DOSSIER · 13F-HR · Q2 2026
ARS Wealth Advisors Group, LLC
$1.3B in tracked AUM across 220 positions as of Q2 2026.
AW
CIK 0001886707 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
ARS Wealth Advisors Group, LLC has reported a substantial expansion in its portfolio management operations for the period ending December 31, 2025. The total portfolio value surged by 76.2%, growing from approximately $629.53 million to $1.11 billion. This significant increase in assets under management (AUM) suggests a period of strong net inflows or exceptional market performance, likely driven by the robust equity market environment indicated by the holding...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.
Filing history
Showing 12 of 20