# EDGAR Filing Document

**Accession Number:** 0000925953
**File Stem:** 0001214659-26-000732
**Filing Date:** 2026-1
**Character Count:** 16086
**Document Hash:** fdab1c0aacc450c4200478071738ef56
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-000732.hdr.sgml**: 20260122

**ACCESSION NUMBER**: 0001214659-26-000732

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260122

**DATE AS OF CHANGE**: 20260122

**EFFECTIVENESS DATE**: 20260122

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** INVESTMENT ADVISORY SERVICES INC /TX /ADV
- **CENTRAL INDEX KEY:** 0000925953

**ORGANIZATION NAME:**
- **EIN:** 760430688
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21110
- **FILM NUMBER:** 26550556

**BUSINESS ADDRESS:**
- **STREET 1:** 9303 NEW TRAILS DR.
- **STREET 2:** SUITE 450
- **CITY:** THE WOODLANDS
- **STATE:** TX
- **ZIP:** 77381
- **BUSINESS PHONE:** 2813640606

**MAIL ADDRESS:**
- **STREET 1:** 9303 NEW TRAILS DR.
- **STREET 2:** SUITE 450
- **CITY:** THE WOODLANDS
- **STATE:** TX
- **ZIP:** 77381

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** INVESTMENT ADVISORY SERVICES INC /TX/ /ADV
- **DATE OF NAME CHANGE:** 20210219

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** INVESTMENT ADVISORY SERVICES INC /TX/                   /ADV
- **DATE OF NAME CHANGE:** 19940624

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** INVESTMENT ADVISORY SERVICES INC /TX /ADV<br>**Address:** 9303 NEW TRAILS DR.<br>SUITE 450<br>THE WOODLANDS, TX 77381

**Form 13F File Number:** 028-21110

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** CJ Haynes<br>**Title:** CCO<br>**Phone:** 281-364-0606

**Signature, Place, and Date of Signing:**

CJ Haynes  The Woodlands, TX  01-21-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 126

