Arkolith/Funds/Innovative Asset Advisors Group, LLC

Innovative Asset Advisors Group, LLC

CIK 2127147
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Innovative Asset Advisors Group, LLC holds a diversified book of 287 reported positions worth $228.6M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Calamos Autocallable Inc ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 13% of the reported non-option book. Cloning the disclosed picks since 2026 would be -1% (-1.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
59
bought for the first time
+56 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
812
exited the position entirely
+809 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
-0.7%
-1.9%/yr · since May '26
Their reported book
+11.9%
held from quarter-end
S&P 500
+2.6%
same window
$10K$10K$10K$10K$11KMay '26Jun '26Jul '26Jul '26Aug '26Sep '26
Innovative Asset Advisors Group, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +11.9%, a 12.6-point gap that is the cost of the ~36-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Innovative Asset Advisors Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 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
30%
Top 10 holdings
41%
Top 20 holdings
52%

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

71% mapped to company sectors

Information Technology
44%
ETFs / funds
27%
Industrials
7%
Financials
7%
Consumer Discretionary
5%
Health Care
3%
Materials
2%
Energy
1%

+5 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
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Innovative Asset Advisors Group, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Graticule Asia Macro Advisors LLC8 / 80$1.3B
Pandowealth. LLC8 / 80$114.5M
Prospect Hill Management, LLC8 / 80$236.8M
Draper Asset Management, LLC11 / 80$180.5M
Howard Hughes Medical Institute19 / 80$385.7M
Hoey Investments, Inc50 / 80$645.9M
Boxwood Ventures, Inc.18 / 80$139.4M

Ranked by the share of each fund's own book sitting in the names it shares with Innovative Asset Advisors Group, LLC: 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.

