Advisor Resource Council

All 13F Filings

Location
Dallas, TX
Most recent 13F
Q2 2026
Holdings value ($000)
354,524
Description
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Website
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Founded
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Chairman
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CEO
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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 7/28/2026 276 354,524 13F-HR Advisor Resource Council
Q1 2026 5/7/2026 244 309,046 13F-HR Advisor Resource Council
Q4 2025 2/10/2026 233 281,368 13F-HR Advisor Resource Council
Q3 2025 11/13/2025 40 74,060 13F-HR Advisor Resource Council
Q2 2025 8/11/2025 190 256,542 13F-HR Advisor Resource Council
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 54.76 K (15.4% of total reported value) · QoQ Δ: -1.345 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 117.3 K 39.2% 13.17 K 0 13.17 K
ETFs 181.9 K 60.7% 33.63 K 0 33.63 K
Debt 384 0.1% 20 0 20
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Fund Snapshot

Q2 2026
Latest filed
7/28/2026
Total value ($000)
354,524
Holdings
276
QoQ value change ($000)
45,478 (14.7%)
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.