Advisor Resource Council

CIK 0001820879 • 6 13F filings • Apr 22, 2025 – Jul 28, 2026

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Filer information

Filed by: Advisor Resource Council, Chief Officer of Compliance and Operations
Address: 15110 DALLAS PARKWAY, SUITE 500, DALLAS, TX, 75248
Phone: 972-421-1342
AUM: $281.4M

AUM over time

$354.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyReal EstateOther

Holdings by filing

Portfolio value: $281.4M210 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$808K	0.3%	3,581 SH	New
ABRDN TOTAL DYNAMIC DIVIDEND	COM SH BEN INT	$272K	0.1%	27,213 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$750K	0.3%	2,810 SH	New
ADT INC DEL	COM	$405K	0.1%	50,641 SH	New
ALLEGION PLC	ORD SHS	$741K	0.3%	4,479 SH	New
ALPHABET INC	CAP STK CL A	$2.6M	0.9%	7,536 SH	New
ALPHABET INC	CAP STK CL C	$1.2M	0.4%	3,382 SH	New
AMAZON COM INC	COM	$3.0M	1.1%Prev: 0.3%	12,217 SH	Increased+11,298 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.5M	0.5%	13,737 SH	New
AMERICAN TOWER CORP NEW	COM	$652K	0.2%	3,752 SH	New
AMGEN INC	COM	$842K	0.3%	2,442 SH	New
AMPHENOL CORP NEW	CL A	$290K	0.1%	2,005 SH	New
ANALOG DEVICES INC	COM	$792K	0.3%	2,501 SH	New
APPLE INC	COM	$7.5M	2.7%Prev: 1.0%	27,628 SH	Increased+24,732 SH
APTARGROUP INC	COM	$531K	0.2%	4,254 SH	New
ARISTA NETWORKS INC	COM SHS	$571K	0.2%	4,126 SH	New
AT&T INC	COM	$393K	0.1%	15,237 SH	New
AUTONATION INC	COM	$327K	0.1%	1,591 SH	New
AXOGEN INC	COM	$247K	0.1%	7,052 SH	New
AXON ENTERPRISE INC	COM	$217K	0.1%	471 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	0.8%Prev: 0.4%	4,390 SH	Increased+3,786 SH
BGC GROUP INC	CL A	$96K	0.0%	10,415 SH	New
BLACKROCK INC	COM	$814K	0.3%	727 SH	New
BNY MELLON ETF TRUST	CORE BOND ETF	$362K	0.1%	8,567 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$230K	0.1%	3,774 SH	New
BROADCOM INC	COM	$1.7M	0.6%	5,232 SH	New
BWX TECHNOLOGIES INC	COM	$527K	0.2%	2,556 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$855K	0.3%Prev: 0.4%	23,904 SH	Increased+15,530 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$307K	0.1%	8,535 SH	New
CAPITAL GROUP GLOBAL EQUITY	SHS	$482K	0.2%Prev: 0.6%	15,228 SH	Increased
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$422K	0.2%	9,480 SH	New
CARNIVAL CORP	UNIT 99/99/9999	$326K	0.1%Prev: 0.4%	10,665 SH	Increased
CARPENTER TECHNOLOGY CORP	COM	$531K	0.2%	1,704 SH	New
CHART INDS INC	COM	$470K	0.2%	2,264 SH	New
CITIGROUP INC	COM NEW	$807K	0.3%	6,939 SH	New
CLEAN HARBORS INC	COM	$600K	0.2%	2,294 SH	New
CLEVELAND-CLIFFS INC NEW	COM	$391K	0.1%	28,250 SH	New
COCA COLA CO	COM	$538K	0.2%	7,158 SH	New
COGNEX CORP	COM	$318K	0.1%	8,004 SH	New
COSTCO WHSL CORP NEW	COM	$569K	0.2%	589 SH	New
CROCS INC	COM	$285K	0.1%	3,276 SH	New
CULLEN FROST BANKERS INC	COM	$344K	0.1%	2,474 SH	New
DANAHER CORPORATION	COM	$228K	0.1%	1,020 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$378K	0.1%Prev: 0.5%	7,862 SH	Increased
EA SERIES TRUST	ALPHA ARCH 1-3	$204K	0.1%	1,766 SH	New
EAST WEST BANCORP INC	COM	$366K	0.1%	3,191 SH	New
EATON CORP PLC	SHS	$862K	0.3%	2,398 SH	New
ELEMENT SOLUTIONS INC	COM	$433K	0.2%	14,649 SH	New
ELI LILLY & CO	COM	$388K	0.1%	372 SH	New
EMERSON ELEC CO	COM	$1.0M	0.4%	7,022 SH	New
ENBRIDGE INC	COM	$301K	0.1%	6,245 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$223K	0.1%	12,278 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$894K	0.3%	27,002 SH	New
