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ARS Wealth Advisors Group

Latest statistics and disclosures from ARS Wealth Advisors Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are TBUX, SPTM, AAPL, AVGO, XOM, and represent 31.88% of ARS Wealth Advisors Group's stock portfolio.
Added to shares of these 10 stocks: TBUX (+$37M), HYGH (+$15M), GSK (+$7.0M), SRLN, SHY, DDFF, BLK, VCSH, TOTL, DDFJ.
Started 21 new stock positions in WMB, JCI, DDFJ, WAT, SCHD, VCSH, DDFF, GDX, HYGH, WEC. MPC, OKE, COP, BIL, DDFM, BP, SPLV, ROK, TOTL, GSK, BLK.
Reduced shares in these 10 stocks: SLV (-$6.5M), GLD, USMV, AVGO, GOOG, JNJ, VBR, WMT, , VTI.
Sold out of its positions in ADP, FPEI, F, GLXY, IAUX, MDLZ, OMEX, PAYX, HOOD, SCHF. PHYS.
ARS Wealth Advisors Group was a net buyer of stock by $78M.
ARS Wealth Advisors Group has $1.2B in assets under management (AUM), dropping by 6.72%.
Central Index Key (CIK): 0001886707

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Portfolio Holdings for ARS Wealth Advisors Group

