StockDriftsStockDriftsTop 50 Ars Wealth Advisors Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TBUX | T ROWE PRICE EXCHANGE-TRADED | 13.46% | 3.73M | $185.1M | +4.75%(+169.22K) | $49.80(-0.09%) | 2026-09-30 | |
| SPTM | SPDR SERIES TRUST | 6.79% | 1.01M | $93.4M | -0.40%(-4.06K) | $55.00(+68.41%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.63% | 191.1K | $63.6M | +6.71%(+12.02K) | $156.52(+119.10%) | 2026-09-30 | |
| HYGH | ISHARES U S ETF TR | 3.58% | 575.1K | $49.2M | +60.02%(+215.71K) | $85.91(-1.39%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.41% | 133.5K | $46.9M | -2.76%(-3.78K) | $47.17(+609.38%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.35% | 89.8K | $46.1M | +1.95%(+1.72K) | $303.21(+75.96%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.33% | 234.0K | $45.8M | -0.67%(-1.57K) | $78.82(+135.93%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.97% | 164.1K | $40.9M | -0.64%(-1.06K) | $153.27(+71.24%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.91% | 117.3K | $40.0M | -1.11%(-1.32K) | $130.38(+160.89%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.6% | 107.9K | $35.7M | -1.64%(-1.80K) | $156.96(+112.50%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.37% | +70.11% | +11.19% | +69.93% |
| Top 20 Holdings Unweighted | +19.33% | +69.91% | +11.40% | +71.58% |
Ars Wealth Advisors Group LLC reports $1.37B in US-listed equity holdings across 218 positions in its most recent 13F filing. Its largest disclosed positions are TBUX (13.5%), SPTM (6.8%) and AAPL (4.6%). The top 20 holdings account for 65.74% of reported assets. Its disclosed equity book has returned +70.11% 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 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