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: $581.1M168 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	HIGH YIELD ETF	$4.9M	0.8%Prev: 0.7%	130,928 SH	Increased+34,058 SH
AB ACTIVE ETFS INC	TAX AWARE INTERM	$3.1M	0.5%	121,992 SH	New
AB ACTIVE ETFS INC	TAX AWARE LONG M	$2.0M	0.3%	80,143 SH	New
ABBVIE INC	COM	$255K	0.0%Prev: 0.1%	1,172 SH	Decreased-744 SH
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$300K	0.1%	1,371 SH	New
ADVANCED MICRO DEVICES INC	COM	$263K	0.0%	1,291 SH	New
AFFIRM HLDGS INC	COM CL A	$1.4M	0.2%	30,042 SH	New
AFLAC INC	COM	$6.1M	1.1%Prev: 1.1%	55,684 SH	Increased+8,818 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.1M	0.2%	9,096 SH	New
ALPHABET INC	CAP STK CL A	$312K	0.1%	1,084 SH	New
ALPHABET INC	CAP STK CL C	$2.0M	0.3%Prev: 0.3%	6,921 SH	Increased-1,266 SH
AMAZON COM INC	COM	$2.5M	0.4%Prev: 0.4%	11,910 SH	Increased+843 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$12.5M	2.1%Prev: 1.5%	146,838 SH	Increased+32,084 SH
AMERICAN ELEC PWR CO INC	COM	$402K	0.1%Prev: 0.1%	3,068 SH	Decreased-863 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$751K	0.1%Prev: 0.2%	15,916 SH	Decreased-9,479 SH
AMERICAN INTL GROUP INC	COM NEW	$5.8M	1.0%Prev: 1.1%	76,956 SH	Increased+16,586 SH
AMPHENOL CORP	CL A	$1.1M	0.2%	8,877 SH	New
APA CORPORATION	COM	$380K	0.1%	8,964 SH	New
APPLE INC	COM	$6.1M	1.0%Prev: 1.1%	23,845 SH	Increased-1,020 SH
APPLIED MATLS INC	COM	$6.2M	1.1%Prev: 1.0%	18,111 SH	Increased-14,312 SH
ARISTA NETWORKS INC	COM SHS	$1.6M	0.3%	12,828 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$1.5M	0.3%	1,160 SH	New
ASTRAZENECA PLC	ORD	$1.0M	0.2%	5,181 SH	New
AT&T INC	COM	$676K	0.1%Prev: 0.2%	23,321 SH	Decreased-2,927 SH
BAKER HUGHES COMPANY	CL A	$6.2M	1.1%	100,844 SH	New
BANK AMERICA CORP	COM	$482K	0.1%	9,878 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.3%Prev: 0.4%	4,240 SH	Decreased+299 SH
BLACKBERRY LTD	COM	$205K	0.0%	63,251 SH	New
BLACKROCK ETF TRUST II	ISHARES INTERMED	$3.9M	0.7%	161,228 SH	New
BLACKROCK ETF TRUST II	SHORT DURATION H	$3.2M	0.6%	145,657 SH	New
BLACKSTONE INC	COM	$890K	0.2%	7,736 SH	New
BNY MELLON ETF TRUST	INTERNATIONL EQT	$909K	0.2%Prev: 1.0%	9,730 SH	Decreased-53,216 SH
BRINKER INTL INC	COM	$238K	0.0%Prev: 0.1%	1,670 SH	Decreased
BROADCOM INC	COM	$1.5M	0.3%Prev: 0.2%	4,786 SH	Increased-1,353 SH
CADENCE DESIGN SYSTEM INC	COM	$1.4M	0.2%Prev: 0.2%	5,021 SH	Increased+1,044 SH
CANADIAN NATL RY CO	COM	$1.1M	0.2%Prev: 0.2%	10,552 SH	Increased+72 SH
CATERPILLAR INC	COM	$1.2M	0.2%Prev: 0.1%	1,642 SH	Increased+4 SH
CHEVRON CORPORATION	COM	$746K	0.1%	3,604 SH	New
CHUBB LTD SWITZ	COM	$1.5M	0.3%	4,511 SH	New
CISCO SYS INC	COM	$6.9M	1.2%Prev: 1.1%	88,496 SH	Increased-643 SH
CLOUDFLARE INC	CL A COM	$1.7M	0.3%Prev: 0.2%	8,020 SH	Increased-775 SH
CONOCOPHILLIPS	COM	$28.9M	5.0%Prev: 4.9%	219,189 SH	Increased-10,399 SH
CORNING INC	COM	$689K	0.1%Prev: 0.1%	5,066 SH	Increased-1,277 SH
COSTCO WHOLESALE CORPORATION	COM	$2.1M	0.4%	2,133 SH	New
COUPANG INC	CL A	$1.5M	0.3%Prev: 0.2%	79,920 SH	Increased+31,687 SH
CRH PLC	ORD	$1.2M	0.2%Prev: 0.2%	11,327 SH	Increased-54 SH
CROWDSTRIKE HLDGS INC	CL A	$1.4M	0.2%Prev: 0.2%	3,686 SH	Increased+409 SH
