DOSSIER · 13F-HR · Q2 2026

Portfolio Resources Advisor Group, Inc.

$118M in tracked AUM across 154 positions as of Q2 2026.

PR
CIK 0002038285 · last filed Jun 30, 2026
Total AUM
$118M
as of Q2 2026
Holdings
154
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Resources Advisor Group, Inc. 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
IVV
ISHARES TR
$16M22K13.8%
02
IVW
ISHARES TR
$9M65K7.5%
03
IUSB
ISHARES TR
$8M173K6.7%
04
IVE
ISHARES TR
$6M28K5.5%
05
DYNF
BLACKROCK ETF TRUST
$6M91K5.2%
06
IWB
ISHARES TR
$4M10K3.4%
07
IEMG
ISHARES INC
$4M43K3.0%
08
EFG
ISHARES TR
$3M26K2.7%
09
BAI
BLACKROCK ETF TRUST
$3M60K2.7%
10
MTUM
ISHARES TR
$3M8K2.2%

Filing history

2026Q2Jun 30
$118M 17.4%
154 positionsView →
2026Q1Mar 31
$101M 0.6%
148 positionsView →
2025Q4Dec 31
$100M
143 positionsView →