Investmark Advisory Group LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1926349
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13F Reported Value
ⓘ$263.3M
Holdings
148
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Investmark Advisory Group LLC disclosed 148 positions worth $263.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 12 new positions and exited 6 — including a new stake in $MU and a full exit from $PFE. The portfolio is most concentrated in Other (63.6% of disclosed assets). All figures are sourced directly from Investmark Advisory Group LLC’s Form 13F-HR filing with the SEC under CIK 1926349.
AI Fund Analysis
StableDIMENSIONAL ETF TRUST - US
11.4% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
4.8% weight
Held 10 quarters
$AAPL4.7% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
3.7% weight
Held 10 quarters
CAPITAL GROUP GROWTH ETF -
3.7% weight
Held 10 quarters
ISHARES TR - U.S. FIN SVC
9 quarters accumulating
ISHARES TR - RUSSELL 2000
9 quarters accumulating
FIDELITY COVINGTON TRUST -
9 quarters accumulating
ISHARES TR - RUS 2000 VAL
9 quarters accumulating
ISHARES TR - CORE S&P SCP
9 quarters accumulating
Sector Allocation
OtherTechnologyConsumer StaplesHealthcareConsumer DiscretionaryFinancials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
—Quality
$29.9M365,001 shDIMENSIONAL ETF TRUST - US MKTWIDE VALUE
—Quality
$12.6M228,172 sh- 76.4#84
Quality
$12.3M42,460 sh DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$9.7M218,483 shCAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
—Quality
$9.7M204,766 sh- 75.9
Quality
$7.7M42,661 sh - 67.4
Quality
$5.8M81,103 sh - 72.6
Quality
$5.8M23,094 sh - 70.5
Quality
$5.5M30,001 sh DIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$5.3M63,949 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $29.9M | 365,001 |
| DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $12.6M | 228,172 |
| Apple Inc.$AAPL | 76.4#84 | $12.3M | 42,460 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $9.7M | 218,483 |
| CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $9.7M | 204,766 |
 Philip Morris International Inc.$PM | 75.9 | $7.7M | 42,661 |
 ALTRIA GROUP, INC.$MO | 67.4 | $5.8M | 81,103 |
 AbbVie Inc.$ABBV | 72.6 | $5.8M | 23,094 |
 QUALCOMM INC/DE$QCOM | 70.5 | $5.5M | 30,001 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $5.3M | 63,949 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Investmark Advisory Group LLC's 148 positions.
Showing top 10 of 148 holdings.
Sector Allocation
Other
$167.6M
Technology
$28.1M
Consumer Staples
$24.4M
Healthcare
$11.9M
Consumer Discretionary
$7.1M
Financials
$6.3M
Industrials
$4.9M
Energy
$4.8M
Full Holdings — Investmark Advisory Group LLC (Q2 2026)
All 148 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $29.9M | 11.4% | +1% | — |
| 2 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $12.6M | 4.8% | +0% | — |
| 3 | $AAPL | Apple Inc. | $12.3M | 4.7% | +0% | 76.4 |
| 4 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $9.7M | 3.7% | -1% | — |
| 5 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $9.7M | 3.7% | +2% | — |
| 6 | $PM | Philip Morris International Inc. | $7.7M | 2.9% | -1% | 75.9 |
| 7 | $MO | ALTRIA GROUP, INC. | $5.8M | 2.2% | +1% | 67.4 |
| 8 | $ABBV | AbbVie Inc. | $5.8M | 2.2% | -0% | 72.6 |
| 9 | $QCOM | QUALCOMM INC/DE | $5.5M | 2.1% | +1% | 70.5 |
| 10 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $5.3M | 2.0% | +3% | — |
| 11 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $5.2M | 2.0% | +1% | — |
