StockDriftsStockDriftsTop 50 Advisory Resource Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QDPL | PACER FDS TR | 6.48% | 984.0K | $45.1M | -0.44%(-4.39K) | $32.87(+40.43%) | 2026-09-30 | |
| PSX | PHILLIPS 66 | 6.21% | 169.0K | $43.1M | -12.70%(-24.59K) | $89.03(+201.62%) | 2026-09-30 | |
| JSI | JANUS DETROIT STR TR | 3.72% | 518.6K | $25.9M | +5.59%(+27.47K) | $48.53(+3.37%) | 2026-09-30 | |
| COP | CONOCOPHILLIPS | 3.68% | 204.5K | $25.6M | -0.72%(-1.48K) | $74.44(+98.77%) | 2026-09-30 | |
| PSQO | PALMER SQUARE FUNDS TR | 3.31% | 1.12M | $23.0M | +15.51%(+150.41K) | $20.32(+1.40%) | 2026-09-30 | |
| PATN | PACER FDS TR | 2.82% | 548.7K | $19.6M | -7.24%(-42.84K) | $22.48(+50.36%) | 2026-09-30 | |
| JMEE | J P MORGAN EXCHANGE TRADED F | 2.53% | 238.9K | $17.6M | -7.73%(-20.01K) | $58.43(+27.83%) | 2026-09-30 | |
| SPAB | SPDR SERIES TRUST | 2.05% | 586.1K | $14.3M | +8.37%(+45.26K) | $25.55(-3.08%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 1.9% | 146.4K | $13.2M | +0.11%(+163) | $59.80(+49.99%) | 2026-09-30 | |
| IVV | ISHARES TR | 1.89% | 17.2K | $13.2M | -4.12%(-737) | $224.18(+244.93%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.17% | +37.40% | +8.73% | +51.95% |
| Top 20 Holdings Unweighted | +11.92% | +40.18% | +6.88% | +39.49% |
Advisory Resource Group reports $695.23M in US-listed equity holdings across 184 positions in its most recent 13F filing. Its largest disclosed positions are QDPL (6.5%), PSX (6.2%) and JSI (3.7%). The top 20 holdings account for 48.84% of reported assets. Its disclosed equity book has returned +37.40% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Advisory Resource Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1764968). View Advisory Resource Group’s 13F filings on SEC