ARS Wealth Advisors Group, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), ARS Wealth Advisors Group, LLC reported 198 stock positions worth $1.2 billion. Its top holding was T Rowe Price Ultra Short-Ter (TBUX) at 14.3% of the portfolio, followed by SS SPDR P S&P 1500 Comp ETF (SPTM, 6.9%) and Apple (AAPL, 3.8%). Compared with Q4 2025, it opened 21 new positions, sold out of 11, added to 83 and reduced 67. The biggest buy was T Rowe Price Ultra Short-Ter (TBUX, shares +28%) and the biggest sale Broadcom (AVGO, shares −2%).

Most Recent 13F
Q2 2026
Location
St. Petersburg, FL
CIK
0001886707
Portfolio Value
$1.2B (Q1 2026)
SEC Filing
0001725547-26-000129 ↗ filed Apr 15, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $740.9M Q1 2024 Q2 2024: $770.6M Q2 2024 Q3 2024: $814.0M Q3 2024 Q4 2024: $726.9M Q4 2024 Q1 2025: $707.4M Q1 2025 Q2 2025: $866.2M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $1.2B $1.2B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 198 stocks · $1.2B
TBUX T Rowe Price Ultra Short-Ter 14.30% 3,403,290 $169.3M Add +28.4%
SPTM SS SPDR P S&P 1500 Comp ETF 6.89% 1,032,092 $81.6M Add +1.2%
AAPL Apple Inc. 3.81% 177,700 $45.1M Add +1.2%
AVGO Broadcom Inc. 3.74% 142,971 $44.3M Reduce -2.0%
XOM Exxon Mobil Corp. 3.14% 219,242 $37.2M Reduce -0.2%
GOOG Alphabet Inc. Class C 3.02% 124,768 $35.8M Reduce -2.1%
AMZN Amazon.com Inc. 2.90% 165,049 $34.4M Add +2.8%
USMV iShares MSCI USA Min Vol Fac 2.87% 366,628 $34.0M Reduce -2.9%
JPM JPMorgan Chase & Co. 2.75% 110,769 $32.6M Add +0.1%
XLK SS Technology Select Sector 2.68% 238,292 $31.7M Reduce 0.0%
MSFT Microsoft Corp. 2.66% 85,093 $31.5M Add +3.0%
QUAL iShares MSCI USA Quality Fac 2.59% 159,880 $30.7M Reduce -0.5%
JNJ Johnson & Johnson 2.54% 123,176 $30.1M Reduce -1.6%
CVX Chevron Corp. 2.33% 133,216 $27.6M Add +1.1%
GLD SPDR Gold Shares 1.96% 53,901 $23.2M Reduce -9.1%
VZ Verizon Communications Inc. 1.81% 425,683 $21.4M Add +1.8%
MRK Merck & Co. Inc. 1.79% 176,368 $21.2M Add +0.6%
HON Honeywell International Inc. 1.74% 91,237 $20.6M Add +4.8%
DUK Duke Energy Corp. 1.64% 148,064 $19.4M Add +1.3%
WMT Walmart Inc. 1.60% 152,519 $19.0M Reduce -2.0%
PG The Procter & Gamble Co. 1.57% 128,976 $18.6M Add +3.4%
MA Mastercard Inc. Class A 1.27% 30,192 $15.1M Add +0.3%
HYGH iShares Int Rate Hedg HY ETF 1.26% 174,313 $14.9M New