| 12 |  $JNJ | JOHNSON & JOHNSON | $5.1M | 1.9% | +1% | 69 |
| 13 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $4.6M | 1.8% | +2% | — |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $4.3M | 1.6% | +1% | — |
| 15 |  $HD | HOME DEPOT, INC. | $4.2M | 1.6% | +1% | 60.3 |
| 16 |  $CVX | CHEVRON CORP | $4.1M | 1.6% | +1% | 62.8 |
| 17 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $4.0M | 1.5% | +7% | — |
| 18 |  $PG | PROCTER & GAMBLE Co | $3.9M | 1.5% | +4% | 64.6 |
| 19 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $3.8M | 1.4% | +6% | — |
| 20 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $3.8M | 1.4% | +5% | — |
| 21 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $3.8M | 1.4% | +2% | — |
| 22 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $3.3M | 1.3% | +0% | — |
| 23 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.3M | 1.3% | -10% | — |
| 24 |  $PEP | PEPSICO INC | $3.3M | 1.2% | +4% | 63.4 |
| 25 |  $NVDA | NVIDIA CORP | $3.2M | 1.2% | -2% | 85.9 |
| 26 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $3.1M | 1.2% | -2% | — |
| 27 |  $LMT | LOCKHEED MARTIN CORP | $3.0M | 1.1% | +6% | 65.6 |
| 28 |  $T | AT&T INC. | $2.9M | 1.1% | +1% | 65.7 |
| 29 |  $GIS | GENERAL MILLS INC | $2.8M | 1.1% | +36% | 50.7 |
| 30 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $2.8M | 1.1% | +4% | — |
| 31 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $2.7M | 1.0% | -1% | — |
| 32 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $2.6M | 1.0% | +9% | — |
| 33 |  $WPC | W. P. Carey Inc. | $2.6M | 1.0% | +3% | 65.9 |
| 34 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $2.6M | 1.0% | +0% | — |
| 35 | — | ISHARES TR - RUS 1000 GRW ETF | $2.6M | 1.0% | +299% | — |
| 36 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $2.5M | 0.9% | +2% | — |
| 37 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.3M | 0.9% | -0% | — |
| 38 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $2.3M | 0.9% | +15% | — |
| 39 |  $GOOGL | Alphabet Inc. | $2.2M | 0.8% | -1% | 78.2 |
| 40 |  $MSFT | MICROSOFT CORP | $2.0M | 0.8% | +1% | 79.8 |
| 41 | — | PUTNAM ETF TRUST - FRANKLIN SHT TRM | $1.9M | 0.7% | -4% | — |
| 42 |  $FSK | FS KKR Capital Corp | $1.7M | 0.7% | +11% | — |
| 43 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.7M | 0.7% | +1% | — |
| 44 |  $AMZN | AMAZON COM INC | $1.5M | 0.6% | +8% | 68.7 |
| 45 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $1.4M | 0.5% | -6% | — |
| 46 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $1.4M | 0.5% | -0% | — |
| 47 |  $TSLA | Tesla, Inc. | $1.4M | 0.5% | -6% | 53.9 |
| 48 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.3M | 0.5% | +512% | — |
| 49 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.3M | 0.5% | +0% | — |
| 50 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.5% | +0% | 73.8 |
| 51 | — | ISHARES TR - RUS 1000 VAL ETF | $1.3M | 0.5% | +0% | — |
| 52 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.2M | 0.5% | +33% | — |
| 53 | — | ISHARES TR - CORE MSCI EAFE | $1.1M | 0.4% | +3% | — |
| 54 | — | FIDELITY COVINGTON TRUST - EMERG MKTS MLTFT | $1.1M | 0.4% | +6% | — |
| 55 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $1.1M | 0.4% | +0% | — |
| 56 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.0M | 0.4% | +9% | 66.2 |
| 57 |  $JPM | JPMORGAN CHASE & CO | $995,083 | 0.4% | +0% | 70.7 |
| 58 | — | VANGUARD INDEX FDS - VALUE ETF | $919,239 | 0.3% | +3% | — |
| 59 | — | ISHARES TR - RUS MD CP GR ETF | $873,245 | 0.3% | +4% | — |
| 60 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $851,431 | 0.3% | +2% | — |
