ARS Wealth Advisors Group, LLC

Q1 2026 13F-HR Holdings

Location
St. Petersburg, FL
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
201
Total value ($000)
$1,183,890
Net value change ($000)
+74,518 (6.7%)
New positions
21
Sold out positions
11
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TBUX 37,163 28.1%
HYGH 14,923 NEW
XOM 10,756 40.7%
CVX 7,469 37.2%
GSK 7,038 NEW
SRLN 4,481 140.4%
VZ 4,331 25.4%
JNJ 4,190 16.2%
HON 3,644 21.5%
SHY 2,774 702.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -8,434 -21.1%
AVGO -6,238 -12.4%
SLV -5,516 -47.7%
GOOGL -4,215 -10.5%
JPM -3,079 -8.6%
AMZN -2,686 -7.2%
XLK -2,639 -7.7%
AAPL -2,634 -5.5%
SPTM -2,540 -3.0%
TMO -2,195 -14.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 60 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type