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CIK: 0001820879
Total reported value
$354.5M
$354.5M
231 檔
26.7%
According to the latest 13F quarterly dataset, Advisor Resource Council managed an equity portfolio of $354.5M at the end of Q4 2025, spanning 231 distinct U.S. exchange-listed positions.
In Q4 2025, Advisor Resource Council displayed an active expansion posture, initiating 40 new positions and adding to 10 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 231 total)
| # | 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 | 21.48% | -4.72% | +266.19% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.44% | -0.36% | +2.48% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.65% | +0.13% | +854.01% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.04% | +0.01% | — | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.02% | -0.19% | +1409.21% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | -0.03% | +660.79% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 1.58% | -0.35% | +45.67% | |
| 8 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.54% | -0.12% | -2.10% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.52% | +0.32% | — | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.47% | — | +140.87% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.44% | -0.39% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.07% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.01% | +1229.38% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.04% | -0.08% | — | |
| 15 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.03% | -0.42% | — | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.02% | -0.91% | +160.55% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.94% | -0.13% | — | |
| 18 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.93% | -0.56% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.10% | — | |
| 20 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.91% | -0.02% | -6.00% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.06% | +626.82% | |
| 22 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.75% | +0.10% | — | |
| 23 | SRE | Sempra | Stock-Utilities | 0.72% | -0.10% | — | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 0.69% | +0.55% | — | |
| 25 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.67% | -0.09% | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | — | — | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.20% | — | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.04% | — | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.59% | -0.08% | — | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.58% | -0.01% | +188.94% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.57% | +0.09% | — | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | -0.03% | — | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.54% | +0.06% | — | |
| 34 | PAVE | Global X US Infrastructure | ETF-Other | 0.52% | +0.32% | — | |
| 35 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.52% | -0.02% | -6.17% | |
| 36 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.50% | -0.09% | — | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.03% | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.09% | — | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.48% | -0.03% | — | |
| 40 | RDVY | First Trust Rising Dividend | ETF-Other | 0.47% | +0.01% | -3.88% | |
| 41 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.46% | -0.03% | -3.84% | |
| 42 | AUSF | Global X Adaptive US Factor | ETF-Other | 0.45% | +0.11% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.04% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.01% | — | |
| 45 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.41% | -0.03% | -0.83% | |
| 46 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.41% | +0.03% | -0.05% | |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.41% | -0.06% | — | |
| 48 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.41% | -0.03% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +3.99% | +3643.69% | |
| 50 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.40% | +0.02% | -10.66% |
According to official SEC Form 13F filings, Advisor Resource Council reported a total U.S. public equity portfolio value of $354.5M across 231 disclosed positions in Q4 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, AAPL) accounted for 26.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
JPM
市值: $5.7M
During Q4 2025, Advisor Resource Council's top holdings by market value included SPY (21.5%)、RSP (5.4%)、AAPL (2.6%). The largest single position, SPY, represented 21.5% of total portfolio value.
In Q4 2025, Advisor Resource Council made 50 total portfolio adjustments, initiating 40 new buys, adding to 10 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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