Investment Research & Advisory Group, Inc.

ATLANTA, GA · CIK 1802136 · 13F filing filed 2026-07-23

SEC-registered investment adviser since 2009 · corporation

Assets managed$15.4bn
Staff19 · 18 in investment roles
Main clients (by assets)Pension plans 90%, High net worth individuals 4%, State and local governments 2%
Form ADV · 2026-03-11SEC adviser record

$323.9m reported value +13.1% vs Q1 2026

314positions

55.8%in top 10

47 new 102 added 34 reduced 10 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	117,699	$80.8m24.96%	24.96%	Added +2.2k	+2,165 1.9%
2	APPLE INC COM AAPL	AAPL	75,780	$22.2m6.86%	6.86%	Reduced -233	-233 -0.3%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	41,052	$15.0m4.62%	4.62%	Reduced -706	-706 -1.7%
4	NVIDIA CORPORATION COM NVDA	NVDA	62,715	$12.9m3.98%	3.98%	Reduced -1.6k	-1,584 -2.5%
5	AMAZON COM INC COM AMZN	AMZN	41,261	$9.9m3.05%	3.05%	Added +30	+30 0.1%
6	ELI LILLY & CO COM LLY	LLY	7,451	$9.0m2.77%	2.77%	Added +90	+90 1.2%
7	JPMORGAN CHASE & CO COM JPM	JPM	25,929	$8.5m2.63%	2.63%	Added +55	+55 0.2%
8	MICROSOFT CORP COM MSFT	MSFT	21,313	$8.0m2.45%	2.45%	Added +105	+105 0.5%
9	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,715	$7.4m2.28%	2.28%	Reduced -35	-35 -0.9%
10	MASTERCARD INCORPORATED CL A MA	MA	13,750	$7.1m2.19%	2.19%	Added +60	+60 0.4%
11	VISA INC COM CL A V	V	19,810	$6.8m2.11%	2.11%	Reduced -64	-64 -0.3%
12	SCHWAB CHARLES CORP COM SCHW	SCHW	67,427	$6.2m1.92%	1.92%	Added +503	+503 0.8%
13	GE AEROSPACE COM NEW GE	GE	15,390	$5.8m1.78%	1.78%	Unchanged
14	META PLATFORMS INC CL A META	META	9,873	$5.6m1.72%	1.72%	Added +60	+60 0.6%
15	BLACKROCK INC COM BLK	BLK	5,399	$5.2m1.60%	1.60%	Added +62	+62 1.2%
16	CHUBB LIMITED COM CB	CB	14,354	$4.9m1.51%	1.51%	Added +43	+43 0.3%
17	JOHNSON & JOHNSON COM JNJ	JNJ	18,355	$4.7m1.44%	1.44%	Reduced -3.4k	-3,383 -15.6%
18	CATERPILLAR INC COM CAT	CAT	4,335	$4.6m1.43%	1.43%	Added +37	+37 0.9%
19	COSTCO WHSL CORP NEW COM COST	COST	4,937	$4.6m1.43%	1.43%	Added +39	+39 0.8%
20	UBER TECHNOLOGIES INC COM UBER	UBER	58,744	$4.2m1.31%	1.31%	Added +302	+302 0.5%
21	PALO ALTO NETWORKS INC COM PANW	PANW	12,081	$4.1m1.27%	1.27%	Added +402	+402 3.4%
22	GENERAL DYNAMICS CORP COM GD	GD	11,352	$4.0m1.24%	1.24%	Added +105	+105 0.9%
23	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	7,614	$3.9m1.19%	1.19%	Reduced -5	-5 -0.1%
24	PHILIP MORRIS INTL INC COM PM	PM	21,071	$3.8m1.18%	1.18%	Added +136	+136 0.7%
25	STARBUCKS CORP COM SBUX	SBUX	34,667	$3.5m1.09%	1.09%	Added +236	+236 0.7%
26	IQVIA HLDGS INC COM IQV	IQV	18,058	$3.5m1.08%	1.08%	Reduced -262	-262 -1.4%
27	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	27,278	$3.3m1.02%	1.02%	Added +740	+740 2.8%
28	VANGUARD INDEX FDS SMALL CP ETF VB	VB	10,911	$3.3m1.02%	1.02%	Added +476	+476 4.6%
29	BOEING CO COM BA	BA	14,816	$3.2m0.99%	0.99%	Reduced -143	-143 -1.0%
30	BOOKING HOLDINGS INC COM BKNG	BKNG	16,437	$2.9m0.91%	0.91%	Added +12	+12 0.1%
31	LOCKHEED MARTIN CORP COM LMT	LMT	5,596	$2.9m0.88%	0.88%	Reduced -37	-37 -0.7%
32	NETFLIX INC COM NFLX	NFLX	37,721	$2.7m0.83%	0.83%	Added +26	+26 0.1%
33	SALESFORCE INC COM CRM	CRM	16,192	$2.5m0.78%	0.78%	Reduced -16	-16 -0.1%
