13F Insight
DOSSIER · 13F-HR · Q2 2026

Investmark Advisory Group LLC

$263M in tracked AUM across 148 positions as of Q2 2026.

IA
CIK 0001926349 · last filed Jun 30, 2026
Total AUM
$263M
as of Q2 2026
Holdings
148
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Investmark Advisory Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$30M365K11.4%02
DFUV
DIMENSIONAL ETF TRUST
$13M228K4.8%03
AAPL
APPLE INC
$12M42K4.7%04
DFAC
DIMENSIONAL ETF TRUST
$10M218K3.7%05
CGGR
CAPITAL GROUP GROWTH ETF
$10M205K3.7%06
PM
PHILIP MORRIS INTL INC
$8M43K2.9%07
MO
ALTRIA GROUP INC
$6M81K2.2%08
ABBV
ABBVIE INC
$6M23K2.2%09
QCOM
QUALCOMM INC
$6M30K2.1%10
DFAS
DIMENSIONAL ETF TRUST
$5M64K2.0%

Filing history

2026Q2Jun 30
$263M▲ 12.7%
148 positionsView →2026Q1Mar 31
$234M▼ 0.5%
142 positionsView →2025Q4Dec 31
$235M▲ 1.8%
135 positionsView →2025Q3Sep 30
$231M▲ 8.0%
133 positionsLocked2025Q2Jun 30
$213M▲ 5.4%
128 positionsLocked2025Q1Mar 31
$202M▼ 0.7%
117 positionsLocked2024Q4Dec 31
$204M▼ 1.0%
115 positionsLocked2024Q3Sep 30
$206M▲ 9.8%
121 positionsLocked2024Q2Jun 30
$188M▲ 2.8%
115 positionsLocked2024Q1Mar 31
$182M▲ 6.9%
116 positionsLocked2023Q4Dec 31
$171M▲ 15.5%
117 positionsLocked2023Q3Sep 30
$148M▼ 1.6%
106 positionsLocked
Showing 12 of 19