SEC Form 13F · Q2 2026

Innovative Asset Advisors Group, LLC

Institutional Holdings Report

13F-HRCT
$228.6M
Portfolio Value
287
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Innovative Asset Advisors Group, LLC
CIK
2127147
Accession No.
0002127147-26-000002
Location
SHELTON, CT
Form Type
13F-HR
Portfolio Value
$228.6M
Holdings Reported
287
Reporting Period
Q2 2026
Filed
August 5, 2026

About this Filing

Innovative Asset Advisors Group, LLC is an institutional investment manager based in SHELTON, CT reporting approximately $228.6M in 13(f) securities across 287 positions as of Q2 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.