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Innovative Asset Advisors Group, LLC

hedge fundUpdated 36 days ago

Managed by Innovative Asset Advisors Group, Llc • Latest filing Q2 2026

Portfolio value
$228.6M
Q2 2026
Filings
2
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Top holdings

287 positions as of Q2 2026

View filing
N

NVIDIA CORPORATION COM

Value
$29M
Shares
145.2K
% Port
12.71%
A

ASML HLDG NV N Y REGISTRY SHS

Value
$12M
Shares
6.0K
% Port
5.23%
A

APPLE INC COM

Value
$10.4M
Shares
35.8K
% Port
4.54%
C
4.CSQ

CALAMOS AUTOCALLABLE INCOME ETF

Value
$10M
Shares
367.9K
% Port
4.38%
M

MICROSOFT CORP COM

Value
$6.9M
Shares
18.5K
% Port
3.01%
N

NEBIUS GROUP N.V. SHS CLASS A

Value
$6.1M
Shares
22.0K
% Port
2.65%
A

AMAZON COM INC COM

Value
$5.3M
Shares
22.1K
% Port
2.30%
A
8.AMD

ADVANCED MICRO DEVICES INC COM

Value
$5.2M
Shares
8.9K
% Port
2.27%
A

BROADCOM INC COM

Value
$4.4M
Shares
11.7K
% Port
1.93%
G

ALPHABET INC CAP STK CL C

Value
$4.3M
Shares
12.2K
% Port
1.88%
I
11.ICE

INTERCONTINENTAL EXCHANGE INC COM

Value
$3.3M
Shares
26.5K
% Port
1.43%
B
12.BE

BLOOM ENERGY CORP COM CL A

Value
$3.1M
Shares
10.2K
% Port
1.36%
G

ALPHABET INC CAP STK CL A

Value
$3M
Shares
8.3K
% Port
1.30%
?
14.N/A

DIMENSIONAL U.S. CORE EQUITY 2 ETF

Value
$2.6M
Shares
59.4K
% Port
1.15%
S
15.SPY

STATE STREET SPDR S&P 500 ETF

Value
$2.5M
Shares
3.4K
% Port
1.12%
C
16.CSQ

CALAMOS LADDERED S&P 500 STRUCTURED ALT PROTECTION ETF

Value
$2.4M
Shares
86.8K
% Port
1.06%
V
17.VGES

VANGUARD S&P 500 ETF

Value
$2.4M
Shares
3.5K
% Port
1.05%
G
18.GLD

SPDR GOLD SHARES

Value
$2.4M
Shares
6.4K
% Port
1.03%
V
19.VRT

VERTIV HOLDINGS CO COM CL A

Value
$2.3M
Shares
7.0K
% Port
1.02%
C
20.CAT

CATERPILLAR INC COM

Value
$2.3M
Shares
2.2K
% Port
1.02%

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