Investment Research & Advisory Group, Inc. Top Holdings and 13F Report (2026) About Investment Research & Advisory Group, Inc.Investment ActivityInvestment Research & Advisory Group, Inc. has $336.59 million in total holdings as of September 30, 2026.Investment Research & Advisory Group, Inc. owns shares of 335 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 1.52% of the portfolio was purchased this quarter.About 1.48% of the portfolio was sold this quarter.This quarter, Investment Research & Advisory Group, Inc. has purchased 316 new stocks and bought additional shares in 105 stocks.Investment Research & Advisory Group, Inc. sold shares of 57 stocks and completely divested from 20 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $84,438,813Apple $25,783,756NVIDIA $14,537,086Alphabet $13,997,073Microsoft $10,821,906 Largest New Holdings this Quarter 92647X830 - VictoryShares Free Cash Flow ETF $463,577 Holding92204A702 - Vanguard Information Technology ETF $52,153 Holding871829107 - Sysco $45,295 Holding81369Y886 - Utilities Select Sector SPDR Fund $27,805 Holding833445109 - Snowflake $19,355 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,780 shares (about $1.95M)VictoryShares Free Cash Flow ETF 8,003 shares (about $463.58K)Vanguard Mega Cap Value ETF 1,800 shares (about $289.97K)CrowdStrike 1,026 shares (about $277.19K)iShares Core MSCI EAFE ETF 1,630 shares (about $157.92K) Largest Sales this Quarter Alphabet 1,230 shares (about $432.33K)GE Aerospace 1,161 shares (about $363.33K)NVIDIA 1,069 shares (about $252.09K)JPMorgan Chase & Co. 708 shares (about $235.52K)Amazon.com 881 shares (about $221.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestment Research & Advisory Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$84,438,813$1,948,389 ▲2.4%120,47925.1%ETFAAPLApple$25,783,756$143,798 ▲0.6%76,2057.7%TechnologyNVDANVIDIA$14,537,086$252,087 ▼-1.7%61,6464.3%TechnologyGOOGLAlphabet$13,997,073$432,334 ▼-3.0%39,8224.2%Communication ServicesMSFTMicrosoft$10,821,906$212,793 ▼-1.9%20,9023.2%TechnologyAMZNAmazon.com$10,142,477$221,286 ▼-2.1%40,3803.0%Consumer DiscretionaryLLYEli Lilly and Company$8,632,682$24,399 ▼-0.3%7,4302.6%HealthcareJPMJPMorgan Chase & Co.$8,389,813$235,518 ▼-2.7%25,2212.5%FinanceMAMastercard$7,448,781$168,409 ▼-2.2%13,4462.2%FinanceVVisa$7,120,060$44,485 ▼-0.6%19,6872.1%FinanceMETAMeta Platforms$7,044,581$163,539 ▼-2.3%9,6492.1%Communication ServicesASMLASML$6,573,209$157,627 ▼-2.3%3,6282.0%TechnologySCHWCharles Schwab$6,478,615$120,877 ▼-1.8%66,1921.9%FinanceBLKBlackRock$5,613,781$109,180 ▼-1.9%5,2961.7%FinanceJNJJohnson & Johnson$4,883,189$1,862 ▲0.0%18,3621.5%HealthcarePANWPalo Alto Networks$4,757,584$47,731 ▼-1.0%11,9611.4%TechnologyIQVIQVIA$4,723,828$135,628 ▼-2.8%17,5541.4%HealthcareCBChubb$4,517,816$157,651 ▼-3.4%13,8701.3%FinanceCOSTCostco Wholesale$4,480,965$15,483 ▼-0.3%4,9201.3%Consumer StaplesGEGE Aerospace$4,452,940$363,333 ▼-7.5%14,2291.3%IndustrialsPMPhilip Morris International$4,008,711$28,549 ▼-0.7%20,9221.2%Consumer StaplesUBERUber Technologies$3,943,007$88,040 ▼-2.2%57,4611.2%IndustrialsBRK.BBerkshire Hathaway$3,819,277$34,417 ▼-0.9%7,5461.1%FinanceVEEVVeeva Systems$3,699,188$14,577 ▲0.4%12,9421.1%HealthcareGDGeneral Dynamics$3,681,080$91,047 ▼-2.4%11,0781.1%IndustrialsCRMSalesforce$3,617,843$109,102 ▼-2.9%15,7181.1%TechnologyCATCaterpillar$3,502,903$40,874 ▼-1.2%4,2851.0%IndustrialsSBUXStarbucks$3,213,776$47,030 ▼-1.4%34,1671.0%Consumer DiscretionaryVTWOVanguard Russell 2000 ETF$3,188,879$127,169 ▲4.2%28,4110.9%ETFVBVanguard Small-Cap ETF$3,118,724$14,793 ▲0.5%10,9630.9%ETFLMTLockheed Martin$2,893,809$34,742 ▲1.2%5,6640.9%IndustrialsBABoeing$2,671,826$84,652 ▼-3.1%14,3610.8%IndustrialsBKNGBooking$2,645,045$38,530 ▼-1.4%16,2010.8%Consumer DiscretionaryNFLXNetflix$2,546,125$88,204 ▼-3.3%36,4580.8%Communication ServicesSPYXSPDR S&P Fossil Fuel Reserves Free ETF$2,469,892$6,100 ▲0.2%3,2390.7%ETFIEFAiShares Core MSCI EAFE ETF$2,086,923$157,917 ▲8.2%21,5410.6%ETFADMArcher Daniels Midland$2,086,8880.0%26,2370.6%Consumer StaplesGE VERNOVA INC$1,870,143$95,367 ▼-4.9%1,9610.6%COMSHOPIFY INC FCLASS A$1,563,972$41,079 ▼-2.6%10,5460.5%CL ADHRDanaher$1,499,381$23,899 ▼-1.6%6,7130.4%HealthcareISRGIntuitive Surgical$1,394,079$52,868 ▲3.9%3,4280.4%HealthcareGOOGAlphabet$1,389,508$5,342 ▼-0.4%3,9020.4%Communication ServicesIEMGiShares Core MSCI Emerging Markets ETF$1,342,820$65,984 ▲5.2%16,5450.4%ETFVXUSVanguard Total International Stock ETF$1,323,623$12,999 ▼-1.0%15,5790.4%ETFBNDVanguard Total Bond Market ETF$1,319,616$116,381 ▲9.7%18,8110.4%ETFCLXClorox$1,305,010$44,799 ▼-3.3%16,1090.4%Consumer StaplesKKRKKR & Co. Inc.$1,226,133$43,183 ▲3.7%13,4020.4%FinanceIVWiShares S&P 500 Growth ETF$1,008,182$996 ▲0.1%7,0870.3%ETFIJHiShares Core S&P Mid-Cap ETF$977,139$38,205 ▼-3.8%13,5810.3%ETFIVViShares Core S&P 500 ETF$904,573$193,016 ▼-17.6%1,1810.3%ETFMGVVanguard Mega Cap Value ETF$902,932$289,969 ▲47.3%5,6050.3%ETFVEUVanguard FTSE All-World ex-US ETF$843,831$1,940 ▲0.2%9,5710.3%ETFGLGlobe Life$735,029$55,177 ▼-7.0%4,4360.2%FinanceVDEVanguard Energy ETF$711,897$4,304 ▲0.6%4,1350.2%ETFHDHome Depot$704,256$27,389 ▲4.0%2,4170.2%Consumer DiscretionaryIVEiShares S&P 500 Value ETF$595,591$2,283 ▲0.4%2,6090.