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Investmark Advisory Group LLC
Investmark Advisory Group LLC is an independent investment advisory firm headquartered in Shelton, Connecticut, with additional branch offices in Glastonbury and Bristol, CT, and Lebanon, NH. Founded in 1985, the firm delivers customized wealth management and financial advisory services to high-net-worth individuals, families, and businesses. With nearly four decades of experience and about 10 employees, Investmark is dedicated to client-centered guidance, blending goals-based advice, institutional-grade managed portfolios, and a concierge-level service model serving clients nationwide.
Investment Strategy
Investmark Advisory Group LLC utilizes a goals-based, client-centric strategy focused on designing customized portfolios and financial plans to suit each client's unique needs. They adopt a hybrid advisory platform, combining institutional-grade managed portfolios, broad diversification, and advanced planning solutions, with a strong emphasis on personal relationships and high-touch service. Their philosophy prioritizes improving clients’ quality of life by tailoring solutions to individual goals and leveraging technology alongside personalized advice.
Latest 13F Filing Activity
Investmark Advisory Group LLC filed their most recent 13F report on Sep 30, 2025 disclosing 133 equity positions with a total 13F market value of $231M. The fund increased holdings in Dimensional Etf Trust, Apple Inc., Abbvie Inc. among other positions. Investmark Advisory Group LLC reduced exposure to Dimensional Etf Trust, Philip Morris Intl Inc., FS KKR Cap Corp. among others.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 11.26% | $26.0M | 358,453 | $58.34 | $72.44 | +$10.9M |
A AAPL | APPLE INC | 4.89% | $11.3M | 44,317 | $173.90 | $254.63 | +$2.2M |
D DFUV | DIMENSIONAL ETF TRUST | 4.63% | $10.7M | 238,673 | $32.55 | $44.69 | -$9.2M |
C CGGR | CAPITAL GROUP GROWTH ETF | 4.00% | $9.2M | 210,215 | $24.26 | $43.92 | +$436.3K |
D DFAC | DIMENSIONAL ETF TRUST | 3.70% | $8.5M | 221,385 | $29.25 | $38.57 | +$578.6K |
Industry Allocation
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