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: $665.0M181 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	HIGH YIELD ETF	$5.1M	0.8%	136,439 SH	New
AB ACTIVE ETFS INC	SHOR DU YIEL ETF	$2.8M	0.4%	78,415 SH	New
AB ACTIVE ETFS INC	TAX AW INTER ETF	$3.3M	0.5%	127,890 SH	New
AB ACTIVE ETFS INC	TAX AWA LONG ETF	$2.1M	0.3%	83,964 SH	New
ABBVIE INC	COM	$286K	0.0%Prev: 0.1%	1,136 SH	Decreased-792 SH
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$248K	0.0%	1,371 SH	New
ADVANCED MICRO DEVICES INC	COM	$757K	0.1%	1,303 SH	New
AFFIRM HLDGS INC	COM CL A	$2.6M	0.4%	32,169 SH	New
AFLAC INC	COM	$7.1M	1.1%Prev: 1.0%	60,232 SH	Increased+10,489 SH
ALPHABET INC	CAP STK CL A	$387K	0.1%	1,084 SH	New
ALPHABET INC	CAP STK CL C	$2.5M	0.4%Prev: 0.3%	7,016 SH	Increased-1,627 SH
AMAZON COM INC	COM	$3.0M	0.4%Prev: 0.5%	12,424 SH	Increased+783 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$13.0M	2.0%Prev: 2.0%	146,247 SH	Increased+2,544 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$565K	0.1%	4,526 SH	New
AMERICAN ELEC PWR CO INC	COM	$412K	0.1%Prev: 0.1%	3,014 SH	Increased-51 SH
AMERICAN EXPRESS CO	COM	$209K	0.0%	617 SH	New
AMERICAN HEALTHCARE REIT INC	COM SHS	$830K	0.1%Prev: 0.1%	15,916 SH	Increased-2,816 SH
AMERICAN INTL GROUP INC	COM NEW	$6.5M	1.0%Prev: 1.0%	87,585 SH	Increased+26,749 SH
AMPHENOL CORP	CL A	$2.2M	0.3%	12,411 SH	New
APA CORPORATION	COM	$293K	0.0%	8,990 SH	New
APPLE INC	COM	$7.2M	1.1%Prev: 1.0%	24,795 SH	Increased-630 SH
APPLIED MATLS INC	COM	$13.4M	2.0%Prev: 1.2%	18,476 SH	Increased-14,264 SH
ARISTA NETWORKS INC	COM SHS	$2.2M	0.3%	12,797 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$2.1M	0.3%	1,049 SH	New
ASTRAZENECA PLC	ORD	$1.3M	0.2%	6,819 SH	New
AT&T INC	COM	$520K	0.1%Prev: 0.1%	25,124 SH	Decreased+205 SH
BAKER HUGHES COMPANY	CL A	$6.0M	0.9%	107,414 SH	New
BANK OF AMER CORP	COM	$565K	0.1%	9,914 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	0.3%Prev: 0.4%	4,259 SH	Increased+223 SH
BLACKBERRY LTD	COM	$938K	0.1%Prev: 0.1%	74,162 SH	Increased+10,911 SH
BLACKROCK ETF TRUST II	ISHAR INTER ETF	$4.2M	0.6%	174,726 SH	New
BLACKROCK ETF TRUST II	SHOR DURA HI ETF	$727K	0.1%	32,370 SH	New
BLACKSTONE INC	COM	$915K	0.1%Prev: 0.2%	7,773 SH	Decreased+142 SH
BNY MELLON ETF TRUST	INTERNATIONL EQT	$971K	0.1%Prev: 0.2%	9,649 SH	Decreased-1,632 SH
BRINKER INTL INC	COM	$281K	0.0%Prev: 0.1%	1,670 SH	Decreased
BROADCOM INC	COM	$1.9M	0.3%Prev: 0.3%	4,972 SH	Increased+134 SH
CADENCE DESIGN SYSTEM INC	COM	$2.1M	0.3%Prev: 0.2%	5,657 SH	Increased+1,555 SH
CANADIAN NATL RY CO	COM	$1.5M	0.2%	12,450 SH	New
CATERPILLAR INC	COM	$1.8M	0.3%Prev: 0.1%	1,648 SH	Increased+31 SH
