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: $557.5M171 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	HIGH YIELD ETF	$4.6M	0.8%Prev: 0.8%	121,177 SH	Decreased-15,262 SH
AB ACTIVE ETFS INC	TAX AWARE INTERM	$3.1M	0.6%	122,114 SH	New
AB ACTIVE ETFS INC	TAX AWARE LONG M	$2.0M	0.4%	79,903 SH	New
ABBVIE INC	COM	$450K	0.1%Prev: 0.0%	1,945 SH	Increased+809 SH
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$227K	0.0%Prev: 0.0%	1,371 SH	Decreased
AFLAC INC	COM	$6.0M	1.1%Prev: 1.1%	53,836 SH	Decreased-6,396 SH
AIRBNB INC	COM CL A	$1.3M	0.2%	10,761 SH	New
ALPHABET INC	CAP STK CL A	$229K	0.0%Prev: 0.1%	941 SH	Decreased-143 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.3%Prev: 0.4%	7,418 SH	Decreased+402 SH
ALPS ETF TR	SMITH CORE PLUS	$12.5M	2.2%	477,093 SH	New
AMAZON COM INC	COM	$2.6M	0.5%Prev: 0.4%	11,696 SH	Decreased-728 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$11.7M	2.1%Prev: 2.0%	147,719 SH	Decreased+1,472 SH
AMERICAN ELEC PWR CO INC	COM	$345K	0.1%Prev: 0.1%	3,066 SH	Decreased+52 SH
AMERICAN EXPRESS CO	COM	$203K	0.0%Prev: 0.0%	610 SH	Decreased-7 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$780K	0.1%Prev: 0.1%	18,563 SH	Decreased+2,647 SH
AMERICAN INTL GROUP INC	COM NEW	$5.6M	1.0%Prev: 1.0%	71,883 SH	Decreased-15,702 SH
APPLE INC	COM	$6.2M	1.1%Prev: 1.1%	24,511 SH	Decreased-284 SH
APPLIED MATLS INC	COM	$6.4M	1.1%Prev: 2.0%	31,264 SH	Decreased+12,788 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.4M	0.3%	1,483 SH	New
AT&T INC	COM	$706K	0.1%Prev: 0.1%	24,986 SH	Increased-138 SH
AXON ENTERPRISE INC	COM	$1.3M	0.2%	1,786 SH	New
BANK AMERICA CORP	COM	$508K	0.1%	9,842 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.4%Prev: 0.3%	4,038 SH	Decreased-221 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$231K	0.0%	3,705 SH	New
BLACKBERRY LTD	COM	$309K	0.1%Prev: 0.1%	63,251 SH	Decreased-10,911 SH
BLACKROCK ETF TRUST II	ISHARES INTERMED	$2.7M	0.5%	113,109 SH	New
BLACKROCK ETF TRUST II	SHORT DURATION H	$3.0M	0.5%	132,499 SH	New
BLACKSTONE INC	COM	$1.3M	0.2%Prev: 0.1%	7,654 SH	Increased-119 SH
BNY MELLON ETF TRUST	INTERNATIONL EQT	$1.0M	0.2%Prev: 0.1%	11,270 SH	Increased+1,621 SH
BRINKER INTL INC	COM	$212K	0.0%Prev: 0.0%	1,670 SH	Decreased
BROADCOM INC	COM	$1.4M	0.2%Prev: 0.3%	4,181 SH	Decreased-791 SH
CADENCE DESIGN SYSTEM INC	COM	$1.3M	0.2%Prev: 0.3%	3,835 SH	Decreased-1,822 SH
CARLISLE COS INC	COM	$5.5M	1.0%	16,764 SH	New
CATERPILLAR INC	COM	$773K	0.1%Prev: 0.3%	1,619 SH	Decreased-29 SH
CHEVRON CORP NEW	COM	$648K	0.1%	4,172 SH	New
CHUBB LIMITED	COM	$1.3M	0.2%Prev: 0.2%	4,623 SH	Decreased+504 SH
