ARS Wealth Advisors Group, LLC
CIK
1886707
Location
St. Petersburg, FL
Portfolio Value
Small
$158,850,577
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 23.2% | $158,850,577 |
| Financial Services | 12.7% | $87,216,553 |
| Healthcare | 12.4% | $84,901,131 |
| Energy | 11.7% | $79,856,059 |
| Consumer Defensive | 8.9% | $61,111,777 |
| Industrials | 7.5% | $51,429,152 |
| Consumer Cyclical | 7.4% | $50,325,711 |
| Communication Services | 5.6% | $38,494,173 |
| Utilities | 5.0% | $33,968,437 |
| Unclassified | 4.9% | $33,573,471 |
| Real Estate | 0.5% | $3,233,931 |
| Basic Materials | 0.2% | $1,406,599 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
14 positions ·
$158,850,577 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 177,700 | $45,098,483 | 28.39% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 142,971 | $44,250,954 | 27.86% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 85,093 | $31,498,875 | 19.83% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 73,715 | $12,855,896 | 8.09% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 151,296 | $11,739,056 | 7.39% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 40,347 | $9,779,709 | 6.16% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 5,170 | $702,964 | 0.44% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 2,041 | $697,593 | 0.44% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 3,097 | $578,116 | 0.36% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 1,980 | $423,046 | 0.27% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,159 | $391,684 | 0.25% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 2,192 | $322,465 | 0.20% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 2,229 | $287,050 | 0.18% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 1,536 | $224,686 | 0.14% |