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CIK: 0001820879
Total reported value
$354.5M
$354.5M
174 檔
37.2%
According to the latest 13F quarterly dataset, Advisor Resource Council managed an equity portfolio of $354.5M at the end of Q2 2025, spanning 174 distinct U.S. exchange-listed positions.
During Q2 2025, Advisor Resource Council's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 37.76% | -4.72% | -36.00% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.94% | -0.36% | -18.23% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.07% | -72.43% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.63% | +0.13% | -77.17% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.40% | +0.14% | NEW | |
| 6 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.62% | -0.12% | -2.35% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 1.46% | -0.35% | -81.72% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | -0.06% | -69.53% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.37% | -0.91% | -22.53% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 1.24% | +0.32% | -88.17% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.19% | -0.19% | -52.93% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | -0.03% | -88.70% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.04% | -0.39% | -77.26% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.01% | -43.10% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | +3.99% | -92.11% | |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.90% | -0.03% | -64.28% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.81% | -0.08% | -69.89% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.79% | +0.06% | — | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.79% | — | -71.15% | |
| 20 | SRE | Sempra | Stock-Utilities | 0.69% | -0.10% | -11.59% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.67% | -0.13% | -70.05% | |
| 22 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.64% | -0.09% | -79.67% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.01% | -91.79% | |
| 24 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.61% | +0.10% | -80.63% | |
| 25 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.61% | -0.02% | -76.45% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.60% | — | -33.03% | |
| 27 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.60% | -0.02% | -1.10% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | -0.01% | -91.82% | |
| 29 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.55% | -0.09% | -80.56% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.04% | -77.05% | |
| 31 | IGE | Ishares North American Natur | ETF-Other | 0.50% | — | — | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.49% | -0.08% | -84.72% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.49% | -0.03% | -29.83% | |
| 34 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.49% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | +0.01% | -87.81% | |
| 36 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.48% | +0.02% | -42.20% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.48% | -0.03% | — | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.40% | +0.29% | -84.76% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.39% | — | -47.04% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | — | -90.64% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.36% | -0.01% | -23.23% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | — | -42.35% | |
| 43 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.35% | -0.16% | EXIT | |
| 44 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.35% | — | -22.96% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.20% | -93.76% | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.33% | — | -10.55% | |
| 47 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.33% | — | -4.18% | |
| 48 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.32% | -0.42% | -76.60% | |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.32% | -0.03% | -81.74% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | -0.03% | -77.24% |
According to official SEC Form 13F filings, Advisor Resource Council reported a total U.S. public equity portfolio value of $354.5M across 174 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, MSFT) accounted for 37.2% of total reported equity market value during Q2 2025.
During Q2 2025, Advisor Resource Council's top holdings by market value included SPY (37.8%)、RSP (5.9%)、MSFT (2.7%). The largest single position, SPY, represented 37.8% of total portfolio value.
In Q2 2025, Advisor Resource Council made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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