CISCO SYS INC	COM	$6.3M	1.1%Prev: 1.5%	91,601 SH	Decreased+4,008 SH
CITIGROUP INC	COM NEW	$6.1M	1.1%	59,780 SH	New
CLOUDFLARE INC	CL A COM	$1.4M	0.2%Prev: 0.3%	6,465 SH	Decreased-1,425 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$5.4M	1.0%	80,125 SH	New
CONOCOPHILLIPS	COM	$21.9M	3.9%Prev: 3.2%	231,851 SH	Increased+25,858 SH
CONSTELLATION ENERGY CORP	COM	$1.3M	0.2%	4,051 SH	New
CORNING INC	COM	$504K	0.1%Prev: 0.2%	6,142 SH	Decreased+1,076 SH
COSTCO WHSL CORP NEW	COM	$1.6M	0.3%	1,783 SH	New
COUPANG INC	CL A	$1.4M	0.2%	43,216 SH	New
COUSINS PPTYS INC	COM NEW	$247K	0.0%Prev: 0.0%	8,536 SH	Increased+372 SH
CRH PLC	ORD	$1.4M	0.3%Prev: 0.2%	12,051 SH	Increased-502 SH
CROWDSTRIKE HLDGS INC	CL A	$1.5M	0.3%Prev: 0.3%	3,128 SH	Decreased+261 SH
CUMMINS INC	COM	$5.9M	1.1%Prev: 1.3%	13,954 SH	Decreased+1,758 SH
DEVON ENERGY CORP NEW	COM	$220K	0.0%Prev: 0.0%	6,274 SH	Decreased-25 SH
DIREXION SHS ETF TR	DAILY SM CP BEAR	$84K	0.0%	10,238 SH	New
DISNEY WALT CO	COM	$1.6M	0.3%Prev: 0.0%	14,293 SH	Increased+11,783 SH
DOLLAR GEN CORP NEW	COM	$281K	0.1%	2,716 SH	New
DOORDASH INC	CL A	$1.5M	0.3%Prev: 0.3%	5,481 SH	Decreased-5,062 SH
DOVER CORP	COM	$5.4M	1.0%	32,565 SH	New
EATON CORP PLC	SHS	$1.6M	0.3%Prev: 0.3%	4,242 SH	Decreased-237 SH
ELEVANCE HEALTH INC FORMERLY	COM	$6.1M	1.1%	18,928 SH	New
ELI LILLY & CO	COM	$468K	0.1%Prev: 0.3%	613 SH	Decreased-1,072 SH
ETFIS SER TR I	VIRTUS REAVES UT	$3.1M	0.6%Prev: 0.3%	37,283 SH	Increased+10,950 SH
EXXON MOBIL CORP	COM	$6.3M	1.1%Prev: 1.0%	55,729 SH	Decreased+6,709 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$4.5M	0.8%Prev: 0.8%	128,084 SH	Decreased-516 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$6.5M	1.2%Prev: 2.5%	193,529 SH	Decreased-211,483 SH
FIDELITY GREENWOOD STREET TR	YIELD ENHANCED E	$7.6M	1.4%	271,948 SH	New
FIFTH THIRD BANCORP	COM	$6.0M	1.1%Prev: 1.2%	134,469 SH	Decreased-5,601 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$479K	0.1%Prev: 0.1%	9,449 SH	Increased+1,038 SH
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$2.6M	0.5%Prev: 0.0%	127,534 SH	Increased+117,254 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.0M	0.2%	30,583 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$2.2M	0.4%Prev: 0.3%	71,517 SH	Increased+2,631 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S. EQU	$4.1M	0.7%	136,060 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY B	$2.1M	0.4%Prev: 0.4%	68,926 SH	Decreased-18,970 SH
FORD MTR CO	COM	$192K	0.0%Prev: 0.0%	16,069 SH	Decreased+730 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$1.5M	0.3%	41,383 SH	New
