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: $520.4M167 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	TAX AWARE INTERM	$2.9M	0.6%Prev: 0.5%	115,523 SH	Decreased-6,469 SH
AB ACTIVE ETFS INC	TAX AWARE LONG M	$1.8M	0.3%Prev: 0.3%	73,059 SH	Decreased-7,084 SH
ABBVIE INC	COM	$358K	0.1%Prev: 0.0%	1,928 SH	Increased+756 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.1M	0.2%	3,531 SH	New
AFLAC INC	COM	$5.2M	1.0%Prev: 1.1%	49,743 SH	Decreased-5,941 SH
AIRBNB INC	COM CL A	$1.1M	0.2%	8,644 SH	New
ALPHABET INC	CAP STK CL C	$1.5M	0.3%Prev: 0.3%	8,643 SH	Decreased+1,722 SH
ALPS ETF TR	SMITH CORE PLUS	$21.7M	4.2%	841,184 SH	New
AMAZON COM INC	COM	$2.6M	0.5%Prev: 0.4%	11,641 SH	Increased-269 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$10.6M	2.0%Prev: 2.1%	143,703 SH	Decreased-3,135 SH
AMERICAN ELEC PWR CO INC	COM	$318K	0.1%Prev: 0.1%	3,065 SH	Decreased-3 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$688K	0.1%Prev: 0.1%	18,732 SH	Decreased+2,816 SH
AMERICAN INTL GROUP INC	COM NEW	$5.2M	1.0%Prev: 1.0%	60,836 SH	Decreased-16,120 SH
APPLE INC	COM	$5.2M	1.0%Prev: 1.0%	25,425 SH	Decreased+1,580 SH
APPLIED MATLS INC	COM	$6.0M	1.2%Prev: 1.1%	32,740 SH	Decreased+14,629 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.2M	0.2%	1,540 SH	New
AT&T INC	COM	$721K	0.1%Prev: 0.1%	24,919 SH	Increased+1,598 SH
AXON ENTERPRISE INC	COM	$1.3M	0.2%	1,560 SH	New
BANK AMERICA CORP	COM	$458K	0.1%Prev: 0.1%	9,687 SH	Decreased-191 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.4%Prev: 0.3%	4,036 SH	Decreased-204 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$206K	0.0%	3,520 SH	New
BLACKBERRY LTD	COM	$290K	0.1%Prev: 0.0%	63,251 SH	Increased
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$3.1M	0.6%	138,701 SH	New
BLACKROCK ETF TRUST II	ISHARES INTERMED	$2.6M	0.5%Prev: 0.7%	108,825 SH	Decreased-52,403 SH
BLACKSTONE INC	COM	$1.1M	0.2%Prev: 0.2%	7,631 SH	Increased-105 SH
BNY MELLON ETF TRUST	INTERNATIONL EQT	$972K	0.2%Prev: 0.2%	11,281 SH	Increased+1,551 SH
BRINKER INTL INC	COM	$301K	0.1%Prev: 0.0%	1,670 SH	Increased
BROADCOM INC	COM	$1.3M	0.3%Prev: 0.3%	4,838 SH	Decreased+52 SH
CADENCE DESIGN SYSTEM INC	COM	$1.3M	0.2%Prev: 0.2%	4,102 SH	Decreased-919 SH
CARLISLE COS INC	COM	$5.1M	1.0%	13,785 SH	New
CATERPILLAR INC	COM	$628K	0.1%Prev: 0.2%	1,617 SH	Decreased-25 SH
CHEVRON CORP NEW	COM	$597K	0.1%	4,167 SH	New
CHUBB LIMITED	COM	$1.1M	0.2%	3,859 SH	New
CISCO SYS INC	COM	$6.2M	1.2%Prev: 1.2%	89,232 SH	Decreased+736 SH
CITIGROUP INC	COM NEW	$5.9M	1.1%	69,784 SH	New