CUMMINS INC	COM	$6.6M	1.1%Prev: 0.9%	12,254 SH	Increased-2,427 SH
DEVON ENERGY CORP NEW	COM	$317K	0.1%	6,299 SH	New
DISNEY WALT CO	COM	$237K	0.0%Prev: 0.1%	2,460 SH	Decreased-683 SH
DOLLAR GEN CORP	COM	$298K	0.1%	2,509 SH	New
DOORDASH INC	CL A	$1.2M	0.2%Prev: 0.2%	8,169 SH	Increased+2,443 SH
EATON CORP PLC	SHS	$1.7M	0.3%Prev: 0.2%	4,776 SH	Increased+318 SH
ELEVANCE HEALTH INC FORMERLY	COM	$5.4M	0.9%	18,304 SH	New
ELI LILLY & CO	COM	$565K	0.1%Prev: 0.3%	615 SH	Decreased-1,317 SH
ETFIS SER TR I	VIRTUS REAVES UT	$2.0M	0.4%Prev: 0.5%	25,608 SH	Decreased-13,883 SH
EXXON MOBIL CORP	COM	$9.3M	1.6%Prev: 1.2%	54,820 SH	Increased+6,130 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$4.5M	0.8%	119,686 SH	New
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$7.5M	1.3%Prev: 0.9%	214,451 SH	Increased+67,229 SH
FIDELITY GREENWOOD STREET TR	YIELD ENHANCED E	$7.7M	1.3%	283,312 SH	New
FIFTH THIRD BANCORP	COM	$6.1M	1.1%Prev: 1.0%	132,024 SH	Increased+9,363 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$421K	0.1%Prev: 0.1%	8,307 SH	Decreased-1,369 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.2M	0.2%Prev: 0.3%	37,145 SH	Decreased-6,019 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$2.0M	0.4%Prev: 0.4%	68,886 SH	Decreased-2,631 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S. EQU	$4.2M	0.7%Prev: 0.7%	139,824 SH	Increased+23,507 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY B	$2.2M	0.4%	72,647 SH	New
FORD MTR CO	COM	$176K	0.0%Prev: 0.0%	15,281 SH	Decreased-2,358 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$2.3M	0.4%Prev: 0.3%	67,900 SH	Increased+24,114 SH
GE AEROSPACE	COM NEW	$1.7M	0.3%Prev: 0.1%	5,894 SH	Increased+4,330 SH
GE VERNOVA INC	COM	$365K	0.1%	418 SH	New
GENERAL DYNAMICS CORP	COM	$6.2M	1.1%Prev: 1.1%	18,140 SH	Increased-1,060 SH
HALLIBURTON CO	COM	$497K	0.1%	12,734 SH	New
HANCOCK JOHN PFD INCOME FD	SH BEN INT	$1.6M	0.3%Prev: 0.4%	100,111 SH	Decreased-5,947 SH
HEALTHCARE RLTY TR	CL A COM	$637K	0.1%Prev: 0.2%	37,497 SH	Decreased-7,588 SH
HOME DEPOT INC	COM	$214K	0.0%Prev: 0.1%	650 SH	Decreased-32 SH
HONEYWELL INTL INC	COM	$7.0M	1.2%	31,170 SH	New
ICICI BANK LIMITED	ADR	$1.1M	0.2%Prev: 0.2%	44,229 SH	Increased+8,863 SH
INTEL CORP	COM	$639K	0.1%Prev: 0.1%	14,479 SH	Increased-3,717 SH
INTERNATIONAL BUSINESS MACHS	COM	$301K	0.1%Prev: 0.1%	1,242 SH	Decreased-133 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$414K	0.1%Prev: 0.1%	18,021 SH	Decreased-2,861 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$1.8M	0.3%Prev: 0.3%	76,386 SH	Increased+6,215 SH
INVESCO QQQ TR	UNIT SER 1	$5.0M	0.9%Prev: 1.6%	8,688 SH	Decreased-7,918 SH
ISHARES TR	CORE MSCI TOTAL	$4.3M	0.7%Prev: 0.6%	49,799 SH	Increased+7,916 SH
ISHARES TR	CORE S&P500 ETF	$11.2M	1.9%Prev: 2.0%	17,098 SH	Increased-95 SH
ISHARES TR	CORE US AGGBD ET	$252K	0.0%	2,539 SH	New
ISHARES TR	HIGH YLD SYSTM B	$2.1M	0.4%Prev: 0.7%	45,586 SH	Decreased-22,592 SH
ISHARES TR	NATIONAL MUN ETF	$311K	0.1%Prev: 0.5%	2,931 SH	Decreased-21,804 SH
ISHARES TR	RUS 1000 GRW ETF	$1.5M	0.3%Prev: 0.3%	3,549 SH	Increased+121 SH
ISHARES TR	RUS 1000 VAL ETF	$2.2M	0.4%Prev: 0.3%	10,153 SH	Increased+2,855 SH
ISHARES TR	RUS MD CP GR ETF	$405K	0.1%Prev: 0.1%	3,159 SH	Increased-34 SH
