ARS Wealth Advisors Group, LLC

CIK

1886707

Location

St. Petersburg, FL

Portfolio Value

Small $684,367,571

Diversification

Diversified

Filing Date

Global Rank

#1,932 / 8,232 ▲ 162

Top Industry

Oil & Gas Integrated 10.3%

3Y Alpha vs SPY

-2.2%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

19 quarters · since Sep 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.8%

SPY

+76.3%

Annualised alpha

-2.2%

Max drawdown

−11.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

115 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.6%

−1.0 pts

Top 5

28.3%

−3.5 pts

Top 10

47.8%

−1.2 pts

HHI

327

Diversified−24

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.2%	$158,850,577	14
Financial Services	12.7%	$87,216,553	18
Healthcare	12.4%	$84,901,131	15
Energy	11.7%	$79,856,059	12
Consumer Defensive	8.9%	$61,111,777	8
Industrials	7.5%	$51,429,152	17
Consumer Cyclical	7.4%	$50,325,711	8
Communication Services	5.6%	$38,494,173	6
Utilities	5.0%	$33,968,437	9
Unclassified	4.9%	$33,573,471	5
Real Estate	0.5%	$3,233,931	2
Basic Materials	0.2%	$1,406,599	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+7,361	425,683	$21,369,286
UPS	United Parcel Service Inc	+5,651	54,246	$5,336,721
NVDA	Nvidia Corp	+5,232	73,715	$12,855,896
SO	Southern Co	+4,928	108,109	$10,434,680
BAC	Bank Of America Corp /De/	+4,788	163,559	$7,973,501
AMZN	Amazon Com Inc	+4,487	165,049	$34,374,755
PG	PROCTER & GAMBLE Co	+4,268	128,976	$18,629,293
HON	Honeywell International Inc	+4,211	91,237	$20,622,299
IAU	Ishares Gold Trust	+3,112	5,594	$493,167
BDX	Becton Dickinson & Co	+2,649	25,573	$4,020,842
MSFT	Microsoft Corp	+2,521	85,093	$31,498,875
MO	Altria Group, Inc.	+2,188	139,776	$9,223,818
AAPL	Apple Inc.	+2,126	177,700	$45,098,483
DUK	Duke Energy CORP	+1,842	148,064	$19,387,500
CVX	Chevron Corp	+1,384	133,216	$27,562,390
MRK	Merck & Co., Inc.	+998	176,368	$21,215,306
META	Meta Platforms, Inc.	+873	14,154	$8,097,928
EPD	Enterprise Products Partners L.P.	+866	9,315	$352,479
EMR	Emerson Electric Co	+802	3,637	$476,519
HD	Home Depot, Inc.	+780	33,248	$10,934,934
BRK-B	Berkshire Hathaway Inc	+682	29,304	$14,042,476
KMI	Kinder Morgan, Inc.	+588	291,692	$9,780,432
GOOGL	Alphabet Inc.	+581	20,920	$6,015,755
