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Disclosery

13F-HR filed by Investment Advisory Services Group LLC

Investment Advisory Services Group LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-29, with 37 holding rows worth $136,660,506.

Accession
0002099157-26-000004
Filer
CIK 2099157
Filed
2026-07-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 37 entries on the cover page, a total value of $136,660,506 stated on the cover page (in dollars after the unit check, H1), rows summing to $136,660,506 with VALUE read as dollars as filed, 13F file number 028-26072. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS36,617$27,421,916dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF503,662$22,911,582dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF219,027$11,076,175dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT166,902$8,224,948dollars as filed
Fidelity High Dividend ETF316092840SHS134,161$8,088,577dollars as filed
ISHARES TR46432F834COM81,425$7,771,202dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM23,714$7,184,651dollars as filed
Fidelity MSCI Information Technology Index ETF316092808SHS20,665$5,901,598dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF69,156$3,905,921dollars as filed
VTI922908769COM10,364$3,834,936dollars as filed
FIRST TR EXCHANGE TRADED FD33738R704RBA INDL ETF28,206$3,758,427dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF37,851$3,400,919dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,472$3,027,555dollars as filed
Apple Inc037833100COM9,889$2,861,340dollars as filed
Amazon.com, Inc023135106COM11,301$2,693,480dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS17,628$1,774,610dollars as filed
Microsoft Corp594918104COM4,744$1,769,501dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM28,134$1,729,104dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF22,771$1,161,327dollars as filed
Boeing Company097023105COM4,530$980,609dollars as filed
INVESCO QQQ TR46090E103COM1,209$890,196dollars as filed
WISDOMTREE TR97717X669US QTLY DIV GRT7,108$679,652dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS12,034$614,336dollars as filed
Tesla Motors, Inc88160R101COM1,408$592,205dollars as filed
Netflix, Inc64110L106COM7,178$512,509dollars as filed
NVIDIA Corp67066G104COM2,483$496,841dollars as filed
Berkshire Hathaway Inc084670702COM830$415,157dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F441FT VEST U.S EQT9,250$398,120dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS3,091$367,815dollars as filed
AT&T Inc00206R102COM16,486$341,260dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F458FT VEST US EQT7,800$325,060dollars as filed
META PLATFORMS INC CL A30303M102COM575$323,735dollars as filed
ISHARES TR464287523COM495$317,268dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS529$252,573dollars as filed
Eli Lilly and Company532457108COM190$227,892dollars as filed
UnitedHealth Group Inc91324P102COM523$217,216dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS2,392$210,293dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002099157-26-000004this filing2026-07-29acceptance time not in the bulk data set