Advisor Resource Council

All 13F Filings

Location
Dallas, TX
Most recent 13F
Q1 2026
Holdings value ($000)
309,046
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
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): 56.1 K (18.2% of total reported value) · QoQ Δ: +55.41 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 104.1 K 41.2% 0 145.1 K -145.1 K
ETFs 148.2 K 58.6% 117.4 K 0 117.4 K
Debt 364 0.1% 2 0 2
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Fund Snapshot

Q1 2026
Latest filed
5/7/2026
Total value ($000)
309,046
Holdings
244
QoQ value change ($000)
27,678 (9.8%)
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.