Investment Research & Advisory Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Investment Research & Advisory Group, Inc. held in its portfolio 276 assets valued at $302,067,977 (i.e. $302.07M).
The most valuable assets in the portfolio included: VANGUARD S&P 500 ETF ($72.11M), APPLE INC ($20.93M), and ALPHABET INC CLASS CLASS A ($13.48M).
The chart below shows the top 10 valuable assets, and the table below shows the top 276 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Investment Research & Advisory Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 114991 | 72114097 | S&P 500 ETF SHS |
| APPLE INC | 76703 | 20931698 | COM |
| ALPHABET INC CLASS CLASS A | 42872 | 13476802 | CAP STK CL A |
| NVIDIA CORP | 67583 | 12692340 | COM |
| MICROSOFT CORP | 21203 | 10324203 | COM |
| AMAZON.COM INC | 41257 | 9566797 | COM |
| JPMORGAN CHASE & CO | 25792 | 8328645 | COM |
| ELI LILLY AND CO | 7311 | 7874451 | COM |
| MASTERCARD INC CLASS CLASS A | 13714 | 7838269 | CL A |
| VISA INC CLASS CLASS A | 19770 | 6945094 | COM CL A |
| CHARLES SCHWAB CORP | 66102 | 6604283 | COM |
| META PLATFORMS INC CLASS A | 9936 | 6585282 | CL A |
| BLACKROCK INC NEW | 5304 | 5680231 | COM |
| GE AEROSPACE | 15938 | 4916027 | COM |
| UBER TECHNOLOGIES INC | 58764 | 4804548 | COM |
| JOHNSON & JOHNSON | 22313 | 4627827 | COM |
| CHUBB LTD F | 14149 | 4419359 | COM |
| SALESFORCE INC | 16351 | 4336671 | COM |
| COSTCO WHSL CORP NEW | 4850 | 4188229 | COM |
| BOOKING HLDGS INC | 758 | 4057495 | COM |
| IQVIA HLDGS INC | 17958 | 4048814 | COM |
| ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 3777 | 4040861 | N Y REGISTERY SHS |
| BERKSHIRE HATHAWAY CLASS CLASS B | 7603 | 3837230 | CL B NEW |
| NETFLIX INC | 39219 | 3682705 | COM |
| GENERAL DYNAMICS CORP | 10868 | 3660140 | COM |
| PHILIP MORRIS INTL INC | 20859 | 3349217 | COM |
| VEEVA SYS INC CLASS CLASS A | 14837 | 3312064 | CL A COM |
| BOEING CO | 13894 | 3019922 | COM |
| LOCKHEED MARTIN CORP | 6043 | 2925418 | COM |
| STARBUCKS CORP | 33345 | 2809724 | COM |
| VANGUARD SMALL CAP ETF | 10670 | 2752279 | SMALL CP ETF |
| VANGUARD RUSSELL 2000 ETF | 24263 | 2414690 | VNG RUS2000IDX |
| CATERPILLAR INC | 4142 | 2378969 | COM |
| SPDR S&P 500 ETF | 2820 | 1923266 | SPDR S&P 500 ETF |
| THERMO FISHER SCIENTIFIC | 3251 | 1888802 | COM |
| PROCTER & GAMBLE CO | 12648 | 1818358 | COM |
| PALO ALTO NETWORKS INC | 9557 | 1763531 | COM |
| ISHARES CORE MSCI EAFE ETF | 18575 | 1661711 | CORE MSCI EAFE |
| ADOBE INC | 4716 | 1652656 | COM |