ARS Wealth Advisors Group holds 198 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
T Rowe Price Etf Ultra Shrt Trm (TBUX)	14.3	$169M	+28%	3.4M	49.75	View chart
Spdr Series Trust State Street Spd (SPTM)	6.9	$82M		1.0M	79.06	View chart
Apple (AAPL)	3.8	$45M		178k	253.79	View chart
Broadcom (AVGO)	3.7	$44M		143k	309.51	View chart
Exxon Mobil Corporation (XOM)	3.1	$37M		219k	169.66	View chart
Alphabet Cap Stk Cl C (GOOG)	3.0	$36M	-2%	125k	286.86	View chart
Amazon (AMZN)	2.9	$34M	+2%	165k	208.27	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.9	$34M	-2%	367k	92.74	View chart
JPMorgan Chase & Co. (JPM)	2.8	$33M		111k	294.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.7	$32M		238k	132.90	View chart
Microsoft Corporation (MSFT)	2.7	$32M	+3%	85k	370.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.6	$31M		160k	191.81	View chart
Johnson & Johnson (JNJ)	2.5	$30M		123k	244.44	View chart
Chevron Corporation (CVX)	2.3	$28M		133k	206.90	View chart
Spdr Gold Tr Gold Shs (GLD)	2.0	$23M	-9%	54k	430.29	View chart
Verizon Communications (VZ)	1.8	$21M		426k	50.20	View chart
Merck & Co (MRK)	1.8	$21M		176k	120.29	View chart
Honeywell International (HON)	1.7	$21M	+4%	91k	226.03	View chart
Duke Energy Corp Com New (DUK)	1.6	$19M		148k	130.94	View chart
Wal-Mart Stores (WMT)	1.6	$19M		153k	124.28	View chart
Procter & Gamble Company (PG)	1.6	$19M	+3%	129k	144.44	View chart
Mastercard Incorporated Cl A (MA)	1.3	$15M		30k	499.66	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	1.3	$15M	NEW	174k	85.61	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.3	$15M	+9%	419k	35.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$14M	+2%	29k	479.20	View chart
Thermo Fisher Scientific (TMO)	1.1	$14M		27k	491.53	View chart
NVIDIA Corporation Call Option (NVDA)	1.1	$13M	+7%	74k	174.40	View chart
Cisco Systems (CSCO)	1.0	$12M		151k	77.59	View chart
Home Depot (HD)	0.9	$11M	+2%	33k	328.89	View chart
Southern Company (SO)	0.9	$10M	+4%	108k	96.52	View chart
Goldman Sachs (GS)	0.8	$9.8M		12k	846.00	View chart
Kinder Morgan (KMI)	0.8	$9.8M		292k	33.53	View chart
International Business Machines (IBM)	0.8	$9.8M		40k	242.39	View chart
Lockheed Martin Corporation (LMT)	0.8	$9.4M		16k	604.38	View chart
Altria (MO)	0.8	$9.2M		140k	65.99	View chart
Pepsi (PEP)	0.7	$8.5M		55k	155.29	View chart
Meta Platforms Cl A (META)	0.7	$8.1M	+6%	14k	572.14	View chart
Bank of America Corporation (BAC)	0.7	$8.0M	+3%	164k	48.75	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.6	$7.7M	+147%	191k	40.14	View chart
GSK Sponsored Adr (GSK)	0.6	$7.0M	NEW	128k	55.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$6.7M		11k	597.53	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$6.1M	-51%	89k	68.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$6.0M	+2%	21k	287.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$5.6M	-8%	26k	217.25	View chart
United Parcel Svcs CL B (UPS)	0.5	$5.3M	+11%	54k	98.38	View chart
Raytheon Technologies Corp (RTX)	0.4	$4.8M	-2%	25k	192.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$4.7M		111k	41.83	View chart
Becton, Dickinson and (BDX)	0.3	$4.0M	+11%	26k	157.23	View chart
Aim Etf Products Trust Allianzim Us Equ (ARLU)	0.3	$3.9M	+2%	135k	28.69	View chart
Caterpillar (CAT)	0.3	$3.6M		5.0k	708.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$3.6M	-2%	89k	39.94	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	0.3	$3.4M		122k	28.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$3.2M	+705%	38k	82.57	View chart
General Dynamics Corporation (GD)	0.2	$2.9M		8.3k	343.23	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$2.8M	+2%	4.4k	650.35	View chart
Costco Wholesale Corporation (COST)	0.2	$2.8M		2.8k	996.42	View chart
Innovator Etfs Trust Equty Dul Dirct (DDFF)	0.2	$2.7M	NEW	144k	18.93	View chart
Shell Spon Ads (SHEL)	0.2	$2.4M	-3%	25k	93.00	View chart
Blackrock (BLK)	0.2	$2.3M	NEW	2.4k	961.65	View chart
Aim Etf Products Trust Allianzim Us Equ (MARU)	0.2	$2.3M		85k	26.84	View chart
Firstservice Corp (FSV)	0.2	$2.2M		16k	138.94	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$2.1M	NEW	27k	79.27	View chart
McDonald's Corporation (MCD)	0.2	$2.1M	-2%	6.8k	310.77	View chart
Eli Lilly & Co. (LLY)	0.2	$2.1M	+4%	2.3k	919.61	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$2.0M	NEW	50k	39.73	View chart
Coca-Cola Company (KO)	0.2	$2.0M		26k	76.05	View chart
Aim Etf Products Trust Allianzim Us Eq (FEBU)	0.2	$1.9M		70k	26.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$1.7M		39k	43.11	View chart
Abbvie (ABBV)	0.1	$1.7M		7.7k	217.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.6M	-6%	35k	45.97	View chart
Netflix Call Option (NFLX)	0.1	$1.5M	-6%	16k	96.15	View chart
Aim Etf Products Trust Allianzim Us Equ (JANU)	0.1	$1.4M	-7%	53k	27.33	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.1	$1.4M	-5%	19k	76.16	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$1.4M		33k	42.72	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$1.4M		12k	119.35	View chart
Innovator Etfs Trust Equity Dual Dire (DDFJ)	0.1	$1.3M	NEW	72k	18.76	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$1.2M		13k	93.31	View chart
Amgen (AMGN)	0.1	$1.2M	-4%	3.4k	351.81	View chart
Tesla Motors (TSLA)	0.1	$1.2M		3.2k	371.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$1.2M		28k	40.47	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.1M	+20%	45k	24.27	View chart
American Electric Power Company (AEP)	0.1	$1.1M		8.4k	131.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.1M		9.9k	106.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.0M	-21%	3.2k	320.78	View chart
Nextera Energy (NEE)	0.1	$1.0M	-8%	11k	92.88	View chart
Welltower Inc Com reit (WELL)	0.1	$1.0M	+2%	5.1k	197.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$995k	-4%	1.7k	577.33	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.1	$995k		52k	19.00	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$988k		9.3k	106.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$983k		20k	49.89	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$937k	-7%	10k	92.76	View chart
Union Pacific Corporation (UNP)	0.1	$900k	+9%	3.7k	242.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$866k		1.3k	653.18	View chart
Visa Com Cl A (V)	0.1	$831k	+16%	2.8k	302.22	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$819k	NEW	8.9k	91.77	View chart
PNC Financial Services (PNC)	0.1	$809k	+2%	3.9k	208.11	View chart
Waters Corporation (WAT)	0.1	$807k	NEW	2.7k	297.80	View chart
Abbott Laboratories (ABT)	0.1	$778k	+6%	7.6k	102.67	View chart
Pfizer (PFE)	0.1	$770k	-4%	27k	28.08	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$760k	-11%	14k	52.85	View chart