**Form 13F Information Table Value Total:** $319662298

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 2386283 | 19046 | SH |  | SOLE |  | 19046 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 5792199 | 25350 | SH |  | SOLE |  | 25350 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 250996 | 1172 | SH |  | SOLE |  | 1172 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 550137 | 4989 | SH |  | SOLE |  | 4989 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1084811 | 3457 | SH |  | SOLE |  | 3457 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3028433 | 9676 | SH |  | SOLE |  | 9676 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 3503032 | 15176 | SH |  | SOLE |  | 15176 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 311154 | 2698 | SH |  | SOLE |  | 2698 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 4660035 | 12596 | SH |  | SOLE |  | 12596 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 1760480 | 5379 | SH |  | SOLE |  | 5379 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 12734461 | 46842 | SH |  | SOLE |  | 46842 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 721798 | 2809 | SH |  | SOLE |  | 2809 | 0 | 0 |
| AUTOMATIC DATA PROCESSING | COM | 053015103 |  | 1181008 | 4591 | SH |  | SOLE |  | 4591 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 2230639 | 40557 | SH |  | SOLE |  | 40557 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 203361 | 1752 | SH |  | SOLE |  | 1752 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 463443 | 922 | SH |  | SOLE |  | 922 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 3318507 | 3100 | SH |  | SOLE |  | 3100 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 848063 | 2450 | SH |  | SOLE |  | 2450 | 0 | 0 |
| CAMDEN PPTY TR | SH BEN INT | 133131102 |  | 309765 | 2814 | SH |  | SOLE |  | 2814 | 0 | 0 |
| CAPITAL GROUP CORE EQUITY | SHS CREATION UNI | 14020V108 |  | 2623049 | 65201 | SH |  | SOLE |  | 65201 | 0 | 0 |
| CAPITAL GROUP DIVIDEND | SHS CREATION UNI | 14020W106 |  | 1220132 | 27959 | SH |  | SOLE |  | 27959 | 0 | 0 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 2358101 | 53027 | SH |  | SOLE |  | 53027 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 543736 | 10290 | SH |  | SOLE |  | 10290 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 886931 | 1548 | SH |  | SOLE |  | 1548 | 0 | 0 |
| CENCORA INC | COM | 03073E105 |  | 993007 | 2940 | SH |  | SOLE |  | 2940 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2600580 | 17063 | SH |  | SOLE |  | 17063 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 2190140 | 28432 | SH |  | SOLE |  | 28432 | 0 | 0 |
| CIVITAS RESOURCES INC | COM NEW | 17888H103 |  | 288048 | 10633 | SH |  | SOLE |  | 10633 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 3331409 | 47653 | SH |  | SOLE |  | 47653 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 490870 | 5244 | SH |  | SOLE |  | 5244 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 1314313 | 3720 | SH |  | SOLE |  | 3720 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2254152 | 2614 | SH |  | SOLE |  | 2614 | 0 | 0 |
| COTERRA ENERGY INC | COM | 127097103 |  | 2741439 | 104158 | SH |  | SOLE |  | 104158 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 1481310 | 2902 | SH |  | SOLE |  | 2902 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 210654 | 452 | SH |  | SOLE |  | 452 | 0 | 0 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 452014 | 12340 | SH |  | SOLE |  | 12340 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 565304 | 4823 | SH |  | SOLE |  | 4823 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 318146 | 296 | SH |  | SOLE |  | 296 | 0 | 0 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 246924 | 404 | SH |  | SOLE |  | 404 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 298917 | 9324 | SH |  | SOLE |  | 9324 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 341752 | 3254 | SH |  | SOLE |  | 3254 | 0 | 0 |
| EXELON CORP | COM | 30161N101 |  | 413669 | 9490 | SH |  | SOLE |  | 9490 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 6055459 | 50320 | SH |  | SOLE |  | 50320 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 1593844 | 5518 | SH |  | SOLE |  | 5518 | 0 | 0 |
| FIDELITY COVINGTON TRUST | FIDELITY FUND LR | 316092337 |  | 7593258 | 253616 | SH |  | SOLE |  | 253616 | 0 | 0 |
| FIDELITY COVINGTON TRUST | ENHANCED SMALL | 31609A206 |  | 1852452 | 49033 | SH |  | SOLE |  | 49033 | 0 | 0 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 5746172 | 101361 | SH |  | SOLE |  | 101361 | 0 | 0 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 |  | 1586948 | 43621 | SH |  | SOLE |  | 43621 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 416262 | 8196 | SH |  | SOLE |  | 8196 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 248612 | 738 | SH |  | SOLE |  | 738 | 0 | 0 |
| GENERAL MLS INC | COM | 370334104 |  | 853493 | 18355 | SH |  | SOLE |  | 18355 | 0 | 0 |
| HARTFORD INSURANCE GROUP | COM | 416515104 |  | 234826 | 1704 | SH |  | SOLE |  | 1704 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 4327507 | 12576 | SH |  | SOLE |  | 12576 | 0 | 0 |
| INDEPENDENCE RLTY TR INC | COM | 45378A106 |  | 382532 | 21884 | SH |  | SOLE |  | 21884 | 0 | 0 |