CLOUDFLARE INC	CL A COM	$1.4M	0.3%Prev: 0.3%	6,932 SH	Decreased-1,088 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$5.1M	1.0%	65,513 SH	New
CONOCOPHILLIPS	COM	$20.9M	4.0%Prev: 5.0%	233,451 SH	Decreased+14,262 SH
CORNING INC	COM	$323K	0.1%Prev: 0.1%	6,142 SH	Decreased+1,076 SH
COSTCO WHSL CORP NEW	COM	$1.6M	0.3%	1,642 SH	New
COUPANG INC	CL A	$1.3M	0.3%Prev: 0.3%	44,045 SH	Decreased-35,875 SH
COUSINS PPTYS INC	COM NEW	$256K	0.0%	8,536 SH	New
CRH PLC	ORD	$1.1M	0.2%Prev: 0.2%	12,176 SH	Decreased+849 SH
CROWDSTRIKE HLDGS INC	CL A	$1.4M	0.3%Prev: 0.2%	2,783 SH	Decreased-903 SH
CUMMINS INC	COM	$5.1M	1.0%Prev: 1.1%	15,704 SH	Decreased+3,450 SH
DIREXION SHS ETF TR	DAILY SM CP BEAR	$120K	0.0%	10,146 SH	New
DISNEY WALT CO	COM	$375K	0.1%Prev: 0.0%	3,026 SH	Increased+566 SH
DOLLAR GEN CORP NEW	COM	$310K	0.1%	2,711 SH	New
DOORDASH INC	CL A	$1.4M	0.3%Prev: 0.2%	5,774 SH	Increased-2,395 SH
DOVER CORP	COM	$5.3M	1.0%	28,732 SH	New
EATON CORP PLC	SHS	$1.6M	0.3%Prev: 0.3%	4,478 SH	Decreased-298 SH
ELEVANCE HEALTH INC	COM	$5.1M	1.0%	13,234 SH	New
ELI LILLY & CO	COM	$1.6M	0.3%Prev: 0.1%	2,014 SH	Increased+1,399 SH
ETFIS SER TR I	VIRTUS NEWFLEET	$4.5M	0.9%	198,105 SH	New
ETFIS SER TR I	VIRTUS REAVES UT	$2.9M	0.6%Prev: 0.4%	38,783 SH	Increased+13,175 SH
ETFIS SER TR I	VIRTUS WMC INTNL	$2.4M	0.5%	75,702 SH	New
EXXON MOBIL CORP	COM	$5.8M	1.1%Prev: 1.6%	53,962 SH	Decreased-858 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$4.4M	0.8%Prev: 0.8%	131,213 SH	Decreased+11,527 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$5.1M	1.0%Prev: 1.3%	158,996 SH	Decreased-55,455 SH
FIFTH THIRD BANCORP	COM	$5.5M	1.1%Prev: 1.1%	134,548 SH	Decreased+2,524 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$491K	0.1%Prev: 0.1%	9,853 SH	Increased+1,546 SH
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$2.5M	0.5%	124,929 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$507K	0.1%Prev: 0.2%	15,952 SH	Decreased-21,193 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$2.2M	0.4%Prev: 0.4%	71,517 SH	Increased+2,631 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S. EQU	$3.5M	0.7%Prev: 0.7%	116,363 SH	Decreased-23,461 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY B	$783K	0.2%Prev: 0.4%	25,091 SH	Decreased-47,556 SH
FORD MTR CO	COM	$184K	0.0%Prev: 0.0%	16,980 SH	Increased+1,699 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$1.7M	0.3%Prev: 0.4%	43,902 SH	Decreased-23,998 SH
GE AEROSPACE	COM NEW	$395K	0.1%Prev: 0.3%	1,534 SH	Decreased-4,360 SH
GE VERNOVA INC	COM	$228K	0.0%Prev: 0.1%	431 SH	Decreased+13 SH
GENERAL DYNAMICS CORP	COM	$5.7M	1.1%Prev: 1.1%	19,439 SH	Decreased+1,299 SH