| ARCHER-DANIELS MIDLAND C | 26437 | 1520429 | COM |
| GE VERNOVA INC | 2150 | 1408230 | COM |
| DANAHER CORP | 5946 | 1364159 | COM |
| ALPHABET INC CLASS CLASS C | 3888 | 1228996 | CAP STK CL C |
| SHOPIFY INC FCLASS CLASS A | 7373 | 1186832 | CL A |
| VANGUARD TOTAL BOND MARKET ETF | 15685 | 1161789 | TOTAL BND MKT |
| VANGUARD TOTAL INTERNATIONAL STK ETF | 14867 | 1121555 | VG TL INTL STK F |
| ISHARES CORE S&P MID CAPETF | 15547 | 1026101 | CORE S&P MCP ETF |
| ISHARES CORE S&P 500 ETF | 1445 | 990044 | CORE S&P 500 ETF |
| ISHARES CORE MSCI EMERGING ETF | 13346 | 897086 | CORE MSCI EMKT |
| ISHARES S&P 500 GROWTH ETF | 7068 | 871160 | S&P 500 GRWT ETF |
| HOME DEPOT INC | 2320 | 805144 | COM |
| VANGUARD FTSE ALL WORLD EX US ETF | 9490 | 743094 | ALLWRLD EX US ETF |
| MERCK & CO. INC. | 6745 | 715674 | COM |
| ISHARES S&P 500 VALUE ETF | 2579 | 546857 | S&P 500 VAL ETF |
| VANGUARD MEGA CAP VALUE ETF | 3794 | 535567 | MEGA CAP VAL ETF |
| INDEPENDENCE RLTY TR INCREIT | 29987 | 524165 | COM |
| VANGUARD ENERGY ETF | 4060 | 511231 | ENERGY ETF |
| BROADCOM INC | 1290 | 478138 | COM |
| STATE SRT SPDR PRTFL HGHYLD BND ETF | 18541 | 438862 | PORTFLI HIGH YLD ETF |
| CHOICE HOTELS INTL INC | 4236 | 403475 | COM |
| FEDEX CORP | 1185 | 343568 | COM |
| THE COCA-COLA CO | 4269 | 301307 | COM |
| TESLA INC | 606 | 298164 | COM |
| PINNACLE FINL PARTNERS I | 3063 | 292336 | COM |
| LOWES COS INC | 1190 | 289756 | COM |
| BANK OF AMERICA CORP | 4817 | 272212 | COM |
| ISHARES CORE S&P SMALL CAP ETF | 2053 | 265009 | CORE S&P SCP ETF |
| ISHARES TOTAL US STOCK MARKET ETF | 1714 | 254898 | CORE S&P TTL STK ETF |
| AVANTIS US SMALL CAP VALUE ETF | 2343 | 238975 | US SML CP VALU |
| PRINCIPAL FINL GROUP INC | 2636 | 233227 | COM |
| INVSC VARIABLE RATE PREFERRED ETF | 9379 | 228190 | VAR RATE PFD |
| VANGUARD SMALL CAP GROWTH ETF | 741 | 223864 | SML CP GRW ETF |
| VANGUARD SMALL CAP VALUEETF | 1052 | 222875 | SM CP VAL ETF |
| ABBVIE INC | 888 | 211251 | COM |
| MCDONALDS CORP | 674 | 210778 | COM |
| GOLDMAN SACHS GROUP INC | 217 | 197760 | COM |
| AMGEN INC | 514 | 171703 | COM |
| CROWDSTRIKE HLDGS INC CLASS A | 342 | 162660 | CL A |
| BROOKFIELD CORP FCLASS A | 3375 | 154879 | CL A LTD VT SH |
| INVSC QQQ TRUST SRS 1 ETF | 229 | 140416 | UNIT SER 1 |
| STATE STREET SPDR S&P DIV ETF | 1007 | 140130 | S&P DIVID ETF |
| WALMART INC | 1158 | 139374 | COM |
| CITIGROUP INC | 1131 | 136704 | COM NEW |
| SOFI TECHNOLOGIES INC | 5018 | 132052 | NOTE |
