Innovative Advisory Group, LLC has filed its Form 13F-HR, disclosing equity securities held as of September 30, 2026. The filing lists a total of 32 separate positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with a significant allocation to the Bitcoin and Ethereum markets. The firm holds 485,965 shares of the Bitwise Bitcoin ETF Trust and 960,472 shares of the Bitwise Ethereum ETF Trust. Additionally, the firm holds 2,228,958 shares of the Fidelity Wise Origin Bitcoin Shares and 4,351,233 shares of the Grayscale Bitcoin Trust ETF Shares.
Among individual equities, the firm’s largest position is in the Innovator ETFs Trust Equity Defi July fund, with 5,363,351 shares. Other notable individual stock holdings include the Innovator ETFs Trust Equity Defi September fund (5,221,058 shares), the Innovator ETFs Trust Equity Defnd 1Yr fund (5,448,640 shares), and the iShares Silver Trust (4,809,095 shares).
Individual company holdings include 4,352 shares of Alphabet Inc. Class C Stock, 13,697 shares of Apple Inc., 7,233 shares of American Express Co., and 2,016 shares of Tesla Inc.
