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: $256.5M172 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$252K	0.1%Prev: 0.3%	1,356 SH	Decreased-2,262 SH
ADT INC DEL	COM	$204K	0.1%Prev: 0.1%	24,126 SH	Decreased-30,255 SH
ALPHABET INC	CAP STK CL A	$669K	0.3%Prev: 0.7%	3,798 SH	Decreased-4,102 SH
ALPHABET INC	CAP STK CL C	$2.4M	1.0%Prev: 0.3%	13,759 SH	Increased+10,723 SH
AMAZON COM INC	COM	$1.5M	0.6%Prev: 0.8%	6,935 SH	Decreased-5,307 SH
AMERICAN EXPRESS CO	COM	$594K	0.2%	1,862 SH	New
AMERICAN TOWER CORP NEW	COM	$1.2M	0.5%	5,537 SH	New
AMGEN INC	COM	$275K	0.1%Prev: 0.3%	984 SH	Decreased-1,484 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$889K	0.3%	10,290 SH	New
ANALOG DEVICES INC	COM	$314K	0.1%Prev: 0.3%	1,319 SH	Decreased-1,297 SH
APPLE INC	COM	$6.8M	2.6%Prev: 2.3%	32,902 SH	Decreased+4,322 SH
ARISTA NETWORKS INC	COM SHS	$277K	0.1%Prev: 0.2%	2,711 SH	Decreased-1,411 SH
ASURE SOFTWARE INC	COM	$100K	0.0%	10,215 SH	New
AT&T INC	COM	$207K	0.1%Prev: 0.1%	7,161 SH	Decreased-8,036 SH
AVALONBAY CMNTYS INC	COM	$289K	0.1%	1,420 SH	New
AXON ENTERPRISE INC	COM	$575K	0.2%Prev: 0.1%	694 SH	Increased+123 SH
BALL CORP	COM	$254K	0.1%	4,537 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.7M	1.4%Prev: 0.7%	7,609 SH	Increased+3,065 SH
BLACKROCK INC	COM	$303K	0.1%Prev: 0.2%	289 SH	Decreased-433 SH
BROADCOM INC	COM	$1.3M	0.5%Prev: 0.5%	4,770 SH	Decreased-122 SH
BWX TECHNOLOGIES INC	COM	$288K	0.1%Prev: 0.2%	1,996 SH	Decreased-679 SH
CAPITAL GROUP CORE BALANCED	SHS	$218K	0.1%Prev: 0.2%	6,533 SH	Decreased-11,440 SH
CAPITAL GROUP GLOBAL EQUITY	SHS	$229K	0.1%Prev: 0.1%	7,840 SH	Decreased+313 SH
CARNIVAL CORP	UNIT 99/99/9999	$300K	0.1%	10,665 SH	New
CITIGROUP INC	COM NEW	$224K	0.1%Prev: 0.3%	2,627 SH	Decreased-5,192 SH
CLEAN HARBORS INC	COM	$375K	0.1%Prev: 0.2%	1,620 SH	Decreased-765 SH
COCA COLA CO	COM	$276K	0.1%Prev: 0.1%	3,898 SH	Decreased-642 SH
COMCAST CORP NEW	CL A	$402K	0.2%	11,259 SH	New
COPART INC	COM	$205K	0.1%	4,178 SH	New
COSTCO WHSL CORP NEW	COM	$366K	0.1%	370 SH	New
CREXENDO INC	COM	$132K	0.1%	21,675 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$224K	0.1%	5,118 SH	New
EATON CORP PLC	SHS	$332K	0.1%Prev: 0.3%	931 SH	Decreased-1,442 SH
EBAY INC.	COM	$349K	0.1%	4,685 SH	New
EMERSON ELEC CO	COM	$332K	0.1%Prev: 0.3%	2,488 SH	Decreased-4,558 SH
ETF SER SOLUTIONS	APTUS COLLRD INV	$794K	0.3%	19,180 SH	New
ETF SER SOLUTIONS	APTUS DEFINED	$335K	0.1%	11,658 SH	New
ETF SER SOLUTIONS	APTUS DRAWDOWN	$331K	0.1%	6,866 SH	New
ETF SER SOLUTIONS	APTUS INT ENH YL	$480K	0.2%	21,570 SH	New
ETF SER SOLUTIONS	OPUS SML CP VL	$323K	0.1%	8,953 SH	New
EXXON MOBIL CORP	COM	$820K	0.3%Prev: 0.3%	7,603 SH	Decreased+2,363 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$298K	0.1%	5,660 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$730K	0.3%Prev: 0.2%	11,631 SH	Increased+1,969 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$3.6M	1.4%Prev: 1.7%	115,612 SH	Decreased-35,997 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$379K	0.1%Prev: 0.1%	7,573 SH	Decreased-377 SH
FISERV INC	COM	$300K	0.1%	1,739 SH	New
GENTEX CORP	COM	$214K	0.1%Prev: 0.2%	9,754 SH	Decreased-18,100 SH
GLOBAL X FDS	GLB X MLP ENRG I	$1.4M	0.5%Prev: 0.7%	22,493 SH	Decreased-7,654 SH