ETFIS SER TR I	VIRTUS LIFESC BT	$746K	0.3%	9,009 SH	New
ETFIS SER TR I	VIRTUS REAVES UT	$395K	0.1%	5,172 SH	New
EXACT SCIENCES CORP	COM	$534K	0.2%	5,210 SH	New
EXPEDIA GROUP INC	COM NEW	$621K	0.2%	2,245 SH	New
EXXON MOBIL CORP	COM	$733K	0.3%Prev: 0.3%	5,554 SH	Increased+3,461 SH
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	$313K	0.1%	3,120 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.3M	0.5%Prev: 1.8%	19,078 SH	Decreased-770 SH
FIRST TR EXCHANGE-TRADED ALP	SML CP GRW ALP	$472K	0.2%	4,665 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$6.7M	2.4%Prev: 1.8%	196,088 SH	Increased+153,201 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$429K	0.2%	7,950 SH	New
FIRST TR EXCHNG TRADED FD VI	MULTI MGR SML CP	$422K	0.2%	16,635 SH	New
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$255K	0.1%	10,173 SH	New
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$332K	0.1%	5,780 SH	New
FS SPECIALTY LENDING FD	COM SH BEN INT	$399K	0.1%	29,784 SH	New
FTAI AVIATION LTD	SHS	$522K	0.2%	1,902 SH	New
GENTEX CORP	COM	$669K	0.2%	28,177 SH	New
GLOBAL X FDS	ADAPTIVE US	$1.3M	0.4%	25,839 SH	New
GLOBAL X FDS	GLB X MLP ENRG I	$1.9M	0.7%	29,347 SH	New
GLOBAL X FDS	US INFR DEV ETF	$1.5M	0.5%	28,409 SH	New
GLOBANT S A	COM	$383K	0.1%	5,825 SH	New
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$319K	0.1%	6,938 SH	New
HARTFORD INSURANCE GROUP INC	COM	$472K	0.2%	3,444 SH	New
HOME DEPOT INC	COM	$440K	0.2%	1,191 SH	New
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$1.3M	0.5%Prev: 1.8%	25,951 SH	Decreased-1,035 SH
INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$508K	0.2%Prev: 0.7%	14,830 SH	Increased
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$2.6M	0.9%Prev: 3.6%	69,556 SH	Decreased-4,439 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$346K	0.1%	4,600 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$815K	0.3%	2,603 SH	New
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$855K	0.3%	9,752 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$991K	0.4%	3,854 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.2M	0.4%Prev: 1.6%	9,709 SH	Decreased-5 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$607K	0.2%	8,266 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$15.3M	5.4%Prev: 20.0%	79,834 SH	Increased+1,930 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$332K	0.1%	6,690 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.4%Prev: 0.3%	16,023 SH	Increased+15,595 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$396K	0.1%	8,950 SH	New
ISHARES ETHEREUM TR	SHS	$229K	0.1%	13,078 SH	New
ISHARES GOLD TR	ISHARES NEW	$961K	0.3%	10,976 SH	New
ISHARES INC	MSCI GBL ETF NEW	$699K	0.2%	11,981 SH	New
ISHARES INC	MSCI JAPAN ETF	$4.3M	1.5%	53,584 SH	New
ISHARES INC	MSCI STH KOR ETF	$260K	0.1%	2,146 SH	New
ISHARES SILVER TR	ISHARES	$342K	0.1%	4,875 SH	New
ISHARES TR	0-5 YR TIPS ETF	$626K	0.2%	6,093 SH	New
ISHARES TR	CHINA LG-CAP ETF	$581K	0.2%	14,837 SH	New
ISHARES TR	CORE S&P500 ETF	$525K	0.2%	754 SH	New
ISHARES TR	EXPANDED TECH	$913K	0.3%	10,203 SH	New
ISHARES TR	LATN AMER 40 ETF	$395K	0.1%	11,090 SH	New
ISHARES TR	MBS ETF	$573K	0.2%	6,014 SH	New
ISHARES TR	MSCI USA MIN VOL	$1.1M	0.4%Prev: 1.5%	11,362 SH	Decreased-607 SH
ISHARES TR	RUS 1000 ETF	$4.1M	1.5%Prev: 2.2%	10,933 SH	Increased+6,394 SH
