Institutional Fund
Ars Wealth Advisors Group, LLC
St. Petersburg, FLCIK 18867075 filings on record
Portfolio Value
$1.18B
Q1 2026
Holdings
198
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+6.8%
from $1.11B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- T Rowe Price ETF Inc14.3%
- Spdr Series Trust6.9%
- Apple Inc3.8%
- Broadcom Inc3.7%
- Exxon Mobil Corp3.1%
- Alphabet Inc3.0%
- Other65.1%
Portfolio Holdings
198 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | T Rowe Price ETF Inc | 3.40M | $169.31M | 14.3% | +752.3K | Added |
| 2 | Spdr Series Trust | 1.03M | $81.60M | 6.9% | +12.3K | Added |
| 3 | Apple Inc | 177.7K | $45.10M | 3.8% | +2.1K | Added |
| 4 | Broadcom Inc | 143.0K | $44.25M | 3.7% | −2.9K | Reduced |
| 5 | Exxon Mobil Corp | 219.2K | $37.20M | 3.1% | −479 | Reduced |
| 6 | Alphabet Inc | 124.8K | $35.79M | 3.0% | −2.7K | Reduced |
| 7 | Amazon Com Inc | 165.0K | $34.37M | 2.9% | +4.5K | Added |
| 8 | Ishares Tr | 366.6K | $34.00M | 2.9% | −10.9K | Reduced |
| 9 | Jpmorgan Chase & Co. | 110.8K | $32.58M | 2.8% | +89 | Added |
| 10 | Select Sector Spdr Tr | 238.3K | $31.67M | 2.7% | −8 | Reduced |
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