GLOBAL X FDS	US INFR DEV ETF	$767K	0.3%Prev: 0.5%	17,607 SH	Decreased-12,477 SH
HARTFORD INSURANCE GROUP INC	COM	$245K	0.1%Prev: 0.2%	1,928 SH	Decreased-1,733 SH
INDEPENDENCE RLTY TR INC	COM	$484K	0.2%	27,358 SH	New
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$658K	0.3%Prev: 0.1%	14,008 SH	Increased+4,645 SH
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$1.5M	0.6%Prev: 0.3%	45,531 SH	Increased+23,280 SH
INTERNATIONAL BUSINESS MACHS	COM	$411K	0.2%Prev: 0.2%	1,394 SH	Decreased-1,417 SH
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$676K	0.3%Prev: 0.2%	9,433 SH	Increased+1,898 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.0M	0.4%Prev: 0.1%	4,469 SH	Increased+3,104 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$388K	0.2%Prev: 0.2%	5,327 SH	Decreased-3,157 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$412K	0.2%	3,512 SH	New
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$260K	0.1%	4,192 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$277K	0.1%	2,516 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$418K	0.2%	3,247 SH	New
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$208K	0.1%	3,063 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$15.2M	5.9%Prev: 4.2%	83,826 SH	Increased+16,522 SH
INVESCO QQQ TR	UNIT SER 1	$2.4M	0.9%Prev: 0.3%	4,286 SH	Increased+2,806 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$335K	0.1%	5,477 SH	New
ISHARES INC	MSCI JPN ETF NEW	$4.1M	1.6%	55,318 SH	New
ISHARES TR	CHINA LG-CAP ETF	$890K	0.3%Prev: 0.2%	24,221 SH	Increased+10,797 SH
ISHARES TR	CORE S&P500 ETF	$6.1M	2.4%	9,900 SH	New
ISHARES TR	FLTG RATE NT ETF	$843K	0.3%	16,532 SH	New
ISHARES TR	MBS ETF	$211K	0.1%Prev: 0.2%	2,250 SH	Decreased-3,721 SH
ISHARES TR	MSCI EAFE ETF	$1.0M	0.4%	11,297 SH	New
ISHARES TR	MSCI USA MIN VOL	$1.3M	0.5%Prev: 0.3%	13,324 SH	Increased+3,125 SH
ISHARES TR	NORTH AMERN NAT	$1.3M	0.5%	29,142 SH	New
ISHARES TR	RUS 1000 ETF	$1.6M	0.6%Prev: 0.5%	4,569 SH	Decreased+30 SH
ISHARES TR	RUS 1000 GRW ETF	$895K	0.3%	2,109 SH	New
ISHARES TR	RUS 2000 VAL ETF	$479K	0.2%	3,037 SH	New
ISHARES TR	RUS MD CP GR ETF	$429K	0.2%	3,091 SH	New
ISHARES TR	RUS MID CAP ETF	$930K	0.4%Prev: 0.3%	10,112 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$3.5M	1.4%Prev: 1.8%	16,239 SH	Decreased-6,068 SH
ISHARES TR	S&P MC 400VL ETF	$204K	0.1%	1,652 SH	New
ISHARES TR	TRS FLT RT BD	$219K	0.1%Prev: 0.1%	4,318 SH	Increased+40 SH
ISHARES TR	US AER DEF ETF	$1.2M	0.5%	6,602 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$783K	0.3%Prev: 0.1%	13,771 SH	Increased+9,405 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$487K	0.2%Prev: 0.2%	8,950 SH	Increased+400 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$232K	0.1%	4,571 SH	New
JPMORGAN CHASE & CO.	COM	$1.2M	0.5%	4,280 SH	New
KLA CORP	COM NEW	$212K	0.1%Prev: 0.1%	237 SH	Decreased+67 SH
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$233K	0.1%Prev: 0.1%	9,053 SH	Decreased-1,788 SH
MCKESSON CORP	COM	$489K	0.2%Prev: 0.3%	668 SH	Decreased-249 SH
MEDTRONIC PLC	SHS	$481K	0.2%Prev: 0.3%	5,519 SH	Decreased-4,300 SH
MERCADOLIBRE INC	COM	$321K	0.1%	123 SH	New
MERCK & CO INC	COM	$242K	0.1%Prev: 0.3%	3,052 SH	Decreased-5,111 SH
