William H. Speacht

Innovative Asset Advisors Group, Llc

Assets Managed

$173.174M

Holdings

1039

Last Quarter

2026 - Q1

Filed Date

1mo 3d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Innovative Asset Advisors Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1039 positions.

Assets under management

The assets under management (AUM) of Innovative Asset Advisors Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 173.174M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by William H. Speacht, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity New Position	14.67%	$25.39M 145,575 shares@ $174.41 avg price	New Position
AAPL Apple Inc Recent Activity New Position	5.09%	$8.804M 34,689 shares@ $253.79 avg price	New Position
MSFT Microsoft Corp Recent Activity New Position	3.75%	$6.479M 17,502 shares@ $370.17 avg price	New Position
AMZN Amazon.com Inc Recent Activity New Position	2.57%	$4.446M 21,347 shares@ $208.28 avg price	New Position
GOOG Alphabet Inc-cl C Recent Activity New Position	1.99%	$3.429M 11,954 shares@ $286.87 avg price	New Position
AVGO Broadcom Inc Recent Activity New Position	1.98%	$3.421M 11,052 shares@ $309.51 avg price	New Position
GLD Spdr Gold Shares Recent Activity New Position	1.75%	$3.021M 7,020 shares@ $430.3 avg price	New Position
NBIS Nebius Group Nv Recent Activity New Position	1.47%	$2.532M 24,400 shares@ $103.76 avg price	New Position
DFAC Dimensional Us Core Equity 2 Recent Activity New Position	1.46%	$2.511M 64,629 shares@ $38.86 avg price	New Position
GOOGL Alphabet Inc-cl A Recent Activity New Position	1.23%	$2.114M 7,351 shares@ $287.57 avg price	New Position

1-10 of 1039