ARS Wealth Advisors Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), ARS Wealth Advisors Group, LLC reported 188 stock positions worth $1.1 billion. Its top holding was T Rowe Price Ultra Short-Ter (TBUX) at 11.9% of the portfolio, followed by SS SPDR P S&P 1500 Comp ETF (SPTM, 7.6%) and Broadcom (AVGO, 4.6%). Compared with Q3 2025, it opened 8 new positions, sold out of 9, added to 66 and reduced 74. The biggest buy was T Rowe Price Ultra Short-Ter (TBUX, shares +103%) and the biggest sale Broadcom (AVGO, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- St. Petersburg, FL
- CIK
- 0001886707
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0001725547-26-000015 ↗ filed Jan 12, 2026
Holdings Value
Holdings 188 stocks · $1.1B
| TBUX T Rowe Price Ultra Short-Ter | 11.92% | 2,650,978 | $132.2M | Add +103.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 7.59% | 1,019,838 | $84.1M | Add +0.4% |
| AVGO Broadcom Inc. | 4.55% | 145,880 | $50.5M | Reduce -6.1% |
| AAPL Apple Inc. | 4.30% | 175,574 | $47.7M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 3.61% | 127,489 | $40.0M | Reduce -3.5% |
| MSFT Microsoft Corp. | 3.60% | 82,572 | $39.9M | Add +0.8% |
| AMZN Amazon.com Inc. | 3.34% | 160,562 | $37.1M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 3.22% | 110,680 | $35.7M | Reduce -0.5% |
| USMV iShares MSCI USA Min Vol Fac | 3.21% | 377,494 | $35.5M | Reduce -4.1% |
| XLK SS Technology Select Sector | 3.09% | 238,300 | $34.3M | Add +0.6% |
| QUAL iShares MSCI USA Quality Fac | 2.88% | 160,623 | $31.9M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 2.38% | 219,721 | $26.4M | Add +3.4% |
| JNJ Johnson & Johnson | 2.34% | 125,241 | $25.9M | Add +0.5% |
| GLD SPDR Gold Shares | 2.12% | 59,278 | $23.5M | Reduce -1.4% |
| CVX Chevron Corp. | 1.81% | 131,832 | $20.1M | Add +2.5% |
| MRK Merck & Co. Inc. | 1.66% | 175,370 | $18.5M | Add +2.3% |
| PG The Procter & Gamble Co. | 1.61% | 124,708 | $17.9M | Add +0.8% |
| WMT Walmart Inc. | 1.56% | 155,578 | $17.3M | Reduce -2.5% |
| MA Mastercard Inc. Class A | 1.55% | 30,099 | $17.2M | Add +0.7% |
| DUK Duke Energy Corp. | 1.55% | 146,222 | $17.1M | Add +2.1% |
| VZ Verizon Communications Inc. | 1.54% | 418,322 | $17.0M | Reduce -0.3% |
| HON Honeywell International Inc. | 1.53% | 87,026 | $17.0M | Add +4.6% |
| TMO Thermo Fisher Scientific Inc. | 1.41% | 27,050 | $15.7M | Add +5.8% |
| TCAF T Rowe PRC Cap Appreciation | 1.32% | 383,326 | $14.7M | Add +9.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.30% | 28,622 | $14.4M | Add +8.7% |
| NVDA Nvidia Corp. | 1.15% | 68,483 | $12.8M | Add +4.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.08% | 40,258 | $11.9M | Reduce -1.9% |
| CSCO Cisco Systems Inc. | 1.05% | 150,914 | $11.6M | Add +0.6% |
| SLV iShares Silver Trust | 1.04% | 179,613 | $11.6M | Reduce -20.1% |
| HD Home Depot Inc. | 1.01% | 32,468 | $11.2M | Add +0.8% |
| GS Goldman Sachs Group Inc. | 0.94% | 11,813 | $10.4M | Reduce -2.2% |
| SO The Southern Co. | 0.81% | 103,181 | $9.0M | Add +1.9% |
| META Meta Platforms Inc. Class A | 0.79% | 13,281 | $8.8M | Add +21.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.79% | 158,771 | $8.7M | Reduce -1.0% |
| KMI Kinder Morgan Inc. | 0.72% | 291,104 | $8.0M | Add +1.1% |
| MO Altria Group Inc. | 0.72% | 137,588 | $7.9M | Add +1.9% |
| PEP Pepsico Inc. | 0.70% | 54,130 | $7.8M | Reduce -11.6% |
| LMT Lockheed Martin Corp. | 0.68% | 15,587 | $7.5M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 0.64% | 11,315 | $7.1M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 0.57% | 20,339 | $6.4M | Add +2.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.54% | 28,231 | $6.0M | Reduce -37.5% |
| UPS United Parcel Service Class B | 0.43% | 48,595 | $4.8M | Add +6.0% |
| PJUN Innovator U.S. Equity Power | 0.43% | 112,827 | $4.7M | Reduce -0.8% |
| RTX RTX Corp. | 0.42% | 25,263 | $4.6M | Reduce -6.0% |
| BDX Becton Dickinson and Co. | 0.40% | 22,924 | $4.4M | Add +2.7% |