META PLATFORMS INC	CL A	$580K	0.2%Prev: 0.3%	786 SH	Decreased-889 SH
MICRON TECHNOLOGY INC	COM	$404K	0.2%Prev: 0.5%	3,277 SH	Decreased-1,347 SH
MICROSOFT CORP	COM	$7.0M	2.7%Prev: 1.0%	14,065 SH	Increased+6,080 SH
NETFLIX INC	COM	$284K	0.1%	212 SH	New
NEW YORK LIFE INVESTMENTS ET	NYLI FTSE INTERN	$208K	0.1%	7,050 SH	New
NVIDIA CORPORATION	COM	$3.0M	1.2%Prev: 1.6%	18,676 SH	Decreased-9,287 SH
NXP SEMICONDUCTORS N V	COM	$265K	0.1%Prev: 0.3%	1,215 SH	Decreased-2,864 SH
OLD DOMINION FREIGHT LINE IN	COM	$589K	0.2%	3,631 SH	New
PACER FDS TR	TRENDP US LAR CP	$1.6M	0.6%Prev: 0.3%	30,667 SH	Increased+10,335 SH
PACER FDS TR	TRENDP US MID CP	$423K	0.2%	12,141 SH	New
PACER FDS TR	TRENDPILOT 100	$1.2M	0.5%Prev: 0.3%	17,368 SH	Increased+6,219 SH
PACER FDS TR	US CASH COWS 100	$452K	0.2%Prev: 0.1%	8,195 SH	Increased+3,395 SH
PALANTIR TECHNOLOGIES INC	CL A	$285K	0.1%Prev: 0.1%	2,094 SH	Increased+144 SH
PALO ALTO NETWORKS INC	COM	$488K	0.2%Prev: 0.2%	2,385 SH	Decreased-671 SH
PEPSICO INC	COM	$304K	0.1%Prev: 0.3%	2,301 SH	Decreased-4,089 SH
PGIM ETF TR	AAA CLO ETF	$782K	0.3%Prev: 0.2%	15,205 SH	Increased+6,055 SH
PNC FINL SVCS GROUP INC	COM	$286K	0.1%Prev: 0.3%	1,535 SH	Decreased-3,311 SH
PROCTER AND GAMBLE CO	COM	$489K	0.2%	3,068 SH	New
PROLOGIS INC.	COM	$264K	0.1%Prev: 0.3%	2,509 SH	Decreased-5,039 SH
QUALCOMM INC	COM	$585K	0.2%Prev: 0.2%	3,672 SH	Decreased-2,069 SH
QUANTA SVCS INC	COM	$469K	0.2%Prev: 0.3%	1,241 SH	Decreased-719 SH
ROYALTY PHARMA PLC	SHS CLASS A	$260K	0.1%Prev: 0.2%	7,217 SH	Decreased-8,685 SH
SALESFORCE INC	COM	$546K	0.2%Prev: 0.1%	2,003 SH	Increased-139 SH
SCHWAB CHARLES CORP	COM	$371K	0.1%Prev: 0.3%	4,064 SH	Decreased-5,469 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$223K	0.1%Prev: 0.2%	9,134 SH	Decreased-10,639 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$247K	0.1%Prev: 0.2%	9,311 SH	Decreased-9,906 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$1.3M	0.5%	11,563 SH	New
SELECT SECTOR SPDR TR	ENERGY	$368K	0.1%	4,335 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$2.7M	1.0%	51,072 SH	New
SELECT SECTOR SPDR TR	INDL	$465K	0.2%	3,153 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$2.1M	0.8%	9,613 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.7M	0.7%	21,237 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$532K	0.2%	3,947 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$3.2M	1.2%	12,597 SH	New
SEMPRA	COM	$1.8M	0.7%Prev: 0.7%	23,470 SH	Decreased+2,289 SH
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$202K	0.1%Prev: 0.1%	7,543 SH	Decreased-3,415 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.3M	0.9%	5,235 SH	New
SPDR GOLD TR	GOLD SHS	$3.8M	1.5%Prev: 1.4%	12,318 SH	Decreased+1,931 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$418K	0.2%	10,318 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$96.9M	37.8%	156,790 SH	New
SPDR SERIES TRUST	BLOOMBERG 3-12 M	$833K	0.3%	8,379 SH	New
SPDR SERIES TRUST	BLOOMBERG INVT	$301K	0.1%	9,772 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$519K	0.2%	10,855 SH	New
SPDR SERIES TRUST	PORTFLI INTRMDIT	$830K	0.3%	28,854 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$476K	0.2%	18,593 SH	New