ISHARES TR	RUS MID CAP ETF	$647K	0.1%Prev: 0.1%	6,653 SH	Increased+72 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$8.0M	1.4%Prev: 0.8%	143,668 SH	Increased+64,820 SH
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$17.3M	3.0%Prev: 2.7%	258,399 SH	Increased+22,361 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$24.0M	4.1%Prev: 2.7%	465,311 SH	Increased+211,488 SH
JOHNSON & JOHNSON	COM	$266K	0.0%Prev: 0.0%	1,089 SH	Increased-129 SH
JPMORGAN CHASE & CO	COM	$324K	0.1%	1,103 SH	New
LAM RESEARCH CORP	COM NEW	$1.2M	0.2%Prev: 0.1%	5,474 SH	Increased-1,058 SH
LOWES COS INC	COM	$358K	0.1%Prev: 0.1%	1,516 SH	Decreased-82 SH
MANULIFE FINL CORP	COM	$1.3M	0.2%Prev: 0.2%	38,320 SH	Increased+2,466 SH
MASTERCARD INCORPORATED	CL A	$1.5M	0.3%Prev: 0.3%	3,057 SH	Increased+800 SH
MERCADOLIBRE INC	COM	$1.3M	0.2%Prev: 0.2%	770 SH	Increased+182 SH
META PLATFORMS INC	CL A	$2.1M	0.4%Prev: 0.4%	3,690 SH	Increased+367 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.2%	3,306 SH	New
MICROSOFT CORP	COM	$1.7M	0.3%Prev: 0.6%	4,653 SH	Decreased-2,962 SH
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$3.9M	0.7%Prev: 0.7%	76,730 SH	Increased+11,196 SH
NETEASE COM INC	SPONSORED ADS	$1.1M	0.2%	9,644 SH	New
NETFLIX INC.	COM	$2.0M	0.3%	20,326 SH	New
NOVARTIS AG	SPONSORED ADR	$1.7M	0.3%Prev: 0.2%	10,826 SH	Increased+154 SH
NVIDIA CORPORATION	COM	$3.1M	0.5%Prev: 0.4%	17,764 SH	Increased-514 SH
OGE ENERGY CORP	COM	$338K	0.1%Prev: 0.1%	7,052 SH	Increased+480 SH
ONEOK INC NEW	COM	$1.3M	0.2%Prev: 0.3%	14,265 SH	Decreased+1,015 SH
PACER FDS TR	CASH COWS ETF	$1.8M	0.3%Prev: 1.4%	39,413 SH	Decreased-138,671 SH
PACER FDS TR	INDUSTRIAL RELET	$3.3M	0.6%Prev: 0.8%	89,069 SH	Decreased-21,697 SH
PACER FDS TR	METAURUS CAP 400	$39.2M	6.8%Prev: 8.0%	977,608 SH	Increased-94,938 SH
PACER FDS TR	NASDAQ INTL PATE	$17.8M	3.1%Prev: 0.8%	628,077 SH	Increased+442,108 SH
PALMER SQUARE FUNDS TR	CR OPPORTUNITIES	$19.5M	3.4%	949,382 SH	New
PALO ALTO NETWORKS INC	COM	$1.5M	0.3%Prev: 0.2%	9,215 SH	Increased+2,774 SH
PGIM ETF TR	ACTIVE AGGREGATE	$5.2M	0.9%	123,196 SH	New
PGIM ETF TR	ACTV HY BD ETF	$5.1M	0.9%Prev: 0.8%	148,164 SH	Increased+32,478 SH
PGIM ETF TR	JENNISON FOC GWT	$4.1M	0.7%Prev: 1.1%	41,828 SH	Decreased-23,412 SH
PGIM ETF TR	PGIM ULTRA SH BD	$5.4M	0.9%Prev: 1.7%	108,852 SH	Decreased-54,367 SH
PGIM ETF TR	TOTAL RETURN BON	$20.8M	3.6%Prev: 1.7%	500,079 SH	Increased+302,898 SH
PHILIP MORRIS INTL INC	COM	$249K	0.0%Prev: 0.0%	1,503 SH	Increased+50 SH
PHILLIPS 66	COM	$37.9M	6.5%Prev: 6.4%	208,116 SH	Increased-48,211 SH
PHILLIPS EDISON & CO INC	COMMON STOCK	$221K	0.0%Prev: 0.0%	5,914 SH	Increased
PROCTER & GAMBLE CO	COM	$252K	0.0%	1,742 SH	New
PUTNAM ETF TRUST	FOCUSED LAR CAP	$3.1M	0.5%	66,074 SH	New
ROYAL BK CDA	COM	$1.3M	0.2%Prev: 0.2%	7,973 SH	Increased-876 SH
SALESFORCE INC	COM	$6.6M	1.1%	35,560 SH	New