| VANGUARD TOTAL STOCK MARKET ETF | 376 | 126102 | TOTAL STK MKT |
| ARISTA NETWORKS INC | 905 | 121465 | COM |
| LAM RESH CORP | 678 | 120640 | COM NEW |
| WELLS FARGO & CO | 1227 | 120361 | COM NEW |
| STATE STRET TEC SELECT SEC SPDR ETF | 425 | 111612 | TECHNOLOGY |
| VANECK SEMICONDUCTOR ETF | 305 | 110000 | SEMICONDUCTR ETF |
| CONSTELLATION ENERGY COR | 280 | 101035 | COM |
| REDDIT INC CLASS A | 430 | 99764 | CL A |
| RTX CORP | 513 | 99403 | COM |
| VANGUARD TOTAL INTERNATIONAL BND ETF | 2035 | 98346 | TOTAL INT BD ETF |
| BRISTOL MYERS SQUIBB CO | 1696 | 93513 | COM |
| AMERICAN TOWER CORP NEW REIT | 508 | 91003 | COM |
| ZETA GLOBAL HLDGS CORP CLASS CLASS A | 4433 | 90212 | CL A |
| AT&T INC | 3508 | 89871 | COM |
| DUKE ENERGY CORP NEW | 704 | 84316 | COM NEW |
| TRUIST FINL CORP | 1641 | 82397 | COM |
| INVESCO S&P 500 QUALITY ETF | 1011 | 75876 | S&P500 QUALITY |
| DISNEY WALT CO | 637 | 74659 | COM |
| STE STRT FINCL SLCT SECTOR SPDR ETF | 481 | 74642 | FINANCIAL |
| GRAYSCALE BITCOIN TRUST ETF | 1062 | 72598 | SHS REP COM UT |
| ORACLE CORP | 324 | 69242 | COM |
| BROWN & BROWN INC | 835 | 66550 | COM |
| AMERICAN EXPRESS CO | 163 | 64852 | COM |
| CHEVRON CORP NEW | 380 | 63707 | COM |
| MICRON TECHNOLOGY INC | 200 | 63646 | COM |
| FIRST TRUST NASDAQ CYBRSCRTY ETF | 840 | 60018 | NASDAQ CYB ETF |
| ST STRT SPDR PRTFL S&P 500 VL ETF IV | 1021 | 58003 | UT SER 1 |
| EXXON MOBIL CORP | 387 | 57643 | COM |
| NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 1115 | 56731 | SPONSORED ADR |
| ALCOA CORP | 1025 | 54470 | COM |
| STATE STRT HLTH CRE SLT SEC SPDR ETF | 144 | 53240 | SBI HEALTHCARE |
| GILEAD SCIENCES INC | 406 | 53178 | COM |
| ALTRIA GROUP INC | 867 | 51272 | COM |
| PEPSICO INC | 322 | 50641 | COM |
| GUARDIAN PHARMACY SVCS ICLASS A | 1666 | 50130 | CL A |
| INVESCO S&P 500 LOW VOLATILITY ETF | 691 | 49351 | S&P500 LOW VOL |
| INVESCO NASDAQ NEXT GEN 100 ETF | 1331 | 49034 | NASDAQNXTGEN100 |
| PALANTIR TECHNOLOGIES INCLASS CLASS A | 231 | 48704 | CL A |
| AVANTIS INTERNATIONAL EQUITY ETF | 589 | 48486 | INTL EQT ETF |
| AIR PRODS & CHEMS INC | 187 | 47291 | COM |
| CISCO SYS INC | 529 | 46647 | COM |
| PERFORMANCE FOOD GROUP C | 500 | 44960 | COM |
| SOUTHERN CO | 504 | 44559 | COM |
| ABBOTT LABS | 333 | 44370 | COM |
| HARTFORD TOTAL RETURN ETF | 1287 | 43951 | TOTAL RTRN ETF |
| INVESCO RAFI US 1000 ETF | 878 | 41188 | RAFI US 1000 ETF |
| FIDELITY LIMITED TERM BOND ETF | 811 | 41085 | LTD TRM BD ETF |
