Arkolith/Funds/Asset Advisory Group, Inc.

Asset Advisory Group, Inc.

CIK 2110402
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Asset Advisory Group, Inc. holds a diversified book of 125 reported positions worth $228.8M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Public Storage and trimmed Apple Inc. Their largest long position is Apple Inc at 8% of the reported non-option book. Cloning the disclosed picks since 2026 would be +9% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+8.8%
+16.0%/yr · since Feb '26
Their reported book
+8.2%
held from quarter-end
S&P 500
+13.4%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26May '26Jun '26Jul '26Sep '26
Asset Advisory Group, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Asset Advisory Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
44%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

47% mapped to company sectors

ETFs / funds
53%
Information Technology
18%
Financials
12%
Consumer Discretionary
6%
Industrials
4%
Health Care
3%
Consumer Staples
1%
Materials
1%

+4 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Asset Advisory Group, Inc.

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.8 / 80$4.4B
Prospect Hill Management, LLC8 / 80$240.9M
Hoffman, Alan N Investment Management9 / 80$154.4M
Blackhill Capital Inc18 / 80$2.1B
Ardent Capital Management, Inc.21 / 80$206.7M
9823 Capital, L.P.8 / 80$126.0M
Vista Capital Partners, Inc.46 / 80$951.6M
XP Advisory US, Inc.17 / 80$149.6M

Ranked by the share of each fund's own book sitting in the names it shares with Asset Advisory Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

125 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$18.6M64.4K
8.1%
−1.7%
Reduced · −1K sh
2Vanguard Scottsdale FDS
SHRT TRM CORP BD
$11.9M150.3K
5.2%
+6.6%
Added · +9K sh
3Berkshire Hathaway Inc Del
CL B NEW
$11.6M23.2K
5.1%
−0.5%
Reduced · −110 sh
4Keycorp
COM
$11.0M479.1K
4.8%
−0.2%
Reduced · −1K sh
5Dimensional ETF Trust
US CORE EQUITY 2
$9.3M209.0K
4.1%
+10%
Added · +19K sh
6Vanguard Index FDS
GROWTH ETF
$8.7M101.2K
3.8%
+494%
Added · +84K sh
7Vanguard Specialized Funds
DIV APP ETF
$8.5M35.8K
3.7%
+2.3%
Added · +794 sh
8Schwab Strategic TR
US DIVIDEND EQ
$7.7M243.0K
3.4%
+1.1%
Added · +3K sh
9State STR SPDR S&P 500 ETF T
TR UNIT
$7.3M9.7K
3.2%
−0.2%
Reduced · −24 sh
10Pimco ETF TR
MULTISECTOR BD
$7.0M264.3K
3.1%
+4.0%
Added · +10K sh
11J P Morgan Exchange Traded F
INCOME ETF
$7.0M151.1K
3.0%
+8.7%
Added · +12K sh
12Schwab Strategic TR
US BRD MKT ETF
$6.7M229.8K
2.9%
−1.2%
Reduced · −3K sh
13Select Sector SPDR TR
STATE STREET TEC
$5.7M30.1K
2.5%
+4.2%
Added · +1K sh
14Invesco QQQ TR
UNIT SER 1
$4.9M6.7K
2.2%
+8.0%
Added · +496 sh
15Tesla Inc
COM
$4.5M10.7K
2.0%
Held
16Amazon Com Inc
COM
$4.1M17.2K
1.8%
+9.9%
Added · +2K sh
17Alphabet Inc
CAP STK CL A
$3.7M10.3K
1.6%
+0.1%
Added · +13 sh
18Microsoft Corp
COM
$3.6M9.7K
1.6%
−0.2%
Reduced · −21 sh
19Alphabet Inc
CAP STK CL C
$3.3M9.4K
1.4%
+7.7%
Added · +671 sh
20Vanguard Index FDS
REAL ESTATE ETF
$3.3M34.1K
1.4%
+7.1%
Added · +2K sh
21Vanguard Star FDS
VG TL INTL STK F
$3.1M36.2K
1.4%
+23%
Added · +7K sh
22Ishares TR
CORE MSCI EAFE
$3.1M31.7K
1.3%
+1.1%
Added · +358 sh
23Ishares Inc
MSCI WORLD ETF
$2.7M13.4K
1.2%
+0.4%
Added · +55 sh
24JPMorgan Chase & Co
COM
$2.7M8.1K
1.2%
Held
25Schwab Strategic TR
FUNDAMENTAL US L
$2.5M81.7K
1.1%
−0.2%
Reduced · −133 sh
26Vanguard Index FDS
VALUE ETF
$2.5M11.6K
1.1%
+31%
Added · +3K sh
27Nvidia Corporation
COM
$2.3M11.4K
1.0%
−0.3%
Reduced · −34 sh
28Vanguard Index FDS
TOTAL STK MKT
$2.3M6.1K
1.0%
−0.8%
Reduced · −51 sh
29Caterpillar Inc
COM
$2.2M2.1K
1.0%
Held
30Meta Platforms Inc
CL A
$2.0M3.6K
0.9%
−3.8%
Reduced · −143 sh
31Ishares TR
RUSSELL 2000 ETF
$2.0M6.5K
0.9%
−1.5%
Reduced · −101 sh
32Home Depot Inc
COM
$1.9M5.3K
0.8%
−1.3%
Reduced · −72 sh
33Johnson & Johnson
COM
$1.9M7.3K
0.8%
Held
34Dimensional ETF Trust
US SMALL CAP ETF
$1.6M19.7K
0.7%
+75%
Added · +8K sh
35Deere & Co
COM
$1.5M2.3K
0.6%
−7.8%
Reduced · −193 sh
36Ishares TR
SELECT DIVID ETF
$1.4M9.2K
0.6%
+0.3%
Added · +29 sh
37Ishares TR
PFD AND INCM SEC
$1.3M44.1K
0.6%
+0.8%
Added · +361 sh
38Dimensional ETF Trust
INTL CORE EQUITY
$1.3M35.0K
0.6%
+5.5%
Added · +2K sh
39Exxon Mobil Corp
COM
$1.2M8.8K
0.5%
~0%
Added · +3 sh
40Philip Morris Intl Inc
COM
$1.2M6.6K
0.5%
Held
41Intel Corp
COM
$1.1M7.8K
0.5%
−1.9%
Reduced · −150 sh
42Ishares TR
RUS MID CAP ETF
$1.1M9.6K
0.5%
+0.1%
Added · +8 sh
43Cencora Inc
COM
$929K3.3K
0.4%
+85%
Added · +2K sh
44Bristol-Myers Squibb Co
COM
$925K16.1K
0.4%
Held
45Vanguard Index FDS
MID CAP ETF
$924K11.5K
0.4%
+303%
Added · +9K sh
46Public Storage Oper Co
COM
$862K2.7K
0.4%
New
New position
47Lockheed Martin Corp
COM
$849K1.7K
0.4%
Held
48TJX Cos Inc New
COM
$845K5.6K
0.4%
+0.1%
Added · +4 sh
49Dimensional ETF Trust
WORLD EX US CORE
$765K20.8K
0.3%
−4.2%
Reduced · −909 sh
50Rockwell Automation Inc
COM
$754K1.5K
0.3%
Held
Showing 50 of 125 positions
Build

Ask your agent what Asset Advisory Group, Inc. owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2110402/holdings"
Ask your agent
Use Arkolith to show Asset Advisory Group, Inc.'s latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

$228.8M · Q2 2026Q4 2025 · $200.2MQ2 2026 · $228.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 20269d125$228.8M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202616d116$199.3M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d120$200.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.