SCHWAB CHARLES CORP	COM	$6.6M	1.1%	69,997 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$676K	0.1%	27,324 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.5M	0.3%Prev: 0.3%	48,839 SH	Decreased-8,141 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$4.0M	0.7%	42,878 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$337K	0.1%	5,494 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$5.8M	1.0%	117,110 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$4.0M	0.7%	27,536 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$2.2M	0.4%	43,290 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$864K	0.1%	21,159 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$283K	0.0%	2,130 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$1.1M	0.2%	9,571 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$1.7M	0.3%	22,685 SH	New
SONY GROUP CORP	SPONSORED ADR	$1.1M	0.2%Prev: 0.2%	52,607 SH	Increased+10,835 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$2.4M	0.4%	51,063 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$13.0M	2.2%	507,679 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$1.4M	0.2%Prev: 0.2%	2,959 SH	Increased+1,158 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$299K	0.1%	460 SH	New
STRYKER CORPORATION	COM	$363K	0.1%Prev: 0.1%	1,105 SH	Decreased-145 SH
SUN LIFE FINANCIAL INC.	COM	$1.4M	0.2%Prev: 0.2%	22,834 SH	Increased+2,988 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.0M	0.3%	5,927 SH	New
TESLA INC	COM	$1.8M	0.3%Prev: 0.3%	4,750 SH	Increased-50 SH
TJX COS INC NEW	COM	$339K	0.1%Prev: 0.1%	2,124 SH	Increased-496 SH
TRANE TECHNOLOGIES PLC	SHS	$1.4M	0.2%Prev: 0.2%	3,265 SH	Increased+345 SH
UBER TECHNOLOGIES INC	COM	$1.4M	0.2%Prev: 0.2%	20,008 SH	Increased+5,716 SH
VALE S A	SPONSORED ADS	$1.4M	0.2%	90,528 SH	New
VALERO ENERGY CORP	COM	$10.5M	1.8%Prev: 1.3%	42,521 SH	Increased-5,820 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$923K	0.2%Prev: 0.1%	1,545 SH	Increased+158 SH
VANGUARD INDEX FDS	SMALL CP ETF	$635K	0.1%Prev: 0.1%	2,423 SH	Increased-257 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$204K	0.0%	675 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$489K	0.1%Prev: 0.1%	1,526 SH	Increased+103 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$397K	0.1%	4,067 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$7.0M	1.2%Prev: 0.9%	64,018 SH	Increased+18,987 SH
VANGUARD WORLD FD	INF TECH ETF	$698K	0.1%Prev: 0.1%	1,001 SH	Increased-96 SH
VERTEX PHARMACEUTICALS INC	COM	$1.6M	0.3%	3,527 SH	New
VIRTUS ETF TR II	KAR MID-CAP ETF	$206K	0.0%Prev: 0.2%	8,647 SH	Decreased-32,147 SH
VIRTUS ETF TR II	STONE HARBOR EMG	$4.1M	0.7%Prev: 0.6%	148,086 SH	Increased+29,044 SH
WALMART INC	COM	$1.1M	0.2%Prev: 0.2%	8,459 SH	Increased-115 SH
WASTE MGMT INC DEL	COM	$365K	0.1%Prev: 0.1%	1,589 SH	Decreased-103 SH
WELLS FARGO & CO	COM	$247K	0.0%	3,103 SH	New

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $1.0M
AIRBNB INC — $992K
ALPS ETF TR — $14.1M
AMERICAN CENTY ETF TR — $2.3M
ASML HOLDING N V — $1.0M
AXON ENTERPRISE INC — $991K
CARLISLE COS INC — $4.7M
CHEVRON CORP NEW — $706K
CHUBB LIMITED — $1.1M
CITIGROUP INC — $4.8M
COGNIZANT TECHNOLOGY SOLUTIO — $4.8M
COSTCO WHSL CORP NEW — $1.6M
COUSINS PPTYS INC — $252K
DBX ETF TR — $2.2M
DOLLAR GEN CORP NEW — $254K
DOVER CORP — $4.7M
ETFIS SER TR I — $4.3M
ETFIS SER TR I — $2.7M
FIRST TR EXCH TRADED FD III — $2.4M
FIRST TR EXCH TRADED FD III — $2.4M
… and 33 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