CIK 1926349

Investmark Advisory Group LLC

Institutional 13F holdings & portfolio

Holdings

135

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 101–135 of 135

Ticker	Company	Shares	Value	Type
DFGR	DIMENSIONAL ETF TRUST	12K	$100K–$500K	SH
VTI	VANGUARD INDEX FDS	941	$100K–$500K	SH
CGIE	CAPITAL GROUP INTERNATIONAL	9K	$100K–$500K	SH
CGUS	CAPITAL GROUP CORE EQUITY ET	8K	$100K–$500K	SH
FPE	FIRST TR EXCH TRADED FD III	17K	$100K–$500K	SH
SEIM	SEI EXCHANGE TRADED FUNDS	7K	$100K–$500K	SH
DFIC	DIMENSIONAL ETF TRUST	9K	$100K–$500K	SH
WINN	HARBOR ETF TRUST	10K	$100K–$500K	SH
IJR	ISHARES TR	2K	$100K–$500K	SH
VEA	VANGUARD TAX-MANAGED FDS	5K	$100K–$500K	SH
IWV	ISHARES TR	729	$100K–$500K	SH
C	CITIGROUP INC	2K	$100K–$500K	SH
GBTC	GRAYSCALE BITCOIN TRUST ETF	4K	$100K–$500K	SH
SCHD	SCHWAB STRATEGIC TR	10K	$100K–$500K	SH
SPMD	SPDR SERIES TRUST	5K	$100K–$500K	SH
PFF	ISHARES TR	8K	$100K–$500K	SH
WBS	WEBSTER FINL CORP	4K	$100K–$500K	SH
VCSH	VANGUARD SCOTTSDALE FDS	3K	$100K–$500K	SH
PDI	PIMCO DYNAMIC INCOME FD	14K	$100K–$500K	SH
PSA	PUBLIC STORAGE OPER CO	952	$100K–$500K	SH
UTF	COHEN & STEERS INFRASTRUCTUR	10K	$100K–$500K	SH
DFSD	DIMENSIONAL ETF TRUST	5K	$100K–$500K	SH
AJG	GALLAGHER ARTHUR J & CO	930	$100K–$500K	SH
USAI	PACER FDS TR	6K	$100K–$500K	SH
IWS	ISHARES TR	2K	$100K–$500K	SH
EELV	INVESCO EXCH TRADED FD TR II	8K	$100K–$500K	SH
IJJ	ISHARES TR	2K	$100K–$500K	SH
DRIV	GLOBAL X FDS	8K	$100K–$500K	SH
FENY	FIDELITY COVINGTON TRUST	9K	$100K–$500K	SH
DIS	DISNEY WALT CO	2K	$100K–$500K	SH
IXJ	ISHARES TR	2K	$100K–$500K	SH
FSMD	FIDELITY COVINGTON TRUST	5K	$100K–$500K	SH
ICLN	ISHARES TR	12K	$100K–$500K	SH
MCN	XAI MADISON EQUITY PREMIUM I	11K	$50K–$100K	SH
SKYQ	SKY QUARRY INC	24K	$1K–$15K	SH