Ipsen Advisor Group LLC

SEC CIK
0001964922

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 29, 2026.SEC

Positions
107
+3 vs. Q1 2026
Total value
$155.49M
+$12.57M (+8.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Ipsen Advisor Group LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
ISHARES TR464288307MRGSTR MD CP GRW80,652$7.93M5.10%+151+0.2%Added–
ISHARES TR464288406MRGSTR MD CP VAL85,523$7.81M5.03%+589+0.7%Added–
ISHARES TR464288604MRGSTR SM CP GR115,986$7.6M4.89%+493+0.4%Added–
J P MORGAN EXCHANGE TRADED F46641Q845DIVERSFD EQT ETF116,107$6.99M4.49%+523+0.5%Added–
INVESCO EXCH TRADED FD TR II46138G672S&P MDCP 400 REV45,186$6.61M4.25%−973−2.1%Reduced–
ISHARES TR464287119MORNINGSTAR GRWT52,862$6.19M3.98%+34+0.1%Added–
DBX ETF TR233051200XTRACK MSCI EAFE90,144$4.92M3.17%+900+1.0%Added–
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF108,249$4.92M3.17%+2,330+2.2%Added–
ISHARES TR46435G839MSCI EAFE SMCP102,597$4.41M2.84%+390+0.4%Added–
ISHARES TR464288703MRNING SM CP ETF55,971$4.38M2.82%+160+0.3%Added–
ISHARES TR46434V274INTL EQTY FACTOR103,574$4.24M2.73%+4,796+4.9%Added–
ISHARES TR464288109MORNINGSTAR VALU36,517$3.7M2.38%+24,895+214.2%Added–
FLOFLOWERS FOODS INCCOM443,439$3.5M2.25%00.0%UnchangedView
GLOBAL X FDS37954Y830GLOBAL X COPPER39,829$3.07M1.97%+10.0%Added–
GLOBAL X LITHIUM & BATTERY TECH ETF37954Y855ETF37,097$2.9M1.87%−80.0%Reduced–
FIRST TR EXCHANGE TRADED FD33741X102SMID RISNG ETF65,909$2.84M1.83%+675+1.0%Added–
AAPLAPPLE INC COMStock9,691$2.8M1.80%−278−2.8%ReducedView
FIRST TR EXCHANGE-TRADED FD336917109SHS53,745$2.62M1.68%+53,745New–
FIRST TR EXCHNG TRADED FD VI33740F755FT LADD BUFF ETF69,457$2.54M1.63%+2,093+3.1%Added–
JANUS DETROIT STR TR47103U845HENDRSON AAA CL48,831$2.47M1.59%+705+1.5%Added–
WMTWALMART INC COMStock19,071$2.16M1.39%+1,265+7.1%AddedView
FIRST TR EXCHNG TRADED FD VI33740U752FT VEST NASD ETF52,653$2.07M1.33%+4,865+10.2%Added–
ISHARES TR46435G425ESG AWR MSCI USA11,556$1.89M1.22%+27+0.2%Added–
IAUISHARES GOLD TRUSTETF24,795$1.87M1.20%−896−3.5%ReducedView
INVESCO NASDAQ 100 ETF46138G649ETF5,670$1.72M1.10%−230−3.9%Reduced–
ISHARES INC464286319EM MKTS DIV ETF49,938$1.61M1.04%+1,312+2.7%Added–
INVESCO EXCH TRADED FD TR II46138E297S&P EMRNG MKTS57,742$1.61M1.03%+1,511+2.7%Added–
INVESCO QQQ TRUST SERIES I46090E103ETF2,086$1.54M0.99%−13−0.6%Reduced–
FIRST TR EXCHANGE-TRADED FD33733B100WTR ETF13,631$1.49M0.96%+1,305+10.6%Added–
JPMJPMORGAN CHASE & CO COMStock4,307$1.41M0.91%−12−0.3%ReducedView
ISHARES TR46435G516ESG AW MSCI EAFE12,668$1.3M0.84%+269+2.2%Added–
VANGUARD FINANCIALS ETF92204A405ETF9,595$1.26M0.81%+61+0.6%Added–
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF5,664$1.24M0.80%+10+0.2%Added–
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF7,823$1.24M0.80%+34+0.4%Added–
ISHARES CORE DIVIDEND GROWTH ETF46434V621ETF16,049$1.22M0.78%+51+0.3%Added–
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF22,119$1.17M0.76%+155+0.7%Added–
JBHTHUNT J B TRANS SVCS INCCOM3,974$1.15M0.74%+3,974NewView
AAAUGOLDMAN SACHS PHYSICAL GOLDUNIT27,834$1.1M0.71%+1,911+7.4%AddedView
AVGOBROADCOM INC COMStock2,905$1.1M0.71%−593−17.0%ReducedView
PEPPEPSICO INC COMStock8,085$1.09M0.70%+104+1.3%AddedView
MSFTMICROSOFT CORP COMStock2,810$1.05M0.67%+56+2.0%AddedView
TXNTEXAS INSTRS INC COMStock3,425$1.02M0.66%−75−2.1%ReducedView
GSGOLDMAN SACHS GROUP INC COMStock933$943.61K0.61%00.0%UnchangedView
SRESEMPRA COMStock9,738$902.79K0.58%+42+0.4%AddedView
ADIANALOG DEVICES INC COMStock2,053$815.52K0.52%−321−13.5%ReducedView
STATE STREET MATERIALS SELECT SECTOR SPDR ETF81369Y100ETF15,645$795.21K0.51%+59+0.4%Added–
PRUPRUDENTIAL FINL INC COMStock7,119$768.36K0.49%+89+1.3%AddedView
WMWASTE MGMT INC DEL COMStock3,412$760.57K0.49%−58−1.7%ReducedView
AMGNAMGEN INC COMStock2,057$745.06K0.48%−101−4.7%ReducedView
PNCPNC FINL SVCS GROUP INC COMStock2,969$731.02K0.47%−196−6.2%ReducedView
SYYSYSCO CORP COMStock8,401$702.12K0.45%+8,401NewView
ALLALLSTATE CORP COMStock2,929$696.86K0.45%−69−2.3%ReducedView
OKEONEOK INC NEWCOM7,777$676.14K0.43%−37−0.5%ReducedView
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF4,259$673.11K0.43%+21+0.5%Added–
UNPUNION PAC CORP COMStock2,475$673.09K0.43%+13+0.5%AddedView
XOMEXXON MOBIL CORPCOM4,921$672.83K0.43%−293−5.6%ReducedView
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704ETF3,589$664.78K0.43%+9+0.3%Added–
UPSUNITED PARCEL SVCS INC CL BStock6,159$662.06K0.43%−39−0.6%ReducedView
VVISA INC COM CL AStock1,915$657.09K0.42%+4+0.2%AddedView
BMYBRISTOL-MYERS SQUIBB CO COMStock10,857$625.57K0.40%−274−2.5%ReducedView
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF7,061$608.2K0.39%+5,835+475.9%Added–
DLXDELUXE CORP MEDIUM TERM NTSCOM25,196$601.69K0.39%−4,627−15.5%ReducedView
ISHARES CORE S&P 500 ETF464287200ETF802$600.24K0.39%+3+0.4%Added–
LMTLOCKHEED MARTIN CORP COMStock1,168$595.26K0.38%+11+1.0%AddedView
CATCATERPILLAR INC COMStock545$579.95K0.37%−13−2.3%ReducedView
SPYSTATE STREET SPDR S&P 500 ETFETF776$579.18K0.37%−13−1.6%ReducedView
NEENEXTERA ENERGY INC COMStock6,518$572.05K0.37%−29−0.4%ReducedView
EOGEOG RES INC COMStock4,368$566.65K0.36%−144−3.2%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock1,125$562.94K0.36%−945−45.7%ReducedView
KMBKIMBERLY-CLARK CORP COMStock5,045$553.79K0.36%+411+8.9%AddedView
LNTALLIANT ENERGY CORP COMStock7,000$534.03K0.34%00.0%UnchangedView
HIGHARTFORD INSURANCE GROUP INC COMStock3,993$529.15K0.34%+99+2.5%AddedView
LYBLYONDELLBASELL INDUSTRIES NVSHS - A -10,038$528.5K0.34%+679+7.3%AddedView
ISHARES TR46434V456MSCI INTL QUALTY10,525$521.51K0.34%+156+1.5%Added–
