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Innovative Asset Advisors Group, LLC

Q1 2026 13F Holdings

  • Location
    shelton, CT
  • Num holdings

    1,039

  • Value ($000)

    $173,174

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0002127147
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION COM

COM
67066G104
$25.39M
15 %

145,575

A
AAPL

APPLE INC COM

COM
037833100
$8.8M
5 %

34,689

M
MSFT

MICROSOFT CORP COM

COM
594918104
$6.48M
4 %

17,502

A
AMZN

AMAZON COM INC COM

COM
023135106
$4.45M
3 %

21,347

G
GOOG

ALPHABET INC CAP STK CL C

CL C
02079K107
$3.43M
2 %

11,954

A
AVGO

BROADCOM INC COM

COM
11135F101
$3.42M
2 %

11,052

G
GQ9

SPDR GOLD SHARES

ETF
78463V107
$3.02M
2 %

7,020

---

NEBIUS GROUP N.V. SHS CLASS A

CL A
N97284108
$2.53M
2 %

24,400

D
DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

ETF
25434V708
$2.51M
2 %

64,629

G
GOOGL

ALPHABET INC CAP STK CL A

CL A
02079K305
$2.11M
1 %

7,351

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