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CIK: 0001820879
Total reported value
$354.5M
$354.5M
228 檔
37.5%
As reported in its official Q1 2026 Form 13F filing, Advisor Resource Council's tracked investment portfolio stood at $354.5M with 228 total positions.
Advisor Resource Council executed strategic sector rebalancing during Q1 2026, establishing 20 new positions while fully exiting 22 holdings and trimming 69 positions.
Showing top 200 holdings (of 228 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 | 32.98% | -4.72% | +2.34% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.18% | -0.36% | -15.70% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.35% | +0.13% | +3.45% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.79% | -0.91% | +99.62% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | +0.01% | -4.73% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.66% | -0.19% | -7.75% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | -0.03% | +11.38% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 1.45% | -0.35% | -5.19% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.32% | +0.32% | +4.77% | |
| 10 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.27% | -0.42% | +36.07% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.17% | -0.39% | -1.85% | |
| 12 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.17% | -0.12% | -20.09% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.07% | +12.80% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | -0.01% | +0.20% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.82% | -0.08% | -2.97% | |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.79% | -0.56% | -6.66% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.77% | -0.13% | -7.02% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.10% | +4.83% | |
| 19 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.72% | -0.09% | +2.73% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.06% | +3.51% | |
| 21 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.68% | +0.10% | +2.09% | |
| 22 | SRE | Sempra | Stock-Utilities | 0.67% | -0.10% | -10.11% | |
| 23 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.60% | -0.03% | -2.40% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.09% | +3.48% | |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.53% | -0.01% | +1.53% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.52% | — | -58.48% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.51% | +0.06% | +3.58% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.51% | +0.55% | +3.70% | |
| 29 | PAVE | Global X US Infrastructure | ETF-Other | 0.49% | +0.32% | +5.90% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.04% | -6.50% | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.48% | -0.08% | -3.23% | |
| 32 | XLE | Ss Energy Select Sector | ETF-Other | 0.44% | -0.12% | +37.55% | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.43% | -0.06% | +14.44% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.09% | -4.52% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.20% | -22.98% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.03% | +4.71% | |
| 37 | AUSF | Global X Adaptive US Factor | ETF-Other | 0.41% | +0.11% | +2.38% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.39% | -0.03% | -17.31% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | -0.30% | — | |
| 40 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.38% | -0.38% | EXIT | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.37% | -0.03% | -9.78% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.36% | -0.09% | -21.85% | |
| 43 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.36% | -0.04% | +17.71% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | +0.04% | +1.90% | |
| 45 | PWR | Quanta Services Inc | Stock-Industrials | 0.35% | +0.01% | +5.21% | |
| 46 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.35% | -0.02% | -22.46% | |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.34% | -0.10% | +66.27% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | -0.01% | — | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.33% | -0.06% | +0.16% | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.33% | -0.18% | +0.52% |
According to official SEC Form 13F filings, Advisor Resource Council reported a total U.S. public equity portfolio value of $354.5M across 228 disclosed positions in Q1 2026.
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 37.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
VEA
市值: $1.2M
Top Position Liquidated / Trimmed
BUFD
前期市值: $632.2K
During Q1 2026, Advisor Resource Council's top holdings by market value included SPY (33.0%)、RSP (4.2%)、AAPL (2.4%). The largest single position, SPY, represented 33.0% of total portfolio value.
In Q1 2026, Advisor Resource Council made 196 total portfolio adjustments, initiating 20 new buys, adding to 85 positions, trimming 69 holdings, and fully liquidating 22 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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