Ars Wealth Advisors Group, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.18B
Q ending 2026-03-31
Prior quarter
$1.11B
Q ending 2025-12-31
Change
+6.7% QoQ · +67.1% YoY
Positions
201
reported holdings

Largest positions

Top 100 of 201 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
T Rowe Price Etf IncTBUXShares$169.3M3.4M
Spdr Series TrustSPTMShares$81.6M1.0M
Apple IncAAPLShares$45.1M178K
Broadcom IncAVGOShares$44.3M143K
Exxon Mobil CorpXOMShares$37.2M219K
Alphabet IncGOOGShares$35.8M125K
Amazon Com IncAMZNShares$34.4M165K
Ishares TrUSMVShares$34.0M367K
Jpmorgan Chase & CoJPMShares$32.6M111K
Select Sector Spdr TrXLKShares$31.7M238K
Microsoft CorpMSFTShares$31.5M85K
Ishares TrQUALShares$30.7M160K
Johnson & JohnsonJNJShares$30.1M123K
Chevron CorporationCVXShares$27.6M133K
Spdr Gold TrGLDShares$23.2M54K
Verizon Communications IncVZShares$21.4M426K
Merck & Co IncMRKShares$21.2M176K
Honeywell Intl IncHONGBPShares$20.6M91K
Duke Energy Corp NewDUKShares$19.4M148K
Walmart IncWMTShares$19.0M153K
Procter & Gamble CoPGShares$18.6M129K
Mastercard IncorporatedMAShares$15.1M30K
Ishares U S Etf TrHYGHShares$14.9M174K
T Rowe Price Etf IncTCAFShares$14.9M419K
Berkshire Hathaway Inc DelBRK/BShares$14.0M29K
Thermo Fisher Scientific IncTMOShares$13.5M27K
Nvidia CorporationNVDAShares$12.8M74K
Cisco Sys IncCSCOShares$11.7M151K
Home Depot IncHDShares$10.9M33K
Southern CoSOShares$10.4M108K
Goldman Sachs Group IncGSShares$9.8M12K
Kinder Morgan Inc DelKMIShares$9.8M292K
International Business MachsIBMShares$9.8M40K
Lockheed Martin CorpLMTShares$9.4M16K
Altria Group IncMOShares$9.2M140K
Pepsico IncPEPShares$8.5M55K
Meta Platforms IncMETAShares$8.1M14K
Bank America CorpBACShares$8.0M164K
Ssga Active Etf TrSRLNShares$7.7M191K
Gsk PlcGSKShares$7.0M128K
Vanguard Index FdsVOOShares$6.7M11K
Ishares Silver TrSLVShares$6.1M89K
Alphabet IncGOOGLShares$6.0M21K
Vanguard Index FdsVBRShares$5.6M26K
United Parcel Svcs IncUPSShares$5.3M54K
Rtx CorporationRTXShares$4.8M25K
Innovator Etfs TrustPJUNShares$4.7M111K
Becton Dickinson & CoBDXShares$4.0M26K
Aim Etf Products TrustARLUShares$3.9M135K
Caterpillar IncCATShares$3.6M5K
Innovator Etfs TrustPMAYShares$3.6M89K
Aim Etf Products TrustSEPUShares$3.4M122K
Ishares TrSHYShares$3.2M38K
General Dynamics CorpGDShares$2.9M8K
State Str Spdr S&P 500 Etf TSPYShares$2.8M4K
Costco Wholesale CorporationCOSTShares$2.8M3K
Innovator Etfs TrustDDFFShares$2.7M144K
Shell PlcSHELShares$2.4M25K
Blackrock IncBLKShares$2.3M2K
Aim Etf Products TrustMARUShares$2.3M85K
Firstservice Corp NewFSVShares$2.2M16K
Vanguard Scottsdale FdsVCSHShares$2.1M27K
Mcdonalds CorpMCDShares$2.1M7K
Eli Lilly & CoLLYShares$2.1M2K
Ssga Active Etf TrTOTLShares$2.0M50K
Coca Cola CoKOShares$2.0M26K
Aim Etf Products TrustFEBUShares$1.9M70K
Innovator Etfs TrustPOCTShares$1.7M39K
Abbvie IncABBVShares$1.7M8K
Innovator Etfs TrustPJULShares$1.6M35K
Netflix Inc.NFLXShares$1.5M16K
Aim Etf Products TrustJANUShares$1.4M53K
Solstice Advanced Matls IncSOLSShares$1.4M18K
Innovator Etfs TrustPAUGShares$1.4M33K
First Tr Exchange-Traded AlpFYXShares$1.4M12K
Innovator Etfs TrustDDFJShares$1.3M72K
Toronto Dominion Bk OntTDShares$1.2M13K
Amgen IncAMGNShares$1.2M3K
Tesla IncTSLAShares$1.2M3K
First Tr Exchng Traded Fd ViGAPRShares$1.2M28K
Schwab Strategic TrSCHOShares$1.1M45K
American Elec Pwr Co IncAEPShares$1.1M8K
Ishares TrSUBShares$1.1M10K
Vanguard Index FdsVTIShares$1.0M3K
Nextera Energy IncNEEShares$1.0M11K
Welltower IncWELLShares$1.0M5K
Invesco Qqq TrQQQShares$995K2K
Innovator Etfs TrustDDFNShares$995K52K
Ishares TrMUBShares$988K9K
Vanguard Mun Bd FdsVTEBShares$983K20K
First Tr Exchange-Traded FdFTCSShares$937K10K
Union Pac CorpUNPShares$900K4K
Ishares TrIVVShares$865K1K
Visa IncVShares$831K3K
Vaneck Etf TrustGDXShares$819K9K
Pnc Finl Svcs Group IncPNCShares$809K4K
Waters CorpWATShares$807K3K
Abbott LaboratoriesABTShares$778K8K
Pfizer IncPFEShares$770K27K
Profesionally Managed PortfoAKREShares$760K14K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.