ARS Wealth Advisors Group, LLC

CIK 0001886707 · ST. PETERSBURG, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

ARS Wealth Advisors Group, LLC reported 220 positions worth $1.28B as of June 30, 2026 (13F filed July 16, 2026). Largest holding: TBUX (13.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.28B
2026 Q2
Positions
220
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.3%
Est. Net Flow (Q)
2026 Q2
10 / 220 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TBUXT ROWE PRICE EXCHANGE-TRADEDSH$177.4M13.88%3,564,289
2SPTMSPDR SERIES TRUSTSH$92.5M7.24%1,018,751
3AVGOBROADCOM INCSH$51.9M4.06%137,281
4AAPLAPPLE INCSH$51.8M4.05%179,048
5XLKSELECT SECTOR SPDR TRSH$44.9M3.51%235,568
6GOOGALPHABET INCSH$41.9M3.28%118,637
7AMZNAMAZON COM INCSH$39.4M3.08%165,174
8JPMJPMORGAN CHASE & COSH$35.9M2.81%109,673
9QUALISHARES TRSH$34.2M2.68%156,054
10USMVISHARES TRSH$34.0M2.66%352,667

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ARS Wealth Advisors Group, LLC hold as of Q2 2026?

ARS Wealth Advisors Group, LLC reported 220 positions worth $1.28B in its Q2 2026 13F filing. Largest positions: TBUX (13.9%), SPTM (7.2%), AVGO (4.1%), AAPL (4.1%) and XLK (3.5%).

What did ARS Wealth Advisors Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ARS Wealth Advisors Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.