§ 13F · FUND PROFILE
Investmark Advisory Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $230.6T (13F)Positions · 133Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 360K | $26.7T | 11.4% | ±0% |
| 2 | AAPL | APPLE INC | 44K | $11.8T | 5.0% | −2% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 234K | $10.9T | 4.7% | −2% |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | 208K | $9.3T | 3.9% | −1% |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 220K | $8.7T | 3.7% | −1% |
| 6 | PM | PHILIP MORRIS INTL INC | 45K | $7.1T | 3.0% | −1% |
| 7 | ABBV | ABBVIE INC | 23K | $5.4T | 2.3% | −3% |
| 8 | QCOM | QUALCOMM INC | 29K | $4.9T | 2.1% | ±0% |
| 9 | FDVV | FIDELITY COVINGTON TRUST | 87K | $4.9T | 2.1% | +1% |
| 10 | MO | ALTRIA GROUP INC | 80K | $4.6T | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMARK SIGNAL
AC read
Investmark Advisory Group LLC is a Other fund managing $230576.4 trillion in assets. The fund runs a portfolio of 133 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed