Advisory Resource Group

CIK 0001764968 • 6 13F filings • Apr 21, 2025 – Jul 14, 2026

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Filer information

Filed by: Advisory Resource Group, CCO
Address: 4625 E. 91st St., Tulsa, OK, 74137
Phone: 918-481-1934
AUM: $568.6M

AUM over time

$665.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $568.6M169 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	HIGH YIELD ETF	$4.8M	0.8%Prev: 0.8%	128,497 SH	Increased+7,320 SH
AB ACTIVE ETFS INC	TAX AWARE INTERM	$3.1M	0.5%Prev: 0.6%	121,986 SH	Decreased-128 SH
AB ACTIVE ETFS INC	TAX AWARE LONG M	$2.0M	0.4%Prev: 0.4%	79,952 SH	Increased+49 SH
ABBVIE INC	COM	$478K	0.1%Prev: 0.1%	2,091 SH	Increased+146 SH
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$282K	0.0%Prev: 0.0%	1,371 SH	Increased
ADVANCED MICRO DEVICES INC	COM	$266K	0.0%	1,240 SH	New
AFLAC INC	COM	$5.8M	1.0%Prev: 1.1%	52,350 SH	Decreased-1,486 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.2M	0.2%	7,925 SH	New
ALPHABET INC	CAP STK CL A	$303K	0.1%Prev: 0.0%	969 SH	Increased+28 SH
ALPHABET INC	CAP STK CL C	$2.3M	0.4%Prev: 0.3%	7,359 SH	Increased-59 SH
AMAZON COM INC	COM	$2.6M	0.5%Prev: 0.5%	11,310 SH	Increased-386 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$12.2M	2.1%Prev: 2.1%	148,211 SH	Increased+492 SH
AMERICAN ELEC PWR CO INC	COM	$354K	0.1%Prev: 0.1%	3,067 SH	Increased+1 SH
AMERICAN EXPRESS CO	COM	$226K	0.0%Prev: 0.0%	610 SH	Increased
AMERICAN HEALTHCARE REIT INC	COM SHS	$749K	0.1%Prev: 0.1%	15,916 SH	Decreased-2,647 SH
AMERICAN INTL GROUP INC	COM NEW	$6.3M	1.1%Prev: 1.0%	73,317 SH	Increased+1,434 SH
APA CORPORATION	COM	$218K	0.0%	8,930 SH	New
APPLE INC	COM	$6.4M	1.1%Prev: 1.1%	23,677 SH	Increased-834 SH
APPLIED MATLS INC	COM	$7.2M	1.3%Prev: 1.1%	27,991 SH	Increased-3,273 SH
ARISTA NETWORKS INC	COM SHS	$1.7M	0.3%	12,711 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$1.5M	0.3%Prev: 0.3%	1,368 SH	Increased-115 SH
AT&T INC	COM	$570K	0.1%Prev: 0.1%	22,954 SH	Decreased-2,032 SH
AXON ENTERPRISE INC	COM	$1.5M	0.3%Prev: 0.2%	2,658 SH	Increased+872 SH
BANK AMERICA CORP	COM	$541K	0.1%Prev: 0.1%	9,834 SH	Increased-8 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.4%Prev: 0.4%	3,994 SH	Decreased-44 SH
BLACKBERRY LTD	COM	$240K	0.0%Prev: 0.1%	63,251 SH	Decreased
BLACKROCK ETF TRUST II	ISHARES INTERMED	$3.2M	0.6%Prev: 0.5%	131,752 SH	Increased+18,643 SH
BLACKROCK ETF TRUST II	SHORT DURATION H	$3.1M	0.5%Prev: 0.5%	140,258 SH	Increased+7,759 SH
BLACKSTONE INC	COM	$1.2M	0.2%Prev: 0.2%	7,692 SH	Decreased+38 SH
BNY MELLON ETF TRUST	INTERNATIONL EQT	$962K	0.2%Prev: 0.2%	10,391 SH	Decreased-879 SH
BRINKER INTL INC	COM	$240K	0.0%Prev: 0.0%	1,670 SH	Increased
BROADCOM INC	COM	$1.6M	0.3%Prev: 0.2%	4,621 SH	Increased+440 SH
CADENCE DESIGN SYSTEM INC	COM	$1.5M	0.3%Prev: 0.2%	4,868 SH	Increased+1,033 SH
CATERPILLAR INC	COM	$935K	0.2%Prev: 0.1%	1,632 SH	Increased+13 SH
CHEVRON CORP NEW	COM	$618K	0.1%Prev: 0.1%	4,054 SH	Decreased-118 SH
CHUBB LIMITED	COM	$1.5M	0.3%Prev: 0.2%	4,658 SH	Increased+35 SH
CISCO SYS INC	COM	$6.7M	1.2%Prev: 1.1%	87,206 SH	Increased-4,395 SH
CITIGROUP INC	COM NEW	$6.8M	1.2%Prev: 1.1%	58,198 SH	Increased-1,582 SH
CLOUDFLARE INC	CL A COM	$1.4M	0.2%Prev: 0.2%	7,010 SH	Decreased+545 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$6.5M	1.2%Prev: 1.0%	78,844 SH	Increased-1,281 SH
CONOCOPHILLIPS	COM	$22.4M	3.9%Prev: 3.9%	239,170 SH	Increased+7,319 SH
CONSTELLATION ENERGY CORP	COM	$1.6M	0.3%Prev: 0.2%	4,390 SH	Increased+339 SH
CORNING INC	COM	$444K	0.1%Prev: 0.1%	5,066 SH	Decreased-1,076 SH
COSTCO WHSL CORP NEW	COM	$1.8M	0.3%Prev: 0.3%	2,054 SH	Increased+271 SH
COUPANG INC	CL A	$1.4M	0.3%Prev: 0.2%	61,433 SH	Increased+18,217 SH
COUSINS PPTYS INC	COM NEW	$220K	0.0%Prev: 0.0%	8,536 SH	Decreased
CRH PLC	ORD	$1.5M	0.3%Prev: 0.3%	12,123 SH	Increased+72 SH
CROWDSTRIKE HLDGS INC	CL A	$1.5M	0.3%Prev: 0.3%	3,205 SH	Decreased+77 SH
CUMMINS INC	COM	$6.5M	1.1%Prev: 1.1%	12,801 SH	Increased-1,153 SH
DEVON ENERGY CORP NEW	COM	$230K	0.0%Prev: 0.0%	6,289 SH	Increased+15 SH
DISNEY WALT CO	COM	$279K	0.0%Prev: 0.3%	2,453 SH	Decreased-11,840 SH
DOLLAR GEN CORP NEW	COM	$355K	0.1%Prev: 0.1%	2,676 SH	Increased-40 SH
DOORDASH INC	CL A	$1.8M	0.3%Prev: 0.3%	7,841 SH	Increased+2,360 SH
DOVER CORP	COM	$6.2M	1.1%Prev: 1.0%	31,810 SH	Increased-755 SH
EATON CORP PLC	SHS	$1.4M	0.2%Prev: 0.3%	4,249 SH	Decreased+7 SH
ELEVANCE HEALTH INC FORMERLY	COM	$6.5M	1.1%Prev: 1.1%	18,464 SH	Increased-464 SH
ELI LILLY & CO	COM	$658K	0.1%Prev: 0.1%	612 SH	Increased-1 SH
ETFIS SER TR I	VIRTUS REAVES UT	$3.0M	0.5%Prev: 0.6%	37,735 SH	Decreased+452 SH
EXXON MOBIL CORP	COM	$6.6M	1.2%Prev: 1.1%	54,874 SH	Increased-855 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$4.7M	0.8%Prev: 0.8%	127,252 SH	Increased-832 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$7.2M	1.3%Prev: 1.2%	207,393 SH	Increased+13,864 SH
FIDELITY GREENWOOD STREET TR	YIELD ENHANCED E	$7.9M	1.4%Prev: 1.4%	275,109 SH	Increased+3,161 SH
FIFTH THIRD BANCORP	COM	$6.3M	1.1%Prev: 1.1%	133,620 SH	Increased-849 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$421K	0.1%Prev: 0.1%	8,231 SH	Decreased-1,218 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$676K	0.1%Prev: 0.2%	19,464 SH	Decreased-11,119 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$2.1M	0.4%Prev: 0.4%	68,031 SH	Decreased-3,486 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S. EQU	$4.3M	0.8%Prev: 0.7%	140,953 SH	Increased+4,893 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY B	$2.1M	0.4%Prev: 0.4%	68,926 SH	Decreased
FORD MTR CO	COM	$200K	0.0%Prev: 0.0%	15,209 SH	Increased-860 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$1.7M	0.3%Prev: 0.3%	43,768 SH	Increased+2,385 SH
GE AEROSPACE	COM NEW	$463K	0.1%Prev: 0.1%	1,502 SH	Increased-11 SH
GE VERNOVA INC	COM	$272K	0.0%Prev: 0.0%	416 SH	Increased-2 SH
GENERAL DYNAMICS CORP	COM	$5.9M	1.0%Prev: 1.1%	17,610 SH	Decreased-1,057 SH
HANCOCK JOHN PFD INCOME FD	SH BEN INT	$1.7M	0.3%Prev: 0.3%	103,195 SH	Decreased-663 SH
HEALTHCARE RLTY TR	CL A COM	$728K	0.1%Prev: 0.1%	42,944 SH	Decreased-917 SH
HOME DEPOT INC	COM	$221K	0.0%Prev: 0.0%	641 SH	Decreased-27 SH
HONEYWELL INTL INC	COM	$5.4M	1.0%	27,813 SH	New
ICICI BANK LIMITED	ADR	$1.3M	0.2%Prev: 0.2%	42,012 SH	Increased+3,746 SH
INFOSYS LTD	SPONSORED ADR	$1.0M	0.2%Prev: 0.2%	57,998 SH	Decreased-16,878 SH
INTEL CORP	COM	$536K	0.1%Prev: 0.1%	14,519 SH	Decreased-3,057 SH
INTERNATIONAL BUSINESS MACHS	COM	$361K	0.1%Prev: 0.1%	1,219 SH	Decreased-72 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$414K	0.1%Prev: 0.1%	17,831 SH	Decreased-2,601 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$1.8M	0.3%Prev: 0.3%	75,936 SH	Decreased+1,120 SH
INVESCO QQQ TR	UNIT SER 1	$6.4M	1.1%Prev: 1.2%	10,367 SH	Decreased-670 SH
ISHARES TR	CORE MSCI TOTAL	$4.2M	0.7%Prev: 0.7%	50,046 SH	Increased-6 SH
ISHARES TR	CORE S&P500 ETF	$11.6M	2.0%Prev: 2.1%	16,984 SH	Increased-154 SH
ISHARES TR	HIGH YLD SYSTM B	$2.0M	0.4%Prev: 0.3%	42,410 SH	Increased+2,351 SH
ISHARES TR	NATIONAL MUN ETF	$312K	0.1%Prev: 0.1%	2,909 SH	Decreased-578 SH
ISHARES TR	RUS 1000 GRW ETF	$1.6M	0.3%Prev: 0.3%	3,468 SH	Decreased-376 SH
ISHARES TR	RUS 1000 VAL ETF	$2.0M	0.4%Prev: 0.4%	9,744 SH	Decreased-449 SH
ISHARES TR	RUS MD CP GR ETF	$444K	0.1%Prev: 0.1%	3,244 SH	Increased+158 SH
ISHARES TR	RUS MID CAP ETF	$646K	0.1%Prev: 0.1%	6,713 SH	Increased+244 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$8.0M	1.4%Prev: 1.4%	138,077 SH	Increased+3,506 SH
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$15.8M	2.8%Prev: 2.8%	244,813 SH	Increased+1,399 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$25.4M	4.5%Prev: 3.6%	487,299 SH	Increased+104,676 SH
JOHNSON & JOHNSON	COM	$225K	0.0%	1,089 SH	New
JPMORGAN CHASE & CO.	COM	$334K	0.1%Prev: 0.1%	1,038 SH	Increased+5 SH
KITE RLTY GROUP TR	COM NEW	$243K	0.0%Prev: 0.0%	10,144 SH	Increased
LAM RESEARCH CORP	COM NEW	$926K	0.2%Prev: 0.2%	5,409 SH	Increased-1,050 SH
LOWES COS INC	COM	$366K	0.1%Prev: 0.1%	1,516 SH	Decreased-66 SH
MANULIFE FINL CORP	COM	$1.4M	0.3%Prev: 0.2%	39,869 SH	Increased+119 SH
MASTERCARD INCORPORATED	CL A	$1.7M	0.3%Prev: 0.3%	3,037 SH	Increased+520 SH
MERCADOLIBRE INC	COM	$1.5M	0.3%Prev: 0.2%	726 SH	Increased+132 SH
META PLATFORMS INC	CL A	$2.4M	0.4%Prev: 0.4%	3,649 SH	Increased+442 SH
MICROSOFT CORP	COM	$3.8M	0.7%Prev: 0.7%	7,880 SH	Decreased+344 SH
MOODYS CORP	COM	$204K	0.0%	400 SH	New
