account_balance
Investment manager · 13F filer · SEC CIK 1764968
Advisory Resource Group
Reported value$695Mas of Sep 30, 2026
Positions184 12 new, 11 sold out
Top 10 weight34.6%QDPL alone is 6%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QDPLPacer FDS Tr
6.5%
PSXPhillips 66
6.2%Trimmed −13%
JSIJanus Detroit STR Tr
3.7%Added +6%
COPConocoPhillips
3.7%
PSQOPalmer Square Funds Tr
3.3%Added +16%
PATNPacer FDS Tr
2.8%Trimmed −7%
JMEEJ P Morgan Exchange Traded F
2.5%Trimmed −8%
SPABSPDR Series Trust
2.1%Added +8%
AVDEAmerican Centy ETF Tr
1.9%
IVViShares Tr
1.9%−4%
VLOValero Energy Corp
1.6%Trimmed −15%
PTRBPgim ETF Tr
1.6%−47%
QDPLPacer FDS Tr
6.5%
PSXPhillips 66
6.2%Trimmed −13%
JSIJanus Detroit STR Tr
3.7%
COPConocoPhillips
3.7%
PSQOPalmer Square Funds Tr
3.3%+16%
PATNPacer FDS Tr
2.8%
JMEEJ P Morgan Exchange Traded F
2.5%
SPABSPDR Series Trust
2.1%
AVDE1.9%
IVV1.9%
VLO1.6%PTRB1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QDPL Pacer FDS Tr 6.5% Held
PSX Phillips 66 6.2% Trimmed −13%JSI Janus Detroit STR Tr 3.7% Added +6%
COP ConocoPhillips 3.7% HeldPSQO Palmer Square Funds Tr 3.3% Added +16%
PATN Pacer FDS Tr 2.8% Trimmed −7%
JMEE J P Morgan Exchange Traded F 2.5% Trimmed −8%
SPAB SPDR Series Trust 2.1% Added +8%
AVDE American Centy ETF Tr 1.9% Held
IVV iShares Tr 1.9% Trimmed −4%
VLO Valero Energy Corp 1.6% Trimmed −15%PTRB Pgim ETF Tr 1.6% Trimmed −47%
What changed
Biggest moves since Jun 30, 2026
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