TCAF T Rowe PRC Cap Appreciation 1.26% 418,559 $14.9M Add +9.2%
BRK.B Berkshire Hathaway Inc. Class B 1.19% 29,304 $14.0M Add +2.4%
TMO Thermo Fisher Scientific Inc. 1.14% 27,422 $13.5M Add +1.4%
NVDA Nvidia Corp. 1.08% 73,515 $12.8M Add +7.3%
CSCO Cisco Systems Inc. 0.99% 151,296 $11.7M Add +0.3%
HD Home Depot Inc. 0.92% 33,248 $10.9M Add +2.4%
SO The Southern Co. 0.88% 108,109 $10.4M Add +4.8%
GS Goldman Sachs Group Inc. 0.83% 11,597 $9.8M Reduce -1.8%
KMI Kinder Morgan Inc. 0.83% 291,692 $9.8M Add +0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.83% 40,347 $9.8M Add +0.2%
LMT Lockheed Martin Corp. 0.79% 15,501 $9.4M Reduce -0.6%
MO Altria Group Inc. 0.78% 139,776 $9.2M Add +1.6%
PEP Pepsico Inc. 0.71% 54,501 $8.5M Add +0.7%
META Meta Platforms Inc. Class A 0.68% 14,154 $8.1M Add +6.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.67% 163,559 $8.0M Add +3.0%
SRLN SS Blackstone Sr Loan ETF 0.65% 191,140 $7.7M Add +147.2%
GSK GSK PLC-Spon ADR 0.59% 127,516 $7.0M New
VOO Vanguard S&P 500 ETF 0.57% 11,277 $6.7M Reduce -0.3%
SLV iShares Silver Trust 0.51% 88,866 $6.1M Reduce -50.5%
GOOGL Alphabet Inc. Class A 0.51% 20,920 $6.0M Add +2.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.48% 25,911 $5.6M Reduce -8.2%
UPS United Parcel Service Class B 0.45% 54,246 $5.3M Add +11.6%
RTX RTX Corp. 0.40% 24,736 $4.8M Reduce -2.1%
PJUN Innovator U.S. Equity Power 0.39% 111,199 $4.7M Reduce -1.4%
BDX Becton Dickinson and Co. 0.34% 25,573 $4.0M Add +11.6%
ARLU Allianzim US BF15 Uncap Apr 0.33% 135,127 $3.9M Add +2.6%
CAT Caterpillar Inc. 0.30% 5,046 $3.6M Add +0.1%
PMAY Innovator U.S. Equity Power 0.30% 89,327 $3.6M Reduce -2.1%
SEPU Allianzim US BF15 Uncap Sep 0.29% 122,394 $3.4M Reduce -0.6%
SHY iShares 1-3 Year Treasury Bo 0.27% 38,374 $3.2M Add +705.5%
GD General Dynamics Corp. 0.24% 8,325 $2.9M Reduce -1.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 4,363 $2.8M Add +2.1%
COST Costco Wholesale Corp. 0.24% 2,812 $2.8M Reduce -1.5%
DDFF Innv Eqt DD 15 Buf ETF Feb 0.23% 144,077 $2.7M New
SHEL Shell PLC-ADR 0.20% 25,436 $2.4M Reduce -3.6%
BLK BlackRock Inc. 0.19% 2,398 $2.3M New
MARU Allianzim US BF15 Uncap Mar 0.19% 85,014 $2.3M Reduce -1.9%
FSV Firstservice Corp. 0.19% 16,000 $2.2M No change
VCSH Vanguard S/T Corp. Bond ETF 0.18% 26,527 $2.1M New