| PIMCO 0-5 YEAR HIGH YLD BND IDX ETF | 429 | 40678 | 0-5 HIGH YIELD |
| EXELON CORP | 900 | 40408 | COM |
| DELTA AIR LINES INC DEL | 552 | 39072 | COM N EW |
| SERVICENOW INC | 245 | 37532 | COM |
| DOVER CORP | 183 | 36612 | COM |
| CIRRUS LOGIC INC | 300 | 35550 | COM |
| OCCIDENTAL PETE CORP | 854 | 35423 | COM |
| AUTOMATIC DATA PROCESSIN | 125 | 34726 | COM |
| STATE STREET SPDR PORTFLS&P 500 ETF | 430 | 34495 | STATE STREET SPD |
| STATE STRT CONS DSRY SLTSE SP ETF IV | 189 | 34239 | SBI CONS DISCR |
| SPDR DOW JONES INDUSTRIAL AVRG ETF | 70 | 33640 | UT SER 1 |
| GLOBE LIFE INC | 226 | 31735 | COM |
| VANGUARD DIVIDEND APPRECIATION ETF | 141 | 30989 | DIV APP ETF |
| O REILLY AUTOMOTIVE INC | 315 | 30008 | COM |
| AUTODESK INC | 97 | 29897 | COM |
| TARGET CORP EQUITY CLASS EQUITY | 294 | 29618 | COM |
| BROOKFIELD ASSET MGMT FCLASS A | 565 | 29600 | CL A EXCH LT VTG |
| ACCENTURE PLC IRELAND FCLASS CLASS A | 97 | 29513 | SHS CLASS A |
| MOHAWK INDS INC | 269 | 29402 | COM |
| FIRSTENERGY CORP | 640 | 29235 | COM |
| REALTY INCOME CORP REIT | 502 | 28992 | COM |
| EMERSON ELEC CO | 201 | 28004 | COM |
| VANGUARD MID CAP VALUE ETF | 157 | 27847 | MCAP VL IDXVIP |
| CRH PUBLIC LIMITED CO F | 200 | 26707 | ADR |
| ISHARES MSCI CHINA ETF | 439 | 26371 | MSCI CHINA ETF |
| OTIS WORLDWIDE CORP | 290 | 25943 | COM |
| NU HLDGS LTD FCLASS CLASS A | 1500 | 25110 | ORD SHS CL A |
| VANGUARD RUSSELL 1000 GROWTH ETF | 205 | 24959 | VNG RUS1000GRW |
| MURPHY USA INC | 61 | 24690 | COM |
| CARRIER GLOBAL CORP | 451 | 24359 | COM |
| GENERAL MTRS CO | 267 | 23257 | COM |
| COLUMBIA EM CORE EX-CHINA ETF | 569 | 21827 | EM CORE EX ETF |
| FIRST FINL BANKSHARES IN | 701 | 20932 | COM |
| KIMBERLY CLARK CORP | 197 | 20682 | COM |
| MERCADOLIBRE INC | 10 | 20143 | COM |
| MONDELEZ INTL INC CLASS A | 340 | 20025 | CL A |
| SCHWAB US LARGE CAP GROWTH ETF | 612 | 19963 | US LCAP GR ETF |
| IDEXX LABS INC | 27 | 19619 | COM |
| WARNER BROS DISCOVERY INTENDER OFFER EXP: 01/21/26 | 611 | 19050 | COM SER A |
| STATE STR CORP | 144 | 18970 | COM |
| HORMEL FOODS CORP | 745 | 17656 | COM |
| COMCAST CORP NEW TRADES WITH DUE BILLS | 434 | 15931 | CL A |
| PFIZER INC | 523 | 15901 | COM |
| VULCAN MATLS CO | 50 | 15402 | COM |
| SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 116 | 14798 | SPONSORED ADR |
| BAKER HUGHES CO. A CLASS CLASS A | 290 | 14500 | CL A |
| SCHWAB US BROAD MARKET ETF | 549 | 14387 | US BRD MKT ETF |
| ZOETIS INC CLASS CLASS A | 109 | 14066 | CL A |
| MEDTRONIC PLC F | 109 | 13064 | SHS |