Lowe's Companies (LOW)	0.1	$760k		3.2k	236.31	View chart
At&t (T)	0.1	$742k	+2%	26k	28.99	View chart
Walt Disney Company (DIS)	0.1	$742k	-3%	7.7k	96.38	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Corning Incorporated (GLW)	0.1	$703k	-22%	5.2k	135.97	View chart
Applied Materials (AMAT)	0.1	$698k		2.0k	341.80	View chart
Ge Aerospace Com New (GE)	0.1	$697k		2.5k	283.82	View chart
Valero Energy Corporation (VLO)	0.1	$692k	-26%	2.8k	247.08	View chart
Innovator Etfs Trust Equity Dual Dire (DDFD)	0.1	$674k		36k	18.93	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$664k		34k	19.30	View chart
Wec Energy Group (WEC)	0.1	$657k	NEW	5.7k	115.77	View chart
First Tr Exchange-traded A Mid Cap Val Fd (FNK)	0.1	$656k		12k	57.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$648k	+8%	14k	46.13	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$637k		7.0k	90.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$630k		2.9k	215.07	View chart
DaVita (DVA)	0.1	$630k		4.1k	153.69	View chart
Hershey Company (HSY)	0.1	$597k	-6%	2.9k	207.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$595k		4.2k	142.44	View chart
salesforce (CRM)	0.0	$578k	-8%	3.1k	186.66	View chart
CVS Caremark Corporation (CVS)	0.0	$562k	-2%	7.8k	71.82	View chart
Ge Vernova (GEV)	0.0	$551k		631.00	873.08	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$525k		1.4k	370.68	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$502k	-4%	21k	24.39	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$499k		1.7k	287.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$498k	-6%	12k	43.06	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$493k	+125%	5.6k	88.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$493k		12k	42.50	View chart
Constellation Energy (CEG)	0.0	$479k		1.7k	279.26	View chart
Emerson Electric (EMR)	0.0	$477k	+28%	3.6k	131.01	View chart
Philip Morris International (PM)	0.0	$472k	+8%	2.9k	165.33	View chart
Eaton Corp SHS (ETN)	0.0	$469k	-3%	1.3k	357.67	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.0	$450k	-2%	17k	26.58	View chart
Innovator Etfs Trust Equity Dual Dire (DDFM)	0.0	$433k	NEW	23k	18.77	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$424k	NEW	4.6k	91.64	View chart
Lam Research Corp Com New (LRCX)	0.0	$423k		2.0k	213.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$421k	-3%	2.1k	196.19	View chart
Spdr Series Trust State Street Spd (LGLV)	0.0	$421k		2.4k	178.08	View chart
CSX Corporation (CSX)	0.0	$404k	+3%	9.8k	41.05	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$392k	+29%	1.2k	337.95	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$383k		2.8k	135.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$382k		5.7k	67.53	View chart
General Motors Company (GM)	0.0	$372k		5.0k	74.51	View chart
American Express Company (AXP)	0.0	$371k	+21%	1.2k	302.55	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$361k	-6%	5.9k	61.26	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$359k	-10%	14k	25.64	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$356k		13k	27.85	View chart
Enterprise Products Partners (EPD)	0.0	$353k	+10%	9.3k	37.84	View chart
Waste Management (WM)	0.0	$348k		1.5k	229.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$342k	NEW	11k	30.68	View chart
Deere & Company (DE)	0.0	$340k	+4%	603.00	563.60	View chart
Nike CL B (NKE)	0.0	$331k		6.3k	52.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$327k	-12%	2.6k	124.32	View chart
Edison International (EIX)	0.0	$327k	-2%	4.5k	73.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$324k	-28%	741.00	436.57	View chart
Oracle Corporation Call Option (ORCL)	0.0	$323k		2.2k	147.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$321k	+4%	1.1k	287.09	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$317k		3.3k	97.23	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$316k		10k	31.33	View chart
Charles Schwab Corporation (SCHW)	0.0	$309k		3.3k	93.99	View chart
American Water Works (AWK)	0.0	$309k		2.3k	136.09	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$309k	-9%	2.1k	146.61	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.0	$308k		4.8k	64.59	View chart
Truist Financial Corp equities (TFC)	0.0	$307k	+3%	6.7k	45.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$306k		1.2k	248.00	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$300k	+21%	2.0k	151.39	View chart
ConocoPhillips (COP)	0.0	$296k	NEW	2.2k	131.99	View chart
Qualcomm (QCOM)	0.0	$287k	+9%	2.2k	128.77	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$285k	-5%	2.6k	108.99	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$283k	NEW	3.9k	73.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$283k	-12%	6.3k	44.62	View chart
Stryker Corporation (SYK)	0.0	$281k	+9%	856.00	328.59	View chart
Marathon Petroleum Corp (MPC)	0.0	$280k	NEW	1.1k	244.18	View chart
Yum! Brands (YUM)	0.0	$279k		1.8k	155.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$278k	+2%	1.9k	148.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$277k		1.4k	191.92	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$277k		9.2k	30.07	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$274k		747.00	367.33	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$269k		6.0k	45.12	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$266k		6.8k	39.43	View chart
Xcel Energy (XEL)	0.0	$260k		3.3k	79.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$259k	+10%	2.6k	99.26	View chart
McKesson Corporation (MCK)	0.0	$257k	-3%	297.00	865.51	View chart
Johnson Controls Internation SHS (JCI)	0.0	$257k	NEW	2.0k	130.95	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$247k		9.8k	25.10	View chart
Williams Companies (WMB)	0.0	$232k	NEW	3.2k	72.78	View chart
AFLAC Incorporated (AFL)	0.0	$229k		2.1k	109.71	View chart
Norfolk Southern (NSC)	0.0	$229k		797.00	287.00	View chart
Lemonade (LMND)	0.0	$228k		3.6k	62.68	View chart
Rockwell Automation (ROK)	0.0	$227k	NEW	633.00	358.88	View chart
Palantir Technologies Cl A (PLTR)	0.0	$225k	-3%	1.5k	146.28	View chart
Oneok (OKE)	0.0	$224k	NEW	2.5k	90.39	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.0	$224k		7.9k	28.16	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.0	$212k		13k	16.80	View chart
Capital One Financial (COF)	0.0	$211k	+24%	1.2k	182.43	View chart
BP Sponsored Adr (BP)	0.0	$211k	NEW	4.5k	47.00	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$210k	-9%	515.00	407.69	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$207k		1.9k	106.00	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$180k	-11%	12k	14.60	View chart

