Investment Research & Advisory Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Investment Research & Advisory Group, Inc. reported 245 stock positions worth $268.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 23.3% of the portfolio, followed by Apple (AAPL, 5.8%) and Nvidia (NVDA, 4.0%). Compared with Q1 2025, it opened 27 new positions, sold out of 31, added to 77 and reduced 43. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +18%) and the biggest sale Apple (AAPL, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001802136
- Portfolio Value
- $268.4M (Q2 2025)
- SEC Filing
- 0001802136-25-000004 ↗ filed Jul 17, 2025
Holdings Value
Holdings 245 stocks · $268.4M
| VOO Vanguard S&P 500 ETF | 23.30% | 110,107 | $62.5M | Add +18.1% |
| AAPL Apple Inc. | 5.76% | 75,382 | $15.5M | Reduce -6.8% |
| NVDA Nvidia Corp. | 4.04% | 68,700 | $10.9M | Reduce -0.9% |
| MSFT Microsoft Corp. | 3.88% | 20,945 | $10.4M | Reduce -14.2% |
| AMZN Amazon.com Inc. | 3.32% | 40,658 | $8.9M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 2.83% | 13,497 | $7.6M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 2.81% | 42,738 | $7.5M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 2.77% | 25,608 | $7.4M | Add +0.6% |
| META Meta Platforms Inc. Class A | 2.66% | 9,674 | $7.1M | Reduce -4.0% |
| V Visa Inc. Class A | 2.54% | 19,209 | $6.8M | Reduce -2.3% |
| SCHW Schwab (charles) Corp. | 2.25% | 66,078 | $6.0M | Add +1.4% |
| LLY Eli Lilly & Co. | 2.06% | 7,108 | $5.5M | Add +6.1% |
| BLK BlackRock Finance Inc. | 2.05% | 5,254 | $5.5M | Reduce -2.2% |
| UBER Uber Technologies Inc. | 2.04% | 58,604 | $5.5M | Add +1.7% |
| NFLX Netflix Inc. | 1.92% | 3,851 | $5.2M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 1.72% | 4,658 | $4.6M | Add +1.5% |
| BKNG Booking Holdings Inc. | 1.59% | 738 | $4.3M | Reduce -0.3% |
| CRM Salesforce Inc. | 1.55% | 15,260 | $4.2M | Add +1.3% |
| GE General Electric filed as GE AEROSPACE | 1.53% | 15,981 | $4.1M | Add +5.3% |
| VEEV Veeva Systems Inc. Class A | 1.52% | 14,163 | $4.1M | Add +0.4% |
| CB Chubb Ltd. | 1.48% | 13,714 | $4.0M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.38% | 7,626 | $3.7M | Add +7.0% |
| PM Philip Morris International | 1.36% | 20,050 | $3.7M | Reduce -1.8% |
| FISV Fiserv Inc. | 1.26% | 19,582 | $3.4M | Reduce -2.4% |
| JNJ Johnson & Johnson | 1.19% | 20,866 | $3.2M | Add +19.3% |
| GD General Dynamics Corp. | 1.15% | 10,621 | $3.1M | Add +3.3% |
| SBUX Starbucks Corp. | 1.07% | 31,259 | $2.9M | Reduce -1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.06% | 12,017 | $2.8M | Reduce -0.6% |
| ASML ASML Holding NV-NY Reg SHS | 1.05% | 3,517 | $2.8M | Reduce -26.6% |
| IQV Iqvia Holdings Inc. | 1.01% | 17,202 | $2.7M | Reduce -4.3% |
| LMT Lockheed Martin Corp. | 1.00% | 5,781 | $2.7M | Add +5.7% |
| BA The Boeing Co. | 0.94% | 12,103 | $2.5M | Add +1267.6% |
| OTIS Otis Worldwide Corp. | 0.77% | 20,918 | $2.1M | Add +5.3% |
| PG The Procter & Gamble Co. | 0.71% | 11,918 | $1.9M | Add +4.2% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.67% | 2,920 | $1.8M | Add +2.6% |
| ADM Archer-Daniels-Midland Co. | 0.67% | 34,154 | $1.8M | Add +1.1% |
| VTWO Vanguard Russell 2000 ETF | 0.66% | 20,292 | $1.8M | Add +544.4% |
| KMX Carmax Inc. | 0.65% | 26,126 | $1.8M | Reduce -11.2% |
| ADBE Adobe Inc. | 0.60% | 4,134 | $1.6M | Reduce -25.7% |
| GEV GE Vernova Inc. | 0.48% | 2,453 | $1.3M | Add +1.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.48% | 15,524 | $1.3M | Add +343.0% |
