DOSSIER · 13F-HR · Q2 2026

Investment Research & Advisory Group, Inc.

$324M in tracked AUM across 315 positions as of Q2 2026.

IR
CIK 0001802136 · last filed Jun 30, 2026
Total AUM
$324M
as of Q2 2026
Holdings
315
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Investment Research & Advisory Group, Inc. 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
VOO
VANGUARD S&P 500 ETF
$81M118K25.0%
02
AAPL
APPLE INC
$22M76K6.9%
03
GOOGL
ALPHABET INC CLASS A
$15M41K4.6%
04
NVDA
NVIDIA CORP
$13M63K4.0%
05
AMZN
AMAZON.COM INC
$10M41K3.0%
06
LLY
ELI LILLY AND CO
$9M7K2.8%
07
JPM
JPMORGAN CHASE & CO
$9M26K2.6%
08
MSFT
MICROSOFT CORP
$8M21K2.5%
09
N07059210
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$7M4K2.3%
10
MA
MASTERCARD INC CLASS CLASS A
$7M14K2.2%

Filing history

2026Q2Jun 30
$324M 13.1%
315 positionsView →
2026Q1Mar 31
$286M 5.2%
280 positionsView →
2025Q4Dec 31
$302M 2.4%
276 positionsView →
2025Q3Sep 30
$295M 9.9%
254 positionsView →
2025Q2Jun 30
$268M 12.1%
246 positionsLocked
2025Q1Mar 31
$239M 0.7%
250 positionsLocked
2024Q4Dec 31
$241M 1.7%
212 positionsLocked
2024Q3Sep 30
$237M 5.0%
210 positionsLocked
2024Q2Jun 30
$226M 3.8%
209 positionsLocked
2024Q1Mar 31
$217M 10.9%
211 positionsLocked
2023Q4Dec 31
$196M 11.2%
224 positionsLocked
2023Q3Sep 30
$176M 2.0%
218 positionsLocked
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