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 51–100 of 135
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFNM | DIMENSIONAL ETF TRUST | 22K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| IEFA | ISHARES TR | 11K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 25K | $500K+ | SH |
| FDEM | FIDELITY COVINGTON TRUST | 25K | $500K+ | SH |
| IWP | ISHARES TR | 5K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| IDV | ISHARES TR | 18K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| BDC | BELDEN INC | 5K | $500K+ | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 98K | $500K+ | SH |
| EFA | ISHARES TR | 6K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| IYG | ISHARES TR | 6K | $500K+ | SH |
| META | META PLATFORMS INC | 844 | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 8K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 7K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 19K | $500K+ | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 50K | $100K–$500K | SH |
| IJT | ISHARES TR | 3K | $100K–$500K | SH |
| IGV | ISHARES TR | 4K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| IBB | ISHARES TR | 3K | $100K–$500K | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| USO | UNITED STS OIL FD LP | 6K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 3K | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| IWB | ISHARES TR | 1K | $100K–$500K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 8K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 45K | $100K–$500K | SH |
| HYT | BLACKROCK CORPOR HI YLD FD I | 41K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 7K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 6K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| FBCG | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| ASTS | AST SPACEMOBILE INC | 5K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |