ARS Wealth Advisors Group, LLC
CIK 0001886707 · ST. PETERSBURG, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗
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
Top Holdings
TBUX
T ROWE PRICE EXCHANGE-TRADED
13.9%
SPTM
SPDR SERIES TRUST
7.2%
AVGO
BROADCOM INC
4.1%
AAPL
APPLE INC
4.1%
XLK
SELECT SECTOR SPDR TR
3.5%
GOOG
ALPHABET INC
3.3%
AMZN
AMAZON COM INC
3.1%
JPM
JPMORGAN CHASE & CO
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.