GE AEROSPACE	COM NEW	$455K	0.1%Prev: 0.4%	1,513 SH	Decreased-5,474 SH
GE VERNOVA INC	COM	$257K	0.0%Prev: 0.1%	418 SH	Decreased+39 SH
GENERAL DYNAMICS CORP	COM	$6.4M	1.1%Prev: 1.0%	18,667 SH	Decreased-819 SH
HANCOCK JOHN PFD INCOME FD	SH BEN INT	$1.8M	0.3%Prev: 0.2%	103,858 SH	Increased+3,671 SH
HEALTHCARE RLTY TR	CL A COM	$791K	0.1%Prev: 0.1%	43,861 SH	Increased+6,364 SH
HOME DEPOT INC	COM	$271K	0.0%Prev: 0.0%	668 SH	Increased+18 SH
ICICI BANK LIMITED	ADR	$1.2M	0.2%	38,266 SH	New
INFOSYS LTD	SPONSORED ADR	$1.2M	0.2%	74,876 SH	New
INTEL CORP	COM	$590K	0.1%Prev: 0.3%	17,576 SH	Decreased+4,246 SH
INTERNATIONAL BUSINESS MACHS	COM	$364K	0.1%Prev: 0.1%	1,291 SH	Decreased-69 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$472K	0.1%Prev: 0.1%	20,432 SH	Increased+2,204 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$1.8M	0.3%Prev: 0.3%	74,816 SH	Decreased-2,873 SH
INVESCO QQQ TR	UNIT SER 1	$6.6M	1.2%Prev: 1.2%	11,037 SH	Decreased+58 SH
ISHARES SILVER TR	ISHARES	$1.5M	0.3%	34,459 SH	New
ISHARES TR	CORE MSCI TOTAL	$4.1M	0.7%Prev: 0.7%	50,052 SH	Decreased+233 SH
ISHARES TR	CORE S&P500 ETF	$11.5M	2.1%Prev: 2.0%	17,138 SH	Decreased-771 SH
ISHARES TR	HIGH YLD SYSTM B	$1.9M	0.3%Prev: 0.3%	40,059 SH	Decreased-8,991 SH
ISHARES TR	NATIONAL MUN ETF	$371K	0.1%Prev: 0.0%	3,487 SH	Increased+523 SH
ISHARES TR	RUS 1000 GRW ETF	$1.8M	0.3%Prev: 0.3%	3,844 SH	Increased-10,286 SH
ISHARES TR	RUS 1000 VAL ETF	$2.1M	0.4%Prev: 0.4%	10,193 SH	Decreased+159 SH
ISHARES TR	RUS MD CP GR ETF	$439K	0.1%Prev: 0.8%	3,086 SH	Decreased-31,168 SH
ISHARES TR	RUS MID CAP ETF	$625K	0.1%Prev: 0.6%	6,469 SH	Decreased-31,830 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$532K	0.1%	9,312 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$7.7M	1.4%Prev: 1.3%	134,571 SH	Decreased-10,033 SH
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$15.4M	2.8%Prev: 3.0%	243,414 SH	Decreased-15,521 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$20.0M	3.6%	382,623 SH	New
JPMORGAN CHASE & CO.	COM	$326K	0.1%	1,033 SH	New
KITE RLTY GROUP TR	COM NEW	$226K	0.0%	10,144 SH	New
LAM RESEARCH CORP	COM NEW	$865K	0.2%Prev: 0.4%	6,459 SH	Decreased+1,012 SH
LOWES COS INC	COM	$398K	0.1%Prev: 0.1%	1,582 SH	Increased+66 SH
MANULIFE FINL CORP	COM	$1.2M	0.2%Prev: 0.2%	39,750 SH	Decreased+1,773 SH
MASTERCARD INCORPORATED	CL A	$1.4M	0.3%Prev: 0.3%	2,517 SH	Decreased-905 SH
MERCADOLIBRE INC	COM	$1.4M	0.2%	594 SH	New
META PLATFORMS INC	CL A	$2.4M	0.4%Prev: 0.3%	3,207 SH	Increased-912 SH
MICROSOFT CORP	COM	$3.9M	0.7%Prev: 0.5%	7,536 SH	Increased-1,131 SH
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$3.7M	0.7%	71,443 SH	New
