account_balance
Investment manager · 13F filer · SEC CIK 1820879
Advisor Resource Council
Reported value$237Mas of Sep 30, 2026
Positions244 32 new, 48 sold out
Top 10 weight32.7%SPY alone is 14%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
14.0%Trimmed −45%
AAPLApple Inc.
3.2%Trimmed −18%
BUFRFirst Tr Exchng Traded Fd Vi
2.6%Added +15%
JPMJPMorgan Chase & Co
2.5%
NVDANVIDIA Corp
2.3%Trimmed −15%
XLKSelect Sector SPDR Tr
2.3%Trimmed −15%
MSFTMicrosoft Corp
1.8%
MUMicron Technology Inc
1.5%Trimmed −14%
QQQInvesco QQQ Tr
1.4%
WTVWisdomtree Tr
1.2%
GOOGLAlphabet Inc.
1.2%
AMZNAmazon.com Inc
1.1%
SPYSPDR S&P 500 ETF Trust
14.0%Trimmed −45%
AAPLApple Inc.
3.2%
BUFRFirst Tr Exchng Traded Fd Vi
2.6%
JPMJPMorgan Chase & Co
2.5%
NVDANVIDIA Corp
2.3%−15%
XLKSelect Sector SPDR Tr
2.3%
QQQ1.4%
WTV
GOOGL1.2%AMZN1.1%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
SPY SPDR S&P 500 ETF Trust 14.0% Trimmed −45%AAPL Apple Inc. 3.2% Trimmed −18%
BUFR First Tr Exchng Traded Fd Vi 2.6% Added +15%
JPM JPMorgan Chase & Co 2.5% HeldNVDA NVIDIA Corp 2.3% Trimmed −15%XLK Select Sector SPDR Tr 2.3% Trimmed −15%
MSFT Microsoft Corp 1.8% HeldMU Micron Technology Inc 1.5% Trimmed −14%QQQ Invesco QQQ Tr 1.4% Trimmed −6%
WTV Wisdomtree Tr 1.2% Added +4%
GOOGL Alphabet Inc. 1.2% HeldAMZN Amazon.com Inc 1.1% Trimmed −7%What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SCHZ $808K
- MTUM $693K
- PDBC $615K
- VUG $588K
arrow_upwardAdded
- GDX +279%
- VTWG +247%
- VOX +237%
- IXUS +200%
arrow_downwardTrimmed
- GLD −62%
- IWM −54%
- CGBL −45%
- PAVE −45%
remove_circleSold out
- RSP $13.6M
- EWJ $3.71M
- IWB $1.86M
- PTLC $1.17M
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