account_balance
Investment manager · 13F filer · SEC CIK 1926349
Investmark Advisory Group LLC
Reported value$308Mas of Sep 30, 2026
Positions171 26 new, 3 sold out
Top 10 weight37.9%DFUS alone is 10%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional ETF Trust
10.3%Added +4%
DFUVDimensional ETF Trust
5.0%Added +24%
AAPLApple Inc.
4.7%Added +2%
DFACDimensional ETF Trust
4.3%Added +35%
CGGRCapital Group Growth ETF
3.1%
PMPhilip Morris International Inc.
2.7%
SPYSPDR S&P 500 ETF Trust
2.2%Added +50%
ABBVAbbVie Inc.
2.0%
QCOMQualcomm Inc
1.8%+3%
MOAltria Group, Inc.
1.8%+4%
JNJJohnson & Johnson
1.8%+5%
CVXChevron Corp
1.7%+2%
DFUSDimensional ETF Trust
10.3%Added +4%
DFUVDimensional ETF Trust
5.0%
AAPLApple Inc.
4.7%+2%
DFACDimensional ETF Trust
4.3%+35%
CGGRCapital Group Growth ETF
3.1%
PMPhilip Morris International Inc.
2.7%
SPY2.2%ABBV2.0%QCOMMO1.8%JNJ1.8%CVX1.7%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
DFUS Dimensional ETF Trust 10.3% Added +4%
DFUV Dimensional ETF Trust 5.0% Added +24%
AAPL Apple Inc. 4.7% Added +2%DFAC Dimensional ETF Trust 4.3% Added +35%
CGGR Capital Group Growth ETF 3.1% Held
PM Philip Morris International Inc. 2.7% HeldSPY SPDR S&P 500 ETF Trust 2.2% Added +50%ABBV AbbVie Inc. 2.0% HeldQCOM Qualcomm Inc 1.8% Added +3%MO Altria Group, Inc. 1.8% Added +4%JNJ Johnson & Johnson 1.8% Added +5%CVX Chevron Corp 1.7% Added +2%What changed
Biggest moves since Jun 30, 2026
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