Investmark Advisory Group LLC - Portfolio overview

Investmark Advisory Group LLC has 148 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 10.87%
2. DFUV - DIMENSIONAL ETF TRUST, 4.67%
3. AAPL - APPLE INC, 4.55%

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

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