13F Insight
DOSSIER · 13F-HR · Q1 2026

Investmark Advisory Group LLC

$234M in tracked AUM across 142 positions as of Q1 2026.

IA
CIK 0001926349 · last filed Mar 31, 2026
Total AUM
$234M
as of Q1 2026
Holdings
142
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Investmark Advisory Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$26M361K11.0%02
DFUV
DIMENSIONAL ETF TRUST
$11M227K4.7%03
AAPL
APPLE INC
$11M42K4.6%04
DFAC
DIMENSIONAL ETF TRUST
$9M220K3.7%05
CGGR
CAPITAL GROUP GROWTH ETF
$8M201K3.5%06
PM
PHILIP MORRIS INTL INC
$7M43K3.1%07
MO
ALTRIA GROUP INC
$5M81K2.3%08
CVX
CHEVRON CORPORATION
$5M25K2.2%09
ABBV
ABBVIE INC
$5M23K2.2%10
JNJ
JOHNSON & JOHNSON
$5M20K2.1%

Filing history

2026Q1Mar 31
$234M▼ 0.5%
142 positionsView →2025Q4Dec 31
$235M▲ 1.8%
135 positionsView →2025Q3Sep 30
$231M▲ 8.0%
133 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$150M▲ 10.1%
105 positionsLocked
Showing 12 of 18