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$3.9M	0.7%Prev: 0.7%	75,239 SH	Increased+3,796 SH
NETEASE INC	SPONSORED ADS	$1.3M	0.2%Prev: 0.2%	9,274 SH	Increased+891 SH
NETFLIX INC	COM	$1.6M	0.3%Prev: 0.3%	17,515 SH	Decreased+16,117 SH
NOVARTIS AG	SPONSORED ADR	$1.6M	0.3%Prev: 0.3%	11,456 SH	Increased+114 SH
NOVO-NORDISK A S	ADR	$1.4M	0.2%Prev: 0.2%	27,523 SH	Increased+5,007 SH
NVIDIA CORPORATION	COM	$3.3M	0.6%Prev: 0.6%	17,503 SH	Increased+510 SH
OCCIDENTAL PETE CORP	COM	$288K	0.1%	7,003 SH	New
OGE ENERGY CORP	COM	$301K	0.1%Prev: 0.1%	7,052 SH	Decreased+480 SH
ONEOK INC NEW	COM	$1.0M	0.2%Prev: 0.2%	14,263 SH	Increased+43 SH
PACER FDS TR	CASH COWS ETF	$6.2M	1.1%Prev: 1.1%	142,989 SH	Increased+4,663 SH
PACER FDS TR	INDUSTRIAL RELET	$4.3M	0.8%Prev: 0.8%	116,413 SH	Increased+2,553 SH
PACER FDS TR	METAURUS CAP 400	$41.8M	7.4%Prev: 7.3%	985,157 SH	Increased+13,508 SH
PACER FDS TR	NASDAQ INTL PATE	$16.1M	2.8%Prev: 2.8%	598,334 SH	Increased-7,243 SH
PALMER SQUARE FUNDS TRUST	CR OPPORTUNITIES	$22.9M	4.0%Prev: 3.2%	1,108,459 SH	Increased+239,387 SH
PALO ALTO NETWORKS INC	COM	$1.5M	0.3%Prev: 0.3%	7,947 SH	Decreased+717 SH
PGIM ETF TR	ACTV HY BD ETF	$5.0M	0.9%Prev: 0.9%	139,852 SH	Increased+7,205 SH
PGIM ETF TR	JENNISON FOC GWT	$5.5M	1.0%Prev: 1.0%	49,452 SH	Increased-314 SH
PGIM ETF TR	PGIM ULTRA SH BD	$7.5M	1.3%Prev: 1.3%	151,426 SH	Increased+4,881 SH
PGIM ETF TR	TOTAL RETURN BON	$19.9M	3.5%Prev: 3.4%	472,860 SH	Increased+17,682 SH
PHILIP MORRIS INTL INC	COM	$241K	0.0%Prev: 0.0%	1,503 SH	Increased+50 SH
PHILLIPS 66	COM	$30.7M	5.4%Prev: 5.8%	238,287 SH	Decreased-1,211 SH
PHILLIPS EDISON & CO INC	COMMON STOCK	$210K	0.0%Prev: 0.0%	5,914 SH	Increased
PROCTER AND GAMBLE CO	COM	$213K	0.0%Prev: 0.0%	1,485 SH	Decreased+29 SH
ROYAL BK CDA	COM	$1.6M	0.3%Prev: 0.2%	9,142 SH	Increased+32 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$670K	0.1%Prev: 0.1%	27,888 SH	Increased+15,671 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.5M	0.3%Prev: 0.3%	53,253 SH	Increased+2,199 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$219K	0.0%Prev: 0.0%	6,705 SH	Increased+6 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$2.6M	0.5%	21,550 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$245K	0.0%	5,488 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$6.2M	1.1%	112,811 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$3.1M	0.5%	20,127 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$2.7M	0.5%	59,380 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$815K	0.1%	20,192 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$305K	0.1%	2,117 SH	New
SERVICENOW INC	COM	$1.4M	0.2%Prev: 0.2%	8,866 SH	Increased+7,506 SH
SHOPIFY INC	CL A SUB VTG SHS	$1.4M	0.3%Prev: 0.2%	8,940 SH	Increased-81 SH
SOLSTICE ADVANCED MATLS INC	COM SHS	$1.7M	0.3%	35,895 SH	New
