Innovative Advisory Group, LLC has filed its Form 13F-HR for the period ending September 30, 2025, disclosing a portfolio of 262 equity securities. The firm, headquartered at 394 Lowell Street, Suite 8 in Lexington, Massachusetts, reported no changes in the number of holdings compared to the previous quarter.
The portfolio is diversified across various sectors, with significant positions in large-cap technology and cryptocurrency-related assets. Apple Inc. remains the largest holding, with 37,746 shares. Other major technology positions include Microsoft Corporation (614 shares), NVIDIA Corporation (246 shares), and Alphabet Inc. (Class A and Class C shares totaling 753 shares).
The filing also reveals substantial exposure to the cryptocurrency market through various exchange-traded funds. The firm holds shares in the Bitwise Bitcoin ETF, the Grayscale Bitcoin Trust, and the Grayscale Ethereum Trust, among others. These positions include 17,714 shares of the Bitwise Bitcoin ETF and 65,771 shares of the Grayscale Ethereum Trust.
Additionally, the portfolio includes notable stakes in energy and industrial companies, such as Exxon Mobil Corporation (1,444 shares) and Caterpillar Inc. (110 shares). The filing lists Aryn Sands as the authorized representative for the firm.
