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Portfolio Resources Advisor Group

Latest statistics and disclosures from Portfolio Resources Advisor Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IVW, IUSB, IVE, DYNF, and represent 40.01% of Portfolio Resources Advisor Group's stock portfolio.
Added to shares of these 10 stocks: ACWX, CORO, IUSB, BLCR, QQQ, SPY, DXJ, XLU, ISVL, CIBR.
Started 51 new stock positions in CIBR, DFIV, SCHG, DXJ, PRCS, ISVL, DMXF, USXF, TMO, SPDW.
Reduced shares in these 10 stocks: MTUM, MBB, IEMG, IJR, VTV, VEA, EFG, FRDM, XLF, IDEF.
Sold out of its positions in GOOG, GOOGL, IGIB, USMV, MTUM, VYM, VIGI.
Portfolio Resources Advisor Group was a net buyer of stock by $3.2M.
Portfolio Resources Advisor Group has $121M in assets under management (AUM), dropping by 2.19%.
Central Index Key (CIK): 0002038285

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Positions held by Portfolio Resources Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Portfolio Resources Advisor Group

Portfolio Resources Advisor Group holds 194 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.0	$17M		22k	765.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	7.7	$9.3M		65k	142.26	View chart
Ishares Tr Core Univrsl Usd (IUSB)	7.7	$9.3M	+21%	210k	44.09	View chart
Ishares Tr S&p 500 Val Etf (IVE)	5.5	$6.6M	+2%	29k	228.28	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.1	$6.2M		90k	69.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.4	$4.1M		9.8k	416.13	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	3.4	$4.1M	+75%	112k	36.35	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	2.7	$3.3M	+42%	67k	48.96	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	2.6	$3.2M	NEW	42k	75.62	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	2.2	$2.6M	-7%	55k	47.19	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.1	$2.5M	-18%	21k	119.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$2.4M		25k	96.88	View chart
Goldman Sachs Etf Tr Core Bond Etf (GBND)	1.7	$2.1M		43k	48.12	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$2.0M	-40%	25k	81.16	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	1.5	$1.9M	-13%	60k	31.23	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	1.5	$1.9M	+3%	42k	43.98	View chart
Ishares Tr Eafe Value Etf (EFV)	1.5	$1.8M	+2%	23k	79.14	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.5	$1.8M		20k	92.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$1.8M	+50%	2.4k	740.54	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.5	$1.8M		82k	21.87	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	1.4	$1.7M		58k	29.86	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	1.1	$1.3M	+15%	26k	50.10	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.1	$1.3M	+7%	6.5k	195.75	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.9	$1.0M		7.2k	145.04	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.9	$1.0M	-26%	15k	69.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$985k	-38%	14k	70.61	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.8	$973k		19k	51.10	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.7	$887k	-41%	4.1k	216.08	View chart
Ishares Tr Core Msci Euro (IEUR)	0.7	$885k	+11%	12k	73.70	View chart
Goldman Sachs Etf Tr Corporate Bd Etf (GIGL)	0.6	$764k		16k	47.94	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$741k	+11%	8.9k	82.97	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$738k	+210%	965.00	764.21	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.6	$670k		15k	45.84	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.5	$658k		13k	50.84	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.5	$646k	+61%	5.8k	110.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$599k		4.8k	125.26	View chart
Ishares Tr Esg Optimized (SUSA)	0.5	$572k	-3%	3.7k	155.68	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.5	$557k		6.2k	90.11	View chart
Spdr Series Trust St Str Msci Gen (SHE)	0.5	$551k		3.6k	154.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$540k		6.9k	78.10	View chart
Goldman Sachs Etf Tr Smal Cap Equ Etf (GSC)	0.4	$535k		8.6k	61.90	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.4	$532k		3.2k	168.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$519k		2.3k	222.24	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$476k		4.6k	104.05	View chart
Welltower Inc Com reit (WELL)	0.4	$476k	-6%	2.1k	230.24	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$435k	+160%	11k	39.44	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$435k	+12%	5.6k	77.78	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$426k	-44%	8.0k	53.40	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.3	$419k		11k	38.97	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$391k	NEW	2.2k	180.59	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$382k		3.8k	100.95	View chart