T	At&T Inc.	+510	25,586	$741,738
ABT	Abbott Laboratories	+435	7,581	$778,341
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−95,147	88,866	$6,055,329
GLD	Spdr Gold Trust	−5,377	53,901	$23,193,061
WMT	Walmart Inc.	−3,059	152,519	$18,955,061
AVGO	Broadcom Inc.	−2,909	142,971	$44,250,954
JNJ	Johnson & Johnson	−2,065	123,176	$30,109,141
DBL	DoubleLine Opportunistic Credit Fund	−1,650	12,350	$180,310
GLW	Corning Inc /Ny	−1,505	5,170	$702,964
PFE	Pfizer Inc	−1,351	27,406	$769,560
SOLS	Solstice Advanced Materials Inc.	−1,151	18,469	$1,406,599
NFLX	Netflix Inc	−1,016	15,892	$1,528,015
NEE	Nextera Energy Inc	−1,012	10,929	$1,015,085
PSLV	Sprott Physical Silver Trust	−1,000	20,600	$502,434
VLO	Valero Energy Corp/Tx	−1,000	2,800	$691,824
SHEL	Shell plc	−940	25,436	$2,365,548
RTX	RTX Corp	−527	24,736	$4,771,574
XOM	Exxon Mobil Corp	−479	219,242	$37,196,597
CRM	Salesforce, Inc.	−297	3,097	$578,116
DIS	Walt Disney Co	−292	7,693	$741,451
CVS	CVS HEALTH Corp	−222	7,825	$561,991
GS	Goldman Sachs Group Inc	−216	11,597	$9,810,946
HSY	Hershey Co	−197	2,873	$597,267
MCD	Mcdonalds Corp	−177	6,766	$2,102,805
AEP	American Electric Power Co Inc	−170	8,389	$1,099,630
AMGN	Amgen Inc	−154	3,412	$1,200,512
GD	General Dynamics Corp	−104	8,325	$2,857,306
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
GSK	GSK plc	127,516	$7,037,608
BLK	BlackRock, Inc.	2,398	$2,306,180
WAT	Waters Corp /De/	2,709	$806,740
WEC	Wec Energy Group, Inc.	5,674	$656,878
COP	Conocophillips	2,243	$296,076
MPC	Marathon Petroleum Corp	1,148	$280,318
JCI	Johnson Controls International plc	1,962	$256,923
WMB	Williams Companies, Inc.	3,189	$232,095
ROK	Rockwell Automation, Inc	633	$227,171
OKE	Oneok Inc /New/	2,475	$223,715
BP	Bp PLC	4,488	$210,936
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
PHYS	Sprott Physical Gold Trust	9,561	$315,704
ADP	Automatic Data Processing Inc	913	$234,850
HOOD	Robinhood Markets, Inc.	1,999	$226,086
GLXY	Galaxy Digital Inc.	9,700	$216,892
PAYX	Paychex Inc	1,886	$211,571
MDLZ	Mondelez International, Inc.	3,786	$203,800
F	Ford Motor Co	10,125	$132,840
IAUX	i-80 Gold Corp.	39,359	$57,464
OMEX	Odyssey Marine Exploration Inc	17,730	$34,750
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

