ARS Wealth Advisors Group, LLC

Q2 2026 13F-HR Holdings

Location
St. Petersburg, FL
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
220
Total value ($000)
$1,277,674
Net value change ($000)
+93,784 (7.9%)
New positions
27
Sold out positions
5
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
HYGH 16,205 108.6%
XLK 13,211 41.7%
SPTM 10,895 13.4%
HONEYWELL INTL INC 10,363 NEW
HONEYWELL AEROSPACE INC 10,149 NEW
TBUX 8,081 4.8%
AVGO 7,607 17.2%
SRLN 7,076 92.2%
AAPL 6,711 14.9%
GOOGL 6,127 17.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -37,197 -100.0%
HON -20,622 -100.0%
CVX -5,257 -19.1%
GLD -3,866 -16.7%
VZ -3,256 -15.2%
WMT -1,752 -9.2%
LMT -1,328 -14.2%
SLV -1,292 -21.3%
PEP -996 -11.8%
DUK -764 -3.9%
Instrument mix + QoQ Δ (ex-options)
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type