/21/2026 000175496026000804
Q4 2025 249 157,102 GLD, BOXX, SLV, BIL 13F-HR 9/22/2026 000175496026000810
Q3 2025 262 162,506 BOXX, GLD, BIL, BITB 13F-HR 9/22/2026 000175496026000809
Q2 2025 255 118,442 BIL, GLD, BITB, SLV 13F-HR 9/22/2026 000175496026000808
Q1 2025 242 105,335 BIL, GLD, AAPL, BITB 13F-HR 9/22/2026 000175496026000807
Q4 2024 239 115,188 BIL, GLD, AAPL, GBTC 13F-HR 9/22/2026 000175496026000806