| BND Vanguard Total Bond Market | 0.46% | 16,936 | $1.2M | Add +5.7% |
| TMO Thermo Fisher Scientific Inc. | 0.42% | 2,763 | $1.1M | Reduce -24.5% |
| VXUS Vanguard Total Intl Stock | 0.36% | 14,159 | $978K | Reduce -2.1% |
| DHR Danaher Corp. | 0.35% | 4,716 | $932K | Reduce -19.9% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 14,472 | $898K | Add +0.2% |
| HD Home Depot Inc. | 0.33% | 2,390 | $876K | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.30% | 1,305 | $810K | Add +0.3% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 7,143 | $786K | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.26% | 11,553 | $694K | Add +478.5% |
| GOOG Alphabet Inc. Class C | 0.26% | 3,883 | $689K | Add +0.1% |
| IRT Independence Realty Trust Inc. | 0.24% | 36,098 | $639K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 9,284 | $624K | Reduce -0.8% |
| CHH Choice Hotels Intl Inc. | 0.20% | 4,214 | $535K | No change |
| MRK Merck & Co. Inc. | 0.19% | 6,513 | $516K | Add +132.8% |
| IVE iShares S&P 500 Value ETF | 0.19% | 2,555 | $499K | Add +0.4% |
| PANW Palo Alto Networks Inc. | 0.18% | 2,405 | $492K | Reduce -37.8% |
| VDE Vanguard Energy ETF | 0.18% | 3,995 | $476K | Add +0.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 2,083 | $406K | New |
| SPHY SS SPDR P High Yield ETF | 0.15% | 16,718 | $398K | Add +192.3% |
| AVGO Broadcom Inc. | 0.13% | 1,284 | $354K | Reduce -1.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.13% | 2,603 | $342K | No change |
| SNPS Synopsys Inc. | 0.11% | 5,717 | $296K | No change |
| KO The Coca-Cola Co. | 0.11% | 4,068 | $288K | Add +24.2% |
| FDX FedEx Corp. | 0.10% | 1,171 | $266K | No change |
| LOW Lowe's Cos Inc. | 0.09% | 1,132 | $251K | No change |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 0.09% | 1,743 | $235K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 4,790 | $227K | Add +0.3% |
| VRP Invesco Variable Rate Prefer | 0.08% | 9,028 | $221K | Add +0.5% |
| AVUV Avantis US Small Cap Value | 0.08% | 2,333 | $213K | No change |
| IJR iShares Core S&P Small-Cap E | 0.07% | 1,777 | $194K | Add +0.1% |
| MCD McDonald's Corp. | 0.07% | 599 | $175K | Add +316.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 342 | $174K | Add +2.1% |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 1,237 | $168K | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.06% | 879 | $163K | Reduce -33.0% |
| GS Goldman Sachs Group Inc. | 0.06% | 214 | $152K | No change |
| BN Brookfield Corp. | 0.05% | 2,250 | $139K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.05% | 1,015 | $137K | Add +0.2% |
| WMT Walmart Inc. | 0.05% | 1,391 | $136K | Add +43.3% |
| AMGN Amgen Inc. | 0.05% | 481 | $134K | Reduce -30.2% |
| MO Altria Group Inc. | 0.05% | 2,172 | $127K | Reduce -35.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 2,251 | $111K | Add +5.0% |
| AMT American Tower Corp. | 0.04% | 500 | $111K | Reduce -49.4% |
| ANET Arista Networks Inc. | 0.04% | 1,038 | $106K | No change |
| WFC Wells Fargo & Co. | 0.04% | 1,225 | $98K | No change |
| T AT&T Inc. | 0.04% | 3,348 | $97K | Add +458.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 763 | $95K | Add +96.1% |
| C Citigroup Inc. | 0.04% | 1,108 | $94K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 168 | $93K | Reduce -85.8% |
| ESGR Enstar Group Ltd. | 0.03% | 273 | $92K | No change |
| CEG Constellation Energy | 0.03% | 280 | $90K | New |
