13F Insight
DOSSIER · 13F-HR · Q3 2026

Investment Research & Advisory Group, Inc.

$337M in tracked AUM across 335 positions as of Q3 2026.

IR
CIK 0001802136 · last filed Sep 30, 2026
Total AUM
$337M
as of Q3 2026
Holdings
335
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Investment Research & Advisory Group, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$84M120K25.1%02
AAPL
APPLE INC
$26M76K7.7%03
NVDA
NVIDIA CORP
$15M62K4.3%04
GOOGL
ALPHABET INC CLASS A
$14M40K4.2%05
MSFT
MICROSOFT CORP
$11M21K3.2%06
AMZN
AMAZON.COM INC
$10M40K3.0%07
LLY
ELI LILLY AND CO
$9M7K2.6%08
JPM
JPMORGAN CHASE & CO
$8M25K2.5%09
MA
MASTERCARD INC CLASS CLASS A
$7M13K2.2%10
V
VISA INC CLASS A
$7M20K2.1%

Filing history

2026Q3Sep 30
$337M▲ 3.9%
335 positionsView →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 positionsLocked2025Q2Jun 30
$268M▲ 12.1%
246 positionsLocked2025Q1Mar 31
$239M▼ 0.7%
250 positionsLocked2024Q4Dec 31
$241M▲ 1.7%
212 positionsLocked2024Q3Sep 30
$237M▲ 5.0%
210 positionsLocked2024Q2Jun 30
$226M▲ 3.8%
209 positionsLocked2024Q1Mar 31
$217M▲ 10.9%
211 positionsLocked2023Q4Dec 31
$196M▲ 11.2%
224 positionsLocked
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