HANCOCK JOHN PFD INCOME FD	SH BEN INT	$1.7M	0.3%Prev: 0.3%	104,417 SH	Increased+4,306 SH
HEALTHCARE RLTY TR	CL A COM	$715K	0.1%Prev: 0.1%	45,085 SH	Increased+7,588 SH
HOME DEPOT INC	COM	$249K	0.0%Prev: 0.0%	679 SH	Increased+29 SH
ICICI BANK LIMITED	ADR	$1.2M	0.2%Prev: 0.2%	35,575 SH	Increased-8,654 SH
INFOSYS LTD	SPONSORED ADR	$1.2M	0.2%	67,049 SH	New
INTEL CORP	COM	$404K	0.1%Prev: 0.1%	18,020 SH	Decreased+3,541 SH
INTERNATIONAL BUSINESS MACHS	COM	$381K	0.1%Prev: 0.1%	1,291 SH	Increased+49 SH
INTUITIVE SURGICAL INC	COM NEW	$1.1M	0.2%	2,050 SH	New
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$477K	0.1%Prev: 0.1%	21,313 SH	Increased+3,292 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$1.8M	0.3%Prev: 0.3%	73,128 SH	Decreased-3,258 SH
INVESCO QQQ TR	UNIT SER 1	$7.8M	1.5%Prev: 0.9%	14,179 SH	Increased+5,491 SH
ISHARES SILVER TR	ISHARES	$1.1M	0.2%	34,529 SH	New
ISHARES TR	CORE MSCI TOTAL	$3.3M	0.6%Prev: 0.7%	42,134 SH	Decreased-7,665 SH
ISHARES TR	CORE S&P500 ETF	$10.6M	2.0%Prev: 1.9%	17,152 SH	Decreased+54 SH
ISHARES TR	HIGH YLD SYSTM B	$3.5M	0.7%Prev: 0.4%	74,098 SH	Increased+28,512 SH
ISHARES TR	JPMORGAN USD EMG	$825K	0.2%	8,911 SH	New
ISHARES TR	NATIONAL MUN ETF	$266K	0.1%Prev: 0.1%	2,544 SH	Decreased-387 SH
ISHARES TR	RUS 1000 GRW ETF	$1.4M	0.3%Prev: 0.3%	3,273 SH	Decreased-276 SH
ISHARES TR	RUS 1000 VAL ETF	$1.5M	0.3%Prev: 0.4%	7,813 SH	Decreased-2,340 SH
ISHARES TR	RUS MD CP GR ETF	$437K	0.1%Prev: 0.1%	3,153 SH	Increased-6 SH
ISHARES TR	RUS MID CAP ETF	$594K	0.1%Prev: 0.1%	6,455 SH	Decreased-198 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$10.6M	2.0%	186,941 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$4.7M	0.9%Prev: 1.4%	86,301 SH	Decreased-57,367 SH
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$17.0M	3.3%Prev: 3.0%	286,683 SH	Decreased+28,284 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$13.9M	2.7%Prev: 4.1%	263,888 SH	Decreased-201,423 SH
JPMORGAN CHASE & CO.	COM	$297K	0.1%	1,026 SH	New
KITE RLTY GROUP TR	COM NEW	$230K	0.0%	10,144 SH	New
LAM RESEARCH CORP	COM NEW	$638K	0.1%Prev: 0.2%	6,555 SH	Decreased+1,081 SH
LOWES COS INC	COM	$353K	0.1%Prev: 0.1%	1,593 SH	Decreased+77 SH
MANULIFE FINL CORP	COM	$1.1M	0.2%Prev: 0.2%	35,292 SH	Decreased-3,028 SH
MASTERCARD INCORPORATED	CL A	$1.3M	0.2%Prev: 0.3%	2,299 SH	Decreased-758 SH
MERCADOLIBRE INC	COM	$1.4M	0.3%Prev: 0.2%	535 SH	Increased-235 SH
META PLATFORMS INC	CL A	$2.4M	0.5%Prev: 0.4%	3,275 SH	Increased-415 SH
MICROSOFT CORP	COM	$3.8M	0.7%Prev: 0.3%	7,557 SH	Increased+2,904 SH
MOODYS CORP	COM	$201K	0.0%	400 SH	New
