Investment Research & Advisory Group, Inc. - Portfolio overview

Investment Research & Advisory Group, Inc. has 306 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. VOO - VANGUARD S&P 500 ETF, 23.33%
  2. AAPL - APPLE INC, 6.60%
  3. GOOGL - ALPHABET INC CLASS CLASS A, 4.14%

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

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