Innovative Advisory Group, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on March 31, 2026. The filing, submitted on September 21, 2026, lists the firm's total holdings across 31 distinct positions.
The portfolio is dominated by exchange-traded funds (ETFs) and digital asset trusts. The largest holding is the SPDR Gold Trust, which comprises 34,281 shares. This is followed by the iShares Silver Trust, with 103,833 shares, and the iShares MSCI Emerging Markets ETF, which holds 2,815 shares.
The filing also reveals significant exposure to the cryptocurrency market. The firm holds shares in multiple Bitcoin and Ethereum trusts, including the Bitwise Bitcoin ETF Trust (118,482 shares), the Grayscale Bitcoin Trust ETF Shares (46,714 shares), and the Bitwise Ethereum ETF Shares (65,455 shares).
Among individual equities, Apple Inc. is the largest holding with 13,898 shares. Other notable individual stock positions include Alphabet Inc. Class C shares (4,432 shares), American Express Company (723 shares), and Bank of America Corporation (5,500 shares).
