Investment Advisory Services Group LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 40 positions held by the firm.
The largest position disclosed in the portfolio is a holding in the Capital Group Dividend Value Shares CREAT Unit, for which the firm reported ownership of 182,773 shares. The portfolio also includes significant positions in the iShares Core MSCI Total International Stock ETF, with 115,304 shares, and the iShares Core S&P 500 ETF, with 37,935 shares.
Among the individual stock holdings, the firm reported owning 116,763 shares of Amazon.com Inc. and 10,078 shares of Apple Inc. Other notable individual stock positions include shares of Microsoft Corporation, Netflix Inc., and NVIDIA Corporation. The filing also includes several exchange-traded funds, such as the Fidelity Covington Trust High Dividend ETF, the iShares 0-3 Month Treasury ETF, and the Vanguard Index Funds Morningstar Total Stock Market ETF.
