0001172661-23-002342.txt : 20230516 0001172661-23-002342.hdr.sgml : 20230516 20230515213838 ACCESSION NUMBER: 0001172661-23-002342 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230516 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Investmark Advisory Group LLC CENTRAL INDEX KEY: 0001926349 IRS NUMBER: 814468421 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22445 FILM NUMBER: 23925391 BUSINESS ADDRESS: STREET 1: 3 ENTERPRISE DRIVE STREET 2: FOURTH FLOOR CITY: SHELTON STATE: CT ZIP: 06484 BUSINESS PHONE: 203-953-3777 MAIL ADDRESS: STREET 1: 3 ENTERPRISE DRIVE STREET 2: FOURTH FLOOR CITY: SHELTON STATE: CT ZIP: 06484 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001926349 XXXXXXXX 03-31-2023 03-31-2023 false Investmark Advisory Group LLC

3 Enterprise Drive Fourth Floor Shelton CT 06484

13F HOLDINGS REPORT 028-22445 000121060 801-76505 N Scott Williams 203-953-3777 /s/ Scott Williams Shelton CT 05-15-2023 0 100 136180150 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 4233653 26565 SH SOLE 0 0 26565 ALPHABET INC CAP STK CL C 02079K107 736736 7084 SH SOLE 0 0 7084 ALPHABET INC CAP STK CL A 02079K305 398323 3840 SH SOLE 0 0 3840 ALTRIA GROUP INC COM 02209S103 2586978 57978 SH SOLE 0 0 57978 AMAZON COM INC COM 023135106 751745 7278 SH SOLE 0 0 7278 APPLE INC COM 037833100 7668907 46506 SH SOLE 0 0 46506 AT&T INC COM 00206R102 2106715 109440 SH SOLE 0 0 109440 BELDEN INC COM 077454106 747524 8615 SH SOLE 0 0 8615 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 786128 2546 SH SOLE 0 0 2546 BLACKROCK CORPOR HI YLD FD I COM 09255P107 396102 45425 SH SOLE 0 0 45425 BLACKSTONE INC COM 09260D107 250700 2854 SH SOLE 0 0 2854 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 3395809 151194 SH SOLE 0 0 151194 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 1922310 82894 SH SOLE 0 0 82894 CHEVRON CORP NEW COM 166764100 3976373 24371 SH SOLE 0 0 24371 CITIGROUP INC COM NEW 172967424 330806 7055 SH SOLE 0 0 7055 COCA COLA CO COM 191216100 320092 5160 SH SOLE 0 0 5160 COHEN & STEERS INFRASTRUCTUR COM 19248A109 251442 10305 SH SOLE 0 0 10305 COSTCO WHSL CORP NEW COM 22160K105 397835 801 SH SOLE 0 0 801 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1351060 30361 SH SOLE 0 0 30361 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 14837661 443180 SH SOLE 0 0 443180 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 1431743 56951 SH SOLE 0 0 56951 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1061921 46050 SH SOLE 0 0 46050 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 407213 16841 SH SOLE 0 0 16841 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 4797339 188279 SH SOLE 0 0 188279 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 2281672 70793 SH SOLE 0 0 70793 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 9016155 202929 SH SOLE 0 0 202929 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 760670 30512 SH SOLE 0 0 30512 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 788960 34273 SH SOLE 0 0 34273 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 291067 11847 SH SOLE 0 0 11847 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1037403 38494 SH SOLE 0 0 38494 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1845188 64136 SH SOLE 0 0 64136 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3323821 63071 SH SOLE 0 0 63071 DINE BRANDS GLOBAL INC COM 254423106 212938 3148 SH SOLE 0 0 3148 DISNEY WALT CO COM 254687106 306333 3059 SH SOLE 0 0 3059 DRAGANFLY INC. 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