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.
ARS Wealth Advisors Group, LLC (CIK 1886707) reported $1.28B across 220 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TBUX ($177.4M, 13.88%), SPTM ($92.5M, 7.24%), AVGO ($51.9M, 4.06%), AAPL ($51.8M, 4.05%), XLK ($44.9M, 3.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TBUX | T ROWE PRICE EXCHANGE-TRADED | $177.4M | 13.88% | 3.6M | Added |
| 2 | SPTM | SPDR SERIES TRUST | $92.5M | 7.24% | 1.0M | Trimmed |
| 3 | AVGO | BROADCOM INC | $51.9M | 4.06% | 137,281 | Trimmed |
| 4 | AAPL | APPLE INC | $51.8M | 4.05% | 179,048 | Added |
| 5 | XLK | SELECT SECTOR SPDR TR | $44.9M | 3.51% | 235,568 | Trimmed |
| 6 | GOOG | ALPHABET INC | $41.9M | 3.28% | 118,637 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $39.4M | 3.08% | 165,174 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $35.9M | 2.81% | 109,673 | Trimmed |
| 9 | QUAL | ISHARES TR | $34.2M | 2.68% | 156,054 | Trimmed |
| 10 | USMV | ISHARES TR | $34.0M | 2.66% | 352,667 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $32.9M | 2.57% | 88,084 | Added |
| 12 | HYGH | ISHARES U S ETF TR | $31.1M | 2.44% | 359,403 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $30.8M | 2.41% | 121,106 | Trimmed |
| 14 | MRK | MERCK & CO INC | $22.8M | 1.79% | 177,518 | Added |
| 15 | CVX | CHEVRON CORPORATION | $22.3M | 1.75% | 134,565 | Added |
| 16 | GLD | SPDR GOLD TR | $19.3M | 1.51% | 52,465 | Trimmed |
| 17 | PG | PROCTER & GAMBLE CO | $19.3M | 1.51% | 131,746 | Added |
| 18 | DUK | DUKE ENERGY CORP NEW | $18.6M | 1.46% | 147,127 | Trimmed |
| 19 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $18.4M | 1.44% | 448,691 | Added |
| 20 | VZ | VERIZON COMMUNICATIONS INC | $18.1M | 1.42% | 427,810 | Added |
| 21 | CSCO | CISCO SYS INC | $17.2M | 1.35% | 146,783 | Trimmed |
| 22 | WMT | WALMART INC | $17.2M | 1.35% | 151,889 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $16.0M | 1.25% | 79,839 | Added |
| 24 | MA | MASTERCARD INCORPORATED | $15.5M | 1.21% | 30,202 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.3M | 1.20% | 30,587 | Added |
Source: SEC Form 13F filings · as of 2026-06-30