ARS Wealth Advisors Group
ARS Wealth Advisors Group reported 218 stocks worth $1.4B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are TBUX (13.5%), SPTM (6.8%) and AAPL (4.6%). Compared with Q2 2026, the fund opened new positions in XOM and DDFS, added to TBUX, AAPL and HYGH, trimmed SPTM, AVGO and XLK and sold out of VOO, GE and SCHF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TBUX T Rowe Price ETF Inc | $185M | 13.5% | 3.7M | +169K (+5%) | 5 of 8 | |
| 2 |  SPTM Spdr Series Trust | $93.4M | 6.8% | 1M | −4,059 (−0%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $63.6M | 4.6% | 191K | +12K (+7%) | 6 of 8 | |
| 4 |  HYGH Ishares U S ETF TR | $49.2M | 3.6% | 575K | +216K (+60%) | 3 of 8 | |
| 5 |  AVGO Broadcom Inc | $46.9M | 3.4% | 133K | −3,783 (−3%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $46.1M | 3.4% | 90K | +1,718 (+2%) | 8 of 8 | |
| 7 |  XLK Select Sector Spdr TR | $45.8M | 3.3% | 234K | −1,570 (−1%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $40.9M | 3.0% | 164K | −1,059 (−1%) | 6 of 8 | |
| 9 |  GOOG Alphabet Inc | $40M | 2.9% | 117K | −1,322 (−1%) | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $35.7M | 2.6% | 108K | −1,799 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VOO Vanguard S&P 500 ETF | $7.4M | 11K |
 GE GE Aerospace | $914K | 2,446 |
 SCHF Schwab International | $301K | 11K |
 SCHI Schwab Strategic TR | $261K | 12K |
 NKE Nike Inc | $258K | 6,284 |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →ARS Wealth Advisors Group 13F FAQ
What does ARS Wealth Advisors Group own?
ARS Wealth Advisors Group reported 218 stocks worth $1.4B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are TBUX (13.5%), SPTM (6.8%) and AAPL (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did ARS Wealth Advisors Group buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 63 added to, 91 trimmed and 15 sold out. New positions include XOM and DDFS. It sold all of VOO, GE and SCHF.
When will ARS Wealth Advisors Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is ARS Wealth Advisors Group's portfolio worth?
The Q3 2026 filing reports $1.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.