Investmark Advisory Group LLC - Portfolio Stock Holdings

Investmark Advisory Group LLC disclosed 148 stock positions in a recent SEC 13F filing. $230,348,907 of stock holdings were filed, with the largest holdings including DFUS, DFUV, and AAPL. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

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.