NETEASE INC	SPONSORED ADS	$1.3M	0.2%	8,383 SH	New
NETFLIX INC	COM	$1.7M	0.3%	1,398 SH	New
NOVARTIS AG	SPONSORED ADR	$1.5M	0.3%Prev: 0.2%	11,342 SH	Decreased+1,555 SH
NOVO-NORDISK A S	ADR	$1.2M	0.2%	22,516 SH	New
NVIDIA CORPORATION	COM	$3.2M	0.6%Prev: 0.6%	16,993 SH	Decreased-2,030 SH
OGE ENERGY CORP	COM	$304K	0.1%Prev: 0.1%	6,572 SH	Decreased-480 SH
ONEOK INC NEW	COM	$1.0M	0.2%Prev: 0.2%	14,220 SH	Decreased-1,956 SH
OREILLY AUTOMOTIVE INC	COM	$283K	0.1%	2,625 SH	New
PACER FDS TR	CASH COWS ETF	$5.9M	1.1%Prev: 0.3%	138,326 SH	Increased+99,727 SH
PACER FDS TR	INDUSTRIAL RELET	$4.2M	0.8%Prev: 0.5%	113,860 SH	Increased+24,568 SH
PACER FDS TR	METAURUS CAP 400	$40.7M	7.3%Prev: 6.7%	971,649 SH	Decreased-16,778 SH
PACER FDS TR	NASDAQ INTL PATE	$15.6M	2.8%	605,577 SH	New
PALMER SQUARE FUNDS TRUST	CR OPPORTUNITIES	$17.9M	3.2%	869,072 SH	New
PALO ALTO NETWORKS INC	COM	$1.5M	0.3%Prev: 0.4%	7,230 SH	Decreased-139 SH
PGIM ETF TR	ACTV HY BD ETF	$4.7M	0.9%Prev: 0.8%	132,647 SH	Decreased-28,248 SH
PGIM ETF TR	JENNISON FOC GWT	$5.5M	1.0%Prev: 0.7%	49,766 SH	Increased+10,851 SH
PGIM ETF TR	PGIM ULTRA SH BD	$7.3M	1.3%Prev: 0.9%	146,545 SH	Increased+32,247 SH
PGIM ETF TR	TOTAL RETURN BON	$19.2M	3.4%	455,178 SH	New
PHILIP MORRIS INTL INC	COM	$236K	0.0%Prev: 0.0%	1,453 SH	Increased+179 SH
PHILLIPS 66	COM	$32.6M	5.8%Prev: 4.9%	239,498 SH	Decreased+45,926 SH
PHILLIPS EDISON & CO INC	COMMON STOCK	$203K	0.0%Prev: 0.0%	5,914 SH	Decreased
PROCTER AND GAMBLE CO	COM	$224K	0.0%	1,456 SH	New
ROYAL BK CDA	COM	$1.3M	0.2%Prev: 0.2%	9,110 SH	Decreased+1,207 SH
SAP SE	SPON ADR	$1.3M	0.2%	4,925 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$284K	0.1%Prev: 0.2%	12,217 SH	Decreased-28,643 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	0.3%Prev: 0.3%	51,054 SH	Decreased-8,640 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$214K	0.0%	6,699 SH	New
SELECT SECTOR SPDR TR	COMMUNICATION	$1.5M	0.3%	12,828 SH	New
SELECT SECTOR SPDR TR	ENERGY	$260K	0.0%	2,906 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$5.9M	1.1%	108,977 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$820K	0.1%	19,463 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$2.0M	0.4%	8,511 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$2.1M	0.4%	14,811 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$1.2M	0.2%	13,613 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$263K	0.0%	933 SH	New
SERVICENOW INC	COM	$1.3M	0.2%	1,360 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$1.3M	0.2%Prev: 0.2%	9,021 SH	Increased-2,598 SH