| QPFF American Century Qual Pref | 0.03% | 2,515 | $89K | No change |
| SMH Vaneck Semiconductor ETF | 0.03% | 304 | $85K | New |
| TSLA Tesla Inc. | 0.03% | 262 | $83K | Add +948.0% |
| RTX RTX Corp. | 0.03% | 539 | $79K | Add +19.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 1,115 | $77K | Reduce -18.3% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 1,650 | $76K | No change |
| DUK Duke Energy Corp. | 0.03% | 632 | $75K | Add +0.8% |
| TFC Truist Financial Corp. | 0.03% | 1,643 | $71K | Add +15.1% |
| ORCL Oracle Corp. | 0.03% | 323 | $71K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $145 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 7 | $145 | No change |
Total filed on the 13F, all lines: $268.4M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -6.8% | 5.76% | −1.75 |
| UNH Unitedhealth Group Inc. | Reduce -99.8% | 0.00% | −1.41 |
| FISV Fiserv Inc. | Reduce -2.4% | 1.26% | −0.59 |
| TMO Thermo Fisher Scientific Inc. | Reduce -24.5% | 0.42% | −0.34 |
| V Visa Inc. Class A | Reduce -2.3% | 2.54% | −0.34 |
| IQV Iqvia Holdings Inc. | Reduce -4.3% | 1.01% | −0.31 |
| KMX Carmax Inc. | Reduce -11.2% | 0.65% | −0.30 |
| CB Chubb Ltd. | Reduce -2.8% | 1.48% | −0.30 |
| ADBE Adobe Inc. | Reduce -25.7% | 0.60% | −0.30 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -26.6% | 1.05% | −0.28 |
| SBUX Starbucks Corp. | Reduce -1.0% | 1.07% | −0.23 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -85.8% | 0.03% | −0.20 |
| DHR Danaher Corp. | Reduce -19.9% | 0.35% | −0.16 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.11 |
| PANW Palo Alto Networks Inc. | Reduce -37.8% | 0.18% | −0.09 |
| BLK BlackRock Finance Inc. | Reduce -2.2% | 2.05% | −0.07 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 1.06% | −0.06 |
| ABBV Abbvie Inc. | Reduce -33.0% | 0.06% | −0.05 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.05 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.05 |
| AMT American Tower Corp. | Reduce -49.4% | 0.04% | −0.05 |
| BSCQ Invesco Bulletshares 2026 CB | Sold out | 0.00% | −0.04 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -63.0% | 0.03% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -80.5% | 0.01% | −0.04 |
| AMGN Amgen Inc. | Reduce -30.2% | 0.05% | −0.04 |
| ABT Abbott Laboratories | Reduce -67.0% | 0.02% | −0.04 |
| MO Altria Group Inc. | Reduce -35.5% | 0.05% | −0.04 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.04 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.03 |
| CVX Chevron Corp. | Reduce -46.0% | 0.02% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.02 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.02 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.02 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -18.3% | 0.03% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -2.1% | 0.36% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.0% | 0.06% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -11.9% | 0.02% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.8% | 0.23% | −0.00 |
| O Realty Income Corp. | Reduce -18.4% | 0.01% | −0.00 |
| MDT Medtronic PLC | Reduce -46.0% | 0.00% | −0.00 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.00 |
| CNYA iShares MSCI China A ETF | Sold out | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -59.0% | 0.00% | −0.00 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.00 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.00 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.00 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +18.1% | 23.30% | +3.29 |
