ARS Wealth Advisors Group, LLC

CIK

1886707

Location

St. Petersburg, FL

Portfolio Value

Mid $1,277,674,190

Diversification

Diversified

Filing Date

Global Rank

#2,139 / 8,795 ▼ 117 · as of Jun 2026

Top Industry

Semiconductors 10.0%

Period ended 3 months ago

Filed Jul 16, 2026 · 3mo

20 quarters · since Sep 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

155 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.3%

−1.5 pts

Top 5

39.5%

+3.1 pts

Top 10

55.3%

+3.6 pts

HHI

497

Diversified−1

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.0%	$574,685,155	34
Technology	14.8%	$188,975,431	18
Financial Services	7.7%	$97,993,918	22
Healthcare	7.0%	$90,033,127	16
Communication Services	6.2%	$79,171,403	6
Consumer Defensive	4.7%	$60,150,453	8
Consumer Cyclical	4.5%	$57,413,055	8
Industrials	4.3%	$54,523,053	20
Energy	2.8%	$36,261,554	10
Utilities	2.6%	$33,506,334	10
Real Estate	0.3%	$3,438,116	2
Basic Materials	0.1%	$1,522,591	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+257,087	498,480	$19,975,154
TACN	T. Rowe Price Active Core International Equity ETF	+191,131	4,012,980	$195,835,863
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+190,848	984,120	$111,846,810
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+178,837	774,782	$21,645,809
BNDW	Vanguard Total World Bond ETF	+50,476	78,737	$6,685,486
FNDA	Schwab Fundamental U.S. Small Company ETF	+46,904	150,164	$4,257,134
—		+10,797	13,615	$373,187
PFE	Pfizer Inc	+8,538	35,944	$865,531
DIS	Walt Disney Co	+7,843	15,536	$1,495,340
VCRM	Vanguard Core Tax-Exempt Bond ETF	+6,825	26,536	$1,342,190
NVDA	Nvidia Corp	+6,124	79,839	$15,974,985
VB	Vanguard Morningstar Small-Cap ETF	+5,720	50,127	$15,611,679
UPS	United Parcel Service Inc	+5,150	59,396	$6,385,070
BDX	Becton Dickinson & Co	+3,830	29,403	$4,449,555
KO	Coca Cola Co	+3,789	29,676	$2,411,768
EDV	Vanguard World Funds Extended Duration ETF	+3,681	4,428	$389,265
ABI	VictoryShares Pioneer Asset-Based Income ETF	+3,600	5,045	$539,652
MSFT	Microsoft Corp	+2,991	88,084	$32,857,093
PG	PROCTER & GAMBLE Co	+2,770	131,746	$19,319,233
BAC	Bank Of America Corp /De/	+2,585	166,144	$9,466,885
TFC	Truist Financial Corp	+2,440	9,108	$453,760
VZ	Verizon Communications Inc	+2,127	427,810	$18,113,475
SO	Southern Co	+2,117	110,226	$10,549,730
—		+1,948	3,897	$218,855
DCOR	Dimensional US Core Equity 1 ETF	+1,890	7,850	$405,766
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−44,953	46,284	$10,362,987
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−13,341	1,027,972	$92,769,125
GOOGL	Alphabet Inc.	−6,395	139,293	$49,299,845
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	−5,692	477,007	$14,639,616
AVGO	Broadcom Inc.	−5,690	137,281	$51,857,897
CSCO	Cisco Systems, Inc.	−4,513	146,783	$17,241,131
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−3,072	243,216	$45,517,121
JNJ	Johnson & Johnson	−2,070	121,106	$30,757,290
THQ	abrdn Healthcare Opportunities Fund	−2,008	10,588	$198,313
—		−2,000	4,994	$670,612
KMI	Kinder Morgan, Inc.	−1,706	289,986	$9,270,852
FAB	First Trust Multi Cap Value AlphaDEX Fund	−1,587	28,510	$2,924,949
GLD	Spdr Gold Trust	−1,436	52,465	$19,327,056
SOLS	Solstice Advanced Materials Inc.	−1,284	17,185	$1,522,591
JPM	Jpmorgan Chase & Co	−1,096	109,673	$35,899,263
WAT	Waters Corp /De/	−972	1,737	$651,444
DUK	Duke Energy CORP	−937	147,127	$18,623,335
CRM	Salesforce, Inc.	−671	2,426	$380,057
WMT	Walmart Inc.	−630	151,889	$17,202,948
GS	Goldman Sachs Group Inc	−460	11,137	$11,263,627
AFGR	First Trust Active Factor Large Cap Growth ETF	−360	28,073	$1,169,914
CSX	Csx Corp	−241	9,603	$456,430
RTX	RTX Corp	−201	24,535	$4,655,025
SHEL	Shell plc	−146	25,290	$1,960,986
SCHW	Schwab Charles Corp	−102	3,190	$294,341
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	45,906	$10,148,898
INTC	Intel Corp	3,601	$502,807
AMD	Advanced Micro Devices Inc	833	$483,898
MU	Micron Technology Inc	395	$455,944
RNST	Renasant Corp	10,364	$440,884
PANW	Palo Alto Networks Inc	1,180	$402,403
VEA	Vanguard FTSE Developed Markets ETF	5,155	$367,293
MS	Morgan Stanley	1,487	$310,842
BMY	Bristol Myers Squibb Co	4,770	$274,847
GLXY	Galaxy Digital Inc.	9,700	$265,198
D	Dominion Energy, Inc	3,433	$234,439
RRX	Regal Rexnord Corp	944	$224,851
ADP	Automatic Data Processing Inc	937	$209,841
C	Citigroup Inc	1,475	$206,441
BA	Boeing Co	939	$203,265
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	219,242	$37,196,597
PLTR	Palantir Technologies Inc.	1,536	$224,686
BP	Bp PLC	4,488	$210,936
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	515	$34,993
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