ISHARES TR	RUS MD CP GR ETF	$227K	0.1%	1,668 SH	New
ISHARES TR	RUS MID CAP ETF	$973K	0.3%Prev: 1.3%	10,112 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$2.9M	1.0%Prev: 1.4%	11,175 SH	Increased+6,886 SH
ISHARES TR	TRS FLT RT BD	$216K	0.1%Prev: 0.3%	4,278 SH	Decreased
ITT INC	COM	$362K	0.1%	1,950 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$354K	0.1%	6,067 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$629K	0.2%	10,600 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$534K	0.2%	10,550 SH	New
JACKSON FINANCIAL INC	COM CL A	$221K	0.1%	1,806 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$225K	0.1%Prev: 0.3%	4,442 SH	Decreased-50 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTR SML	$509K	0.2%Prev: 0.3%	12,116 SH	Increased+6,501 SH
JPMORGAN CHASE & CO.	COM	$5.7M	2.0%	18,593 SH	New
KLA CORP	COM NEW	$240K	0.1%	170 SH	New
LAM RESEARCH CORP	COM NEW	$238K	0.1%	1,000 SH	New
LISTED FDS TR	ROUNDHILL MAGNIF	$579K	0.2%	8,752 SH	New
LISTED FDS TR	SWAN HEDGED EQTY	$365K	0.1%Prev: 0.5%	14,467 SH	Increased+140 SH
LITHIA MTRS INC	COM	$729K	0.3%	2,224 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$326K	0.1%	11,219 SH	New
LUMENTUM HLDGS INC	COM	$1.1M	0.4%	2,712 SH	New
MASTERCARD INCORPORATED	CL A	$303K	0.1%	546 SH	New
MCKESSON CORP	COM	$741K	0.3%	875 SH	New
MEDTRONIC PLC	SHS	$1.0M	0.4%	10,020 SH	New
MERCADOLIBRE INC	COM	$247K	0.1%	115 SH	New
MERCK & CO INC	COM	$882K	0.3%	7,778 SH	New
META PLATFORMS INC	CL A	$1.1M	0.4%	1,567 SH	New
MICRON TECHNOLOGY INC	COM	$2.0M	0.7%	4,459 SH	New
MICROSOFT CORP	COM	$3.0M	1.1%	7,079 SH	New
MPLX LP	COM UNIT REP LTD	$319K	0.1%	5,763 SH	New
NETFLIX INC	COM	$271K	0.1%	3,262 SH	New
NEW YORK LIFE INVESTMENTS ET	NYLI FTSE INTERN	$208K	0.1%	6,400 SH	New
NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$504K	0.2%	13,958 SH	New
NVIDIA CORPORATION	COM	$4.7M	1.7%Prev: 0.8%	25,106 SH	Increased+21,806 SH
NXP SEMICONDUCTORS N V	COM	$938K	0.3%	4,060 SH	New
OMNICOM GROUP INC	COM	$350K	0.1%	4,572 SH	New
PACER FDS TR	TRENDP US LAR CP	$1.5M	0.5%Prev: 2.1%	26,220 SH	Decreased-1,723 SH
PACER FDS TR	TRENDPILOT 100	$1.1M	0.4%Prev: 1.7%	14,466 SH	Decreased-1,726 SH
PACER FDS TR	US CASH COWS 100	$419K	0.1%Prev: 0.6%	6,970 SH	Decreased-400 SH
PALANTIR TECHNOLOGIES INC	CL A	$287K	0.1%	1,910 SH	New
PALO ALTO NETWORKS INC	COM	$491K	0.2%	2,799 SH	New
PEGASYSTEMS INC	COM	$252K	0.1%	5,785 SH	New
PEPSICO INC	COM	$989K	0.4%	6,422 SH	New
PGIM ETF TR	AAA CLO ETF	$1.2M	0.4%Prev: 1.6%	22,625 SH	Decreased-190 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$308K	0.1%	3,067 SH	New
PIMCO ETF TR	MULTISECTOR BD	$485K	0.2%Prev: 0.4%	18,177 SH	Increased+8,188 SH
PIMCO ETF TR	MUNI INCOME OPP	$429K	0.2%	9,415 SH	New
PNC FINL SVCS GROUP INC	COM	$1.1M	0.4%	4,830 SH	New
PROCTER AND GAMBLE CO	COM	$625K	0.2%	4,078 SH	New
PROLOGIS INC.	COM	$979K	0.3%	7,546 SH	New
QUALCOMM INC	COM	$882K	0.3%	5,764 SH	New
QUANTA SVCS INC	COM	$890K	0.3%	1,863 SH	New
RIOT PLATFORMS INC	COM	$276K	0.1%	18,000 SH	New
ROSS STORES INC	COM	$249K	0.1%	1,309 SH	New
ROYALTY PHARMA PLC	SHS CLASS A	$642K	0.2%	15,152 SH	New
SALESFORCE INC	COM	$425K	0.2%	2,013 SH	New
SCHWAB CHARLES CORP	COM	$1.0M	0.4%	9,610 SH	New
