13F Insight
DOSSIER · 13F-HR · Q2 2026

Advisory Resource Group

$665M in tracked AUM across 183 positions as of Q2 2026.

AR
CIK 0001764968 · last filed Jun 30, 2026
Total AUM
$665M
as of Q2 2026
Holdings
183
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Advisory Resource Group filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QDPL
PACER FDS TR
$45M988K6.7%02
PSX
PHILLIPS 66
$33M194K4.9%03
JSI
JANUS DETROIT STR TR
$25M491K3.8%04
PTRB
PGIM ETF TR
$22M535K3.3%05
69374H311
PACER FDS TR
$22M592K3.3%06
COP
CONOCOPHILLIPS
$21M206K3.2%07
JMEE
J P MORGAN EXCHANGE TRADED F
$20M259K3.0%08
PSQO
PALMER SQUARE FUNDS TR
$20M970K3.0%09
SPAB
SPDR SERIES TRUST
$14M541K2.1%10
IVV
ISHARES TR
$13M18K2.0%

Filing history

2026Q2Jun 30
$665M▲ 14.4%
183 positionsView →2026Q1Mar 31
$581M▲ 2.2%
172 positionsView →2025Q4Dec 31
$569M▲ 2.0%
171 positionsView →2025Q3Sep 30
$557M▲ 7.1%
172 positionsView →2025Q2Jun 30
$520M▲ 6.0%
167 positionsLocked2025Q1Mar 31
$491M▲ 4.2%
162 positionsLocked2024Q4Dec 31
$471M▲ 0.6%
158 positionsLocked2024Q3Sep 30
$468M▲ 5.7%
158 positionsLocked2024Q2Jun 30
$443M▲ 1.7%
155 positionsLocked2024Q1Mar 31
$436M▲ 8.7%
158 positionsLocked2023Q4Dec 31
$401M▲ 8.2%
150 positionsLocked2023Q3Sep 30
$371M▲ 0.8%
152 positionsLocked
Showing 12 of 31