155 tracked positions · $1,277,674,190 total · filing declares 220 positions · $1,277,673,849 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 155 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TACN	T. Rowe Price Active Core International Equity ETF	Added	4,012,980	+191,131	$195,835,863	+6.3%	15.33%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	984,120	+190,848	$111,846,810	—	8.75%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	1,027,972	-13,341	$92,769,125	+13.3%	7.26%
AVGO	Broadcom Inc. Technology	Reduced	137,281	-5,690	$51,857,897	+17.2%	4.06%
AAPL	Apple Inc. Technology	Added	179,048	+1,348	$51,809,329	+14.9%	4.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	139,293	-6,395	$49,299,845	+17.9%	3.86%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	243,216	-3,072	$45,517,121	+40.8%	3.56%
AMZN	Amazon Com Inc Consumer Cyclical	Added	165,174	+125	$39,367,571	+14.5%	3.08%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	109,673	-1,096	$35,899,263	+10.2%	2.81%
MSFT	Microsoft Corp Technology	Added	88,084	+2,991	$32,857,093	+4.3%	2.57%
JNJ	Johnson & Johnson Healthcare	Reduced	121,106	-2,070	$30,757,290	+2.2%	2.41%
MRK	Merck & Co., Inc. Healthcare	Added	177,518	+1,150	$22,811,063	+7.5%	1.79%
CVX	Chevron Corp Energy	Added	134,565	+1,349	$22,305,494	−19.1%	1.75%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	774,782	+178,837	$21,645,809	+24.7%	1.69%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	498,480	+257,087	$19,975,154	+106.6%	1.56%
GLD	Spdr Gold Trust	Reduced	52,465	-1,436	$19,327,056	−16.7%	1.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	131,746	+2,770	$19,319,233	+3.7%	1.51%
DUK	Duke Energy CORP Utilities	Reduced	147,127	-937	$18,623,335	−3.9%	1.46%
VZ	Verizon Communications Inc Communication Services	Added	427,810	+2,127	$18,113,475	−15.2%	1.42%
CSCO	Cisco Systems, Inc. Technology	Reduced	146,783	-4,513	$17,241,131	+46.9%	1.35%
WMT	Walmart Inc. Consumer Defensive	Reduced	151,889	-630	$17,202,948	−9.2%	1.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	30,588	+1,283	$16,054,278	+8.8%	1.26%
NVDA	Nvidia Corp Technology	Added	79,839	+6,124	$15,974,985	+24.3%	1.25%
VB	Vanguard Morningstar Small-Cap ETF	Added	50,127	+5,720	$15,611,679	+11.9%	1.22%
MA	Mastercard Inc Financial Services	Added	30,202	+10	$15,511,747	+2.8%	1.21%
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	Reduced	477,007	-5,692	$14,639,616	+9.4%	1.15%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	28,517	+1,095	$14,297,283	+6.1%	1.12%
HD	Home Depot, Inc. Consumer Cyclical	Added	34,842	+1,594	$12,288,076	+12.4%	0.96%
IBM	International Business Machines Corp Technology	Added	41,468	+1,121	$11,661,216	+19.2%	0.91%
GS	Goldman Sachs Group Inc Financial Services	Reduced	11,137	-460	$11,263,627	+14.8%	0.88%
SO	Southern Co Utilities	Added	110,226	+2,117	$10,549,730	+1.1%	0.83%
HON	Honeywell International Inc Industrials	Reduced	46,284	-44,953	$10,362,987	−49.7%	0.81%
HONA	Honeywell Aerospace Inc. Industrials	NEW	45,906	NEW	$10,148,898	NEW	0.79%
MO	Altria Group, Inc. Consumer Defensive	Added	140,269	+493	$10,092,354	+9.4%	0.79%
BAC	Bank Of America Corp /De/ Financial Services	Added	166,144	+2,585	$9,466,885	+18.7%	0.74%
KMI	Kinder Morgan, Inc. Energy	Reduced	289,986	-1,706	$9,270,852	−5.2%	0.73%
META	Meta Platforms, Inc. Communication Services	Added	15,253	+1,099	$8,591,862	+6.1%	0.67%
LMT	Lockheed Martin Corp Industrials	Added	15,782	+281	$8,040,297	−14.2%	0.63%
PEP	Pepsico Inc Consumer Defensive	Added	55,158	+657	$7,468,393	−11.8%	0.58%
GSK	GSK plc Healthcare	Added	127,638	+122	$6,690,783	−4.9%	0.52%
BNDW	Vanguard Total World Bond ETF	Added	78,737	+50,476	$6,685,486	+157.0%	0.52%
UPS	United Parcel Service Inc Industrials	Added	59,396	+5,150	$6,385,070	+19.6%	0.50%
CAT	Caterpillar Inc Industrials	Added	5,097	+51	$5,427,795	+51.8%	0.42%
SLV	iShares Silver Trust	Added	89,079	+213	$4,763,054	−21.3%	0.37%
RTX	RTX Corp Industrials	Reduced	24,535	-201	$4,655,025	−2.4%	0.36%
BDX	Becton Dickinson & Co Healthcare	Added	29,403	+3,830	$4,449,555	+10.7%	0.35%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	150,164	+46,904	$4,257,134	+56.4%	0.33%
BAPR	Innovator U.S. Equity Buffer ETF - April	Added	82,807	+980	$3,947,587	+7.9%	0.31%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,327	-36	$3,231,273	+13.9%	0.25%
GD	General Dynamics Corp Industrials	Reduced	8,308	-17	$2,943,025	+3.0%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.