| BA The Boeing Co. | Add +1267.6% | 0.94% | +0.88 |
| VTWO Vanguard Russell 2000 ETF | Add +544.4% | 0.66% | +0.55 |
| IEFA iShares Core MSCI Eafe ETF | Add +343.0% | 0.48% | +0.37 |
| UBER Uber Technologies Inc. | Add +1.7% | 2.04% | +0.28 |
| GE General Electric | Add +5.3% | 1.53% | +0.26 |
| IEMG iShares Core MSCI Emerging | Add +478.5% | 0.26% | +0.21 |
| GEV GE Vernova Inc. | Add +1.4% | 0.48% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 2.77% | +0.16 |
| VEEV Veeva Systems Inc. Class A | Add +0.4% | 1.52% | +0.15 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.15% | +0.15 |
| SCHW Schwab (charles) Corp. | Add +1.4% | 2.25% | +0.11 |
| SPHY SS SPDR P High Yield ETF | Add +192.3% | 0.15% | +0.09 |
| MRK Merck & Co. Inc. | Add +132.8% | 0.19% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 2.81% | +0.05 |
| MCD McDonald's Corp. | Add +316.0% | 0.07% | +0.05 |
| CEG Constellation Energy | New | 0.03% | +0.03 |
| SMH Vaneck Semiconductor ETF | New | 0.03% | +0.03 |
| T AT&T Inc. | Add +458.0% | 0.04% | +0.03 |
| TSLA Tesla Inc. | Add +948.0% | 0.03% | +0.03 |
| DIS The Walt Disney Co. | Add +96.1% | 0.04% | +0.02 |
| SO The Southern Co. | New | 0.02% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.29% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.1% | 0.06% | +0.02 |
| XOM Exxon Mobil Corp. | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +43.3% | 0.05% | +0.02 |
| EXC Exelon Corp. | New | 0.01% | +0.01 |
| ADP Automatic Data Processing | New | 0.01% | +0.01 |
| DOV Dover Corp. | New | 0.01% | +0.01 |
| TGT Target Corp. | New | 0.01% | +0.01 |
| PEP Pepsico Inc. | Add +263.6% | 0.02% | +0.01 |
| FE Firstenergy Corp. | New | 0.01% | +0.01 |
| KMB Kimberly-Clark Corp. | New | 0.01% | +0.01 |
| KO The Coca-Cola Co. | Add +24.2% | 0.11% | +0.01 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +2.6% | 0.67% | +0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +275.0% | 0.01% | +0.01 |
| SCI Service Corp. International | New | 0.00% | +0.00 |
| PFE Pfizer Inc. | Add +140.8% | 0.01% | +0.00 |
| RTX RTX Corp. | Add +19.5% | 0.03% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | New | 0.00% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.26% | +0.00 |
| AXP American Express Co. | Add +11.4% | 0.02% | +0.00 |
| CMCSA Comcast Corp. Class A | Add +122.6% | 0.01% | +0.00 |
| NANC Sbvrs CNGS DMC TR ETF-Usd Inc. | New | 0.00% | +0.00 |
| GEHC GE Healthcare Technology | Add +233.3% | 0.00% | +0.00 |
| TFC Truist Financial Corp. | Add +15.1% | 0.03% | +0.00 |
| WBD Warner Bros Discovery Inc. | Add +294.5% | 0.00% | +0.00 |
| CARR Carrier Global Corp. | Add +11.3% | 0.01% | +0.00 |
| SLB SLB Ltd. | New | 0.00% | +0.00 |
| INTC Intel Corp. | Add +79.7% | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 313 | $323.9M | VOO, AAPL, GOOGL, NVDA, AMZN |
| Q1 2026 | 276 | $286.3M | VOO, AAPL, GOOGL, NVDA, AMZN |
| Q4 2025 | 274 | $302.1M | VOO, AAPL, GOOGL, NVDA, MSFT |
| Q3 2025 | 252 | $295.0M | VOO, AAPL, NVDA, MSFT, GOOGL |
| Q2 2025 | 245 | $268.4M | VOO, AAPL, NVDA, MSFT, AMZN |
| Q1 2025 | 249 | $239.4M | VOO, AAPL, MSFT, AMZN, NVDA |
| Q4 2024 | 210 | $241.0M | VOO, AAPL, MSFT, NVDA, AMZN |
| Q3 2024 | 209 | $236.9M | VOO, AAPL, MSFT, NVDA, AMZN |
| Q2 2024 | 206 | $225.6M | VOO, AAPL, MSFT, NVDA, AMZN |
| Q1 2024 | 207 | $217.3M | VOO, AAPL, MSFT, AMZN, NVDA |