Investment Research & Advisory Group, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Investment Research & Advisory Group, Inc. reported 252 stock positions worth $295.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 24.1% of the portfolio, followed by Apple (AAPL, 6.6%) and Nvidia (NVDA, 4.4%). Compared with Q2 2025, it opened 18 new positions, sold out of 11, added to 116 and reduced 26. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Otis Worldwide (OTIS, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001802136
- Portfolio Value
- $295.0M (Q3 2025)
- SEC Filing
- 0001802136-25-000006 ↗ filed Oct 22, 2025
Holdings Value
Holdings 252 stocks · $295.0M
| VOO Vanguard S&P 500 ETF | 24.08% | 116,020 | $71.0M | Add +5.4% |
| AAPL Apple Inc. | 6.62% | 76,359 | $19.5M | Add +1.3% |
| NVDA Nvidia Corp. | 4.38% | 68,756 | $12.9M | Add +0.1% |
| MSFT Microsoft Corp. | 3.74% | 21,145 | $11.0M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 3.55% | 42,917 | $10.5M | Add +0.4% |
| AMZN Amazon.com Inc. | 3.07% | 41,120 | $9.1M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 2.76% | 25,773 | $8.1M | Add +0.6% |
| MA Mastercard Inc. Class A | 2.64% | 13,699 | $7.8M | Add +1.5% |
| META Meta Platforms Inc. Class A | 2.44% | 9,759 | $7.2M | Add +0.9% |
| V Visa Inc. Class A | 2.27% | 19,559 | $6.7M | Add +1.8% |
| SCHW Schwab (charles) Corp. | 2.16% | 66,686 | $6.4M | Add +0.9% |
| BLK BlackRock Finance Inc. | 2.10% | 5,316 | $6.2M | Add +1.2% |
| UBER Uber Technologies Inc. | 1.97% | 59,201 | $5.8M | Add +1.0% |
| LLY Eli Lilly & Co. | 1.89% | 7,280 | $5.6M | Add +2.4% |
| GE General Electric filed as GE AEROSPACE | 1.63% | 15,962 | $4.8M | Reduce -0.1% |
| NFLX Netflix Inc. | 1.60% | 3,933 | $4.7M | Add +2.1% |
| COST Costco Wholesale Corp. | 1.51% | 4,821 | $4.5M | Add +3.5% |
| VEEV Veeva Systems Inc. Class A | 1.48% | 14,684 | $4.4M | Add +3.7% |
| BKNG Booking Holdings Inc. | 1.39% | 759 | $4.1M | Add +2.9% |
| JNJ Johnson & Johnson | 1.39% | 22,003 | $4.1M | Add +5.5% |
| CB Chubb Ltd. | 1.35% | 14,132 | $4.0M | Add +3.0% |
| CRM Salesforce Inc. | 1.30% | 16,211 | $3.8M | Add +6.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.29% | 7,559 | $3.8M | Reduce -0.9% |
| GD General Dynamics Corp. | 1.26% | 10,872 | $3.7M | Add +2.4% |
| ASML ASML Holding NV-NY Reg SHS | 1.23% | 3,763 | $3.6M | Add +7.0% |
| IQV Iqvia Holdings Inc. | 1.15% | 17,812 | $3.4M | Add +3.5% |
| PM Philip Morris International | 1.14% | 20,699 | $3.4M | Add +3.2% |
| LMT Lockheed Martin Corp. | 1.02% | 6,007 | $3.0M | Add +3.9% |
| BA The Boeing Co. | 1.01% | 13,764 | $3.0M | Add +13.7% |
| SBUX Starbucks Corp. | 0.96% | 33,444 | $2.8M | Add +7.0% |
| FISV Fiserv Inc. | 0.94% | 21,392 | $2.8M | Add +9.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.90% | 10,433 | $2.7M | Reduce -13.2% |
| VTWO Vanguard Russell 2000 ETF | 0.78% | 23,458 | $2.3M | Add +15.6% |
| PG The Procter & Gamble Co. | 0.66% | 12,707 | $2.0M | Add +6.6% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.65% | 2,873 | $1.9M | Reduce -1.6% |
| CAT Caterpillar Inc. | 0.62% | 3,820 | $1.8M | Add +10814.3% |
| ADBE Adobe Inc. | 0.57% | 4,734 | $1.7M | Add +14.5% |
