Innovative Advisory Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on December 31, 2025. The filing, dated December 31, 2025, lists the firm's address as 394 Lowell Street, Suite 8, Lexington, MA 02420, and identifies Aryn Sands as the authorized agent.
The report details a portfolio of 249 individual equity securities. The largest position disclosed is in Apple Inc., where the firm holds 37,647 shares of common stock. The firm also holds significant stakes in Microsoft Corporation (614 shares), NVIDIA Corporation (210 shares), and Taiwan Semiconductor Manufacturing Company (5 shares). Other notable holdings include shares in Alphabet Inc. Class A (213 shares), Amazon.com Inc. (731 shares), and Meta Platforms, Inc. (470 shares).
The filing also includes a substantial allocation to cryptocurrency-related assets. The firm holds 218,998 shares in the Bitwise Bitcoin ETF Trust, 209,071 shares in the Bitwise Ethereum ETF, and 35,929 shares in the Fidelity Wise Origin Bitcoin Shares. Additionally, the firm holds 25,193 shares in the Grayscale Bitcoin Mini Trust and 52,365 shares in the Grayscale Bitcoin Trust ETF Shares.
The portfolio includes a mix of traditional equities and exchange-traded funds (ETFs). Notable ETF holdings include the Invesco QQQ Trust (3,001 put options), the SPDR S&P 500 ETF Trust (248 shares), and the iShares Silver Trust (246,933 shares). The firm also holds various physical precious metal trusts, including Sprott Asset Management LP Physical Gold Trust (10,149 shares) and Sprott Asset Management LP Physical Silver Trust (3,900 shares).