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$3.5M	0.7%Prev: 0.7%	68,004 SH	Decreased-8,726 SH
NETEASE INC	SPONSORED ADS	$1.3M	0.3%	9,754 SH	New
NETFLIX INC	COM	$1.7M	0.3%	1,294 SH	New
NOVARTIS AG	SPONSORED ADR	$1.3M	0.3%Prev: 0.3%	10,822 SH	Decreased-4 SH
NOVO-NORDISK A S	ADR	$1.0M	0.2%	15,154 SH	New
NVIDIA CORPORATION	COM	$2.8M	0.5%Prev: 0.5%	17,995 SH	Decreased+231 SH
OGE ENERGY CORP	COM	$292K	0.1%Prev: 0.1%	6,572 SH	Decreased-480 SH
ONEOK INC NEW	COM	$1.1M	0.2%Prev: 0.2%	13,200 SH	Decreased-1,065 SH
OREILLY AUTOMOTIVE INC	COM	$237K	0.0%	2,625 SH	New
PACER FDS TR	CASH COWS ETF	$6.2M	1.2%Prev: 0.3%	156,288 SH	Increased+116,875 SH
PACER FDS TR	INDUSTRIAL RELET	$4.1M	0.8%Prev: 0.6%	110,233 SH	Increased+21,164 SH
PACER FDS TR	METAURUS CAP 400	$38.8M	7.5%Prev: 6.8%	983,271 SH	Decreased+5,663 SH
PACER FDS TR	NASDAQ INTL PATE	$10.2M	2.0%Prev: 3.1%	438,071 SH	Decreased-190,006 SH
PALMER SQUARE FUNDS TRUST	CR OPPORTUNITIES	$17.2M	3.3%	839,836 SH	New
PALO ALTO NETWORKS INC	COM	$1.3M	0.3%Prev: 0.3%	6,561 SH	Decreased-2,654 SH
PGIM ETF TR	ACTV HY BD ETF	$4.4M	0.8%Prev: 0.9%	122,821 SH	Decreased-25,343 SH
PGIM ETF TR	JENNISON FOC GWT	$5.9M	1.1%Prev: 0.7%	56,646 SH	Increased+14,818 SH
PGIM ETF TR	PGIM ULTRA SH BD	$6.4M	1.2%Prev: 0.9%	128,540 SH	Increased+19,688 SH
PGIM ETF TR	TOTAL RETURN BON	$8.8M	1.7%Prev: 3.6%	210,044 SH	Decreased-290,035 SH
PHILIP MORRIS INTL INC	COM	$265K	0.1%Prev: 0.0%	1,453 SH	Increased-50 SH
PHILLIPS 66	COM	$30.9M	5.9%Prev: 6.5%	258,897 SH	Decreased+50,781 SH
PHILLIPS EDISON & CO INC	COMMON STOCK	$207K	0.0%Prev: 0.0%	5,914 SH	Decreased
PROCTER AND GAMBLE CO	COM	$232K	0.0%	1,456 SH	New
RIO TINTO PLC	SPONSORED ADR	$1.1M	0.2%	18,471 SH	New
ROYAL BK CDA	COM	$1.2M	0.2%Prev: 0.2%	9,035 SH	Decreased+1,062 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$267K	0.1%Prev: 0.1%	12,075 SH	Decreased-15,249 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.6M	0.3%Prev: 0.3%	59,500 SH	Increased+10,661 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$1.5M	0.3%	13,608 SH	New
SELECT SECTOR SPDR TR	ENERGY	$241K	0.0%	2,846 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$5.5M	1.1%	105,298 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$915K	0.2%	22,093 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$1.8M	0.3%	8,357 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.9M	0.4%	13,830 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$1.2M	0.2%	13,108 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$264K	0.1%	1,042 SH	New
SERVICENOW INC	COM	$1.2M	0.2%	1,209 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$1.3M	0.2%Prev: 0.2%	10,922 SH	Increased+1,351 SH
SONY GROUP CORP	SPONSORED ADR	$1.1M	0.2%Prev: 0.2%	42,989 SH	Increased-9,618 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.6M	0.5%	60,164 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$298K	0.1%	483 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$12.8M	2.5%	500,122 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$1.3M	0.3%Prev: 0.2%	1,722 SH	Decreased-1,237 SH
STRYKER CORPORATION	COM	$495K	0.1%Prev: 0.1%	1,250 SH	Increased+145 SH
SUN LIFE FINANCIAL INC.	COM	$1.3M	0.2%Prev: 0.2%	19,403 SH	Decreased-3,431 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.7M	0.3%	7,649 SH	New
TESLA INC	COM	$1.5M	0.3%Prev: 0.3%	4,875 SH	Decreased+125 SH
THE TRADE DESK INC	COM CL A	$1.2M	0.2%	16,591 SH	New
TJX COS INC NEW	COM	$257K	0.0%Prev: 0.1%	2,085 SH	Decreased-39 SH
TRANE TECHNOLOGIES PLC	SHS	$1.2M	0.2%Prev: 0.2%	2,747 SH	Decreased-518 SH
UBER TECHNOLOGIES INC	COM	$1.3M	0.3%Prev: 0.2%	14,448 SH	Decreased-5,560 SH
VALERO ENERGY CORP	COM	$6.7M	1.3%Prev: 1.8%	49,710 SH	Decreased+7,189 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$817K	0.2%Prev: 0.2%	1,438 SH	Decreased-107 SH
VANGUARD INDEX FDS	SMALL CP ETF	$636K	0.1%Prev: 0.1%	2,685 SH	Increased+262 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$443K	0.1%Prev: 0.1%	1,457 SH	Decreased-69 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$5.4M	1.0%Prev: 1.2%	49,474 SH	Decreased-14,544 SH
VANGUARD WORLD FD	INF TECH ETF	$730K	0.1%Prev: 0.1%	1,100 SH	Increased+99 SH
VIRTUS ETF TR II	KAR MID-CAP ETF	$889K	0.2%Prev: 0.0%	35,468 SH	Increased+26,821 SH
VIRTUS ETF TR II	STONE HARBOR EMG	$3.5M	0.7%Prev: 0.7%	129,384 SH	Decreased-18,702 SH
WALMART INC	COM	$845K	0.2%Prev: 0.2%	8,642 SH	Decreased+183 SH
WASTE MGMT INC DEL	COM	$388K	0.1%Prev: 0.1%	1,693 SH	Increased+104 SH
WELLS FARGO CO NEW	COM	$243K	0.0%	3,030 SH	New

Sold (vs prior filing)

AB ACTIVE ETFS INC — $4.9M
ABRDN PRECIOUS METALS BASKET — $300K
ADVANCED MICRO DEVICES INC — $263K
AFFIRM HLDGS INC — $1.4M
ALIBABA GROUP HLDG LTD — $1.1M
ALPHABET INC — $312K
AMPHENOL CORP — $1.1M
APA CORPORATION — $380K
ARISTA NETWORKS INC — $1.6M
ASML HLDG NV — $1.5M
ASTRAZENECA PLC — $1.0M
BAKER HUGHES COMPANY — $6.2M
BLACKROCK ETF TRUST II — $3.2M
CANADIAN NATL RY CO — $1.1M
CHEVRON CORPORATION — $746K
CHUBB LTD SWITZ — $1.5M
COSTCO WHOLESALE CORPORATION — $2.1M
DEVON ENERGY CORP NEW — $317K
DOLLAR GEN CORP — $298K
ELEVANCE HEALTH INC FORMERLY — $5.4M
… and 32 more

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