Investmark Advisory Group LLC
Investmark Advisory Group LLC reported 148 positions worth $263.3M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: DFUS (11.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFUS | SH | $29.9M | 11.36% | 365,001 | — | — | |
| ▸ 2 | DFUV | SH | $12.6M | 4.77% | 228,172 | — | — | |
| ▸ 3 | AAPL | SH | $12.3M | 4.67% | 42,460 | — | — | |
| ▸ 4 | DFAC | SH | $9.7M | 3.68% | 218,483 | — | — | |
| ▸ 5 | CGGR | SH | $9.7M | 3.67% | 204,766 | — | — | |
| ▸ 6 | PM | SH | $7.7M | 2.93% | 42,661 | — | — | |
| ▸ 7 | MO | SH | $5.8M | 2.22% | 81,103 | — | — | |
| ▸ 8 | ABBV | SH | $5.8M | 2.21% | 23,094 | — | — | |
| ▸ 9 | QCOM | SH | $5.5M | 2.11% | 30,001 | — | — | |
| ▸ 10 | DFAS | SH | $5.3M | 2.00% | 63,949 | — | — |
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Frequently Asked Questions
What stocks does Investmark Advisory Group LLC hold as of Q2 2026?
Investmark Advisory Group LLC reported 148 positions worth $263.3M in its Q2 2026 13F filing. Largest positions: DFUS (11.4%), DFUV (4.8%), AAPL (4.7%), DFAC (3.7%) and CGGR (3.7%).
What did Investmark Advisory Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Investmark Advisory Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.