CIK 1926349
Investmark Advisory Group LLC
Institutional 13F holdings & portfolio
Holdings
135
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 135
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 360K | $1M+ | SH |
| AAPL | APPLE INC | 44K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 234K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 208K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 220K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 45K | $1M+ | SH |
| ABBV | ABBVIE INC | 23K | $1M+ | SH |
| QCOM | QUALCOMM INC | 29K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 87K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 80K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 64K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 84K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 20K | $1M+ | SH |
| HD | HOME DEPOT INC | 12K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 25K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 26K | $1M+ | SH |
| T | AT&T INC | 140K | $1M+ | SH |
| FELG | FIDELITY COVINGTON TRUST | 80K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 71K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 5K | $1M+ | SH |
| PEP | PEPSICO INC | 23K | $1M+ | SH |
| FELV | FIDELITY COVINGTON TRUST | 87K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 16K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 85K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 76K | $1M+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 75K | $1M+ | SH |
| PFE | PFIZER INC | 111K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 5K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 80K | $1M+ | SH |
| WPC | WP CAREY INC | 35K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 58K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 15K | $1M+ | SH |
| GOOG | ALPHABET INC | 7K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 62K | $1M+ | SH |
| FTMS | PUTNAM ETF TRUST | 201K | $1M+ | SH |
| FESM | FIDELITY COVINGTON TRUST | 52K | $1M+ | SH |
| FSK | FS KKR CAP CORP | 113K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 42K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 45K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 42K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| IWD | ISHARES TR | 5K | $1M+ | SH |