SCHWAB STRATEGIC TR	5 10YR CORP BD	$310K	0.1%	13,528 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$398K	0.1%	16,355 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$559K	0.2%	18,742 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$918K	0.3%	33,505 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$208K	0.1%	6,825 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$1.6M	0.6%	13,761 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$5.6M	2.0%	55,227 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$795K	0.3%	15,959 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$4.0M	1.4%	74,928 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.6M	0.6%	9,977 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$4.3M	1.5%	29,383 SH	New
SEMPRA	COM	$2.0M	0.7%	23,564 SH	New
SEMTECH CORP	COM	$467K	0.2%	5,322 SH	New
SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$609K	0.2%	27,526 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$250K	0.1%	9,054 SH	New
SOUTHERN COPPER CORP	COM	$303K	0.1%	1,571 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.4M	0.5%	2,761 SH	New
SPDR GOLD TR	GOLD SHS	$4.5M	1.6%Prev: 3.6%	10,956 SH	Increased+3,435 SH
SPDR S&P 500 ETF TR	TR UNIT	$60.4M	21.5%Prev: 37.6%	153,135 SH	Increased+111,316 SH
SPDR SERIES TRUST	STATE STREET SPD	$16.8M	6.0%	379,289 SH	New
STRIVE INC	CL A COM	$10K	0.0%	13,871 SH	New
SYNOPSYS INC	COM	$308K	0.1%	672 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.6M	0.6%	4,718 SH	New
TARGET CORP	COM	$914K	0.3%	8,347 SH	New
TERADYNE INC	COM	$285K	0.1%	1,144 SH	New
TESLA INC	COM	$1.4M	0.5%	3,330 SH	New
TJX COS INC NEW	COM	$319K	0.1%	2,123 SH	New
USCF ETF TR	SUMMERHAVEN K1	$441K	0.2%	19,199 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$428K	0.2%	4,559 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$548K	0.2%	1,343 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$677K	0.2%	5,352 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$443K	0.2%	692 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$382K	0.1%Prev: 0.5%	1,140 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.8M	0.6%	32,153 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$655K	0.2%	7,428 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$547K	0.2%	6,545 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$254K	0.1%	1,026 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.4%	4,789 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$267K	0.1%	1,779 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$225K	0.1%	1,133 SH	New
VISA INC	COM CL A	$1.2M	0.4%	3,525 SH	New
VISTRA CORP	COM	$236K	0.1%	1,527 SH	New
WALMART INC	COM	$1.4M	0.5%	11,097 SH	New
WESTERN DIGITAL CORP	COM	$226K	0.1%	838 SH	New
WESTERN MIDSTREAM PARTNERS L	COM UNIT LP INT	$203K	0.1%	5,056 SH	New
WILLIAMS COS INC	COM	$579K	0.2%	8,730 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$471K	0.2%	9,346 SH	New
WISDOMTREE TR	FUTRE STRAT FD	$598K	0.2%	15,476 SH	New
WISDOMTREE TR	JAPN HEDGE EQT	$272K	0.1%	1,770 SH	New
WISDOMTREE TR	US LARGECAP FUND	$601K	0.2%	8,293 SH	New
WISDOMTREE TR	WISDOMTREE US VA	$2.1M	0.7%	21,656 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$1.4M	0.5%	15,344 SH	New

Sold (vs prior filing)

ISHARES INC — $4.4M
NORWEGIAN CRUISE LINE HLDG L — $204K
SPDR SERIES TRUST — $218K
SPDR SERIES TRUST — $536K
SPDR SERIES TRUST — $437K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001820879-26-000001	$281.4M	View
Nov 13, 2025	Q3 2025	13F-HR	0001820879-25-000003	$74.1M	View
Jul 28, 2026	Q2 2026