| 61 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $838,942 | 0.3% | -0% | — |
| 62 |  $IVZ | Invesco Ltd. | $832,917 | 0.3% | +11% | — |
| 63 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $772,084 | 0.3% | +11% | — |
| 64 |  $GOOG | Alphabet Inc. | $761,198 | 0.3% | +0% | 78.2 |
| 65 | — | ISHARES TR - INTL SEL DIV ETF | $730,836 | 0.3% | +1% | — |
| 66 |  $MU | MICRON TECHNOLOGY INC | $709,606 | 0.3% | NEW | 86.2 |
| 67 |  $XOM.R34088 | EXXON MOBIL CORP | $700,894 | 0.3% | -3% | 57.9 |
| 68 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $691,205 | 0.3% | -10% | — |
| 69 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $667,400 | 0.3% | -3% | — |
| 70 |  $NDAQ | NASDAQ, INC. | $664,021 | 0.3% | -33% | 76.7 |
| 71 | — | ISHARES TR - MSCI EAFE ETF | $659,331 | 0.3% | +0% | — |
| 72 | — | ISHARES TR - RUS 2000 GRW ETF | $642,680 | 0.2% | +1% | — |
| 73 |  $BDC | BELDEN INC. | $639,240 | 0.2% | +0% | 62.1 |
| 74 |  $V | VISA INC. | $620,498 | 0.2% | +1% | 82.9 |
| 75 | — | FIDELITY COVINGTON TRUST - MSCI RL EST ETF | $610,170 | 0.2% | +8% | — |
| 76 |  $AMD | ADVANCED MICRO DEVICES INC | $593,109 | 0.2% | -8% | 79.8 |
| 77 | — | ISHARES TR - S&P SML 600 GWT | $581,343 | 0.2% | -1% | — |
| 78 | — | ISHARES TR - U.S. FIN SVC ETF | $564,121 | 0.2% | +0% | — |
| 79 |  $META | Meta Platforms, Inc. | $539,902 | 0.2% | +14% | 79.6 |
| 80 | — | EATON VANCE TAX-MANAGED GLOB - COM | $523,747 | 0.2% | +1% | — |
| 81 |  $ISRG | INTUITIVE SURGICAL INC | $509,826 | 0.2% | +6% | 79.9 |
| 82 | — | ISHARES TR - RUS 1000 ETF | $495,206 | 0.2% | -1% | — |
| 83 | — | ISHARES TR - ISHARES BIOTECH | $493,854 | 0.2% | +0% | — |
| 84 |  $RTX | RTX Corp | $492,525 | 0.2% | -0% | 73.2 |
| 85 | — | ISHARES TR - RUSSELL 2000 ETF | $488,127 | 0.2% | +0% | — |
| 86 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $484,579 | 0.2% | +0% | — |
| 87 | $IVZ | Invesco Ltd. | $482,562 | 0.2% | +0% | — |
| 88 | — | CAPITAL GROUP INTERNATIONAL - SHS | $458,876 | 0.2% | +23% | — |
| 89 |  $FSCO | FS Credit Opportunities Corp. | $433,163 | 0.2% | -8% | — |
| 90 |  $AHR | American Healthcare REIT, Inc. | $418,652 | 0.2% | +0% | 54 |
| 91 |  $ASTS | AST SpaceMobile, Inc. | $412,755 | 0.2% | +0% | 30.8 |
| 92 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE CAP | $403,711 | 0.1% | +10% | — |
| 93 | — | KURV ETF TR - TECH TIT SEL ETF | $402,052 | 0.1% | NEW | — |
| 94 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $398,388 | 0.1% | +20% | — |
| 95 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $397,887 | 0.1% | +12% | — |
| 96 | — | ISHARES TR - RUS 2000 VAL ETF | $395,295 | 0.1% | +2% | — |
| 97 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $392,671 | 0.1% | +5% | — |
| 98 |  $KO | COCA COLA CO | $391,890 | 0.1% | -0% | 69.5 |
| 99 |  $MDLZ | Mondelez International, Inc. | $388,106 | 0.1% | -40% | 56.4 |
| 100 |  $NFLX | NETFLIX INC | $387,702 | 0.1% | -7% | 78.8 |
| 101 |  $O | REALTY INCOME CORP | $386,259 | 0.1% | +0% | 73.7 |
| 102 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $380,501 | 0.1% | +1% | — |
| 103 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $374,763 | 0.1% | +1% | — |
| 104 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $367,198 | 0.1% | +0% | — |
| 105 | — | ISHARES TR - CORE S&P SCP ETF | $360,708 | 0.1% | +0% | — |
| 106 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $343,985 | 0.1% | +0% | — |
| 107 |  $BX | Blackstone Inc. | $342,919 | 0.1% | +17% | 74.4 |
| 108 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $338,653 | 0.1% | +7% | — |
