Portfolio Resources Advisor Group, Inc. - Portfolio overview

Portfolio Resources Advisor Group, Inc. has 148 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 8.12%
2. IVW - ISHARES TR, 7.53%
3. IVE - ISHARES TR, 7.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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