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CIK: 0001820879
Total reported value
$354.5M
$354.5M
40 檔
14.8%
During the Q3 2025 filing period, Advisor Resource Council (CIK: 0001820879) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $354.5M across 40 reported positions.
In Q3 2025, Advisor Resource Council adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 40 holdings to manage risk exposure.
| # | 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 | 37.62% | -4.72% | -73.33% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 19.95% | -0.36% | -7.06% | |
| 3 | EWJ | Ishares Msci Japan ETF | ETF-Other | 5.93% | -0.12% | -1.05% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 3.61% | -0.35% | -38.94% | |
| 5 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 3.60% | -0.02% | +62.52% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.24% | — | -0.66% | |
| 7 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.07% | -0.02% | -8.88% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 1.80% | +0.01% | +70.65% | |
| 9 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.78% | -0.03% | +92.65% | |
| 10 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 1.70% | +0.02% | -6.77% | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.59% | +0.03% | — | |
| 12 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.59% | -0.03% | +50.05% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.54% | -0.03% | -10.17% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.40% | -0.91% | -73.59% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.32% | -0.01% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.00% | +0.13% | -91.20% | |
| 17 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.84% | +0.06% | NEW | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | -0.03% | -82.33% | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.72% | -0.01% | +68.99% | |
| 20 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.66% | — | — | |
| 21 | CGGE | Cap Group Global Eq | ETF-Other | 0.63% | — | +94.23% | |
| 22 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | -2.95% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.57% | -0.02% | -10.07% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | — | -64.49% | |
| 25 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.49% | +0.06% | NEW | |
| 26 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.49% | -0.19% | -88.64% | |
| 27 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.48% | — | — | |
| 28 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.45% | — | — | |
| 29 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.42% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.06% | -92.06% | |
| 31 | CGBL | Cap Group Core Balanced | ETF-Other | 0.39% | +0.06% | +28.18% | |
| 32 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.36% | +0.04% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +3.99% | -90.01% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.11% | -72.47% | |
| 35 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 0.32% | +0.01% | — | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.31% | — | -1.73% | |
| 37 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.29% | -0.01% | — | |
| 38 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.29% | -0.01% | -0.93% | |
| 39 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 0.28% | — | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | -0.01% | -86.75% |
According to official SEC Form 13F filings, Advisor Resource Council reported a total U.S. public equity portfolio value of $354.5M across 40 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, EWJ) accounted for 14.8% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
XLK
前期市值: $19.4M
During Q3 2025, Advisor Resource Council's top holdings by market value included SPY (37.6%)、RSP (19.9%)、EWJ (5.9%). The largest single position, SPY, represented 37.6% of total portfolio value.
In Q3 2025, Advisor Resource Council made 50 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 10 holdings, and fully liquidating 40 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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