MCD McDonald's Corp. 0.18% 6,766 $2.1M Reduce -2.5%
LLY Eli Lilly & Co. 0.17% 2,250 $2.1M Add +4.8%
TOTL SS Doubleline TR Tact ETF 0.17% 50,253 $2.0M New
KO The Coca-Cola Co. 0.17% 25,887 $2.0M Add +0.2%
FEBU Allianzim US BF15 Uncap Feb 0.16% 70,194 $1.9M Reduce -0.2%
POCT Innovator U.S. Equity Power 0.14% 39,242 $1.7M Reduce -0.4%
ABBV Abbvie Inc. 0.14% 7,745 $1.7M Add +0.1%
PJUL Innovator U.S. Equity Power 0.14% 35,038 $1.6M Reduce -6.7%
NFLX Netflix Inc. 0.13% 15,792 $1.5M Reduce -0.7%
JANU Allianzim US BF15 Uncap Jan 0.12% 53,034 $1.4M Reduce -7.0%
SOLS Solstice Adv Materials Inc. 0.12% 18,469 $1.4M Reduce -5.9%
PAUG Innovator U.S. Equity Power 0.12% 32,737 $1.4M Reduce -1.3%
FYX First Trust Small Cap Core A 0.12% 11,569 $1.4M Add +0.0%
DDFJ Innovator Ed D15 Buff Jan 0.11% 71,577 $1.3M New
TD Toronto-Dominion Bank 0.10% 13,120 $1.2M No change
AMGN Amgen Inc. 0.10% 3,412 $1.2M Reduce -4.3%
TSLA Tesla Inc. 0.10% 3,156 $1.2M Add +0.3%
GAPR FT Vest US Equity Moderate B 0.10% 28,433 $1.2M Reduce -1.4%
SCHO Schwab Short-Term US Treas 0.09% 45,397 $1.1M Add +20.1%
AEP American Electric Power 0.09% 8,389 $1.1M Reduce -2.0%
SUB iShares Short-Term National 0.09% 9,924 $1.1M No change
VTI VG Morningstar TS MKT ETF-US 0.09% 3,213 $1.0M Reduce -21.8%
NEE Nextera Energy Inc. 0.09% 10,929 $1.0M Reduce -8.5%
WELL Welltower Inc. 0.09% 5,113 $1.0M Add +2.5%
QQQ Invesco QQQ Trust Series 1 0.08% 1,723 $995K Reduce -4.5%
DDFN Innov Eq DD 15 Buf ETF - Nov 0.08% 52,344 $995K Reduce -0.9%
MUB iShares National Muni Bond E 0.08% 9,303 $988K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.08% 19,711 $983K No change
FTCS First Trust Capital Strength 0.08% 10,104 $937K Reduce -7.3%
UNP Union Pacific Corp. 0.08% 3,709 $900K Add +9.2%
IVV iShares Core S&P 500 ETF 0.07% 1,325 $865K Reduce -0.5%
V Visa Inc. Class A 0.07% 2,750 $831K Add +16.3%
GDX Vaneck Gold Miners ETF 0.07% 8,922 $819K New
PNC PNC Financial Services Group 0.07% 3,889 $809K Add +2.5%
WAT Waters Corp. 0.07% 2,709 $807K New
ABT Abbott Laboratories 0.07% 7,581 $778K Add +6.1%
PFE Pfizer Inc. 0.07% 27,406 $770K Reduce -4.7%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.06% 14,377 $760K Reduce -11.6%

Show all 198 holdings

Options reported separately and not counted above: NVDA calls ($35K), ORCL calls ($15K), NFLX calls ($10K).