| ADM Archer-Daniels-Midland Co. | 0.54% | 26,437 | $1.6M | Reduce -22.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.52% | 17,650 | $1.5M | Add +13.7% |
| TMO Thermo Fisher Scientific Inc. | 0.51% | 3,079 | $1.5M | Add +11.4% |
| GEV GE Vernova Inc. | 0.48% | 2,320 | $1.4M | Reduce -5.4% |
| KMX Carmax Inc. | 0.43% | 28,168 | $1.3M | Add +7.8% |
| BND Vanguard Total Bond Market | 0.38% | 15,055 | $1.1M | Reduce -11.1% |
| DHR Danaher Corp. | 0.36% | 5,324 | $1.1M | Add +12.9% |
| VXUS Vanguard Total Intl Stock | 0.36% | 14,289 | $1.0M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.32% | 3,729 | $953K | Reduce -4.0% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 14,510 | $947K | Add +0.3% |
| HD Home Depot Inc. | 0.32% | 2,305 | $943K | Reduce -3.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 764 | $914K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 7,060 | $852K | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 0.29% | 12,786 | $843K | Add +10.7% |
| IVV iShares Core S&P 500 ETF | 0.26% | 1,157 | $774K | Reduce -11.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 9,330 | $692K | Add +0.5% |
| IRT Independence Realty Trust Inc. | 0.20% | 36,453 | $597K | Add +1.0% |
| MRK Merck & Co. Inc. | 0.19% | 6,575 | $556K | Add +0.9% |
| IVE iShares S&P 500 Value ETF | 0.18% | 2,567 | $530K | Add +0.5% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.18% | 3,782 | $521K | Add +45.3% |
| VDE Vanguard Energy ETF | 0.17% | 4,027 | $507K | Add +0.8% |
| PANW Palo Alto Networks Inc. | 0.17% | 2,415 | $494K | Add +0.4% |
| AVGO Broadcom Inc. | 0.15% | 1,287 | $455K | Add +0.2% |
| CHH Choice Hotels Intl Inc. | 0.15% | 4,223 | $452K | Add +0.2% |
| SPHY SS SPDR P High Yield ETF | 0.14% | 17,308 | $414K | Add +3.5% |
| LOW Lowe's Cos Inc. | 0.10% | 1,138 | $289K | Add +0.5% |
| SNPS Synopsys Inc. | 0.10% | 5,750 | $283K | Add +0.6% |
| FDX FedEx Corp. | 0.09% | 1,178 | $279K | Add +0.6% |
| KO The Coca-Cola Co. | 0.09% | 4,089 | $276K | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 4,804 | $255K | Add +0.3% |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 0.09% | 1,748 | $255K | Add +0.3% |
| AVUV Avantis US Small Cap Value | 0.08% | 2,334 | $232K | Add +0.0% |
| VRP Invesco Variable Rate Prefer | 0.08% | 9,152 | $226K | Add +1.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.07% | 741 | $221K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 1,043 | $218K | Reduce -49.9% |
| ABBV Abbvie Inc. | 0.07% | 884 | $213K | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 1,780 | $211K | Add +0.2% |
| MCD McDonald's Corp. | 0.06% | 603 | $188K | Add +0.7% |
| TSLA Tesla Inc. | 0.06% | 349 | $180K | Add +33.2% |
| GS Goldman Sachs Group Inc. | 0.06% | 216 | $178K | Add +0.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 342 | $169K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 1,176 | $165K | Reduce -4.9% |
| BN Brookfield Corp. | 0.05% | 2,250 | $154K | No change |
| WMT Walmart Inc. | 0.05% | 1,368 | $150K | Reduce -1.6% |
| MO Altria Group Inc. | 0.05% | 2,219 | $149K | Add +2.2% |
| AMGN Amgen Inc. | 0.05% | 485 | $140K | Add +0.8% |
| ANET Arista Networks Inc. | 0.05% | 905 | $135K | Reduce -12.8% |
