Investment Advisory Services Group LLC has filed its latest 13F-HR report, which reveals a total of $149.7 million in assets under management as of September 30, 2026. This filing is important as it provides insight into the firm's investment strategies and portfolio allocations.

The report indicates a continued focus on leading companies in the technology and consumer sectors, with significant investments in firms like Alphabet Inc., Amazon.com Inc., and Apple Inc. This update is particularly relevant for the investment advisory industry, as it reflects ongoing trends in asset management and investment strategies.

Background

Investment Advisory Services Group LLC is a Florida-based investment advisory firm. It operates under the SEC file number 028-26072 and has been filing 13F reports regularly. The firm’s recent filings include:

  • November 10, 2026 - 13F-HR
  • July 29, 2026 - 13F-HR
  • April 28, 2026 - 13F-HR
  • February 4, 2026 - 13F-HR

What the Filing Says

The latest filing states, "The total value of the securities held by the firm is $149,677,781, with a total of 40 entries in the information table." This data underscores the firm’s active management approach.

Impact

This filing may affect various stakeholders, including clients, competitors, and industry analysts. Clients can assess the firm's investment performance and strategy, while competitors may analyze the firm's asset allocation to inform their own strategies.

What's Next

The filing does not say what happens next.