| EMCOR GROUP INC | 13 | 12854 | COM |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 204 | 12733 | VAN FTSE DEV MKT |
| INTEL CORP | 251 | 12509 | COM |
| SERVICE CORP INTL | 158 | 12467 | COM |
| CME GROUP INC CLASS CLASS A | 39 | 12289 | COM |
| SHELL PLC FTENDER OFFER EXP: | 165 | 12124 | SPON ADS |
| PRUDENTIAL FINL INC | 101 | 12112 | COM |
| GARTNER INC | 43 | 11353 | COM |
| CARMAX INC | 283 | 10935 | COM |
| VANGUARD SHORT-TERM BONDETF | 138 | 10874 | SHORT TRM BOND |
| NORTHROP GRUMMAN CORP | 16 | 10714 | COM |
| INTERCONTINENTAL EXCHANG | 47 | 10203 | COM |
| WINGSTOP INC | 42 | 10046 | COM |
| GE HEALTHCARE TECHNOLOGI | 110 | 9760 | COMMON STOCK |
| NUCOR CORP | 54 | 9530 | COM |
| WISDOMTREE INDIA EARNINGS ETF | 200 | 9258 | INDIA ERNGS FD |
| MORGAN STANLEY | 18 | 9232 | COM NEW |
| CONOCOPHILLIPS | 75 | 9007 | COM |
| PROLOGIS INC REIT | 50 | 8681 | COM |
| GRAYSCALE BITCOIN MINI TRUST ETF | 212 | 8211 | SHS REP COM UT |
| ISHARES BITCOIN ETF | 161 | 7994 | SHS BEN INT |
| ATLASSIAN CORP CLASS A | 45 | 7945 | CL A |
| AIRBNB INC CLASS A | 55 | 7872 | COM CL A |
| PUBLIC SVC ENTERPRISE GR | 84 | 7789 | COM |
| CORTEVA INC | 93 | 7708 | COM |
| BOSTON SCIENTIFIC CORP | 64 | 7628 | COM |
| UNITEDHEALTH GROUP INC | 5 | 7593 | COM |
| BLOCK INC A CLASS CLASS A | 98 | 7355 | CL A |
| DEXCOM INC | 100 | 7102 | COM |
| UNUSUAL WHALES SUB DEMO TRAD ETF | 152 | 6951 | UNUSUAL SUBVERSI |
| INVSC BUYBACK ACHIEVERS ETF | 50 | 6716 | BUYBACK ACHIEV |
| VANGUARD S&P 500 GROWTH ETF | 14 | 6224 | 500 GRTH IDX F |
| CSX CORP | 125 | 6068 | COM |
| LULULEMON ATHLETICA INC | 28 | 5819 | COM |
| T-MOBILE US INC | 15 | 5697 | COM |
| DTE ENERGY CO | 43 | 5675 | COM |
| IBM CORP | 1 | 5662 | COM |
| VANGUARD HIGH DIVIDEND YIELD ETF | 38 | 5454 | HIGH DIV YLD |
| KRAFT HEINZ CO | 210 | 5093 | COM |
| ST STRT SPDR PRTL S&P 500 GRW ETF IV | 47 | 5015 | STATE STREET SPD |
| HERSHEY CO | 23 | 5005 | COM |
| VANGUARD MID CAP ETF | 17 | 4934 | MID CAP ETF |
| MATCH GROUP INC NEW | 144 | 4639 | COM |
| REPUBLIC SVCS INC | 17 | 4239 | COM |
| DUPONT DE NEMOURS INC | 93 | 4100 | COM |
| QNITY ELECTRONICS INC | 46 | 4083 | COMMON STOCK |
| 3M CO | 12 | 4029 | COM |
| JOBY AVIATION INC FCLASS A | 300 | 3960 | COMMON STOCK |
| ADVISORSHARES PURE US CANNABIS ETF | 800 | 3776 | PURE US CANNABIS |
| ARK AUTONOMOUS TECH RBTCS ETF | 32 | 3669 | AUTNMUS TECHNLGY |
| ENTERPRISE PRODS PART LP | 101 | 3249 | COM |
| DECKERS OUTDOOR CORP | 24 | 2799 | COM |
| DOW INC | 93 | 2712 | COM |
