Advisor Resource Council

Est. AUM

$309.0M

13F long equity, this entity only

Positions

244

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$52.1M	80100	16.86%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$49.8M	76624	16.12%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$12.9M	67304	4.18%	SOLE
4	APPLE INC	COM	$6.9M	27280	2.24%	SOLE
5	JPMORGAN CHASE & CO	COM	$5.2M	17714	1.69%	SOLE
6	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$5.1M	151609	1.66%	SOLE
7	NVIDIA CORPORATION	COM	$4.7M	26863	1.52%	SOLE
8	SPDR GOLD TR	GOLD SHS	$4.4M	10187	1.42%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.1M	30785	1.32%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$3.9M	39596	1.27%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET FIN	$3.6M	73543	1.17%	SOLE
12	ISHARES INC	MSCI JAPAN ETF	$3.6M	42821	1.17%	SOLE
13	ISHARES TRPUT	RUSSELL 2000 ETF	$2.9M	11800	0.95%	SOLE
14	MICROSOFT CORP	COM	$2.9M	7885	0.94%	SOLE
15	ISHARES TR	RUSSELL 2000 ETF	$2.6M	10507	0.84%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET CON	$2.5M	23212	0.82%	SOLE
17	AMAZON COM INC	COM	$2.5M	12042	0.81%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	83922	0.79%	SOLE
19	SELECT SECTOR SPDR TR	STATE STREET CON	$2.4M	29108	0.77%	SOLE
20	ALPHABET INC	CAP STK CL A	$2.3M	7900	0.74%	SOLE
21	GLOBAL X FDS	GLB X MLP ENRG I	$2.2M	30147	0.72%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	4544	0.70%	SOLE
23	WISDOMTREE TR	WISDOMTREE US VA	$2.1M	22108	0.68%	SOLE
24	SEMPRA	COM	$2.1M	21181	0.67%	SOLE
25	LUMENTUM HLDGS INC	COM	$1.9M	2647	0.60%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	27509	0.53%	SOLE
27	ISHARES TR	RUS 1000 ETF	$1.6M	4539	0.52%	SOLE
28	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.6M	4782	0.52%	SOLE
29	AMERICAN CENTY ETF TR	US SML CP VALU	$1.6M	14229	0.51%	SOLE
30	MICRON TECHNOLOGY INC	COM	$1.6M	4624	0.51%	SOLE
31	GLOBAL X FDS	US INFR DEV ETF	$1.5M	30084	0.49%	SOLE
32	BROADCOM INC	COM	$1.5M	4892	0.49%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET COM	$1.5M	13317	0.48%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.3M	21951	0.44%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	51429	0.43%	SOLE
36	WALMART INC	COM	$1.3M	10595	0.43%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	16953	0.42%	SOLE
38	TESLA INC	COM	$1.3M	3487	0.42%	SOLE
39	GLOBAL X FDS	ADAPTIVE US	$1.3M	26454	0.41%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.2M	8250	0.39%	SOLE
41	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	18368	0.38%	SOLE
42	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$1.2M	67502	0.38%	SOLE
43	STATE STR SPDR DOW JONES IND	UT SER 1	$1.2M	2491	0.37%	SOLE
44	WORLD GOLD TR	SPDR GLD MINIS	$1.1M	11992	0.36%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	38030	0.36%	SOLE
46	VISA INC	COM CL A	$1.1M	3592	0.35%	SOLE
47	QUANTA SVCS INC	COM	$1.1M	1960	0.35%	SOLE
48	PACER FDS TR	TRENDP US LAR CP	$1.1M	20332	0.35%	SOLE
49	ISHARES TR	0-5 YR TIPS ETF	$1.0M	10131	0.34%	SOLE
50	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.0M	4789	0.33%	SOLE

1–50 of 244

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.