ISHARES TR46435U663ESG AWARE MSCI8,760$489.92K0.32%+248+2.9%Added–
CLXCLOROX CO DEL COMStock5,048$481.79K0.31%+355+7.6%AddedView
VANGUARD WHITEHALL FDS921946794INTL HIGH ETF4,890$480.19K0.31%−21−0.4%Reduced–
AWKAMERICAN WTR WKS CO INC NEW COMStock3,633$478K0.31%+133+3.8%AddedView
MDTMEDTRONIC PLC SHSStock6,015$470.57K0.30%−86−1.4%ReducedView
EMREMERSON ELEC CO COMStock3,221$461.15K0.30%00.0%UnchangedView
ABTABBOTT LABORATORIES COMStock4,837$438.88K0.28%+151+3.2%AddedView
SCHWAB U.S. LARGE-CAP GROWTH ETF808524300ETF12,530$424.02K0.27%−495−3.8%Reduced–
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF3,499$418.22K0.27%+3,046+672.4%Added–
FIDELITY MSCI HEALTH CARE INDEX ETF316092600ETF5,302$409.58K0.26%+40+0.8%Added–
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF5,018$404.28K0.26%+3,742+293.3%Added–
COSTCOSTCO WHOLESALE CORPORATION COMStock411$384.32K0.25%−300−42.2%ReducedView
SPDR INDEX SHS FDS78463X756ST MARKE CAP ETF5,050$375.21K0.24%+39+0.8%Added–
HSYHERSHEY COCOM2,112$370.55K0.24%00.0%UnchangedView
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808ETF1,283$366.33K0.24%−13−1.0%Reduced–
BAHBOOZ ALLEN HAMILTON HLDG CORCL A5,961$361.65K0.23%+866+17.0%AddedView
MCDMCDONALDS CORP COMStock1,281$346.39K0.22%+5+0.4%AddedView
ACNACCENTURE PLC IRELAND SHS CLASS AStock2,445$304.28K0.20%+93+4.0%AddedView
NUSHARES ETF TR67092P508NUVEEN ESG MIDVL6,854$298.08K0.19%+202+3.0%Added–
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y308ETF3,457$287.2K0.18%+22+0.6%Added–
SOSOUTHERN CO COMStock2,816$269.56K0.17%+7+0.2%AddedView
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP4,766$248.38K0.16%−43−0.9%Reduced–
NUSHARES ETF TR67092P409NUVEEN ESG MIDCP5,219$245.06K0.16%+182+3.6%Added–
AMZNAMAZON COM INC COMStock990$235.92K0.15%−70−6.6%ReducedView
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF946$229.99K0.15%+4+0.4%Added–
KOCOCA COLA CO COMStock2,729$221.78K0.14%+5+0.2%AddedView

Sold out since Q1 2026 (5)

Positions held at the end of Q1 2026 that are no longer in this filing.

Ipsen Advisor Group LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
PROSHARES TR74348A467S&P 500 DV ARIST23,234$2.46M1.72%
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605ETF29,431$1.45M1.02%
ISHARES TR464287325GLOB HLTHCRE ETF13,215$1.24M0.86%
TSNTYSON FOODS INC CL AStock10,789$691.27K0.48%
FISVFISERV INC COMStock4,000$223.2K0.16%

13F filings by quarter

Ipsen Advisor Group LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 29, 2026107$155.49Mvs. Q1 2026SEC
Q1 2026May 29, 2026104$142.92Mvs. Q4 2025SEC
Q4 2025Feb 11, 2026102$140.73Mvs. Q3 2025SEC
Q3 2025Nov 6, 2025103$139.01Mvs. Q2 2025SEC
Q2 2025Aug 6, 2025100$131.26Mvs. Q1 2025SEC
Q1 2025Apr 15, 202593$116.19Mvs. Q4 2024SEC
Q4 2024Feb 12, 202593$117.03M–SEC
Q4 2022Feb 10, 2023100$86.76M–SEC