Portfolio Resources Advisor Group, Inc.
Portfolio Resources Advisor Group, Inc. reported 150 positions worth $118.2M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IVV (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $16.3M | 13.82% | 21,819 | — | — | |
| ▸ 2 | IVW | SH | $8.9M | 7.51% | 64,552 | — | — | |
| ▸ 3 | IUSB | SH | $8.0M | 6.73% | 172,509 | — | — | |
| ▸ 4 | IVE | SH | $6.5M | 5.46% | 28,421 | — | — | |
| ▸ 5 | DYNF | SH | $6.2M | 5.23% | 90,877 | — | — | |
| ▸ 6 | IWB | SH | $4.1M | 3.43% | 9,907 | — | — | |
| ▸ 7 | IEMG | SH | $3.5M | 2.98% | 42,544 | — | — | |
| ▸ 8 | EFG | SH | $3.2M | 2.69% | 25,552 | — | — | |
| ▸ 9 | BAI | SH | $3.1M | 2.66% | 59,611 | — | — | |
| ▸ 10 | MTUM | SH | $2.6M | 2.23% | 7,674 | — | — |
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Frequently Asked Questions
What stocks does Portfolio Resources Advisor Group, Inc. hold as of Q2 2026?
Portfolio Resources Advisor Group, Inc. reported 150 positions worth $118.2M in its Q2 2026 13F filing. Largest positions: IVV (13.8%), IVW (7.5%), IUSB (6.7%), IVE (5.5%) and DYNF (5.2%).
What did Portfolio Resources Advisor Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Portfolio Resources Advisor Group, Inc. 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.