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AG Asset Advisory, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001625008

$123.6M

disclosed book value

28

positions

39%

largest position share

Positions, as of 2026-06-30

top 28 of 28 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1METAMETA PLATFORMS INC85,572$48.2M39%
2DFUSDIMENSIONAL ETF TRUST403,309$33.0M26.7%
3KNRGSIMPLIFY EXCHANGE TRADED FUN295,234$7.6M6.1%
4DFUVDIMENSIONAL ETF TRUST108,845$6.0M4.8%
5DFIVDIMENSIONAL ETF TRUST79,712$4.3M3.5%
6DFATDIMENSIONAL ETF TRUST53,783$3.8M3%
7DFASDIMENSIONAL ETF TRUST35,987$3.0M2.4%
8KBDCKAYNE ANDERSON BDC INC203,300$2.8M2.2%
9PCNPIMCO CORPORATE & INCM STRG177,270$2.1M1.7%
10PTYPIMCO CORPORATE & INCOME OPP164,641$2.0M1.6%
11KYNKAYNE ANDERSON ENERGY INFRST120,714$1.7M1.4%
12AMZNAMAZON COM INC6,411$1.5M1.2%
13AAPLAPPLE INC4,211$1.2M1%
14SPLVINVESCO EXCH TRADED FD TR II14,037$1.1M0.9%
15VTIVANGUARD INDEX FDS1,917$709,3670.6%
16NTAPNETAPP INC4,056$627,7070.5%
17SPYSTATE STR SPDR S&P 500 ETF T666$497,3490.4%
18CSCOCISCO SYS INC4,000$469,8400.4%
19DEDEERE & CO680$431,3440.3%
20IVVISHARES TR540$404,4010.3%
21GOOGALPHABET INC1,027$362,8700.3%
22BLKBLACKROCK INC350$336,5460.3%
23ATOATMOS ENERGY CORP1,700$292,8590.2%
24SPGIS&P GLOBAL INC714$290,7840.2%
25ABBVABBVIE INC1,130$284,3530.2%
26GOOGLALPHABET INC780$278,7490.2%
27GLDSPDR GOLD TR723$266,3390.2%
28EMBJEMBRAER S.A.3,250$207,3500.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.