| ARLU Allianzim US BF15 Uncap Apr | 0.36% | 131,641 | $4.0M | Reduce -1.9% |
| PMAY Innovator U.S. Equity Power | 0.33% | 91,276 | $3.6M | Reduce -1.8% |
| SEPU Allianzim US BF15 Uncap Sep | 0.32% | 123,106 | $3.6M | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.29% | 77,316 | $3.2M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 4,271 | $2.9M | Reduce -35.4% |
| CAT Caterpillar Inc. | 0.26% | 5,041 | $2.9M | Reduce -3.8% |
| GD General Dynamics Corp. | 0.26% | 8,429 | $2.8M | Reduce -2.7% |
| FSV Firstservice Corp. | 0.22% | 16,000 | $2.5M | No change |
| COST Costco Wholesale Corp. | 0.22% | 2,856 | $2.5M | Reduce -5.0% |
| MARU Allianzim US BF15 Uncap Mar | 0.22% | 86,685 | $2.4M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.21% | 2,148 | $2.3M | Reduce -4.2% |
| MCD McDonald's Corp. | 0.19% | 6,943 | $2.1M | Reduce -0.4% |
| FEBU Allianzim US BF15 Uncap Feb | 0.18% | 70,303 | $1.9M | No change |
| SHEL Shell PLC-ADR | 0.17% | 26,376 | $1.9M | Reduce -2.3% |
| KO The Coca-Cola Co. | 0.16% | 25,830 | $1.8M | Reduce -2.5% |
| ABBV Abbvie Inc. | 0.16% | 7,740 | $1.8M | Add +0.0% |
| PJUL Innovator U.S. Equity Power | 0.16% | 37,539 | $1.7M | No change |
| POCT Innovator U.S. Equity Power | 0.16% | 39,392 | $1.7M | Reduce -0.7% |
| JANU Allianzim US BF15 Uncap Jan | 0.14% | 57,034 | $1.6M | No change |
| NFLX Netflix Inc. | 0.13% | 15,908 | $1.5M | Reduce -7.9% |
| PAUG Innovator U.S. Equity Power | 0.13% | 33,170 | $1.4M | Reduce -1.4% |
| TSLA Tesla Inc. | 0.13% | 3,145 | $1.4M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 4,107 | $1.4M | Add +3.8% |
| FYX First Trust Small Cap Core A | 0.12% | 11,568 | $1.3M | Reduce -7.2% |
| TD Toronto-Dominion Bank | 0.11% | 13,120 | $1.2M | No change |
| AMGN Amgen Inc. | 0.11% | 3,566 | $1.2M | Reduce -1.2% |
| GAPR FT Vest US Equity Moderate B | 0.10% | 28,847 | $1.2M | Reduce -7.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,804 | $1.1M | Reduce -3.0% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.10% | 16,269 | $1.1M | New |
| SUB iShares Short-Term National | 0.10% | 9,924 | $1.1M | Add +12.8% |
| DDFN Innov Eq DD 15 Buf ETF - Nov | 0.09% | 52,844 | $1.0M | New |
| FTCS First Trust Capital Strength | 0.09% | 10,904 | $1.0M | Reduce -9.9% |
| MUB iShares National Muni Bond E | 0.09% | 9,303 | $996K | Add +87.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.09% | 19,711 | $991K | Add +60.9% |
| AEP American Electric Power | 0.09% | 8,559 | $987K | Add +0.1% |
| NEE Nextera Energy Inc. | 0.09% | 11,941 | $959K | Add +8.7% |
| SOLS Solstice Adv Materials Inc. | 0.09% | 19,620 | $953K | Reduce -5.7% |
| WELL Welltower Inc. | 0.08% | 4,988 | $926K | No change |
| SCHO Schwab Short-Term US Treas | 0.08% | 37,803 | $921K | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 1,331 | $911K | Add +1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 7,985 | $908K | Reduce -5.7% |
| CRM Salesforce Inc. | 0.08% | 3,394 | $899K | Reduce -5.1% |
| ABT Abbott Laboratories | 0.08% | 7,146 | $895K | Add +1.0% |
| V Visa Inc. Class A | 0.07% | 2,365 | $829K | Reduce -2.4% |
| PNC PNC Financial Services Group | 0.07% | 3,795 | $792K | Reduce -6.2% |
| UNP Union Pacific Corp. | 0.07% | 3,397 | $786K | Reduce -17.4% |
| LOW Lowe's Cos Inc. | 0.07% | 3,190 | $769K | Reduce -1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 1 | $755K | No change |
| GE General Electric filed as GE AEROSPACE | 0.07% | 2,413 | $743K | Reduce -1.0% |
| PFE Pfizer Inc. | 0.06% | 28,757 | $716K | Add +8.2% |
| DDFD Inno Eqt DD 15 Buff ETF Dec | 0.06% | 35,615 | $682K | New |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 2,925 | $643K | Add +0.3% |
| FNY First Trust Mid Cap Growth | 0.06% | 7,040 | $642K | Reduce -13.0% |
| FNK First Trust Mid Cap Value | 0.06% | 11,485 | $639K | Reduce -10.7% |
| CVS CVS Health Corp. | 0.06% | 8,047 | $639K | Add +6.0% |
Options reported separately and not counted above: SLV calls ($283K), VLO puts ($163K), NFLX calls ($94K), ORCL calls ($19K).