34	GE VERNOVA INC COM GEV	GEV	2,061	$2.4m0.75%	0.75%	Reduced -39	-39 -1.9%
35	SPDR SER TR SPDR S&P 500 ETF SPYX	SPYX	3,231	$2.4m0.75%	0.75%	Added +7	+7 0.2%
36	VEEVA SYS INC CL A COM VEEV	VEEV	12,891	$2.3m0.71%	0.71%	Reduced -573	-573 -4.3%
37	ARCHER DANIELS MIDLAND CO COM ADM	ADM	26,237	$2.0m0.62%	0.62%	Unchanged
38	ISHARES TR CORE MSCI EAFE IEFA	IEFA	19,911	$1.9m0.59%	0.59%	Added +1.2k	+1,221 6.5%
39	CLOROX CO DEL COM CLX	CLX	16,662	$1.6m0.49%	0.49%	Added +981	+981 6.3%
40	ALPHABET INC CAP STK CL C GOOG	GOOG	3,917	$1.4m0.44%	0.44%	Added +14	+14 0.4%
41	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	15,732	$1.3m0.42%	0.42%	Added +1.0k	+1,027 7.0%
42	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	3,298	$1.3m0.40%	0.40%	New
43	DANAHER CORPORATION COM DHR	DHR	6,820	$1.3m0.40%	0.40%	Reduced -1	-1 -0.0%
44	ISHARES INC CORE MSCI EMKT IEMG	IEMG	15,732	$1.3m0.40%	0.40%	Added +2.3k	+2,316 17.3%
45	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	17,152	$1.3m0.39%	0.39%	Added +746	+746 4.5%
46	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	10,823	$1.2m0.38%	0.38%	Reduced -16	-16 -0.1%
47	KKR & CO INC COM KKR	KKR	12,930	$1.2m0.37%	0.37%	Added +2.3k	+2,278 21.4%
48	ISHARES TR CORE S&P MCP ETF IJH	IJH	14,112	$1.1m0.34%	0.34%	Added +17	+17 0.1%
49	ISHARES TR CORE S&P500 ETF IVV	IVV	1,433	$1.1m0.33%	0.33%	Added +38	+38 2.7%
50	ISHARES TR S&P 500 GRWT ETF IVW	IVW	7,080	$973.8k0.30%	0.30%	Added +6	+6 0.1%
51	GLOBE LIFE INC COM GL	GL	4,769	$852.3k0.26%	0.26%	Added +1	+1 0.0%
52	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	9,549	$850.4k0.26%	0.26%	Added +45	+45 0.5%
53	HOME DEPOT INC COM HD	HD	2,323	$834.2k0.26%	0.26%	Reduced -13	-13 -0.6%
54	TESLA INC COM TSLA	TSLA	1,415	$623.8k0.19%	0.19%	Added +443	+443 45.6%
55	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	3,805	$622.0k0.19%	0.19%	Added +5	+5 0.1%
56	VANGUARD WORLD FD ENERGY ETF VDE	VDE	4,110	$617.1k0.19%	0.19%	Added +28	+28 0.7%
57	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,599	$590.0k0.18%	0.18%	Added +11	+11 0.4%
58	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	21,645	$507.4k0.16%	0.16%	Added +1.9k	+1,866 9.4%
59	CHOICE HOTELS INTL INC COM CHH	CHH	4,257	$469.4k0.14%	0.14%	Added +10	+10 0.2%
60	MICRON TECHNOLOGY INC COM MU	MU	355	$438.6k0.14%	0.14%	Added +25	+25 7.6%
61	INDEPENDENCE RLTY TR INC COM IRT	IRT	25,587	$427.0k0.13%	0.13%	Added +268	+268 1.1%
62	BROADCOM INC COM AVGO	AVGO	999	$407.4k0.13%	0.13%	Reduced -69	-69 -6.5%
63	FEDEX CORP COM FDX	FDX	1,196	$378.5k0.12%	0.12%	Added +5	+5 0.4%
64	COCA COLA CO COM KO	KO	4,164	$359.4k0.11%	0.11%	Added +24	+24 0.6%
65	VULCAN MATLS CO COM VMC	VMC	1,115	$330.5k0.10%	0.10%	Added +2	+2 0.2%
66	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,055	$325.2k0.10%	0.10%	Added +1	+1 0.1%
67	LAM RESEARCH CORP COM NEW LRCX	LRCX	702	$320.8k0.10%	0.10%	Added +23	+23 3.4%
68	MERCK & CO INC COM MRK	MRK	2,399	$315.2k0.10%	0.10%	Reduced -3.8k	-3,822 -61.4%
69	PINNACLE FINL PARTNERS INC COM COM		3,096	$312.4k0.10%	0.10%	Added +16	+16 0.5%
70	BANK AMERICA CORP COM BAC	BAC	4,846	$300.7k0.09%	0.09%	Added +13	+13 0.3%
