SEC Form 13F · Q1 2026

AG Asset Advisory, LLC

Institutional Holdings Report

13F-HRCA
$120.6M
Portfolio Value
25
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
AG Asset Advisory, LLC
CIK
1625008
Accession No.
0001625008-26-000002
Location
Los Angeles, CA
Form Type
13F-HR
Portfolio Value
$120.6M
Holdings Reported
25
Reporting Period
Q1 2026
Filed
April 29, 2026

About this Filing

AG Asset Advisory, LLC is an institutional investment manager based in Los Angeles, CA reporting approximately $120.6M in 13(f) securities across 25 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.