Portfolio Sells Q3 2025 → Q4 2025
| AVGO Broadcom Inc. | Reduce -6.1% | 4.55% | −0.51 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -4.1% | 3.21% | −0.49 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -37.5% | 0.54% | −0.39 |
| VZ Verizon Communications Inc. | Reduce -0.3% | 1.54% | −0.28 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.3% | 2.88% | −0.28 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 3.22% | −0.25 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -35.4% | 0.26% | −0.17 |
| PEP Pepsico Inc. | Reduce -11.6% | 0.70% | −0.15 |
| AAPL Apple Inc. | Reduce -0.4% | 4.30% | −0.13 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.09 |
| NFLX Netflix Inc. | Reduce -7.9% | 0.13% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -1.9% | 1.08% | −0.07 |
| WMT Walmart Inc. | Reduce -2.5% | 1.56% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -5.0% | 0.22% | −0.05 |
| CSX CSX Corp. | Reduce -59.5% | 0.03% | −0.05 |
| PJUN Innovator U.S. Equity Power | Reduce -0.8% | 0.43% | −0.04 |
| GD General Dynamics Corp. | Reduce -2.7% | 0.26% | −0.04 |
| ARLU Allianzim US BF15 Uncap Apr | Reduce -1.9% | 0.36% | −0.03 |
| PMAY Innovator U.S. Equity Power | Reduce -1.8% | 0.33% | −0.03 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -0.4% | 0.29% | −0.03 |
| BAC Bank of America Corp. | Reduce -1.0% | 0.79% | −0.03 |
| RTX RTX Corp. | Reduce -6.0% | 0.42% | −0.03 |
| PAPR Innovator U.S. Equity Power | Sold out | 0.00% | −0.03 |
| EOS Eaton Vance Enh Eqt Inc. II | Sold out | 0.00% | −0.03 |
| UNP Union Pacific Corp. | Reduce -17.4% | 0.07% | −0.03 |
| ORCL Oracle Corp. | Reduce -4.8% | 0.04% | −0.02 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.02 |
| ACM Aecom | Sold out | 0.00% | −0.02 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.02 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.02 |
| FTCS First Trust Capital Strength | Reduce -9.9% | 0.09% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.02 |
| MARU Allianzim US BF15 Uncap Mar | Reduce -1.2% | 0.22% | −0.02 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.19% | −0.02 |
| GAPR FT Vest US Equity Moderate B | Reduce -7.5% | 0.10% | −0.02 |
| FYX First Trust Small Cap Core A | Reduce -7.2% | 0.12% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -2.3% | 0.17% | −0.02 |
| FNY First Trust Mid Cap Growth | Reduce -13.0% | 0.06% | −0.02 |
| SOLS Solstice Adv Materials Inc. | Reduce -5.7% | 0.09% | −0.01 |
| DIS The Walt Disney Co. | Reduce -5.7% | 0.08% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -2.2% | 0.94% | −0.01 |
| POCT Innovator U.S. Equity Power | Reduce -0.7% | 0.16% | −0.01 |
| FNK First Trust Mid Cap Value | Reduce -10.7% | 0.06% | −0.01 |
| HOOD Robinhood Markets Inc. Class A | Reduce -13.4% | 0.02% | −0.01 |
| PAUG Innovator U.S. Equity Power | Reduce -1.4% | 0.13% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -1.8% | 0.07% | −0.01 |
| KO The Coca-Cola Co. | Reduce -2.5% | 0.16% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.0% | 0.10% | −0.01 |
| NKE Nike Inc. Class B | Reduce -6.0% | 0.04% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| TBUX T Rowe Price Ultra Short-Ter | Add +103.3% | 11.92% | +5.50 |
| MRK Merck & Co. Inc. | Add +2.3% | 1.66% | +0.24 |
| TMO Thermo Fisher Scientific Inc. | Add +5.8% | 1.41% | +0.19 |
| AKRE Akre Focus ETF | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +2.1% | 0.57% | +0.10 |
| DDFN Innov Eq DD 15 Buf ETF - Nov | New | 0.09% | +0.09 |
| DDFD Inno Eqt DD 15 Buff ETF Dec | New | 0.06% | +0.06 |
