Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Investmark Advisory Group LLC (CIK 1926349) reported $233.7M across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($25.6M, 10.96%), DFUV ($11.0M, 4.71%), AAPL ($10.7M, 4.59%), DFAC ($8.5M, 3.66%), CGGR ($8.1M, 3.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $25.6M | 10.96% | 361,057 | Added |
| 2 | DFUV | DIMENSIONAL ETF TRUST | $11.0M | 4.71% | 227,057 | Trimmed |
| 3 | AAPL | APPLE INC | $10.7M | 4.59% | 42,267 | Trimmed |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $8.5M | 3.66% | 219,892 | Added |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $8.1M | 3.46% | 201,051 | Trimmed |
| 6 | PM | PHILIP MORRIS INTL INC | $7.1M | 3.05% | 43,173 | Trimmed |
| 7 | MO | ALTRIA GROUP INC | $5.3M | 2.27% | 80,548 | Added |
| 8 | CVX | CHEVRON CORPORATION | $5.1M | 2.18% | 24,592 | Added |
| 9 | ABBV | ABBVIE INC | $5.0M | 2.15% | 23,140 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $4.9M | 2.08% | 19,920 | Trimmed |
| 11 | FDVV | FIDELITY COVINGTON TRUST | $4.7M | 2.03% | 85,894 | Trimmed |
| 12 | DFIV | DIMENSIONAL ETF TRUST | $4.4M | 1.89% | 83,490 | Trimmed |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $4.4M | 1.89% | 62,168 | Trimmed |
| 14 | T | AT&T INC | $4.1M | 1.74% | 139,902 | Added |
| 15 | HD | HOME DEPOT INC | $3.9M | 1.68% | 11,932 | Trimmed |
| 16 | QCOM | QUALCOMM INC | $3.8M | 1.63% | 29,563 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $3.7M | 1.60% | 5,745 | Trimmed |
| 18 | PG | PROCTER & GAMBLE CO | $3.7M | 1.59% | 25,801 | Added |
| 19 | PEP | PEPSICO INC | $3.6M | 1.55% | 23,330 | Added |
| 20 | LMT | LOCKHEED MARTIN CORP | $3.3M | 1.41% | 5,469 | Added |
| 21 | FELV | FIDELITY COVINGTON TRUST | $3.2M | 1.38% | 92,544 | Added |
| 22 | DFAU | DIMENSIONAL ETF TRUST | $3.2M | 1.38% | 71,363 | Added |
| 23 | FELC | FIDELITY COVINGTON TRUST | $3.2M | 1.35% | 87,013 | Added |
| 24 | FELG | FIDELITY COVINGTON TRUST | $3.1M | 1.32% | 82,231 | Added |
| 25 | DFLV | DIMENSIONAL ETF TRUST | $3.0M | 1.29% | 84,402 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31