Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Advisor Resource Council (CIK 1820879) reported $309.0M across 212 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($101.9M, 32.98%), RSP ($12.9M, 4.18%), AAPL ($7.3M, 2.35%), IWM ($5.5M, 1.79%), JPM ($5.2M, 1.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $101.9M | 32.98% | 156,724 | Added |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $12.9M | 4.18% | 67,304 | Trimmed |
| 3 | AAPL | APPLE INC | $7.3M | 2.35% | 28,580 | Added |
| 4 | IWM | ISHARES TR | $5.5M | 1.79% | 22,307 | Added |
| 5 | JPM | JPMORGAN CHASE & CO | $5.2M | 1.69% | 17,714 | Trimmed |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | $5.1M | 1.66% | 151,609 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $4.9M | 1.58% | 27,963 | Added |
| 8 | GLD | SPDR GOLD TR | $4.5M | 1.45% | 10,387 | Trimmed |
| 9 | XLK | SELECT SECTOR SPDR TR | $4.1M | 1.32% | 30,785 | Added |
| 10 | BILS | SPDR SERIES TRUST | $3.9M | 1.27% | 39,596 | Added |
| 11 | EWJ | ISHARES INC | $3.6M | 1.17% | 42,821 | Trimmed |
| 12 | XLF | SELECT SECTOR SPDR TR | $3.6M | 1.17% | 73,543 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $3.0M | 0.96% | 7,985 | Added |
| 14 | AMZN | AMAZON COM INC | $2.5M | 0.83% | 12,242 | Added |
| 15 | XLY | SELECT SECTOR SPDR TR | $2.5M | 0.82% | 23,212 | Trimmed |
| 16 | SPTS | SPDR SERIES TRUST | $2.4M | 0.79% | 83,922 | Trimmed |
| 17 | XLP | SELECT SECTOR SPDR TR | $2.4M | 0.77% | 29,108 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $2.3M | 0.74% | 7,900 | Added |
| 19 | MLPX | GLOBAL X FDS | $2.2M | 0.72% | 30,147 | Added |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.70% | 4,544 | Added |
| 21 | WTV | WISDOMTREE TR | $2.1M | 0.68% | 22,108 | Added |
| 22 | SRE | SEMPRA | $2.1M | 0.67% | 21,181 | Trimmed |
| 23 | LITE | LUMENTUM HLDGS INC | $1.9M | 0.60% | 2,647 | Trimmed |
| 24 | SPMD | SPDR SERIES TRUST | $1.6M | 0.53% | 27,509 | Added |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.6M | 0.53% | 4,882 | Added |
Source: SEC Form 13F filings · as of 2026-03-31