| UPS United Parcel Service Class B | Add +6.0% | 0.43% | +0.06 |
| JNJ Johnson & Johnson | Add +0.5% | 2.34% | +0.06 |
| MUB iShares National Muni Bond E | Add +87.6% | 0.09% | +0.04 |
| CSCO Cisco Systems Inc. | Add +0.6% | 1.05% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +60.9% | 0.09% | +0.03 |
| PHYS Sprott Physical Gold Trust | New | 0.03% | +0.03 |
| LMND Lemonade Inc. | New | 0.02% | +0.02 |
| COF Capital One Financial Corp. | New | 0.02% | +0.02 |
| IAU iShares Gold Trust | New | 0.02% | +0.02 |
| SCHF Schwab Intl Equity ETF | New | 0.02% | +0.02 |
| XOM Exxon Mobil Corp. | Add +3.4% | 2.38% | +0.02 |
| TCAF T Rowe PRC Cap Appreciation | Add +9.0% | 1.32% | +0.01 |
| AXP American Express Co. | Add +39.9% | 0.03% | +0.01 |
| GLW Corning Inc. | Add +17.6% | 0.05% | +0.01 |
| NEE Nextera Energy Inc. | Add +8.7% | 0.09% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +20.6% | 0.03% | +0.00 |
| DE Deere & Co. | Add +22.5% | 0.02% | +0.00 |
| SUB iShares Short-Term National | Add +12.8% | 0.10% | +0.00 |
| XLV SS Health Care Select Sector | Add +5.4% | 0.03% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +12.8% | 0.04% | +0.00 |
| CVS CVS Health Corp. | Add +6.0% | 0.06% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.2% | 0.02% | +0.00 |
| GEV GE Vernova Inc. | Add +4.0% | 0.04% | +0.00 |
| TFC Truist Financial Corp. | Add +0.4% | 0.03% | −0.00 |
| SPSB SS SPDR P St C Corp. ETF | Add +7.2% | 0.03% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.02% | −0.00 |
| SCHK Schwab 1000 Index ETF | Add +0.3% | 0.03% | −0.00 |
| FDLO Fidelity Low Volat Fact ETF | Add +0.3% | 0.03% | −0.00 |
| PFE Pfizer Inc. | Add +8.2% | 0.06% | −0.00 |
| META Meta Platforms Inc. Class A | Add +21.5% | 0.79% | −0.00 |
| YUM Yum! Brands Inc. | Add +0.1% | 0.02% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.2% | 0.04% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.1% | 0.03% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.2% | 0.03% | −0.00 |
| WM Waste Management Inc. | Add +0.1% | 0.03% | −0.00 |
| PM Philip Morris International | Add +2.5% | 0.04% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.05% | −0.00 |
| LGLV SPDR US LC Low Vol Idx | Add +0.3% | 0.04% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.8% | 0.12% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Add +3.7% | 0.02% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.06% | −0.00 |
| XEL Xcel Energy Inc. | Add +0.1% | 0.02% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +1.7% | 0.08% | −0.00 |
Options Activity Q3 2025 → Q4 2025
| SLV iShares Silver Trust | call | Reduce -59.3% | 4,400 | $283K |
| VLO Valero Energy Corp. | put | New | 1,000 | $163K |
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 200 | $120Kbefore exit |
| NFLX Netflix Inc. | call | New | 1,000 | $94K |
| ORCL Oracle Corp. | call | New | 100 | $19K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 220 | $1.3B | TBUX, SPTM, AVGO, AAPL, XLK |
| Q1 2026 | 198 | $1.2B | TBUX, SPTM, AAPL, AVGO, XOM |
| Q4 2025 | 188 | $1.1B | TBUX, SPTM, AVGO, AAPL, GOOG |
| Q3 2025 | 188 | $1.0B | SPTM, TBUX, AVGO, AAPL, MSFT |
| Q2 2025 | 186 | $866.2M | SPTM, AVGO, MSFT, USMV, AAPL |
| Q1 2025 | 160 | $707.4M | SPTM, USMV, MSFT, QUAL, JPM |
| Q4 2024 | 160 | $726.9M | SPTM, USMV, AVGO, MSFT, QUAL |
| Q3 2024 | 172 | $814.0M | SPTM, USMV, AAPL, MSFT, AVGO |
| Q2 2024 | 165 | $770.6M | SPTM, USMV, AAPL, MSFT, AMZN |
| Q1 2024 | 168 | $740.9M | SPTM, USMV, MSFT, AAPL, AMZN |