Apple (AAPL)	0.3	$364k	-18%	1.1k	333.02	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.3	$360k	+35%	16k	21.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$357k	+4%	4.6k	77.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$355k		5.1k	70.15	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.3	$330k		14k	23.85	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$329k		1.3k	247.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$311k	-68%	2.3k	136.04	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.3	$308k		6.1k	50.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$306k		6.0k	50.58	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$295k	+4%	2.6k	113.44	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$281k		5.7k	49.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$274k		2.6k	103.89	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$268k		3.6k	73.81	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.2	$263k	NEW	4.9k	53.79	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$256k	NEW	2.5k	103.09	View chart
Digital Realty Trust (DLR)	0.2	$254k	-11%	1.4k	175.53	View chart
Ishares Msci Taiwan Etf (EWT)	0.2	$251k	NEW	2.2k	112.90	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.2	$251k	NEW	7.8k	32.32	View chart
Prologis (PLD)	0.2	$249k	+13%	1.9k	129.84	View chart
NVIDIA Corporation (NVDA)	0.2	$239k	-3%	1.0k	228.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$228k		325.00	700.86	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$225k	+6%	1.3k	169.04	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$219k	+8%	2.5k	89.31	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$219k		1.0k	210.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$217k		2.3k	94.54	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$213k	+17%	2.0k	108.84	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.2	$211k		3.2k	65.27	View chart
Ishares Tr Us Trsprtion (IYT)	0.2	$209k	+13%	2.7k	78.52	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.2	$205k	+12%	4.2k	48.70	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$194k		2.6k	75.39	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$181k		3.0k	60.73	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$181k	+4%	1.2k	146.18	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$172k		2.1k	80.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$170k	NEW	728.00	233.46	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$169k		3.9k	43.32	View chart
Putnam Etf Trust Frank Pa Mun Etf (FTPA)	0.1	$166k	NEW	21k	8.10	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$156k		674.00	231.63	View chart
Microsoft Corporation (MSFT)	0.1	$153k	NEW	299.00	512.90	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$152k	+8%	1.3k	115.81	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$143k	NEW	2.6k	55.85	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$138k		2.6k	52.63	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$133k	-12%	3.3k	39.91	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$132k		2.9k	45.09	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$131k		1.6k	84.08	View chart
Blackrock Etf Trust Ii Ishar Backe Etf (MBBA)	0.1	$130k	NEW	2.8k	46.91	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$120k		1.3k	89.48	View chart
Blackberry (BB)	0.1	$110k		12k	9.04	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.1	$107k		2.7k	40.38	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$107k		287.00	374.24	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.1	$107k		2.2k	49.17	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$102k	NEW	2.0k	51.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$100k	NEW	2.8k	35.93	View chart
Johnson & Johnson (JNJ)	0.1	$92k	NEW	347.00	264.74	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$91k		3.2k	29.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$91k	NEW	3.0k	30.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$84k		1.8k	46.39	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$81k		1.1k	73.62	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$80k		545.00	146.48	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$79k		1.5k	51.41	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$79k		1.5k	51.12	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$78k		1.7k	44.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$76k		367.00	208.02	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$75k		1.7k	44.78	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$64k	NEW	1.6k	39.31	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$63k		633.00	99.70	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$62k		218.00	284.49	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.1	$61k	NEW	1.5k	40.16	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$61k		677.00	89.63	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$57k	+8%	19k	2.94	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$56k		1.1k	49.20	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$56k		690.00	80.60	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$54k	-56%	563.00	96.58	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$39k		496.00	78.42	View chart
