account_balance

Investment manager · 13F filer · SEC CIK 2038285

Portfolio Resources Advisor Group, Inc.

Reported value$121Mas of Sep 30, 2026
Positions194 51 new, 7 sold out
Top 10 weight54.3%IVV alone is 14%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IVV iShares Tr 14.0% Held
IVW iShares Tr 7.7% Held
IUSB iShares Tr 7.7% Added +22%
IVE iShares Tr 5.5% Added +2%
DYNF BlackRock ETF Trust 5.1% Held
IWB iShares Tr 3.4% Held
CORO BlackRock ETF Trust 3.4% Added +75%
BLCR BlackRock ETF Trust 2.7% Added +43%
ACWX iShares Tr 2.6% New
BAI BlackRock ETF Trust 2.2% Trimmed −7%
EFG iShares Tr 2.1% Trimmed −19%
IEFA iShares Tr 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • ACWX $3.19M
  • DXJ $391K
  • ISVL $263K
  • CIBR $256K
arrow_upwardAdded
  • SPY +210%
  • XLU +161%
  • CORO +75%
  • XLC +62%
arrow_downwardTrimmed
  • IJR −69%
  • XLF −45%
  • VTV −42%
  • IEMG −41%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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