Portfolio Resources Advisor Group, Inc.

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Coral Gables, FL
CIK
0002038285
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 148 100,655 IVV, IVW, IVE, IUSB 13F-HR 4/14/2026 000139834426006538
Q4 2025 143 100,076 IVE, IVW, DYNF, IEMG 13F-HR 2/13/2026 000139834426002982