Q2 2026 13F · SEC CIK 1886707

ARS Wealth Advisors Group, LLC

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 220
Top holdings a year, 3 yrs: +19.2%
Assets under management: $1.6B

ARS Wealth Advisors Group, LLC is a wealth manager that reported 220 positions worth $1.3B in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were T Rowe Price Exchange-Traded (TBUX, 13.9%), Spdr Series Trust (SPTM, 7.2%), Broadcom Inc (AVGO, 4.1%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 20.4% for the S&P 500.

ARS Wealth Advisors Group, LLC holdings largest 50 of 220 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

ARS Wealth Advisors Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TBUXT Rowe Price Exchange-Traded	13.9%	14.3%	3,564,289	+4.7%	$177.4M
SPTMSpdr Series Trust	7.2%	6.9%	1,018,751	-1.3%	$92.5M
AVGOBroadcom Inc	4.1%	3.7%	137,281	-4.0%	$51.9M
AAPLApple Inc	4.1%	3.8%	179,048	+0.8%	$51.8M
XLKState Street Technology Select Sector Sp	3.5%	2.7%	235,568	-1.1%	$44.9M
GOOGAlphabet Inc	3.3%	3.0%	118,637	-4.9%	$41.9M
AMZNAmazon Com Inc Com	3.1%	2.9%	165,174	+0.1%	$39.4M
JPMJpmorgan Chase & Co	2.8%	2.8%	109,673	-1.0%	$35.9M
QUALIshares Msci USA Quality Factor ETF	2.7%	2.6%	156,054	-2.4%	$34.2M
USMVIshares Msci USA Min Volfctr ETF	2.7%	2.9%	352,667	-3.8%	$34.0M
MSFTMicrosoft Corp	2.6%	2.7%	88,084	+3.5%	$32.9M
HYGHIshares U S ETF Tr	2.4%	1.3%	359,403	+106.2%	$31.1M
JNJJohnson & Johnson	2.4%	2.5%	121,106	-1.7%	$30.8M
MRKMerck & Co. Inc	1.8%	1.8%	177,518	+0.7%	$22.8M
CVXChevron Corp New	1.7%	2.3%	134,565	+1.0%	$22.3M
GLDSpdr Gold Shares	1.5%	2.0%	52,465	-2.7%	$19.3M
PGProcter & Gamble Co Com	1.5%	1.6%	131,746	+2.1%	$19.3M
DUKDuke Energy	1.5%	1.6%	147,127	-0.6%	$18.6M
TCAFT Rowe Price ETF Inc Capital Appreciatio	1.4%	1.3%	448,691	+7.2%	$18.4M
VZVerizon Communications Inc Com	1.4%	1.8%	427,810	+0.5%	$18.1M
CSCOCisco Sys Inc	1.3%	1.0%	146,783	-3.0%	$17.2M
WMTWalmart Inc	1.3%	1.6%	151,889	-0.4%	$17.2M
NVDANvidia Corporation Com	1.3%	1.1%	79,839	+8.6%	$16.0M
MAMastercard Inc.	1.2%	1.3%	30,202	+0.0%	$15.5M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.2%	30,587	+4.4%	$15.3M
SRLNSsga Active ETF Tr	1.2%	0.6%	366,035	+91.5%	$14.7M
TMOThermo Fisher Scientific Inc	1.1%	1.1%	28,517	+4.0%	$14.3M
HDHome Depot Inc Com	1.0%	0.9%	34,842	+4.8%	$12.3M
IBMInternational Business Machs	0.9%	0.8%	41,468	+2.8%	$11.7M
GSGoldman Sachs Group Inc	0.9%	0.8%	11,137	-4.0%	$11.3M
SOSouthern Co.	0.8%	0.9%	110,226	+2.0%	$10.5M
HONHoneywell International Inc.	0.8%	—	46,284	—	$10.4M
HONAHoneywell Aerospace Inc.	0.8%	—	45,906	—	$10.1M
MOAltria Group Inc	0.8%	0.8%	140,269	+0.4%	$10.1M
BACBank of Amer Corp	0.7%	0.7%	166,144	+1.6%	$9.5M
KMIKinder Morgan Inc Del Com	0.7%	0.8%	289,986	-0.6%	$9.3M
METAMeta Platforms Inc Class A	0.7%	0.7%	15,253	+7.8%	$8.6M
LMTLockheed Martin Corp Com	0.6%	0.8%	15,782	+1.8%	$8.0M
PEPPepsico Inc	0.6%	0.7%	55,158	+1.2%	$7.5M
GOOGLAlphabet Inc	0.6%	0.5%	20,656	-1.3%	$7.4M
VOOVanguard S&p 500 ETF	0.6%	0.6%	10,742	-4.7%	$7.4M
GSKGsk PLC	0.5%	0.6%	127,638	+0.1%	$6.7M
UPSUnited Parcel Svcs Inc Cl B	0.5%	0.5%	59,396	+9.5%	$6.4M
VCSHVanguard Scottsdale Fds	0.5%	—	76,903	—	$6.1M
VBRVanguard Small Cap Value ETF	0.4%	0.5%	22,435	-13.4%	$5.5M
CATCaterpillar Inc Com	0.4%	0.3%	5,097	+1.0%	$5.4M
TOTLSsga Active ETF Tr	0.4%	—	132,445	—	$5.2M
PJUNInnovator Etfs Trust	0.4%	0.4%	110,772	-0.4%	$4.8M
SLVIshares Silver Tr	0.4%	0.5%	89,079	+0.2%	$4.8M
RTXRtx Corporation Com	0.4%	0.4%	24,535	-0.8%	$4.7M

