Advisory Resource Group
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 664,964
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 183 | 664,964 | 13F-HR | Advisory Resource Group |
| Q1 2026 | 5/15/2026 | 172 | 581,138 | 13F-HR | Advisory Resource Group |
| Q4 2025 | 2/12/2026 | 171 | 568,602 | 13F-HR | Advisory Resource Group |
| Q3 2025 | 10/22/2025 | 172 | 557,459 | 13F-HR | Advisory Resource Group |
| Q2 2025 | 8/8/2025 | 167 | 520,398 | 13F-HR | Advisory Resource Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 365.9 K | 55.0% | 0 | 32.56 K | -32.56 K |
| ETFs | 299.1 K | 45.0% | 116.4 K | 0 | 116.4 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
664,964
Holdings
183
QoQ value change ($000)
83,826
(14.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.