SONY GROUP CORP	SPONSORED ADR	$1.2M	0.2%Prev: 0.2%	46,518 SH	Decreased+913 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.2M	0.4%Prev: 0.4%	47,573 SH	Increased+2,191 SH
SPDR S&P 500 ETF TR	TR UNIT	$255K	0.0%Prev: 0.0%	374 SH	Increased-2 SH
SPDR SERIES TRUST	STATE STREET SPD	$12.2M	2.1%	474,308 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$1.4M	0.3%Prev: 0.2%	2,486 SH	Increased+505 SH
STRYKER CORPORATION	COM	$388K	0.1%Prev: 0.1%	1,105 SH	Decreased-147 SH
SUN LIFE FINANCIAL INC.	COM	$1.4M	0.3%Prev: 0.2%	23,115 SH	Increased+1,041 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.9M	0.3%Prev: 0.3%	6,370 SH	Increased-432 SH
TESLA INC	COM	$2.2M	0.4%Prev: 0.4%	4,881 SH	Increased+4 SH
TJX COS INC NEW	COM	$320K	0.1%Prev: 0.1%	2,085 SH	Increased
TRANE TECHNOLOGIES PLC	SHS	$1.2M	0.2%Prev: 0.2%	3,153 SH	Decreased+43 SH
UBER TECHNOLOGIES INC	COM	$1.5M	0.3%Prev: 0.3%	17,922 SH	Decreased+2,098 SH
VALE S A	SPONSORED ADS	$1.6M	0.3%Prev: 0.3%	120,355 SH	Increased-11,703 SH
VALERO ENERGY CORP	COM	$6.7M	1.2%Prev: 1.3%	41,048 SH	Decreased-1,898 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$888K	0.2%Prev: 0.2%	1,416 SH	Increased-19 SH
VANGUARD INDEX FDS	SMALL CP ETF	$678K	0.1%Prev: 0.1%	2,630 SH	Decreased-47 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$259K	0.0%Prev: 0.0%	857 SH	Increased+171 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$488K	0.1%Prev: 0.1%	1,456 SH	Increased+9 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$7.2M	1.3%Prev: 1.2%	59,465 SH	Increased+3,211 SH
VANGUARD WORLD FD	INF TECH ETF	$828K	0.1%Prev: 0.1%	1,098 SH	Increased+1 SH
VERTEX PHARMACEUTICALS INC	COM	$1.6M	0.3%Prev: 0.2%	3,619 SH	Increased+335 SH
VIRTUS ETF TR II	KAR MID-CAP ETF	$870K	0.2%Prev: 0.1%	35,693 SH	Increased+2,119 SH
VIRTUS ETF TR II	STONE HARBOR EMG	$3.9M	0.7%Prev: 0.7%	140,493 SH	Increased+2,342 SH
WALMART INC	COM	$979K	0.2%Prev: 0.2%	8,789 SH	Increased+138 SH
WASTE MGMT INC DEL	COM	$343K	0.1%Prev: 0.1%	1,562 SH	Decreased-133 SH
WELLS FARGO CO NEW	COM	$280K	0.0%Prev: 0.0%	3,008 SH	Increased-38 SH

Sold (vs prior filing)

AIRBNB INC — $1.3M
ALPS ETF TR — $12.5M
BITWISE BITCOIN ETF TR — $231K
CARLISLE COS INC — $5.5M
DIREXION SHS ETF TR — $84K
FIRST TR EXCH TRADED FD III — $2.6M
ISHARES SILVER TR — $1.5M
J P MORGAN EXCHANGE TRADED F — $532K
OREILLY AUTOMOTIVE INC — $283K
SAP SE — $1.3M
SELECT SECTOR SPDR TR — $1.5M
SELECT SECTOR SPDR TR — $260K
SELECT SECTOR SPDR TR — $5.9M
SELECT SECTOR SPDR TR — $820K
SELECT SECTOR SPDR TR — $2.0M
SELECT SECTOR SPDR TR — $2.1M
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $263K
SPDR SERIES TRUST — $11.6M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001172661-26-000637	$568.6M	View
Oct 22, 2025	Q3 2025	13F-HR	0001172661-25-004375	$557.5M	View
Jul 14, 2026	Q2 2026