ARS Wealth Advisors Group, LLC

Q3 2026 13F-HR Holdings

Location
St. Petersburg, FL
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
218
Total value ($000)
$1,374,673
Net value change ($000)
+96,999 (7.6%)
New positions
13
Sold out positions
15
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 34,968 NEW
HYGH 18,119 58.2%
MSFT 13,202 40.2%
AAPL 11,821 22.8%
SRLN 11,425 77.5%
TBUX 7,675 4.3%
VCSH 5,651 93.0%
CVX 5,200 23.3%
TMO 4,904 34.3%
TOTL 3,295 63.0%
Top Reduces (Value $000, Stocks/ETFs)
VOO -7,377 -100.0%
AVGO -4,975 -9.6%
HONEYWELL AEROSPACE INC -3,498 -34.5%
IBM -2,525 -21.7%
HD -2,092 -17.0%
GOOGL -1,944 -4.6%
DUK -1,711 -9.2%
CSCO -1,703 -9.9%
WMT -1,409 -8.2%
GS -1,364 -12.1%
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