| 109 |  $C | CITIGROUP INC | $335,928 | 0.1% | +1% | 65 |
| 110 | — | ISHARES TR - RUS MDCP VAL ETF | $325,294 | 0.1% | +6% | — |
| 111 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $313,034 | 0.1% | -2% | — |
| 112 | — | ISHARES TR - RUSSELL 3000 ETF | $310,846 | 0.1% | +0% | — |
| 113 | — | SPDR SERIES TRUST - ST STR P400MID | $306,317 | 0.1% | +0% | — |
| 114 | — | HARBOR ETF TRUST - LONG TERM GROWER | $295,079 | 0.1% | -5% | — |
| 115 | — | GLOBAL X FDS - AUTONMOUS EV ETF | $294,202 | 0.1% | +0% | — |
| 116 |  $PSA | Public Storage | $293,112 | 0.1% | +0% | 69.1 |
| 117 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $289,019 | 0.1% | -5% | — |
| 118 |  $WBS | WEBSTER FINANCIAL CORP | $283,127 | 0.1% | -8% | 63.3 |
| 119 | — | ISHARES TR - MSCI USA VALUE | $282,931 | 0.1% | +0% | — |
| 120 |  $UTF | COHEN & STEERS INFRASTRUCTURE FUND INC | $281,470 | 0.1% | +0% | — |
| 121 |  $MCD | MCDONALDS CORP | $279,678 | 0.1% | -0% | 69 |
| 122 | — | PACER FDS TR - AMERICAN ENERGY | $273,332 | 0.1% | -2% | — |
| 123 | — | ISHARES TR - GLOBAL TECH ETF | $269,166 | 0.1% | NEW | — |
| 124 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | $265,019 | 0.1% | -0% | — |
| 125 | — | FIDELITY COVINGTON TRUST - SML MID MLTFCT | $260,826 | 0.1% | +6% | — |
| 126 | — | ISHARES TR - S&P MC 400VL ETF | $255,404 | 0.1% | +0% | — |
| 127 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $243,417 | 0.1% | +1% | — |
| 128 |  $UNH | UNITEDHEALTH GROUP INC | $241,417 | 0.1% | NEW | 62.7 |
| 129 |  $IVT | InvenTrust Properties Corp. | $239,942 | 0.1% | -1% | 56.8 |
| 130 |  $HUM | HUMANA INC | $238,102 | 0.1% | NEW | 58.9 |
| 131 | — | ISHARES TR - GL CLEAN ENE ETF | $236,999 | 0.1% | +0% | — |
| 132 |  $PDI | PIMCO Dynamic Income Fund | $236,469 | 0.1% | +1% | — |
| 133 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $229,785 | 0.1% | +0% | — |
| 134 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $228,123 | 0.1% | +2% | — |
| 135 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | $225,794 | 0.1% | +0% | — |
| 136 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $223,485 | 0.1% | NEW | — |
| 137 |  $BAC | BANK OF AMERICA CORP /DE/ | $219,814 | 0.1% | NEW | 67.6 |
| 138 | — | KURV ETF TR - KURV YIELD PREM | $217,762 | 0.1% | NEW | — |
| 139 | $IVZ | Invesco Ltd. | $217,052 | 0.1% | +0% | — |
| 140 |  $PLTR | Palantir Technologies Inc. | $216,423 | 0.1% | +10% | 84.6 |
| 141 | — | ISHARES TR - GLOB HLTHCRE ETF | $209,121 | 0.1% | NEW | — |
| 142 | — | INVESCO EXCH TRADED FD TR II - S&P EMRNG MKTS | $208,066 | 0.1% | -10% | — |
| 143 | — | ISHARES TR - PFD AND INCM SEC | $203,935 | 0.1% | NEW | — |
| 144 | — | KURV ETF TR - KURV YIELD PREM | $200,785 | 0.1% | NEW | — |
| 145 | — | KURV ETF TR - KURV YIELD PREM | $186,842 | 0.1% | NEW | — |
| 146 |  $STLA | Stellantis N.V. | $86,904 | 0.0% | +0% | — |
| 147 |  $MCN | XAI Madison Equity Premium Income Fund | $63,137 | 0.0% | +3% | — |
| 148 |  $USA | LIBERTY ALL STAR EQUITY FUND | $62,226 | 0.0% | +3% | — |
New Positions (12)
$MU MICRON TECHNOLOGY INC$709,606 KURV ETF TR - TECH TIT SEL ETF$402,052
ISHARES TR - GLOBAL TECH ETF$269,166
$UNH UNITEDHEALTH GROUP INC$241,417$HUM HUMANA INC$238,102 CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT$223,485
$BAC BANK OF AMERICA CORP /DE/$219,814 KURV ETF TR - KURV YIELD PREM$217,762
ISHARES TR - GLOB HLTHCRE ETF$209,121
ISHARES TR - PFD AND INCM SEC$203,935
KURV ETF TR - KURV YIELD PREM$200,785
KURV ETF TR - KURV YIELD PREM$186,842
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