Portfolio Sells Q4 2025 → Q1 2026
AVGO Broadcom Inc. Reduce -2.0% 3.74% −0.82
GOOG Alphabet Inc. Class C Reduce -2.1% 3.02% −0.58
SLV iShares Silver Trust Reduce -50.5% 0.51% −0.53
XLK SS Technology Select Sector Reduce 0.0% 2.68% −0.42
USMV iShares MSCI USA Min Vol Fac Reduce -2.9% 2.87% −0.33
QUAL iShares MSCI USA Quality Fac Reduce -0.5% 2.59% −0.29
GLD SPDR Gold Shares Reduce -9.1% 1.96% −0.16
GS Goldman Sachs Group Inc. Reduce -1.8% 0.83% −0.11
VOO Vanguard S&P 500 ETF Reduce -0.3% 0.57% −0.07
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -8.2% 0.48% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -21.8% 0.09% −0.04
PJUN Innovator U.S. Equity Power Reduce -1.4% 0.39% −0.03
CRM Salesforce Inc. Reduce -8.8% 0.05% −0.03
SEPU Allianzim US BF15 Uncap Sep Reduce -0.6% 0.29% −0.03
AKRE Akre Focus ETF Reduce -11.6% 0.06% −0.03
PHYS Sprott Physical Gold Trust Sold out 0.00% −0.03
PMAY Innovator U.S. Equity Power Reduce -2.1% 0.30% −0.02
MARU Allianzim US BF15 Uncap Mar Reduce -1.9% 0.19% −0.02
JANU Allianzim US BF15 Uncap Jan Reduce -7.0% 0.12% −0.02
FPEI First Trust Institutional PR Sold out 0.00% −0.02
ADP Automatic Data Processing Sold out 0.00% −0.02
PJUL Innovator U.S. Equity Power Reduce -6.7% 0.14% −0.02
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.02
GLXY Galaxy Digital Inc. Class A Sold out 0.00% −0.02
DIS The Walt Disney Co. Reduce -3.7% 0.06% −0.02
PAYX Paychex Inc. Sold out 0.00% −0.02
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.02
SCHF Schwab Intl Equity ETF Sold out 0.00% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -28.3% 0.03% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -4.5% 0.08% −0.02
FEBU Allianzim US BF15 Uncap Feb Reduce -0.2% 0.16% −0.02
RTX RTX Corp. Reduce -2.1% 0.40% −0.01
GD General Dynamics Corp. Reduce -1.2% 0.24% −0.01
MCD McDonald's Corp. Reduce -2.5% 0.18% −0.01
POCT Innovator U.S. Equity Power Reduce -0.4% 0.14% −0.01
F Ford Motor Co. Sold out 0.00% −0.01
FTCS First Trust Capital Strength Reduce -7.3% 0.08% −0.01
ORCL Oracle Corp. Reduce -1.4% 0.03% −0.01
PAUG Innovator U.S. Equity Power Reduce -1.3% 0.12% −0.01
CVS CVS Health Corp. Reduce -2.8% 0.05% −0.01
IVV iShares Core S&P 500 ETF Reduce -0.5% 0.07% −0.01
SCHX Schwab US Large-Cap ETF Reduce -10.2% 0.03% −0.01
DDFN Innov Eq DD 15 Buf ETF - Nov Reduce -0.9% 0.08% −0.01
GAPR FT Vest US Equity Moderate B Reduce -1.4% 0.10% −0.01
PSEP Innovator U.S. Equity Power Reduce -6.8% 0.04% −0.01
PLTR Palantir Technologies Inc. Class A Reduce -3.1% 0.02% −0.01
NFLX Netflix Inc. Reduce -0.7% 0.13% −0.01
XLV SS Health Care Select Sector Reduce -9.3% 0.03% −0.01
PMAR Innovator U.S. Equity Power Reduce -12.9% 0.02% −0.01
GM General Motors Co. Reduce -0.5% 0.03% −0.01

Portfolio Buys Q4 2025 → Q1 2026
TBUX T Rowe Price Ultra Short-Ter Add +28.4% 14.30% +2.38
HYGH iShares Int Rate Hedg HY ETF New 1.26% +1.26