| SOFI Sofi Technologies Inc. | 0.04% | 4,999 | $132K | Add +1046.6% |
| C Citigroup Inc. | 0.04% | 1,124 | $118K | Add +1.4% |
| OTIS Otis Worldwide Corp. | 0.04% | 1,281 | $118K | Reduce -93.9% |
| WFC Wells Fargo & Co. | 0.04% | 1,226 | $108K | Add +0.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.04% | 1,274 | $106K | Add +500.9% |
| T AT&T Inc. | 0.03% | 3,508 | $102K | Add +4.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 168 | $101K | No change |
| ORCL Oracle Corp. | 0.03% | 324 | $100K | Add +0.3% |
| RDDT Reddit Inc. Class A | 0.03% | 430 | $100K | No change |
| SMH Vaneck Semiconductor ETF | 0.03% | 305 | $99K | Add +0.3% |
| AMT American Tower Corp. | 0.03% | 504 | $98K | Add +0.8% |
| LRCX Lam Research Corp. | 0.03% | 677 | $94K | Add +0.3% |
| CEG Constellation Energy | 0.03% | 280 | $94K | No change |
| XLK SS Technology Select Sector | 0.03% | 213 | $93K | Add +0.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.03% | 1,872 | $93K | Reduce -16.8% |
| RTX RTX Corp. | 0.03% | 513 | $90K | Reduce -4.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $179 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 7 | $179 | No change |
Total filed on the 13F, all lines: $295.0M.
Portfolio Sells Q2 2025 → Q3 2025
| OTIS Otis Worldwide Corp. | Reduce -93.9% | 0.04% | −0.73 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -13.2% | 0.90% | −0.16 |
| ADM Archer-Daniels-Midland Co. | Reduce -22.6% | 0.54% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 1.29% | −0.09 |
| BND Vanguard Total Bond Market | Reduce -11.1% | 0.38% | −0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -49.9% | 0.07% | −0.08 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -11.3% | 0.26% | −0.04 |
| ESGR Enstar Group Ltd. | Sold out | 0.00% | −0.03 |
| QPFF American Century Qual Pref | Sold out | 0.00% | −0.03 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -1.6% | 0.65% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -16.8% | 0.03% | −0.01 |
| MSFO Yieldmax MSFT Option Is ETF | Sold out | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -3.6% | 0.32% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -4.9% | 0.06% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.2% | 0.29% | −0.00 |
| FFIN First Finl Bankshares Inc. | Reduce -3.1% | 0.01% | −0.00 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.00 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.00 |
| FBIN Fortune Brands Innovations I | Sold out | 0.00% | −0.00 |
| TFC Truist Financial Corp. | Reduce -1.0% | 0.03% | −0.00 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.00 |
| TIDAL TRUST II | Sold out | 0.00% | −0.00 |
| VTRS Viatris Inc. | Reduce -72.4% | 0.00% | −0.00 |
| AER Aercap Holdings NV | Reduce -71.4% | 0.00% | −0.00 |
| AXP American Express Co. | Reduce -1.8% | 0.02% | 0.00 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | 0.00 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | 0.00 |
| WMT Walmart Inc. | Reduce -1.6% | 0.05% | +0.00 |
| MMM 3M Co. | Reduce -7.7% | 0.00% | +0.00 |
| GEV GE Vernova Inc. | Reduce -5.4% | 0.48% | +0.00 |
| TMUS T-Mobile US Inc. | Reduce -6.7% | 0.00% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -66.7% | 0.00% | +0.00 |
| RTX RTX Corp. | Reduce -4.8% | 0.03% | +0.00 |