Visa Com Cl A (V)	0.0	$35k	NEW	97.00	359.33	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$34k		273.00	123.08	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.0	$26k	NEW	353.00	73.97	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.0	$24k		1.0k	23.47	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$23k		769.00	29.50	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$22k	NEW	443.00	50.21	View chart
Merck & Co (MRK)	0.0	$22k	NEW	148.00	146.16	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.0	$18k		399.00	45.68	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$18k	NEW	177.00	101.10	View chart
Philip Morris International (PM)	0.0	$16k	NEW	83.00	190.82	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$15k		198.00	76.40	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$14k		345.00	41.86	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$14k		200.00	67.83	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$12k		178.00	66.79	View chart
Ishares Tr Esg Aware Msci (EGUS)	0.0	$12k	NEW	200.00	59.11	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$11k	+38%	100.00	112.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$10k		173.00	57.92	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$9.9k	-99%	111.00	89.62	View chart
Intel Corporation (INTC)	0.0	$9.7k	NEW	81.00	120.23	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.0	$9.7k		281.00	34.46	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$9.6k	NEW	178.00	53.75	View chart
Raytheon Technologies Corp (RTX)	0.0	$9.3k	NEW	50.00	185.66	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$8.7k	+23%	42.00	207.19	View chart
Spdr Series Trust St Str Sp Bank (KBE)	0.0	$8.5k		134.00	63.22	View chart
Abbott Laboratories (ABT)	0.0	$8.4k	NEW	85.00	98.84	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$8.1k		83.00	97.46	View chart
Cme (CME)	0.0	$7.9k	NEW	30.00	261.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$7.3k		101.00	71.95	View chart
Parnassus Funds Ii Core Select Etf (PRCS)	0.0	$7.2k	NEW	250.00	28.61	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$7.1k		245.00	29.07	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$6.9k		65.00	106.48	View chart
Qualcomm (QCOM)	0.0	$6.4k	NEW	35.00	184.03	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$6.2k		37.00	166.81	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.0	$6.1k	-12%	75.00	81.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$5.6k		95.00	59.31	View chart
Wisdomtree Tr Japan Oppor Fd (OPPJ)	0.0	$5.5k	NEW	93.00	59.41	View chart
Thermo Fisher Scientific (TMO)	0.0	$4.7k	NEW	7.00	675.57	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$4.4k		34.00	128.09	View chart
Analog Devices (ADI)	0.0	$4.0k	NEW	10.00	396.70	View chart
Pfizer (PFE)	0.0	$3.6k	NEW	126.00	28.52	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$3.4k		140.00	24.43	View chart
Pepsi (PEP)	0.0	$3.3k	NEW	26.00	126.73	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$3.3k	NEW	48.00	68.06	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.0	$3.2k	NEW	45.00	71.11	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.0	$3.0k		140.00	21.38	View chart
Ishares Tr Europe Etf (IEV)	0.0	$2.8k		40.00	71.12	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$2.8k	NEW	33.00	84.64	View chart
Bristol Myers Squibb (BMY)	0.0	$2.7k	NEW	44.00	62.41	View chart
Altria (MO)	0.0	$2.7k	NEW	39.00	68.46	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$2.5k		45.00	54.89	View chart
Impax Funds Series Trust I Glob Sus Inf Etf (BLDX)	0.0	$2.5k	NEW	100.00	24.50	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$2.4k		45.00	54.16	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.0	$2.4k	NEW	67.00	36.25	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$2.2k		80.00	27.96	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$2.2k		8.00	277.88	View chart
Walt Disney Company (DIS)	0.0	$2.0k	NEW	19.00	104.89	View chart
Blackrock Etf Trust Isha Infr Ac Etf (BILT)	0.0	$1.9k		74.00	25.89	View chart
Comcast Corp Cl A (CMCSA)	0.0	$1.6k	NEW	74.00	21.76	View chart
PNC Financial Services (PNC)	0.0	$1.6k	NEW	7.00	222.29	View chart
CVS Caremark Corporation (CVS)	0.0	$1.5k	NEW	17.00	85.71	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$1.4k	+133%	14.00	103.07	View chart
Waste Management (WM)	0.0	$1.4k	NEW	7.00	203.86	View chart
Howmet Aerospace (HWM)	0.0	$1.4k	NEW	6.00	226.17	View chart
Blackrock Etf Trust Isha Worl Ex Etf (LCTD)	0.0	$1.3k		22.00	57.95	View chart
Paypal Holdings (PYPL)	0.0	$840.000000	NEW	16.00	52.50	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$680.000000		40.00	17.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$553.999600		11.00	50.36	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$552.000000		6.00	92.00	View chart
MetLife (MET)	0.0	$377.000000	NEW	4.00	94.25	View chart
Spdr Series Trust St Str Pfd Etf (PSK)	0.0	$368.000100		13.00	28.31	View chart

Past Filings by Portfolio Resources Advisor Group

SEC 13F filings are viewable for Portfolio Resources Advisor Group going back to 2026

Portfolio Resources Advisor Group 2026 Q3 filed Oct. 20, 2026
Portfolio Resources Advisor Group 2026 Q2 filed July 29, 2026
Portfolio Resources Advisor Group 2026 Q1 filed April 14, 2026

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