SONY GROUP CORP	SPONSORED ADR	$1.3M	0.2%Prev: 0.2%	45,605 SH	Increased-17,585 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.1M	0.4%	45,382 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$250K	0.0%	376 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$11.6M	2.1%	448,317 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$1.4M	0.2%	1,981 SH	New
STRYKER CORPORATION	COM	$463K	0.1%Prev: 0.1%	1,252 SH	Increased+147 SH
SUN LIFE FINANCIAL INC.	COM	$1.3M	0.2%Prev: 0.3%	22,074 SH	Decreased-212 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.9M	0.3%	6,802 SH	New
TESLA INC	COM	$2.2M	0.4%Prev: 0.3%	4,877 SH	Increased+135 SH
TJX COS INC NEW	COM	$301K	0.1%Prev: 0.0%	2,085 SH	Increased+126 SH
TRANE TECHNOLOGIES PLC	SHS	$1.3M	0.2%Prev: 0.2%	3,110 SH	Decreased+5 SH
UBER TECHNOLOGIES INC	COM	$1.6M	0.3%Prev: 0.3%	15,824 SH	Decreased-7,374 SH
VALE S A	SPONSORED ADS	$1.4M	0.3%Prev: 0.2%	132,058 SH	Increased+41,458 SH
VALERO ENERGY CORP	COM	$7.3M	1.3%Prev: 1.4%	42,946 SH	Decreased+8,289 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$879K	0.2%Prev: 0.2%	1,435 SH	Decreased-104 SH
VANGUARD INDEX FDS	SMALL CP ETF	$681K	0.1%Prev: 0.6%	2,677 SH	Decreased-11,567 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$204K	0.0%Prev: 0.7%	686 SH	Decreased-12,839 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$475K	0.1%Prev: 0.1%	1,447 SH	Decreased-104 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$6.8M	1.2%Prev: 0.1%	56,254 SH	Increased+49,585 SH
VANGUARD WORLD FD	INF TECH ETF	$819K	0.1%Prev: 0.1%	1,097 SH	Decreased-7,071 SH
VERTEX PHARMACEUTICALS INC	COM	$1.3M	0.2%Prev: 0.3%	3,284 SH	Decreased-354 SH
VIRTUS ETF TR II	KAR MID-CAP ETF	$828K	0.1%Prev: 0.0%	33,574 SH	Increased+24,919 SH
VIRTUS ETF TR II	STONE HARBOR EMG	$3.8M	0.7%Prev: 0.7%	138,151 SH	Decreased-19,637 SH
WALMART INC	COM	$892K	0.2%Prev: 0.1%	8,651 SH	Decreased+138 SH
WASTE MGMT INC DEL	COM	$374K	0.1%Prev: 0.1%	1,695 SH	Increased+104 SH
WELLS FARGO CO NEW	COM	$255K	0.0%	3,046 SH	New

Sold (vs prior filing)

AB ACTIVE ETFS INC — $2.8M
AB ACTIVE ETFS INC — $3.3M
AB ACTIVE ETFS INC — $2.1M
ADVANCED MICRO DEVICES INC — $757K
AFFIRM HLDGS INC — $2.6M
AMERICAN CENTY ETF TR — $565K
AMPHENOL CORP — $2.2M
APA CORPORATION — $293K
ARISTA NETWORKS INC — $2.2M
ASML HLDG NV — $2.1M
ASTRAZENECA PLC — $1.3M
BAKER HUGHES COMPANY — $6.0M
BANK OF AMER CORP — $565K
BLACKROCK ETF TRUST II — $4.2M
BLACKROCK ETF TRUST II — $727K
CANADIAN NATL RY CO — $1.5M
CHEVRON CORPORATION — $599K
COSTCO WHOLESALE CORPORATION — $1.9M
DEERE & CO — $213K
DOLLAR GEN CORP — $295K
… and 49 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