Investment Advisory Group, LLC

RIA/Wealth

Investment Advisory Group, LLC is a RIA/Wealth based in Hanover, MA led by George Arthur Mccall, reporting $994.4M in AUM as of Q3 2025 with 81% ETF concentration.

PartnerGeorge Arthur Mccall

Portfolio Value: $367.4M
Positions: 188
Top Holding: VUG at 7.48%
Last Reported: Q3 2025

Address51 Mill St Building D, Suite 101, Hanover, MA, 02339, United States

Top Holdings

Largest long holdings in Investment Advisory Group, LLC's portfolio (40.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$27.5M	7.48%	+$1.3M Bought	— 57.3K shares	Q4 2021 Held for 3y 11m
2 Vanguard High Dividend Yield VYM	ETF ETF	$25.3M	6.88%	+$1.2M Bought	— 179.3K shares	Q4 2021 Held for 3y 11m
3 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$22.5M	6.13%	+$151.0K Bought	— 583.9K shares	Q4 2021 Held for 3y 11m
4 iShares Core S&P 500 ETF IVV	ETF ETF	$15.3M	4.18%	+$654.6K Bought	— 22.9K shares	Q4 2021 Held for 3y 11m
5 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$14.2M	3.86%	+$222.2K Bought	— 119.4K shares	Q4 2021 Held for 3y 11m
6 Dimensional U.S. Equity DFUS	ETF ETF	$12.8M	3.48%	+$1.1M Bought	— 176.5K shares	Q4 2021 Held for 3y 11m
7 iShares S&P 500 Growth ETF IVW	ETF ETF	$10.0M	2.73%	+$522.1K Bought	— 83.0K shares	Q4 2021 Held for 3y 11m
8 Apple AAPL	Consumer Electronics Technology	$8.1M	2.22%	+$166.5K Bought	0.00% 32.0K shares	Q4 2021 Held for 3y 11m
9 Vanguard Value VTV	ETF ETF	$7.6M	2.06%	-$22.9K Sold	— 40.7K shares	Q4 2021 Held for 3y 11m
10 iShares Core Moderate Allocation AOM	ETF ETF	$6.7M	1.82%	-$10.8K Sold	— 140.6K shares	Q4 2021 Held for 3y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Investment Advisory Group, LLC's latest filing

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GthenC

Market Value

$367.4M

Prior: $330.2M

Q/Q Change

+11.27%

+$37.2M

Net Flows % of MV

+3.86%

New Purchases

11 stocks

$2.9M

Added To

81 stocks

+$12.9M

Sold Out Of

2 stocks

$454.8K

Reduced Holdings

51 stocks

-$1.2M

Increased Positions

Position	Shares Δ	Change
1 Dimensional International Core Equity Market DFAI	New	0 → 11.6K +$422.7K
2 Linde LIN	New	0 → 775.0 +$368.3K
3 Avantis U.S. Small Cap Value AVUV	New	0 → 2.9K +$283.7K
4 SPDR Portfolio High Yield Bond SPHY	New	0 → 11.5K +$276.0K
5 Micron Technology MU	New	0 → 1.6K +$260.7K

Decreased Positions

Position	Shares Δ	Change
1 Honeywell International HON	Sold	1.0K → 0 −$236.7K
2 Philip Morris International PM	Sold	1.2K → 0 −$218.1K
3 Vertex Pharmaceuticals VRTX	-14.47%	712.0 → 609.0 −$40.3K
4 Abbott ABT	-11.37%	3.8K → 3.4K −$58.5K
5 iShares Russell Mid-Cap ETF IWR	-9.25%	8.6K → 7.8K −$77.1K