Investmark Advisory Group LLC: 13F holdings
CIK 19263492026Q2
| Positions | 148 |
|---|
| Reported value | $263.3m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 148 (+6 vs prior quarter) |
|---|
| Reported value | $263.3m (+12.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFUS DIMENSIONAL ETF TRUST | 365,001 | $29.9m | 11.4% |
| YM=F DIMENSIONAL ETF TRUST | 228,172 | $12.6m | 4.8% |
| AAPL APPLE INC | 42,460 | $12.3m | 4.7% |
| DIMENSIONAL ETF TRUST | 218,483 | $9.7m | 3.7% |
| CGGR CAPITAL GROUP GROWTH ETF | 204,766 | $9.7m | 3.7% |
| PM PHILIP MORRIS INTL INC | 42,661 | $7.7m | 2.9% |
| MO ALTRIA GROUP INC | 81,103 | $5.8m | 2.2% |
| ABBV ABBVIE INC | 23,094 | $5.8m | 2.2% |
| QCOM QUALCOMM INC | 30,001 | $5.5m | 2.1% |
| DIMENSIONAL ETF TRUST | 63,949 | $5.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1926349")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples