Portfolio Resources Advisor Group, Inc.
All 13F Filings
- Location
- Coral Gables, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 118,211
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 7/29/2026 | 150 | 118,211 | 13F-HR | Portfolio Resources Advisor Group, Inc. |
| Q1 2026 | 4/14/2026 | 148 | 100,655 | 13F-HR | Portfolio Resources Advisor Group, Inc. |
| Q4 2025 | 2/13/2026 | 143 | 100,076 | 13F-HR | Portfolio Resources Advisor Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.492 K | 3.8% | 1.345 K | 0 | 1.345 K |
| ETFs | 111.4 K | 94.2% | 14 K | 0 | 14 K |
| Debt | 2.316 K | 2.0% | 2.205 K | 0 | 2.205 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
118,211
Holdings
150
QoQ value change ($000)
17,556
(17.4%)
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.