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Jim Cullen

Asset Advisory Group, Inc.

Assets Managed
$228.777M
Holdings
125
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
14.81%(2Q avg: 7.18%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Asset Advisory Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Asset Advisory Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 228.777M in assets, with a quarterly growth rate of 14.81% and a 2-quarter average growth rate of 7.18%. The portfolio is managed by Jim Cullen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.66%
8.15%
$18.626M
64,371 shares@ $289.36 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 6.59%
5.2%
$11.875M
150,258 shares@ $79.04 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.47%
5.09%
$11.633M
23,248 shares@ $500.4 avg price
KEY
Keycorp
Recent Activity
Decreased -0.23%
4.83%
$11.044M
479,123 shares@ $23.06 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 10.12%
4.06%
$9.272M
209,020 shares@ $44.37 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 493.97%
3.81%
$8.713M
101,152 shares@ $86.15 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 2.27%
3.71%
$8.477M
35,826 shares@ $236.63 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 1.13%
3.37%
$7.704M
242,951 shares@ $31.72 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.24%
3.18%
$7.274M
9,740 shares@ $746.77 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 4.04%
3.07%
$7.009M
264,308 shares@ $26.53 avg price

1-10 of 125