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Home > Institutional Investor > Investmark Advisory Group Llc > Profile

Instuitional Investor - Investmark Advisory Group Llc

Fund Profile
Filing Period:
Fund Name: Investmark Advisory Group Llc
Portfolio Value $263,335,376
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 365,001 $29,908,220 11.36%
2.
Dimensional Etf Trust
 DFAC 228,172 $12,551,749 4.77%
3.
Apple Inc.
 AAPL 42,460 $12,286,349 4.67%
4.
Dimensional Etf Trust
 DFAC 218,483 $9,691,916 3.68%
5.
Capital Group Growth Etf
 204,766 $9,664,971 3.67%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.