287 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation Com
COM
$29.0M145.2K
12.7%
−0.3%
Reduced · −411 sh
2ASML Hldg NV N Y Registry SHS
N Y REGISTRY SHS
$12.0M6.0K
5.2%
+784%
Added · +5K sh
3Apple Inc Com
COM
$10.4M35.8K
4.5%
+3.3%
Added · +1K sh
4Calamos Autocallable Income ETF
AUTOCALLABLE INCOME ETF
$10.0M367.9K
4.4%
New
New position
5Microsoft Corp Com
COM
$6.9M18.5K
3.0%
+5.4%
Added · +950 sh
6Nebius Group N.V. SHS Class A
CLASS A
$6.1M22.0K
2.7%
−9.9%
Reduced · −2K sh
7Amazon Com Inc Com
COM
$5.3M22.1K
2.3%
+3.5%
Added · +749 sh
8Advanced Micro Devices Inc Com
COM
$5.2M8.9K
2.3%
+4.7%
Added · +401 sh
9Broadcom Inc Com
COM
$4.4M11.7K
1.9%
+5.6%
Added · +615 sh
10Alphabet Inc Cap STK CL C
CLASS C
$4.3M12.2K
1.9%
+1.7%
Added · +201 sh
11Intercontinental Exchange Inc Com
COM
$3.3M26.5K
1.4%
New
New position
12Bloom Energy Corp Com CL A
CLASS A
$3.1M10.2K
1.4%
−3.7%
Reduced · −391 sh
13Alphabet Inc Cap STK CL A
CLASS A
$3.0M8.3K
1.3%
+13%
Added · +971 sh
14Dimensional U.S. Core Equity 2 ETF
U.S. CORE EQUITY 2 ETF
$2.6M59.4K
1.2%
−8.0%
Reduced · −5K sh
15State Street SPDR S&P 500 ETF
S&P 500 ETF
$2.5M3.4K
1.1%
New
New position
16Calamos Laddered S&P 500 Structured Alt Protection ETF
LADDERED S&P 500 ETF
$2.4M86.8K
1.1%
New
New position
17Vanguard S&P 500 ETF
S&P 500 ETF
$2.4M3.5K
1.0%
+9.8%
Added · +312 sh
18SPDR Gold Shares
GOLD SHARES
$2.4M6.4K
1.0%
−8.6%
Reduced · −601 sh
19Vertiv Holdings Co Com CL A
CLASS A
$2.3M7.0K
1.0%
−4.8%
Reduced · −352 sh
20Caterpillar Inc Com
COM
$2.3M2.2K
1.0%
+2.7%
Added · +58 sh
21Berkshire Hathaway Inc Del CL B New
CLASS B
$2.1M4.1K
0.9%
+2.1%
Added · +85 sh
22Vanguard Information Technology ETF
INFORMATION TECHNOLOGY ETF
$2.0M16.8K
0.9%
+731%
Added · +15K sh
23RTX Corporation Com
COM
$1.9M10.0K
0.8%
−3.7%
Reduced · −386 sh
24Vanguard Large-Cap ETF
LARGE-CAP ETF
$1.9M5.4K
0.8%
+5.0%
Added · +258 sh
25Home Depot Inc Com
COM
$1.8M5.0K
0.8%
−2.8%
Reduced · −146 sh
26Direxion Nasdaq-100 Equal Weighted Index ETF
NASDAQ-100 INDEX ETF
$1.7M14.1K
0.8%
−2.3%
Reduced · −338 sh
27Steel Dynamics Inc Com
COM
$1.7M7.4K
0.7%
~0%
Added · +3 sh
28Vanguard Total International Stock ETF
TOTAL INTERNATIONAL STOCK ETF
$1.7M19.8K
0.7%
+17%
Added · +3K sh
29Bankwell Finl Group Inc Com
COM
$1.6M26.9K
0.7%
New
New position
30Dimensional US Core Equity Market ETF
US CORE EQUITY MARKET ETF
$1.6M30.2K
0.7%
−2.1%
Reduced · −647 sh
31ExxonMobil Holdings Corp Com SHS
COM
$1.5M11.2K
0.7%
+2.1%
Added · +229 sh
32Meta Platforms Inc CL A
CLASS A
$1.5M2.7K
0.7%
+17%
Added · +377 sh
33Tesla Inc Com
COM
$1.5M3.5K
0.7%
−15%
Reduced · −616 sh
34JPMorgan Chase & Co Com
COM
$1.4M4.3K
0.6%
+7.1%
Added · +283 sh
35Dimensional Core Fixed Income ETF
FIXED INCOME ETF
$1.4M32.3K
0.6%
New
New position
36Johnson & Johnson Com
COM
$1.4M5.4K
0.6%
+4.5%
Added · +228 sh
37Lockheed Martin Corp Com
COM
$1.3M2.6K
0.6%
+0.7%
Added · +17 sh
38Dimensional US High Profitability ETF
US HIGH PROFITABILITY ETF
$1.2M29.4K
0.5%
−5.5%
Reduced · −2K sh
39Abbvie Inc Com
COM
$1.2M4.8K
0.5%
+5.5%
Added · +248 sh
40Intel Corp Com
COM
$1.2M8.6K
0.5%
+6.2%
Added · +499 sh
41Oracle Corp Com
COM
$1.2M8.1K
0.5%
+3.6%
Added · +279 sh
42Palantir Technologies Inc CL A
CLASS A
$1.2M10.0K
0.5%
−25%
Reduced · −3K sh
43Corning Inc Com
COM
$1.2M4.5K
0.5%
−19%
Reduced · −1K sh
44Dimensional World Ex U.S. Core Equity 2 ETF
WORLD EX U.S. CORE EQUITY 2 ETF
$1.2M31.4K
0.5%
−4.7%
Reduced · −2K sh
45Chevron Corporation Com
COM
$1.1M6.8K
0.5%
+0.4%
Added · +30 sh
46Pfizer Inc Com
COM
$1.1M46.5K
0.5%
−0.8%
Reduced · −355 sh
47Cisco Sys Inc Com
COM
$1.1M9.0K
0.5%
+5.7%
Added · +490 sh
48Dimensional U.S. Equity Market ETF
U.S. EQUITY MARKET ETF
$1.1M12.8K
0.5%
−2.1%
Reduced · −275 sh
49Vanguard Small-Cap ETF
SMALL-CAP ETF
$1.0M3.4K
0.5%
+652%
Added · +3K sh
50State Street Energy Select Sector SPDR ETF
ENERGY SELECT SECTOR SPDR ETF
$1.0M19.2K
0.4%
+0.2%
Added · +31 sh
Showing 50 of 287 positions
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Filing history

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

$228.6M · Q2 2026Q1 2026 · $173.2MQ2 2026 · $228.6M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202636d287$228.6M13F-HR
Q1 2026Mar 31, 2026May 12, 202642d1,040$173.2M13F-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.