Innovative Advisory Group, LLC
Innovative Advisory Group, LLC reported 32 holdings worth US$137M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Innovative Advisory Group, LLC reported 32 holdings worth US$137M as of Sep 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Tesla, Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$137M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 13,697 | US$4.56M | 3.3% |
| Alphabet Inc (google) Class C | 5,642 | US$1.93M | 1.4% |
| Tesla, Inc. | 2,041 | US$724K | 0.53% |
| Viatris Inc. | 26,223 | US$465K | 0.34% |
| Belpointe Prep, Llc | 8,997 | US$369K | 0.27% |
| Entergy Corporation | 2,508 | US$249K | 0.18% |
| Microsoft Corp. | 452 | US$232K | 0.17% |
| American Express Company | 723 | US$220K | 0.16% |
| Strategy Inc | 1,383 | US$212K | 0.15% |