Advisory Resource Group: 13F holdings
CIK 17649682026Q2
| Positions | 183 |
|---|
| Reported value | $665.0m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 183 (+11 vs prior quarter) |
|---|
| Reported value | $665.0m (+14.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QDPL PACER FDS TR | 988,427 | $44.5m | 6.7% |
| PSX PHILLIPS 66 | 193,572 | $32.7m | 4.9% |
| JSI JANUS DETROIT STR TR | 491,125 | $25.2m | 3.8% |
| PTRB PGIM ETF TR | 535,104 | $22.2m | 3.3% |
| PACER FDS TR | 591,588 | $22.0m | 3.3% |
| COP CONOCOPHILLIPS | 205,993 | $21.4m | 3.2% |
| IJH J P MORGAN EXCHANGE TRADED F | 258,935 | $20.2m | 3.0% |
| PALMER SQUARE FUNDS TR | 969,639 | $20.0m | 3.0% |
| SPAB SPDR SERIES TRUST | 540,885 | $13.8m | 2.1% |
| IVV ISHARES TR | 17,909 | $13.4m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1764968")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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