Past Filings by ARS Wealth Advisors Group

SEC 13F filings are viewable for ARS Wealth Advisors Group going back to 2021

ARS Wealth Advisors Group 2026 Q1 filed April 15, 2026
ARS Wealth Advisors Group 2025 Q4 filed Jan. 12, 2026
ARS Wealth Advisors Group 2025 Q3 filed Oct. 6, 2025
ARS Wealth Advisors Group 2025 Q2 filed July 10, 2025
ARS Wealth Advisors Group 2025 Q1 filed April 14, 2025
ARS Wealth Advisors Group 2024 Q4 filed Jan. 14, 2025
ARS Wealth Advisors Group 2024 Q3 filed Oct. 15, 2024
ARS Wealth Advisors Group 2024 Q2 filed July 19, 2024
ARS Wealth Advisors Group 2024 Q1 filed May 13, 2024
ARS Wealth Advisors Group 2023 Q4 filed Feb. 6, 2024
ARS Wealth Advisors Group 2023 Q3 filed Oct. 26, 2023
ARS Wealth Advisors Group 2023 Q2 filed July 18, 2023
ARS Wealth Advisors Group 2023 Q1 filed May 11, 2023
ARS Wealth Advisors Group 2022 Q4 filed Feb. 13, 2023
ARS Wealth Advisors Group 2022 Q3 restated filed Nov. 14, 2022
ARS Wealth Advisors Group 2022 Q3 filed Nov. 8, 2022

View all past filings

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