Investment Research & Advisory Group, Inc. Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$302.1M
Holdings
275
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (275 positions)
| Stock | Value |
|---|---|
VOOVANGUARD S&P 500 ETF | $72.1M |
AAPLAPPLE INC | $20.9M |
GOOGLALPHABET INC CLASS CLASS A | $13.5M |
NVDANVIDIA CORP | $12.7M |
MSFTMICROSOFT CORP | $10.3M |
AMZNAMAZON.COM INC | $9.6M |
JPMJPMORGAN CHASE & CO | $8.3M |
LLYELI LILLY AND CO | $7.9M |
MAMASTERCARD INC CLASS CLASS A | $7.8M |
VVISA INC CLASS CLASS A | $6.9M |
SCHWCHARLES SCHWAB CORP | $6.6M |
METAMETA PLATFORMS INC CLASS A | $6.6M |
BLKCHFBLACKROCK INC NEW | $5.7M |
GEGE AEROSPACE | $4.9M |
UBERUBER TECHNOLOGIES INC | $4.8M |
JNJJOHNSON & JOHNSON | $4.6M |
CBCHUBB LTD F | $4.4M |
CRMSALESFORCE INC | $4.3M |
COSTCOSTCO WHSL CORP NEW | $4.2M |
BKNGBOOKING HLDGS INC | $4.1M |
IQVIQVIA HLDGS INC | $4.0M |
ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4.0M |
BRK/BBERKSHIRE HATHAWAY CLASS CLASS B | $3.8M |
NFLXNETFLIX INC | $3.7M |
GDGENERAL DYNAMICS CORP | $3.7M |
4I1PHILIP MORRIS INTL INC | $3.3M |
VEEVVEEVA SYS INC CLASS CLASS A | $3.3M |
BABOEING CO | $3.0M |
LMTLOCKHEED MARTIN CORP | $2.9M |
SBUXSTARBUCKS CORP | $2.8M |
VBVANGUARD SMALL CAP ETF | $2.8M |
VTWOVANGUARD RUSSELL 2000 ETF | $2.4M |
CATCATERPILLAR INC | $2.4M |
SPYXSPDR S&P 500 ETF | $1.9M |
TMOTHERMO FISHER SCIENTIFIC | $1.9M |
PGPROCTER & GAMBLE CO | $1.8M |
PANWPALO ALTO NETWORKS INC | $1.8M |
AQLTISHARES CORE MSCI EAFE ETF | $1.7M |
ADBEADOBE INC | $1.7M |
ADMARCHER-DANIELS MIDLAND C | $1.5M |
GEVGE VERNOVA INC | $1.4M |
DHRDANAHER CORP | $1.4M |
GOOGALPHABET INC CLASS CLASS C | $1.2M |
SHOPSHOPIFY INC FCLASS CLASS A | $1.2M |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.2M |
VXUSVANGUARD TOTAL INTERNATIONAL STK ETF | $1.1M |
IJHISHARES CORE S&P MID CAPETF | $1.0M |
IVVISHARES CORE S&P 500 ETF | $990K |
IEMGISHARES CORE MSCI EMERGING ETF | $897K |
IVWISHARES S&P 500 GROWTH ETF | $871K |
HDHOME DEPOT INC | $805K |
VEUVANGUARD FTSE ALL WORLD EX US ETF | $743K |
MRKMERCK & CO. INC. | $715K |
IVEISHARES S&P 500 VALUE ETF | $546K |
MGVVANGUARD MEGA CAP VALUE ETF | $535K |
IRTINDEPENDENCE RLTY TR INCREIT | $524K |
VDEVANGUARD ENERGY ETF | $511K |
AVGOBROADCOM INC | $478K |
SPHYSTATE SRT SPDR PRTFL HGHYLD BND ETF | $438K |
CHHCHOICE HOTELS INTL INC | $403K |
FDXFEDEX CORP | $343K |
KOTHE COCA-COLA CO | $301K |
TSLATESLA INC | $298K |
PNFPPINNACLE FINL PARTNERS I | $292K |
LOWLOWES COS INC | $289K |
BACBANK OF AMERICA CORP | $272K |
IJRISHARES CORE S&P SMALL CAP ETF | $265K |
BRTRISHARES TOTAL US STOCK MARKET ETF | $254K |
AVUVAVANTIS US SMALL CAP VALUE ETF | $238K |
PG4PRINCIPAL FINL GROUP INC | $233K |
VRPINVSC VARIABLE RATE PREFERRED ETF | $228K |
VBKVANGUARD SMALL CAP GROWTH ETF | $223K |
VBRVANGUARD SMALL CAP VALUEETF | $222K |
ABBVABBVIE INC | $211K |
MCDMCDONALDS CORP | $210K |
GSGOLDMAN SACHS GROUP INC | $197K |
AMGNAMGEN INC | $171K |
CRWDCROWDSTRIKE HLDGS INC CLASS A | $162K |
BNBROOKFIELD CORP FCLASS A | $154K |
NDQINVSC QQQ TRUST SRS 1 ETF | $140K |
SDYSTATE STREET SPDR S&P DIV ETF | $140K |
WMTWALMART INC | $139K |
TRVCCITIGROUP INC | $136K |
SOFISOFI TECHNOLOGIES INC | $132K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $126K |
ANETEURARISTA NETWORKS INC | $121K |
LRCXLAM RESH CORP | $120K |
WFCWELLS FARGO & CO | $120K |
XLKSTATE STRET TEC SELECT SEC SPDR ETF | $111K |
SMHVANECK SEMICONDUCTOR ETF | $110K |
CEGCONSTELLATION ENERGY COR | $101K |
RTXRTX CORP | $99K |
RDDTREDDIT INC CLASS A | $99K |
BNDXVANGUARD TOTAL INTERNATIONAL BND ETF | $98K |
BMYBRISTOL MYERS SQUIBB CO | $93K |
AMTAMERICAN TOWER CORP NEW REIT | $91K |
ZETAZETA GLOBAL HLDGS CORP CLASS CLASS A | $90K |
TAT&T INC | $89K |
DUKDUKE ENERGY CORP NEW | $84K |
TFCTRUIST FINL CORP | $82K |
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