account_balance
Investment manager · 13F filer · SEC CIK 1802136
Investment Research & Advisory Group, Inc.
Reported value$337Mas of Sep 30, 2026
Positions333 39 new, 20 sold out
Top 10 weight56.8%VOO alone is 25%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
25.1%Added +2%
AAPLApple Inc.
7.7%
NVDANVIDIA Corp
4.3%
GOOGLAlphabet Inc.
4.2%Trimmed −3%
MSFTMicrosoft Corp
3.2%
AMZNAmazon.com Inc
3.0%−2%
LLYELI Lilly & Co
2.6%
JPMJPMorgan Chase & Co
2.5%−3%
MAMastercard Inc
2.2%−2%
VVisa Inc.
2.1%
METAMeta Platforms, Inc.
2.1%Trimmed −2%
ASML2.0%VOOVanguard S&P 500 ETF
25.1%Added +2%
AAPLApple Inc.
7.7%
NVDANVIDIA Corp
4.3%
GOOGL4.2%MSFT3.2%AMZN3.0%LLY2.6%JPM2.5%MA2.2%V2.1%META2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 25.1% Added +2%
AAPL Apple Inc. 7.7% HeldNVDA NVIDIA Corp 4.3% HeldGOOGL Alphabet Inc. 4.2% Trimmed −3%MSFT Microsoft Corp 3.2% HeldAMZN Amazon.com Inc 3.0% Trimmed −2%LLY ELI Lilly & Co 2.6% HeldJPM JPMorgan Chase & Co 2.5% Trimmed −3%MA Mastercard Inc 2.2% Trimmed −2%V Visa Inc. 2.1% HeldMETA Meta Platforms, Inc. 2.1% Trimmed −2%ASML ASML Holding NV 2.0% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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