AiSiWhale

AI & tech investing

ARS Wealth Advisors Group, LLC

CIK 1886707

13F filing for Q2 2026・No. 2,194

Holdings
US$1.28B
Quarter change
+US$93.78M
Entries
220
Net bought (estimate)
+US$23.03M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 27
  • Sold out 5
  • Cut 59
  • Added 100
  • Corporate actions 2
  • Unchanged 34

Largest holdings

220 stocks worth US$1.28B, options and bonds left out.

StockThis quarterValueWeight
T ROWE PRICE EXCHANGE-TRADEDULTRA SHRT TRMAddedUS$177.39M13.88%
SPDR SERIES TRUSTST STR PR SP1500CutUS$92.49M7.24%
AVGOBroadcomCOMCutUS$51.86M4.06%
AAPLAppleCOMAddedUS$51.81M4.05%
SELECT SECTOR SPDR TRST STR TECHN ETFCutUS$44.88M3.51%
GOOGALPHABET INCCAP STK CL CCutUS$41.92M3.28%
AMZNAmazonCOMAddedUS$39.37M3.08%
JPMJPMORGAN CHASE & COCOMCutUS$35.9M2.81%
ISHARES TRMSCI USA QLT FCTCutUS$34.24M2.68%
ISHARES TRMSCI USA MIN ETFCutUS$34.02M2.66%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.