Universe · entity
Investment Research & Advisory Group, Inc.
Institutional manager (13F) · CIK 1802136
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $269M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | $69M | 115,534 |
| 2 | APPLE INC | $20M | 76,013 |
| 3 | ALPHABET INC CLASS CLASS A | $12M | 41,758 |
| 4 | NVIDIA CORP | $12M | 64,299 |
| 5 | AMAZON.COM INC | $9M | 41,231 |
| 6 | MICROSOFT CORP | $8M | 21,208 |
| 7 | JPMORGAN CHASE & CO | $8M | 25,874 |
| 8 | MASTERCARD INC CLASS CLASS A | $7M | 13,690 |
| 9 | ELI LILLY AND CO | $7M | 7,361 |
| 10 | CHARLES SCHWAB CORP | $6M | 66,924 |
| 11 | VISA INC CLASS CLASS A | $6M | 19,874 |
| 12 | META PLATFORMS INC CLASS CLASS A | $6M | 9,813 |
| 13 | JOHNSON & JOHNSON | $5M | 21,738 |
| 14 | BLACKROCK INC NEW | $5M | 5,337 |
| 15 | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5M | 3,750 |
| 16 | COSTCO WHSL CORP NEW | $5M | 4,898 |
| 17 | CHUBB LTD F | $5M | 14,311 |
| 18 | GE AEROSPACE | $4M | 15,390 |
| 19 | UBER TECHNOLOGIES INC | $4M | 58,442 |
| 20 | GENERAL DYNAMICS CORP | $4M | 11,247 |
| 21 | BERKSHIRE HATHAWAY CLASS B | $4M | 7,619 |
| 22 | NETFLIX INC | $4M | 37,695 |
| 23 | PHILIP MORRIS INTL INC | $3M | 20,935 |
| 24 | LOCKHEED MARTIN CORP | $3M | 5,633 |
| 25 | IQVIA HLDGS INC | $3M | 18,320 |
| 26 | STARBUCKS CORP | $3M | 34,431 |
| 27 | CATERPILLAR INC | $3M | 4,298 |
| 28 | SALESFORCE INC | $3M | 16,208 |
| 29 | BOEING CO | $3M | 14,959 |
| 30 | BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $3M | 657 |
| 31 | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $3M | 10,435 |
| 32 | VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | $3M | 26,538 |
| 33 | VEEVA SYS INC CLASS CLASS A | $2M | 13,464 |
| 34 | STATE STREET SPDR S&P 500 ETF TRUST | $2M | 3,224 |
| 35 | ARCHER-DANIELS MIDLAND C | $2M | 26,237 |
| 36 | PALO ALTO NETWORKS INC | $2M | 11,679 |
| 37 | GE VERNOVA INC | $2M | 2,100 |
| 38 | ISHARES CORE MSCI EAFE ETF | $2M | 18,690 |
| 39 | CLOROX CO | $2M | 15,681 |
| 40 | THERMO FISHER SCIENTIFIC | $2M | 3,277 |
| 41 | DANAHER CORP | $1M | 6,821 |
| 42 | SHOPIFY INC FCLASS CLASS A | $1M | 10,839 |
| 43 | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $1M | 16,406 |
| 44 | ALPHABET INC CLASS CLASS C | $1M | 3,903 |
| 45 | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $1M | 14,705 |
| 46 | KKR & CO INC | $987k | 10,652 |
| 47 | ISHARES CORE S&P MID-CAPETF | $952k | 14,095 |
| 48 | ISHARES CORE MSCI EMERGING MARKETS ETF | $936k | 13,416 |
| 49 | ISHARES CORE S&P 500 ETF | $911k | 1,395 |
| 50 | ISHARES S&P 500 GROWTH ETF | $800k | 7,074 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.