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Manager record

Innovative Advisory Group, LLC

CIK 2156202 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$912.21MReported 13F valueQ2 2026 · as filed
1,309Holdings listed
1Quarters on record
Sep 23Latest filed
Reported 13F value by quarter, Q2 2026 to Q2 2026Q2 2026: $912.2M$912.2MQ2 20261,309 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Sep 23 2026 13F-HR · period Q2 2026

$105.34M · 242 holdings listed · View original SEC filing ↗
Sep 23 2026 13F-HR · period Q2 2026

$162.51M · 262 holdings listed · View original SEC filing ↗
Sep 23 2026 13F-HR · period Q2 2026

$157.10M · 249 holdings listed · View original SEC filing ↗
Sep 23 2026 13F-HR · period Q2 2026

$115.19M · 239 holdings listed · View original SEC filing ↗
Sep 23 2026 13F-HR · period Q2 2026

$118.44M · 255 holdings listed · View original SEC filing ↗
Sep 22 2026 13F-HR · period Q2 2026

$121.75M · 31 holdings listed · View original SEC filing ↗
Sep 22 2026 13F-HR · period Q2 2026

$131.89M · 31 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Sep 23, 2026 · Change methodology