Garrett Wealth Advisory Group, LLC has submitted its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is essential for understanding the company's asset management strategies and provides insights into its investment decisions.
Background
Garrett Wealth Advisory Group, LLC is an investment advisory firm based in Weatherford, Texas. The company is categorized under the SIC description of investment advice. Its recent filings include multiple 13F-HR reports, with the latest one submitted on October 22, 2026.
What the Filing Says
The 13F-HR report filed on October 22, 2026, indicates that Garrett Wealth Advisory Group continues to actively manage its investment portfolio. However, specific details regarding the holdings were not disclosed in the filing.
Impact
This filing may affect various stakeholders, including clients of Garrett Wealth Advisory Group, its competitors in the investment advisory industry, and market analysts looking to understand trends in asset management.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report was filed on October 22, 2026, and is effective as of the reporting period ending September 30, 2026. The filing includes two documents, one being the primary document and the other an information table detailing the firm's holdings.
Contact Information
Garrett Wealth Advisory Group, LLC is located at 201 Fort Worth Hwy, Weatherford, TX 76086. For inquiries, they can be reached at (817) 550-6750.
Additional Information
The filing does not provide specific details about the investment holdings or any changes in the portfolio compared to previous filings. Furthermore, there are no insights into the firm's investment strategy or outlook for future investments included in this report.