Investmark Advisory Group LLC - Portfolio Stock Holdings

Investmark Advisory Group LLC disclosed 173 stock positions in a recent SEC 13F filing. $308,185,173 of stock holdings were filed, with the largest holdings including DFUS, DFUV, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $929,666,878 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.