Portfolio Resources Advisor Group, Inc.: 13F holdings
CIK 20382852026Q2
| Positions | 150 |
|---|
| Reported value | $118.2m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 150 (+2 vs prior quarter) |
|---|
| Reported value | $118.2m (+17.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 21,819 | $16.3m | 13.8% |
| IWF ISHARES TR | 64,552 | $8.9m | 7.5% |
| IUSB ISHARES TR | 172,509 | $8.0m | 6.7% |
| IVE ISHARES TR | 28,421 | $6.5m | 5.5% |
| DYNF BLACKROCK ETF TRUST | 90,877 | $6.2m | 5.2% |
| IWB ISHARES TR | 9,907 | $4.1m | 3.4% |
| IEMG ISHARES INC | 42,544 | $3.5m | 3.0% |
| EFG ISHARES TR | 25,552 | $3.2m | 2.7% |
| BAI BLACKROCK ETF TRUST | 59,611 | $3.1m | 2.7% |
| MTUM ISHARES TR | 7,674 | $2.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2038285")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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