SPDR SERIES TRUST	PORTFOLIO CRPORT	$354K	0.1%	12,101 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$302K	0.1%	5,549 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$851K	0.3%	11,712 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$245K	0.1%	8,103 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$434K	0.2%	10,224 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$272K	0.1%	2,007 SH	New
SYNOPSYS INC	COM	$210K	0.1%Prev: 0.1%	410 SH	Decreased-317 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$449K	0.2%	1,984 SH	New
TARGA RES CORP	COM	$222K	0.1%Prev: 0.1%	1,274 SH	Decreased+357 SH
TESLA INC	COM	$822K	0.3%Prev: 0.4%	2,589 SH	Decreased-898 SH
VANECK ETF TRUST	GOLD MINERS ETF	$202K	0.1%	3,876 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$2.0M	0.8%Prev: 0.2%	7,278 SH	Increased+5,455 SH
VANGUARD INDEX FDS	SMALL CP ETF	$607K	0.2%	2,560 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$976K	0.4%Prev: 0.2%	3,210 SH	Increased+1,652 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$241K	0.1%Prev: 0.1%	4,863 SH	Decreased-3,250 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$447K	0.2%Prev: 0.2%	5,770 SH	Decreased-3,113 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$204K	0.1%Prev: 0.2%	2,460 SH	Decreased-3,494 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.6M	0.6%Prev: 0.3%	7,991 SH	Increased+3,202 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$328K	0.1%Prev: 0.4%	5,753 SH	Decreased-12,615 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.0M	0.8%	15,224 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$548K	0.2%Prev: 0.1%	3,205 SH	Increased+2,038 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$455K	0.2%	1,257 SH	New
VANGUARD WORLD FD	INF TECH ETF	$451K	0.2%	680 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$273K	0.1%	745 SH	New
VISA INC	COM CL A	$549K	0.2%Prev: 0.4%	1,547 SH	Decreased-2,045 SH
WABTEC	COM	$221K	0.1%	1,055 SH	New
WALMART INC	COM	$622K	0.2%Prev: 0.4%	6,365 SH	Decreased-4,230 SH
WILLIAMS COS INC	COM	$229K	0.1%Prev: 0.2%	3,652 SH	Decreased-4,809 SH
WISDOMTREE TR	EMER MKT HIGH FD	$472K	0.2%	10,430 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$698K	0.3%Prev: 0.2%	13,866 SH	Increased+2,170 SH
WISDOMTREE TR	JAPN HEDGE EQT	$399K	0.2%Prev: 0.1%	3,494 SH	Increased+1,691 SH
WISDOMTREE TR	US LARGECAP FUND	$468K	0.2%Prev: 0.1%	7,317 SH	Increased+2,922 SH
WISDOMTREE TR	US S CAP QTY DIV	$839K	0.3%	18,025 SH	New
WISDOMTREE TR	WISDOMTREE US VA	$1.6M	0.6%Prev: 0.7%	18,238 SH	Decreased-3,870 SH
WORLD GOLD TR	SPDR GLD MINIS	$1.6M	0.6%Prev: 0.4%	25,169 SH	Increased+13,177 SH

Sold (vs prior filing)

ABRDN TOTAL DYNAMIC DIVIDEND — $229K
ACCENTURE PLC IRELAND — $605K
ALLEGION PLC — $638K
ALTRIA GROUP INC — $212K
AMERICAN CENTY ETF TR — $1.6M
AMERICAN TOWER CORP — $622K
APA CORPORATION — $205K
APPLIED MATLS INC — $219K
APTARGROUP INC — $538K
AUTONATION INC — $326K
AXOGEN INC — $251K
BGC GROUP INC — $114K
BNY MELLON ETF TRUST — $364K
BRITISH AMERN TOB PLC — $222K
CAPITAL GROUP GBL GROWTH EQT — $233K
CAPITAL GROUP GROWTH ETF — $395K
CARPENTER TECHNOLOGY CORP — $703K
CHART INDS INC — $494K
CHEVRON CORPORATION — $216K
CLEVELAND-CLIFFS INC NEW — $258K
… and 94 more

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