account_balance
Investment manager · 13F filer · SEC CIK 1886707
ARS Wealth Advisors Group, LLC
Reported value$1.37Bas of Sep 30, 2026
Positions218 12 new, 14 sold out
Top 10 weight47.0%TBUX alone is 13%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TBUXT Rowe Price Exchange-Traded
13.5%Added +5%
SPTMSPDR Series Trust
6.8%
AAPLApple Inc.
4.6%Added +7%
HYGHiShares U S ETF Tr
3.6%Added +60%
AVGOBroadcom Inc.
3.4%Trimmed −3%
MSFTMicrosoft Corp
3.4%
XLKSelect Sector SPDR Tr
3.3%
AMZNAmazon.com Inc
3.0%
GOOGAlphabet Inc.
2.9%
JPMJPMorgan Chase & Co
2.6%
XOMExxonMobil Holdings Corp
2.5%New
QUALiShares Tr
2.5%
TBUXT Rowe Price Exchange-Traded
13.5%Added +5%
SPTMSPDR Series Trust
6.8%
AAPLApple Inc.
4.6%+7%
HYGHiShares U S ETF Tr
3.6%+60%
MSFTMicrosoft Corp
3.4%
XLKSelect Sector SPDR Tr
3.3%
AMZNAmazon.com Inc
3.0%
GOOGAlphabet Inc.
2.9%
JPM2.6%XOM2.5%QUAL2.5%
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
TBUX T Rowe Price Exchange-Traded 13.5% Added +5%
SPTM SPDR Series Trust 6.8% Held
AAPL Apple Inc. 4.6% Added +7%HYGH iShares U S ETF Tr 3.6% Added +60%
AVGO Broadcom Inc. 3.4% Trimmed −3%MSFT Microsoft Corp 3.4% HeldXLK Select Sector SPDR Tr 3.3% Held
AMZN Amazon.com Inc 3.0% HeldGOOG Alphabet Inc. 2.9% HeldJPM JPMorgan Chase & Co 2.6% HeldXOM ExxonMobil Holdings Corp 2.5% NewQUAL iShares Tr 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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