GSK GSK PLC-Spon ADR New 0.59% +0.59
CVX Chevron Corp. Add +1.1% 2.33% +0.52
SRLN SS Blackstone Sr Loan ETF Add +147.2% 0.65% +0.36
VZ Verizon Communications Inc. Add +1.8% 1.81% +0.27
SHY iShares 1-3 Year Treasury Bo Add +705.5% 0.27% +0.23
DDFF Innv Eqt DD 15 Buf ETF Feb New 0.23% +0.23
HON Honeywell International Inc. Add +4.8% 1.74% +0.21
BLK BlackRock Inc. New 0.19% +0.19
VCSH Vanguard S/T Corp. Bond ETF New 0.18% +0.18
TOTL SS Doubleline TR Tact ETF New 0.17% +0.17
MRK Merck & Co. Inc. Add +0.6% 1.79% +0.13
DDFJ Innovator Ed D15 Buff Jan New 0.11% +0.11
KMI Kinder Morgan Inc. Add +0.2% 0.83% +0.10
DUK Duke Energy Corp. Add +1.3% 1.64% +0.09
SO The Southern Co. Add +4.8% 0.88% +0.07
GDX Vaneck Gold Miners ETF New 0.07% +0.07
WAT Waters Corp. New 0.07% +0.07
MO Altria Group Inc. Add +1.6% 0.78% +0.06
WEC WEC Energy Group Inc. New 0.06% +0.06
CAT Caterpillar Inc. Add +0.1% 0.30% +0.04
DDFM Innovator Edd 15 Buf ETF-Mar New 0.04% +0.04
BIL SS SPDR BB 1-3M T-Bill ETF New 0.04% +0.04
SCHD Schwab US DVD Equity ETF New 0.03% +0.03
COP Conocophillips New 0.03% +0.03
SPLV Invesco S&P 500 Low Volatili New 0.02% +0.02
MPC Marathon Petroleum Corp. New 0.02% +0.02
IAU iShares Gold Trust Add +125.4% 0.04% +0.02
JCI Johnson Controls Internation New 0.02% +0.02
WMB Williams Cos Inc. New 0.02% +0.02
ROK Rockwell Automation Inc. New 0.02% +0.02
OKE Oneok Inc. New 0.02% +0.02
BP BP PLC-Spons ADR New 0.02% +0.02
UPS United Parcel Service Class B Add +11.6% 0.45% +0.02
PEP Pepsico Inc. Add +0.7% 0.71% +0.01
AMAT Applied Materials Inc. Add +1.3% 0.06% +0.01
SCHO Schwab Short-Term US Treas Add +20.1% 0.09% +0.01
GEV GE Vernova Inc. Add +1.4% 0.05% +0.01
TSM Taiwan Semiconductor-SP ADR Add +29.9% 0.03% +0.01
T AT&T Inc. Add +2.0% 0.06% +0.01
EMR Emerson Electric Co. Add +28.3% 0.04% +0.01
ET Energy Transfer LP Add +0.7% 0.06% +0.01
EPD Enterprise Products Partners Add +10.3% 0.03% +0.01
UNP Union Pacific Corp. Add +9.2% 0.08% +0.01
DVY iShares Select Dividend ETF Add +21.6% 0.03% +0.00
DE Deere & Co. Add +4.3% 0.03% +0.00
KO The Coca-Cola Co. Add +0.2% 0.17% +0.00
CSX CSX Corp. Add +3.8% 0.03% +0.00
WELL Welltower Inc. Add +2.5% 0.09% +0.00

Options Activity Q4 2025 → Q1 2026
SLV iShares Silver Trust call Sold out 4,400 $283Kbefore exit
VLO Valero Energy Corp. put Sold out 1,000 $163Kbefore exit
NVDA Nvidia Corp. call New 200 $35K
NFLX Netflix Inc. call Reduce -90.0% 100 $10K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 220$1.3BTBUX, SPTM, AVGO, AAPL, XLK
Q1 2026 198$1.2BTBUX, SPTM, AAPL, AVGO, XOM
Q4 2025 188$1.1BTBUX, SPTM, AVGO, AAPL, GOOG
Q3 2025 188$1.0BSPTM, TBUX, AVGO, AAPL, MSFT
Q2 2025 186$866.2MSPTM, AVGO, MSFT, USMV, AAPL
Q1 2025 160$707.4MSPTM, USMV, MSFT, QUAL, JPM
Q4 2024 160$726.9MSPTM, USMV, AVGO, MSFT, QUAL
Q3 2024 172$814.0MSPTM, USMV, AAPL, MSFT, AVGO
Q2 2024 165$770.6MSPTM, USMV, AAPL, MSFT, AMZN
Q1 2024 168$740.9MSPTM, USMV, MSFT, AAPL, AMZN