| INTERCONTINENTAL HOTEL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 19 | 2676 | SPONSORED ADS |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 8 | 2431 | SPONSORED ADR |
| LUMEN TECHNOLOGIES INC | 299 | 2323 | COM |
| PROTALIX BIOTHERAPEUTICS | 1000 | 1800 | COM |
| UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 27 | 1766 | SPON ADR NEW |
| PELOTON INTERACTIVE INC CLASS CLASS A | 260 | 1602 | COM CL A |
| XRP ETF | 146 | 1543 | XRP ETF |
| INVSC S P 500 EQUAL WEIGHT ETF | 8 | 1532 | S&P500 |
| RIVIAN AUTOMOTIVE INC CLASS CLASS A | 51 | 1399 | CL A |
| VANGUARD MID CAP GROWTH ETF | 5 | 1396 | MCAP GR IDXVIP |
| BLACKROCK ENERGY AND RES | 102 | 1381 | COM |
| JPMORGN HEDGD EQTY LAD OVRLY ETF | 19 | 1262 | HEDGED EQUITY LA |
| MFA FINL INC REIT | 128 | 1188 | NOTE |
| DROPBOX INC CLASS CLASS A | 30 | 1168 | CL A |
| SPOTIFY TECHNOLOGY S A F | 2 | 1161 | SHS |
| FORD MTR CO DEL | 12 | 1128 | COM |
| MID-AMER APT CMNTYS INC REIT | 8 | 1111 | COM |
| SOLAREDGE TECHNOLOGIES I | 38 | 1096 | COM |
| ISHARES MSCI INDIA INDEXETF | 20 | 1081 | MSCI INDIA ETF |
| ONDAS HLDGS INC | 110 | 1074 | COM NEW |
| BROOKFIELD BUSINESS P LP | 30 | 1056 | UNIT LTD L P |
| BROOKFIELD WEALTH SO A FCLASS A | 22 | 1011 | CL A EXCHANGEAB |
| VIATRIS INC | 43 | 996 | COM |
| ROCKET COMPANIES CLA A CLASS A | 11 | 852 | COM |
| ST STRT SPDR S&P 600 S CGRW ETF IV | 9 | 848 | STATE STREET SPD |
| OKLO INC CLASS A | 9 | 646 | COM CL A |
| SOUNDHOUND AI INC CLASS A | 56 | 558 | CLASS A COM |
| BROOKFIELD BUSINESS CO FCLASS A | 15 | 538 | CL A EXC SUB VTG |
| UNITED STS ANTIMONY CORP | 78 | 392 | COM |
| AERCAP HOLDINGS N V F | 2 | 288 | SHS |
| BROADRIDGE FINL SOLUTION | 1 | 223 | COM |
| EPSIUM ENTERPRISE LTD FCLASS A | 90 | 180 | ORD SHS CL A |
| SCOTTS MIRACLE-GRO CO | 3 | 175 | CL A |
| REVOLVE GROUP INC CLASS A | 5 | 151 | CL A |
| SCHWAB US DIVIDEND EQUITY ETF | 5 | 140 | US DIVIDEND EQ |
| BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | 4 | 139 | SPONSORED ADR |
| OCCIDENTAL PETE C 27 WTSWARRANTS EXP 08/03/27 | 7 | 135 | *W EXP 08/03/202 |
| ST STRET SPDR PRTFL S&P 400 M ETF IV | 2 | 117 | PORTFOLIO S&P400 |
| PRINCIPAL U S SMALL CAP ETF | 2 | 116 | PRIN U S SMALL |
| FIDELITY ENHANCED INTRNTNL ETF | 2 | 74 | ENHANCED INTL |
| EATON VANCE TOTAL RETURNBOND ETF | 1 | 53 | EATON VANCE TOTA |
| VICTORYSHARES USAA CORE INTERMEDIATE BOND ETF | 1 | 47 | CORE INTERMEDIAT |
| CANOPY GROWTH CORP F | 5 | 6 | COM |
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