71	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	2,344	$292.4k0.09%	0.09%	Unchanged
72	PRINCIPAL FINANCIAL GROUP IN COM PFG	PFG	2,636	$285.0k0.09%	0.09%	Unchanged
73	ISHARES TOTAL US STOCK MARKET ETF CORE S&P TTL STK ETF CORE S&P TTL STK ETF		1,722	$282.9k0.09%	0.09%	Added +4	+4 0.2%
74	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	742	$271.3k0.08%	0.08%	Added +1	+1 0.1%
75	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	342	$266.3k0.08%	0.08%	Unchanged
76	LOWES COS INC COM LOW	LOW	1,154	$262.7k0.08%	0.08%	Added +6	+6 0.5%
77	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	1,003	$243.7k0.08%	0.08%	Reduced -55	-55 -5.2%
78	ABBVIE INC COM ABBV	ABBV	896	$234.7k0.07%	0.07%	Added +5	+5 0.6%
79	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	788	$224.2k0.07%	0.07%	Added +59	+59 8.1%
80	GOLDMAN SACHS GROUP INC COM GS	GS	206	$217.0k0.07%	0.07%	Reduced -12	-12 -5.5%
81	AMGEN INC COM AMGN	AMGN	493	$180.7k0.06%	0.06%	Added +3	+3 0.6%
82	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	3,216	$173.8k0.05%	0.05%	Added +1.1k	+1,083 50.8%
83	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	231	$170.0k0.05%	0.05%	Unchanged
84	CITIGROUP INC COM NEW C	C	1,142	$167.0k0.05%	0.05%	Added +5	+5 0.4%
85	ARISTA NETWORKS INC COM COM		905	$160.9k0.05%	0.05%	Unchanged
86	SOUTHERN CO COM SO	SO	1,591	$156.7k0.05%	0.05%	Added +1.1k	+1,087 215.7%
87	WALMART INC COM WMT	WMT	1,160	$149.6k0.05%	0.05%	Added +1	+1 0.1%
88	ADVANCED MICRO DEVICES INC COM AMD	AMD	207	$147.0k0.05%	0.05%	Added +148	+148 250.8%
89	BROOKFIELD CORP CL A LTD VT SH BN	BN	3,375	$143.7k0.04%	0.04%	Unchanged
90	SPDR SER TR S&P DIVID ETF SDY	SDY	940	$143.0k0.04%	0.04%	Reduced -42	-42 -4.3%
91	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	370	$137.0k0.04%	0.04%	Reduced -6	-6 -1.6%
92	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,167	$136.2k0.04%	0.04%	Added +735	+735 170.1%
93	DUKE ENERGY CORP NEW COM NEW DUK	DUK	1,062	$135.8k0.04%	0.04%	Added +413	+413 63.6%
94	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,048	$130.1k0.04%	0.04%	New
95	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	2,234	$120.7k0.04%	0.04%	Added +634	+634 39.6%
96	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	2,400	$116.2k0.04%	0.04%	Added +180	+180 8.1%
97	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	2,407	$114.8k0.04%	0.04%	New
98	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	3,561	$112.9k0.03%	0.03%	Added +3.6k	+3,556 71120.0%
99	CHEVRON CORP NEW COM CVX	CVX	643	$112.9k0.03%	0.03%	Added +263	+263 69.2%
100	RTX CORPORATION COM RTX	RTX	572	$111.4k0.03%	0.03%	Added +59	+59 11.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BROWN & BROWN INC BRO	BRO	835	$54.5k835 shares
MEDTRONIC PLC MDT	MDT	109	$13.2k109 shares
AIRBNB INC ABNB	ABNB	55	$8.8k55 shares
GE HEALTHCARE TECHNOLOGIES I GEHC	GEHC	110	$8.2k110 shares
DUPONT DE NEMOURS INC DWDP	DWDP	31	$5.5k31 shares
VIATRIS INC VTRS	VTRS	43	$1.1k43 shares
OCCIDENTAL PETE CORP OXY.WS	OXY.WS	7	$3007 shares
COREWEAVE INC CRWV	CRWV	3	$2323 shares
EPSIUM ENTERPRISE LTD EPSM	EPSM	90	$12790 shares
SPDR SERIES TRUST SPMD	SPMD	2	$1202 shares