115 positions · $684,367,571 total · as of Mar 31, 2026

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

Showing 1–50 of 115 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	177,700	+2,126	$45,098,483	−5.5%	6.59%
AVGO	Broadcom Inc. Technology	Reduced	142,971	-2,909	$44,250,954	−12.4%	6.47%
XOM	Exxon Mobil Corp Energy	Reduced	219,242	-479	$37,196,597	+40.7%	5.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	165,049	+4,487	$34,374,755	−7.2%	5.02%
JPM	Jpmorgan Chase & Co Financial Services	Added	110,769	+89	$32,583,809	−8.6%	4.76%
MSFT	Microsoft Corp Technology	Added	85,093	+2,521	$31,498,875	−21.1%	4.60%
JNJ	Johnson & Johnson Healthcare	Reduced	123,176	-2,065	$30,109,141	+16.2%	4.40%
CVX	Chevron Corp Energy	Added	133,216	+1,384	$27,562,390	+37.2%	4.03%
GLD	Spdr Gold Trust	Reduced	53,901	-5,377	$23,193,061	−1.3%	3.39%
VZ	Verizon Communications Inc Communication Services	Added	425,683	+7,361	$21,369,286	+25.4%	3.12%
MRK	Merck & Co., Inc. Healthcare	Added	176,368	+998	$21,215,306	+14.9%	3.10%
HON	Honeywell International Inc Industrials	Added	91,237	+4,211	$20,622,299	+21.5%	3.01%
DUK	Duke Energy CORP Utilities	Added	148,064	+1,842	$19,387,500	+13.1%	2.83%
WMT	Walmart Inc. Consumer Defensive	Reduced	152,519	-3,059	$18,955,061	+9.4%	2.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	128,976	+4,268	$18,629,293	+4.2%	2.72%
MA	Mastercard Inc Financial Services	Added	30,192	+93	$15,085,734	−12.2%	2.20%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	29,304	+682	$14,042,476	−2.4%	2.05%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	27,422	+372	$13,478,735	−14.0%	1.97%
NVDA	Nvidia Corp Technology	Added	73,715	+5,232	$12,855,896	+0.7%	1.88%
CSCO	Cisco Systems, Inc. Technology	Added	151,296	+382	$11,739,056	+1.0%	1.72%
HD	Home Depot, Inc. Consumer Cyclical	Added	33,248	+780	$10,934,934	−2.1%	1.60%
SO	Southern Co Utilities	Added	108,109	+4,928	$10,434,680	+16.0%	1.52%
GS	Goldman Sachs Group Inc Financial Services	Reduced	11,597	-216	$9,810,946	−5.5%	1.43%
KMI	Kinder Morgan, Inc. Energy	Added	291,692	+588	$9,780,432	+22.2%	1.43%
IBM	International Business Machines Corp Technology	Added	40,347	+89	$9,779,709	−18.0%	1.43%
LMT	Lockheed Martin Corp Industrials	Reduced	15,501	-86	$9,368,649	+24.3%	1.37%
MO	Altria Group, Inc. Consumer Defensive	Added	139,776	+2,188	$9,223,818	+16.3%	1.35%
PEP	Pepsico Inc Consumer Defensive	Added	54,501	+371	$8,463,460	+8.9%	1.24%
META	Meta Platforms, Inc. Communication Services	Added	14,154	+873	$8,097,928	−7.6%	1.18%
BAC	Bank Of America Corp /De/ Financial Services	Added	163,559	+4,788	$7,973,501	−8.7%	1.17%
GSK	GSK plc Healthcare	NEW	127,516	NEW	$7,037,608	NEW	1.03%
SLV	iShares Silver Trust	Reduced	88,866	-95,147	$6,055,329	−48.9%	0.88%
GOOGL	Alphabet Inc. Communication Services	Added	20,920	+581	$6,015,755	−5.5%	0.88%
UPS	United Parcel Service Inc Industrials	Added	54,246	+5,651	$5,336,721	+10.7%	0.78%
RTX	RTX Corp Industrials	Reduced	24,736	-527	$4,771,574	+3.0%	0.70%
BDX	Becton Dickinson & Co Healthcare	Added	25,573	+2,649	$4,020,842	+15.0%	0.59%
CAT	Caterpillar Inc Industrials	Added	5,046	+5	$3,574,889	+23.8%	0.52%
GD	General Dynamics Corp Industrials	Reduced	8,325	-104	$2,857,306	+0.7%	0.42%
SPY	Spdr S&P 500 ETF Trust	Added	4,363	+92	$2,837,433	−2.6%	0.41%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,812	-44	$2,801,961	+13.8%	0.41%
SHEL	Shell plc Energy	Reduced	25,436	-940	$2,365,548	+22.1%	0.35%
BLK	BlackRock, Inc. Financial Services	NEW	2,398	NEW	$2,306,180	NEW	0.34%
FSV	FirstService Corp Real Estate	Held	16,000	0	$2,223,040	−10.7%	0.32%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,766	-177	$2,102,805	−0.9%	0.31%
LLY	ELI LILLY & Co Healthcare	Added	2,250	+102	$2,069,482	−10.4%	0.30%
KO	Coca Cola Co Consumer Defensive	Added	25,887	+57	$1,968,706	+9.0%	0.29%
ABBV	AbbVie Inc. Healthcare	Added	7,745	+5	$1,684,460	−4.8%	0.25%
NFLX	Netflix Inc Communication Services	Reduced	15,892	-1,016	$1,528,015	−3.6%	0.22%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Reduced	18,469	-1,151	$1,406,599	+47.6%	0.21%
TD	Toronto Dominion Bank Financial Services	Held	13,120	0	$1,224,227	−0.9%	0.18%