13F Filings History of Investment Research & Advisory Group, Inc.

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$299,812,006
Signature - Title
Lauren Monce - Compliance Director
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Investment Research & Advisory Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Investment Research & Advisory Group, Inc. reported 275 stock holdings with total value $299,812,006 as of Q4 2025. Top holdings included VOO, AAPL, GOOGL, NVDA, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 275 $299,812,006 +$9,391,509 -$5,375,810 +$4,015,699 VOO, AAPL, GOOGL, NVDA, MSFT 13F-HR 20 Jan 2026, 13:23
Q3 2025 253 $291,641,025 +$11,258,507 -$3,741,856 +$7,516,651 VOO, AAPL, NVDA, MSFT, GOOGL 13F-HR 22 Oct 2025, 10:15
Q2 2025 246 $266,301,180 +$19,318,021 -$11,305,737 +$8,012,284 VOO, AAPL, NVDA, MSFT, AMZN 13F-HR 17 Jul 2025, 11:36
Q1 2025 250 $237,519,442 +$7,450,711 -$1,133,225 +$6,317,486 VOO, AAPL, MSFT, AMZN, NVDA 13F-HR 21 Apr 2025, 15:09
Q4 2024 211 $228,804,468 +$2,645,829 -$2,410,379 +$235,450 VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 21 Jan 2025, 15:08
Q3 2024 210 $234,913,093 +$8,596,114 -$8,149,901 +$446,213 VOO, AAPL, MSFT, NVDA, AMZN 13F-HR 23 Oct 2024, 09:14
Q2 2024 207 $222,482,015 +$10,621,750 -$1,915,417 +$8,706,333 VOO, AAPL, MSFT, NVDA, AMZN 13F-HR 30 Jul 2024, 09:14
Q1 2024 209 $215,368,944 +$16,196,280 -$14,595,159 +$1,601,121 VOO, AAPL, MSFT, AMZN, NVDA 13F-HR 17 Apr 2024, 14:44
Q4 2023 223 $194,115,557 +$3,936,350 -$4,804,059 -$867,709 VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 18 Jan 2024, 11:18
Q3 2023 217 $174,448,672 +$13,513,140 -$4,375,389 +$9,137,751 VOO, AAPL, MSFT, GOOGL, MA 13F-HR 19 Oct 2023, 14:52
Q2 2023 223 $169,616,381 +$2,337,583 -$1,829,761 +$507,822 VOO, AAPL, MSFT, NVDA, AMZN 13F-HR 20 Jul 2023, 11:24
Q1 2023 201 $154,219,405 +$12,720,345 -$15,982,187 -$3,261,842 VOO, AAPL, MSFT, MA, GOOGL 13F-HR 19 Apr 2023, 09:18
Q4 2022 194 $150,037,152 +$13,446,338 -$4,573,811 +$8,872,527 VOO, AAPL, MSFT, MA, SCHW 13F-HR 31 Jan 2023, 10:47
Q3 2022 172 $131,818,000 +$13,534,261 -$5,779,041 +$7,755,220 VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 18 Oct 2022, 10:12
Q2 2022 177 $136,224,000 +$13,788,159 -$4,904,957 +$8,883,202 VOO, AAPL, MSFT, GOOGL, AMZN 13F-HR 19 Jul 2022, 10:23
Q1 2022 186 $157,042,000 +$9,765,209 -$4,544,019 +$5,221,190 VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 25 Apr 2022, 13:49
Q4 2021 191 $162,135,000 +$5,374,406 -$4,259,493 +$1,114,913 VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 19 Jan 2022, 09:16
Q3 2021 144 $151,994,000 +$3,536,400 -$7,201,102 -$3,664,702 VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 07 Oct 2021, 12:23
Q2 2021 176 $149,253,000 +$5,186,289 -$2,213,186 +$2,973,103 VOO, AAPL, MSFT, AMZN, PYPL 13F-HR 29 Jul 2021, 08:23
Q1 2021 141 $108,204,000 +$2,255,448 -$7,134,573 -$4,879,125 AAPL, MSFT, AMZN, PYPL, MA 13F-HR 29 Apr 2021, 12:54
Q4 2020 148 $132,875,000 +$4,113,528 -$3,541,430 +$572,098 VOO, AAPL, AMZN, MSFT, PYPL 13F-HR 16 Feb 2021, 16:03
Q3 2020 146 $118,566,000 +$8,472,931 -$3,072,428 +$5,400,503 VOO, AAPL, AMZN, MSFT, MA 13F-HR 29 Oct 2020, 11:08
Q2 2020 145 $107,952,000 +$16,882,772 -$32,412,180 -$15,529,408 VOO, AAPL, MSFT, AMZN, MA 13F-HR 04 Aug 2020, 09:09
Q1 2020 146 $101,978,000 +$20,185,434 -$6,872,582 +$13,312,852 VOO, BND, VXUS, AAPL, VB 13F-HR 30 Apr 2020, 09:50
Q4 2019 187 $107,143,000 $0 $0 $0 VOO, AAPL, MSFT, MA, V 13F-HR 14 Feb 2020, 08:42