| INTERNATIONAL BUSINESS | COM | 459200101 |  | 1007451 | 3401 | SH |  | SOLE |  | 3401 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD | S EQL WGT | 46137V357 |  | 4711689 | 24596 | SH |  | SOLE |  | 24596 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 32701786 | 53233 | SH |  | SOLE |  | 53233 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1488532 | 12386 | SH |  | SOLE |  | 12386 | 0 | 0 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 7103266 | 42296 | SH |  | SOLE |  | 42296 | 0 | 0 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 240298 | 960 | SH |  | SOLE |  | 960 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1868209 | 28306 | SH |  | SOLE |  | 28306 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED | NASDAQ EQT PREM | 46654Q203 |  | 2860932 | 49225 | SH |  | SOLE |  | 49225 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED | EQUITY PREMIUM | 46641Q332 |  | 17380682 | 303646 | SH |  | SOLE |  | 303646 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 5482749 | 26493 | SH |  | SOLE |  | 26493 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 5452601 | 16922 | SH |  | SOLE |  | 16922 | 0 | 0 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 797919 | 3180 | SH |  | SOLE |  | 3180 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 229897 | 475 | SH |  | SOLE |  | 475 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 234088 | 755 | SH |  | SOLE |  | 755 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 5256926 | 17200 | SH |  | SOLE |  | 17200 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 1643522 | 2004 | SH |  | SOLE |  | 2004 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 789551 | 8219 | SH |  | SOLE |  | 8219 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 760619 | 7226 | SH |  | SOLE |  | 7226 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 794277 | 1203 | SH |  | SOLE |  | 1203 | 0 | 0 |
| METLIFE INC | COM | 59156R108 |  | 328678 | 4164 | SH |  | SOLE |  | 4164 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 18077783 | 37380 | SH |  | SOLE |  | 37380 | 0 | 0 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 |  | 381214 | 2744 | SH |  | SOLE |  | 2744 | 0 | 0 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 265901 | 466 | SH |  | SOLE |  | 466 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1693496 | 9080 | SH |  | SOLE |  | 9080 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 |  | 258206 | 3513 | SH |  | SOLE |  | 3513 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 220350 | 1131 | SH |  | SOLE |  | 1131 | 0 | 0 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 445930 | 5105 | SH |  | SOLE |  | 5105 | 0 | 0 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 10720244 | 178166 | SH |  | SOLE |  | 178166 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 218277 | 1185 | SH |  | SOLE |  | 1185 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 391090 | 445 | SH |  | SOLE |  | 445 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 1913168 | 13330 | SH |  | SOLE |  | 13330 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 289858 | 11641 | SH |  | SOLE |  | 11641 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 442996 | 2762 | SH |  | SOLE |  | 2762 | 0 | 0 |
| PINNACLE WEST CAP CORP | COM | 723484101 |  | 281570 | 3174 | SH |  | SOLE |  | 3174 | 0 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 240453 | 1152 | SH |  | SOLE |  | 1152 | 0 | 0 |
| POOL CORP | COM | 73278L105 |  | 731623 | 3198 | SH |  | SOLE |  | 3198 | 0 | 0 |
| PPL CORP | COM | 69351T106 |  | 278444 | 7951 | SH |  | SOLE |  | 7951 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2345535 | 16367 | SH |  | SOLE |  | 16367 | 0 | 0 |
| PROLOGIS INC. | COM | 74340W103 |  | 235744 | 1847 | SH |  | SOLE |  | 1847 | 0 | 0 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 217130 | 1924 | SH |  | SOLE |  | 1924 | 0 | 0 |
| RING ENERGY INC | COM | 76680V108 |  | 87000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 2391015 | 13037 | SH |  | SOLE |  | 13037 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 2480792 | 24830 | SH |  | SOLE |  | 24830 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 7199807 | 262479 | SH |  | SOLE |  | 262479 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 598847 | 3869 | SH |  | SOLE |  | 3869 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 3149387 | 70440 | SH |  | SOLE |  | 70440 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 359896 | 6571 | SH |  | SOLE |  | 6571 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 3630893 | 25220 | SH |  | SOLE |  | 25220 | 0 | 0 |
| SLB LIMITED | COM STK | 806857108 |  | 226557 | 5903 | SH |  | SOLE |  | 5903 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 241055 | 2764 | SH |  | SOLE |  | 2764 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1365425 | 2002 | SH |  | SOLE |  | 2002 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 277509 | 460 | SH |  | SOLE |  | 460 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 821598 | 9757 | SH |  | SOLE |  | 9757 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 3439499 | 9786 | SH |  | SOLE |  | 9786 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 249145 | 554 | SH |  | SOLE |  | 554 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 546667 | 3151 | SH |  | SOLE |  | 3151 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 232416 | 1513 | SH |  | SOLE |  | 1513 | 0 | 0 |
| TREX CO INC | COM | 89531P105 |  | 280745 | 8003 | SH |  | SOLE |  | 8003 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 206774 | 626 | SH |  | SOLE |  | 626 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3275709 | 9770 | SH |  | SOLE |  | 9770 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2253055 | 3593 | SH |  | SOLE |  | 3593 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 35721636 | 162534 | SH |  | SOLE |  | 162534 | 0 | 0 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 |  | 298380 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 760065 | 4108 | SH |  | SOLE |  | 4108 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 452268 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 201806 | 4955 | SH |  | SOLE |  | 4955 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 907825 | 2589 | SH |  | SOLE |  | 2589 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 11308010 | 101499 | SH |  | SOLE |  | 101499 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 296435 | 3181 | SH |  | SOLE |  | 3181 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 256142 | 1380 | SH |  | SOLE |  | 1380 | 0 | 0 |
| ZACKS TRUST | SMALL/MID CAP | 98888G204 |  | 256415 | 6932 | SH |  | SOLE |  | 6932 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 712274 | 5661 | SH |  | SOLE |  | 5661 | 0 | 0 |

---