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$574,380$85,414 ▲17.5%25,4260.2%ETFTSLATesla$542,859$4,565 ▲0.8%1,4270.2%Consumer DiscretionaryAVGOBroadcom$504,744$108,329 ▲27.3%1,2720.1%TechnologyVFLOVictoryShares Free Cash Flow ETF$463,577$463,577 ▲New Holding8,0030.1%ETFCHHChoice Hotels International$435,9880.0%4,2570.1%Consumer DiscretionaryMUMicron Technology$415,926$13,300 ▼-3.1%3440.1%TechnologyKOCoca-Cola$376,121$9,920 ▼-2.6%4,0570.1%Consumer StaplesIRTIndependence Realty Trust$375,736$3,952 ▲1.1%25,8590.1%Real EstateCRWDCrowdStrike$369,591$277,193 ▲300.0%1,3680.1%TechnologyMRKMerck & Co., Inc.$365,431$152 ▼0.0%2,3980.1%HealthcareFDXFedEx$344,251$1,433 ▲0.4%1,2010.1%IndustrialsBACBank of America$299,245$923 ▲0.3%4,8610.1%FinancePINNACLE FINL PARTNERS I$291,316$1,405 ▲0.5%3,1110.1%COMAVUVAvantis U.S. Small Cap Value ETF$291,306$15,307 ▲5.5%2,4740.1%ETFISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$280,252$6,154 ▼-2.1%1,6850.1%CORE S&P TTL STK ETFVMCVulcan Materials$273,362$489 ▲0.2%1,1170.1%MaterialsDFIVDimensional International Value ETF$269,846$145,061 ▲116.2%4,8310.1%ETFIJRiShares Core S&P Small-Cap ETF$263,823$38,551 ▼-12.7%1,7930.1%ETFABBVAbbVie$259,527$9,488 ▲3.8%9300.1%HealthcareVBKVanguard Small-Cap Growth ETF$250,8080.0%7420.1%ETFLAM RESH CORP$243,388$346 ▲0.1%7030.1%COM NEWPALANTIR TECHNOLOGIES INCLASS CLASS A$240,172$2,444 ▲1.0%1,1790.1%CL AVBRVanguard Small-Cap Value ETF$232,718$924 ▲0.4%1,0070.1%ETFAMGNAmgen$216,080$1,307 ▲0.6%4960.1%HealthcareXLKTechnology Select Sector SPDR Fund$214,502$16,726 ▼-7.2%7310.1%ETFLOWLowe's Companies$212,051$5,273 ▼-2.4%1,1260.1%Consumer DiscretionaryGSThe Goldman Sachs Group$203,128$1,953 ▲1.0%2080.1%FinanceANETArista Networks$198,500$5,957 ▲3.1%9330.1%TechnologyPRINCIPAL FINL GROUP INC$196,705$99,758 ▼-33.6%1,7490.1%COMPRFInvesco RAFI US 1000 ETF$179,186$4,137 ▲2.4%3,2920.1%ETFAMDAdvanced Micro Devices$178,634$6,647 ▲3.9%2150.1%TechnologyQQQInvesco QQQ$170,8760.0%2310.1%ETFCCitigroup$162,841$851 ▲0.5%1,1480.0%FinanceCVXChevron$151,1150.0%6430.0%EnergyVTIVanguard Total Stock Market ETF$138,5470.0%3700.0%ETFBNDXVanguard Total International Bond ETF$134,935$22,450 ▲20.0%2,8790.0%ETFSOSouthern$133,4530.0%1,5910.0%UtilitiesWALMART INC$132,222$6,606 ▲5.3%1,2210.0%COMSDYSPDR S&P Dividend ETF$131,910$5,710 ▼-4.1%9010.0%ETFIWFiShares Russell 1000 Growth ETF$131,2720.0%1,0480.0%ETFBNBrookfield$130,345$7,292 ▲5.9%3,5750.0%FinanceDUKDuke Energy$129,057$725 ▲0.6%1,0680.0%UtilitiesSCHDSchwab US Dividend Equity ETF$115,866$33 ▲0.0%3,5620.0%ETFRTXRTX$113,158$197 ▲0.2%5730.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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