| ANET Arista Networks Inc. | Reduce -12.8% | 0.05% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -4.0% | 0.32% | +0.07 |
| GE General Electric | Reduce -0.1% | 1.63% | +0.10 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +1.3% | 6.62% | +0.85 |
| VOO Vanguard S&P 500 ETF | Add +5.4% | 24.08% | +0.78 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 3.55% | +0.75 |
| CAT Caterpillar Inc. | Add +10814.3% | 0.62% | +0.61 |
| NVDA Nvidia Corp. | Add +0.1% | 4.38% | +0.33 |
| DIS The Walt Disney Co. | Add +0.1% | 0.31% | +0.27 |
| JNJ Johnson & Johnson | Add +5.5% | 1.39% | +0.20 |
| ASML ASML Holding NV-NY Reg SHS | Add +7.0% | 1.23% | +0.18 |
| IQV Iqvia Holdings Inc. | Add +3.5% | 1.15% | +0.14 |
| VTWO Vanguard Russell 2000 ETF | Add +15.6% | 0.78% | +0.12 |
| GD General Dynamics Corp. | Add +2.4% | 1.26% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +11.4% | 0.51% | +0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.07% | +0.07 |
| BA The Boeing Co. | Add +13.7% | 1.01% | +0.06 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +45.3% | 0.18% | +0.05 |
| BLK BlackRock Finance Inc. | Add +1.2% | 2.10% | +0.05 |
| SOFI Sofi Technologies Inc. | Add +1046.6% | 0.04% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +13.7% | 0.52% | +0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Add +500.9% | 0.04% | +0.03 |
| TSLA Tesla Inc. | Add +33.2% | 0.06% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +10.7% | 0.29% | +0.03 |
| BRO Brown & Brown Inc. | New | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +0.2% | 0.15% | +0.02 |
| LMT Lockheed Martin Corp. | Add +3.9% | 1.02% | +0.02 |
| DHR Danaher Corp. | Add +12.9% | 0.36% | +0.01 |
| ABBV Abbvie Inc. | Add +0.6% | 0.07% | +0.01 |
| XLK SS Technology Select Sector | Add +0.5% | 0.03% | +0.01 |
| ORCL Oracle Corp. | Add +0.3% | 0.03% | +0.01 |
| LRCX Lam Research Corp. | Add +0.3% | 0.03% | +0.01 |
| XLF SS Financial Select Sector | Add +0.4% | 0.02% | +0.01 |
| XLV SS Health Care Select Sector | Add +0.7% | 0.01% | +0.01 |
| VMC Vulcan Materials Co. | New | 0.01% | +0.01 |
| C Citigroup Inc. | Add +1.4% | 0.04% | +0.00 |
| SCHB Schwab US Broad Market ETF | New | 0.00% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | New | 0.00% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.5% | 0.10% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.9% | 0.06% | +0.00 |
| MO Altria Group Inc. | Add +2.2% | 0.05% | +0.00 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.00% | +0.00 |
| SMH Vaneck Semiconductor ETF | Add +0.3% | 0.03% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.5% | 0.23% | +0.00 |
| BAC Bank of America Corp. | Add +0.3% | 0.09% | +0.00 |
| WBD Warner Bros Discovery Inc. | Add +6.8% | 0.00% | +0.00 |
| IBM Intl Business Machines Corp. | New | 0.00% | +0.00 |
| SHOP Shopify Inc. Class A | Add +1.4% | 0.01% | +0.00 |
| QQQJ Invesco Nasdaq Next Gen 100 | Add +9.6% | 0.02% | +0.00 |
| RSG Republic Services Inc. | New | 0.00% | +0.00 |
| BKR Baker Hughes Co. | Add +0.7% | 0.01% | +0.00 |
| MSTR Strategy Inc. | New | 0.00% | +0.00 |
| GM General Motors Co. | Add +0.4% | 0.01% | +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 |