ARS Wealth Advisors Group, LLC

Est. AUM

$1.18B

13F long equity, this entity only

Positions

201

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	T ROWE PRICE ETF INC	ULTRA SHRT TRM	$169.3M	3403290	14.30%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$81.6M	1032092	6.89%	SOLE
3	APPLE INC	COM	$45.1M	177700	3.81%	SOLE
4	BROADCOM INC	COM	$44.3M	142971	3.74%	SOLE
5	EXXON MOBIL CORP	COM	$37.2M	219242	3.14%	SOLE
6	ALPHABET INC	CAP STK CL C	$35.8M	124768	3.02%	SOLE
7	AMAZON COM INC	COM	$34.4M	165049	2.90%	SOLE
8	ISHARES TR	MSCI USA MIN VOL	$34.0M	366628	2.87%	SOLE
9	JPMORGAN CHASE & CO	COM	$32.6M	110769	2.75%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET TEC	$31.7M	238292	2.67%	SOLE
11	MICROSOFT CORP	COM	$31.5M	85093	2.66%	SOLE
12	ISHARES TR	MSCI USA QLT FCT	$30.7M	159880	2.59%	SOLE
13	JOHNSON & JOHNSON	COM	$30.1M	123176	2.54%	SOLE
14	CHEVRON CORPORATION	COM	$27.6M	133216	2.33%	SOLE
15	SPDR GOLD TR	GOLD SHS	$23.2M	53901	1.96%	SOLE
16	VERIZON COMMUNICATIONS INC	COM	$21.4M	425683	1.80%	SOLE
17	MERCK & CO INC	COM	$21.2M	176368	1.79%	SOLE
18	HONEYWELL INTL INC	COM	$20.6M	91237	1.74%	SOLE
19	DUKE ENERGY CORP NEW	COM NEW	$19.4M	148064	1.64%	SOLE
20	WALMART INC	COM	$19.0M	152519	1.60%	SOLE
21	PROCTER & GAMBLE CO	COM	$18.6M	128976	1.57%	SOLE
22	MASTERCARD INCORPORATED	CL A	$15.1M	30192	1.27%	SOLE
23	ISHARES U S ETF TR	IT RT HDG HGYL	$14.9M	174313	1.26%	SOLE
24	T ROWE PRICE ETF INC	CAP APPRECIATION	$14.9M	418559	1.26%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.0M	29304	1.19%	SOLE
26	THERMO FISHER SCIENTIFIC INC	COM	$13.5M	27422	1.14%	SOLE
27	NVIDIA CORPORATION	COM	$12.8M	73515	1.08%	SOLE
28	CISCO SYS INC	COM	$11.7M	151296	0.99%	SOLE
29	HOME DEPOT INC	COM	$10.9M	33248	0.92%	SOLE
30	SOUTHERN CO	COM	$10.4M	108109	0.88%	SOLE
31	GOLDMAN SACHS GROUP INC	COM	$9.8M	11597	0.83%	SOLE
32	KINDER MORGAN INC DEL	COM	$9.8M	291692	0.83%	SOLE
33	INTERNATIONAL BUSINESS MACHS	COM	$9.8M	40347	0.83%	SOLE
34	LOCKHEED MARTIN CORP	COM	$9.4M	15501	0.79%	SOLE
35	ALTRIA GROUP INC	COM	$9.2M	139776	0.78%	SOLE
36	PEPSICO INC	COM	$8.5M	54501	0.71%	SOLE
37	META PLATFORMS INC	CL A	$8.1M	14154	0.68%	SOLE
38	BANK AMERICA CORP	COM	$8.0M	163559	0.67%	SOLE
39	SSGA ACTIVE ETF TR	STATE STREET BLA	$7.7M	191140	0.65%	SOLE
40	GSK PLC	SPONSORED ADR	$7.0M	127516	0.59%	SOLE
41	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.7M	11277	0.57%	SOLE
42	ISHARES SILVER TR	ISHARES	$6.1M	88866	0.51%	SOLE
43	ALPHABET INC	CAP STK CL A	$6.0M	20920	0.51%	SOLE
44	VANGUARD INDEX FDS	SM CP VAL ETF	$5.6M	25911	0.48%	SOLE
45	UNITED PARCEL SVCS INC	CL B	$5.3M	54246	0.45%	SOLE
46	RTX CORPORATION	COM	$4.8M	24736	0.40%	SOLE
47	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.7M	111199	0.39%	SOLE
48	BECTON DICKINSON & CO	COM	$4.0M	25573	0.34%	SOLE
49	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$3.9M	135127	0.33%	SOLE
50	CATERPILLAR INC	COM	$3.6M	5046	0.30%	SOLE

1–50 of 201

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