What ARS Wealth Advisors Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.0% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +20.4%
5 years: +10.7% /yr; S&P 500 +11.2%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.3B	220
Q1 2026	$1.2B	198
Q4 2025	$1.1B	188
Q3 2025	$1.0B	188
Q2 2025	$866.2M	186
Q1 2025	$707.4M	160
Q4 2024	$726.9M	160
Q3 2024	$814.0M	172
Q2 2024	$770.6M	165
Q1 2024	$740.9M	168
Q4 2023	$675.1M	154
Q3 2023	$610.2M	146

Questions about ARS Wealth Advisors Group, LLC's portfolio

What stocks does ARS Wealth Advisors Group, LLC own?

ARS Wealth Advisors Group, LLC's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 220 positions worth $1.3B. The largest are T Rowe Price Exchange-Traded (TBUX) at 13.9%, Spdr Series Trust (SPTM) at 7.2%, Broadcom Inc (AVGO) at 4.1%, Apple Inc (AAPL) at 4.1% and State Street Technology Select Sector Sp (XLK) at 3.5%.

What did ARS Wealth Advisors Group, LLC buy last quarter?

In Q2 2026, ARS Wealth Advisors Group, LLC added Ishares U S ETF Tr (HYGH) (+106.2% shares), Ssga Active ETF Tr (SRLN) (+91.5% shares) and United Parcel Svcs Inc Cl B (UPS) (+9.5% shares), compared with its Q1 2026 filing.

What did ARS Wealth Advisors Group, LLC sell last quarter?

In Q2 2026, ARS Wealth Advisors Group, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Becton Dickinson & Co (BDX), cut from its top 50 AIM ETF Products Trust - AllianzIM U.S. (ARLU) and Vanguard Small Cap Value ETF (VBR) (-13.4% shares), compared with its Q1 2026 filing.

How has ARS Wealth Advisors Group, LLC's portfolio performed?

A portfolio copying ARS Wealth Advisors Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.0% against +20.1%. Over 5 years: +10.7% a year against +11.2%.

When is ARS Wealth Advisors Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. ARS Wealth Advisors Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does ARS Wealth Advisors Group, LLC manage?

ARS Wealth Advisors Group, LLC reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.