StockDriftsStockDriftsTop 50 ARS Wealth Advisors Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TBUX | T ROWE PRICE EXCHANGE-TRADED | 13.88% | 3.56M | $177.4M | +4.73%(+161.00K) | $49.81(+0.12%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 7.24% | 1.02M | $92.5M | -1.29%(-13.34K) | $55.00(+71.45%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.06% | 137.3K | $51.9M | -3.98%(-5.69K) | $47.17(+734.81%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.05% | 179.0K | $51.8M | +0.76%(+1.35K) | $146.14(+108.97%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.51% | 235.6K | $44.9M | -1.14%(-2.72K) | $78.82(+141.98%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.28% | 118.6K | $41.9M | -4.91%(-6.13K) | $130.38(+162.80%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.08% | 165.2K | $39.4M | +0.08%(+125) | $153.27(+71.29%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.81% | 109.7K | $35.9M | -0.99%(-1.10K) | $156.96(+132.37%) | 2026-06-30 | |
| QUAL | ISHARES TR | 2.68% | 156.1K | $34.2M | -2.39%(-3.83K) | $129.99(+73.11%) | 2026-06-30 | |
| USMV | ISHARES TR | 2.66% | 352.7K | $34.0M | -3.81%(-13.96K) | $73.46(+37.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.03% | +60.30% | — | — | +64.15% |
| Top 20 Holdings Unweighted | +16.28% | +57.24% | — | — | +63.67% |
ARS Wealth Advisors Group, LLC reports $1.28B in US-listed equity holdings across 220 positions in its most recent 13F filing. Its largest disclosed positions are TBUX (13.9%), SPTM (7.2%) and AVGO (4.1%). The top 20 holdings account for 65.55% of reported assets. Its disclosed equity book has returned +60.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track ARS Wealth Advisors Group, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from ARS Wealth Advisors Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1886707). View ARS Wealth Advisors Group, LLC’s 13F filings on SEC