13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001886707
Total reported value
$1.4B
$1.4B
220 檔
30.4%
The Q2 2026 SEC filing reveals that ARS Wealth Advisors Group, LLC held a total portfolio value of $1.4B, covering 220 public equity positions.
In Q2 2026, ARS Wealth Advisors Group, LLC displayed an active expansion posture, initiating 27 new positions and adding to 92 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 13.88% | -0.42% | +4.73% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.24% | -0.45% | -1.29% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.06% | -0.65% | -3.98% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.05% | +0.57% | +0.76% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.51% | -0.18% | -1.14% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.28% | -0.37% | -4.91% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.08% | -0.11% | +0.08% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.81% | -0.21% | -0.99% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.68% | -0.17% | -2.39% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.66% | -0.27% | -3.81% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | +0.78% | +3.52% | |
| 12 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 2.44% | +1.14% | +106.18% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.41% | -0.11% | -1.68% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.79% | +0.08% | +0.65% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.75% | +0.25% | +1.01% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.51% | -0.06% | -2.66% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.51% | -0.12% | +2.15% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.46% | -0.23% | -0.63% | |
| 19 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.44% | +0.01% | +7.20% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.42% | +0.02% | +0.50% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.35% | -0.22% | -2.98% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.35% | -0.20% | -0.41% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.13% | +8.31% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.21% | +0.01% | +0.03% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.12% | +4.38% | |
| 26 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.15% | +0.75% | +91.50% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.12% | +0.28% | +3.99% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | -0.22% | +4.79% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.91% | -0.25% | +2.78% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.88% | -0.16% | -3.97% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.83% | -0.16% | +1.96% | |
| 32 | ✓ | Stock-Other | 0.81% | -0.09% | — | ||
| 33 | ✓ | Stock-Other | 0.79% | -0.31% | — | ||
| 34 | MO | Altria Group Inc | Stock-Consumer Staples | 0.79% | -0.10% | +0.35% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | -0.08% | +1.58% | |
| 36 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.73% | -0.09% | -0.58% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | +0.14% | +7.76% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.63% | -0.04% | +1.81% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.08% | +1.21% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | -0.08% | -1.26% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.58% | EXIT | |
| 42 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.52% | -0.07% | +0.10% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.50% | -0.09% | +9.49% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.48% | +0.37% | +189.90% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.43% | -0.08% | -13.42% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | -0.12% | +1.01% | |
| 47 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.41% | +0.21% | +163.56% | |
| 48 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.37% | -0.02% | -0.38% | |
| 49 | SLV | Ishares Silver Trust | ETF-Commodities | 0.37% | +0.08% | +0.24% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.36% | -0.04% | -0.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HYGH | Ishares Int Rate Hedg Hy ETF | +1.2% | +106.18% | Add |
| 2 | XLK | Ss Technology Select Sector | +0.8% | -1.14% | Trim |
| 3 | ✓ | +0.8% | NEW | New buy | |
| 4 | ✓ | +0.8% | NEW | New buy | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | +0.5% | +91.50% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.4% | -2.98% | Trim |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.4% | -1.29% | Trim |
| 8 | AVGO | Broadcom Inc | +0.3% | -3.98% | Trim |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +189.90% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | -4.91% | Trim |
| 11 | AAPL | Apple Inc | +0.3% | +0.76% | Add |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | +0.2% | +163.56% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +0.08% | Add |
| 14 | TCAF | T Rowe Prc Cap Appreciation | +0.2% | +7.20% | Add |
| 15 | NVDA | Nvidia CORP | +0.2% | +8.31% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | +1.01% | Add |
| 17 | ✓ | +0.1% | NEW | New buy | |
| 18 | QUAL | Ishares Msci USA Quality Fac | +0.1% | -2.39% | Trim |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +2.78% | Add |
| 20 | BAC | Bank Of America CORP | +0.1% | +1.58% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.26% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -0.99% | Trim |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +34.15% | Add |
| 24 | TSLA | Tesla Inc | +0.1% | +57.54% | Add |
| 25 | AMAT | Applied Materials Inc | +0.1% | +2.35% | Add |
| 26 | ✓ | +0.1% | NEW | New buy | |
| 27 | DIS | Walt Disney Co/the | +0.1% | +101.95% | Add |
| 28 | DDFL | Invtr Eq D Di 15 B ETF - Jul | +0.1% | NEW | New buy |
| 29 | ✓ | +0.1% | NEW | New buy | |
| 30 | GS | Goldman Sachs Group Inc | +0.1% | -3.97% | Trim |
| 31 | UPS | United Parcel Service-cl B | +0.1% | +9.49% | Add |
| 32 | HD | Home Depot Inc | 0% | +4.79% | Add |
| 33 | ABBV | Abbvie Inc | 0% | +20.71% | Add |
| 34 | LLY | Eli Lilly & Co | 0% | +0.49% | Add |
| 35 | GLW | Corning Inc | 0% | +1.06% | Add |
| 36 | INTC | Intel CORP | 0% | NEW | New buy |
| 37 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 38 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 39 | MUB | Ishares National Muni Bond E | 0% | +45.90% | Add |
| 40 | RNST | Renasant CORP | 0% | NEW | New buy |
| 41 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 42 | PANW | Palo Alto Networks Inc | 0% | NEW | New buy |
| 43 | VEA | Vanguard Ftse Developed ETF | 0% | NEW | New buy |
| 44 | KO | Coca-cola Co/the | 0% | +14.64% | Add |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +34.63% | Add |
| 46 | TD | Toronto-dominion Bank | 0% | -0.76% | Trim |
| 47 | SCHX | Schwab US Large-cap ETF | 0% | +68.01% | Add |
| 48 | SUB | Ishares Short-term National | 0% | +31.22% | Add |
| 49 | MS | Morgan Stanley | 0% | NEW | New buy |
| 50 | DVA | Davita Inc | 0% | +2.44% | Add |
According to official SEC Form 13F filings, ARS Wealth Advisors Group, LLC reported a total U.S. public equity portfolio value of $1.4B across 220 disclosed positions in Q2 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 TBUX, SPTM, AVGO) accounted for 30.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $10.4M
Top Position Liquidated / Trimmed
XOM
前期市值: $37.2M
During Q2 2026, ARS Wealth Advisors Group, LLC's top holdings by market value included TBUX (13.9%)、SPTM (7.2%)、AVGO (4.1%). The largest single position, TBUX, represented 13.9% of total portfolio value.
In Q2 2026, ARS Wealth Advisors Group, LLC made 177 total portfolio adjustments, initiating 27 new buys, adding to 92 positions, trimming 53 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.