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 $1.18B across 190 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TBUX ($169.3M, 14.30%), SPTM ($81.6M, 6.89%), AAPL ($45.1M, 3.81%), AVGO ($44.3M, 3.74%), XOM ($37.2M, 3.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TBUX | T ROWE PRICE ETF INC | $169.3M | 14.30% | 3.4M | Added |
| 2 | SPTM | SPDR SERIES TRUST | $81.6M | 6.89% | 1.0M | Added |
| 3 | AAPL | APPLE INC | $45.1M | 3.81% | 177,700 | Added |
| 4 | AVGO | BROADCOM INC | $44.3M | 3.74% | 142,971 | Trimmed |
| 5 | XOM | EXXON MOBIL CORP | $37.2M | 3.14% | 219,242 | Trimmed |
| 6 | GOOG | ALPHABET INC | $35.8M | 3.02% | 124,768 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $34.4M | 2.90% | 165,049 | Added |
| 8 | USMV | ISHARES TR | $34.0M | 2.87% | 366,628 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $32.6M | 2.75% | 110,769 | Added |
| 10 | XLK | SELECT SECTOR SPDR TR | $31.7M | 2.67% | 238,292 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $31.5M | 2.66% | 85,093 | Added |
| 12 | QUAL | ISHARES TR | $30.7M | 2.59% | 159,880 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $30.1M | 2.54% | 123,176 | Trimmed |
| 14 | CVX | CHEVRON CORPORATION | $27.6M | 2.33% | 133,216 | Added |
| 15 | GLD | SPDR GOLD TR | $23.2M | 1.96% | 53,901 | Trimmed |
| 16 | VZ | VERIZON COMMUNICATIONS INC | $21.4M | 1.81% | 425,683 | Added |
| 17 | MRK | MERCK & CO INC | $21.2M | 1.79% | 176,368 | Added |
| 18 | HON | HONEYWELL INTL INC | $20.6M | 1.74% | 91,237 | Added |
| 19 | DUK | DUKE ENERGY CORP NEW | $19.4M | 1.64% | 148,064 | Added |
| 20 | WMT | WALMART INC | $19.0M | 1.60% | 152,519 | Trimmed |
| 21 | PG | PROCTER & GAMBLE CO | $18.6M | 1.57% | 128,976 | Added |
| 22 | MA | MASTERCARD INCORPORATED | $15.1M | 1.27% | 30,192 | Added |
| 23 | HYGH | ISHARES U S ETF TR | $14.9M | 1.26% | 174,313 | New |
| 24 | TCAF | T ROWE PRICE ETF INC | $14.9M | 1.26% | 418,559 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.0M | 1.19% | 29,304 | Added |
Source: SEC Form 13F filings · as of 2026-03-31