CHEVRON CORPORATION	COM	$599K	0.1%	3,615 SH	New
CHUBB LIMITED	COM	$1.4M	0.2%Prev: 0.2%	4,119 SH	Increased+260 SH
CISCO SYS INC	COM	$10.3M	1.5%Prev: 1.2%	87,593 SH	Increased-1,639 SH
CLOUDFLARE INC	CL A COM	$1.9M	0.3%Prev: 0.3%	7,890 SH	Increased+958 SH
CONOCOPHILLIPS	COM	$21.4M	3.2%Prev: 4.0%	205,993 SH	Increased-27,458 SH
CORNING INC	COM	$1.3M	0.2%Prev: 0.1%	5,066 SH	Increased-1,076 SH
COSTCO WHOLESALE CORPORATION	COM	$1.9M	0.3%	2,000 SH	New
COUSINS PPTYS INC	COM NEW	$245K	0.0%Prev: 0.0%	8,164 SH	Decreased-372 SH
CRH PLC	ORD	$1.3M	0.2%Prev: 0.2%	12,553 SH	Increased+377 SH
CROWDSTRIKE HLDGS INC	CL A	$2.2M	0.3%Prev: 0.3%	2,867 SH	Increased+84 SH
CUMMINS INC	COM	$8.7M	1.3%Prev: 1.0%	12,196 SH	Increased-3,508 SH
DEERE & CO	COM	$213K	0.0%	335 SH	New
DEVON ENERGY CORP NEW	COM	$260K	0.0%	6,299 SH	New
DISNEY WALT CO	COM	$242K	0.0%Prev: 0.1%	2,510 SH	Decreased-516 SH
DOLLAR GEN CORP	COM	$295K	0.0%	2,561 SH	New
DOORDASH INC	CL A	$1.9M	0.3%Prev: 0.3%	10,543 SH	Increased+4,769 SH
EATON CORP PLC	SHS	$1.9M	0.3%Prev: 0.3%	4,479 SH	Increased+1 SH
ELI LILLY & CO	COM	$2.0M	0.3%Prev: 0.3%	1,685 SH	Increased-329 SH
ETFIS SER TR I	VIRTUS REAVES UT	$2.2M	0.3%Prev: 0.6%	26,333 SH	Decreased-12,450 SH
EXXON MOBIL CORP	COM	$6.7M	1.0%Prev: 1.1%	49,020 SH	Increased-4,942 SH
FIDELITY COVINGTON TRUST	ENHANCED EMRNGS	$2.3M	0.3%	54,593 SH	New
FIDELITY COVINGTON TRUST	ENHANCED INTL	$5.2M	0.8%Prev: 0.8%	128,600 SH	Increased-2,613 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$16.9M	2.5%Prev: 1.0%	405,012 SH	Increased+246,016 SH
FIDELITY GREENWOOD STREET TR	YIEL ENH EQU ETF	$8.4M	1.3%	291,862 SH	New
FIFTH THIRD BANCORP	COM	$7.9M	1.2%Prev: 1.1%	140,070 SH	Increased+5,522 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$432K	0.1%Prev: 0.1%	8,411 SH	Decreased-1,442 SH
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$205K	0.0%Prev: 0.5%	10,280 SH	Decreased-114,649 SH
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$402K	0.1%	11,018 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VE U.S. EQ BU	$4.2M	0.6%	138,505 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$2.1M	0.3%Prev: 0.4%	68,886 SH	Decreased-2,631 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY B	$2.7M	0.4%Prev: 0.2%	87,896 SH	Increased+62,805 SH
FLUOR CORP	COM	$205K	0.0%	3,921 SH	New
FORD MTR CO	COM	$213K	0.0%Prev: 0.0%	15,339 SH	Increased-1,641 SH
GARMIN LTD	SHS	$1.2M	0.2%	4,872 SH	New
GE AEROSPACE	COM NEW	$2.6M	0.4%Prev: 0.1%	6,987 SH	Increased+5,453 SH
GE VERNOVA INC	COM	$445K	0.1%Prev: 0.0%	379 SH	Increased-52 SH
GENERAL DYNAMICS CORP	COM	$6.9M	1.0%Prev: 1.1%	19,486 SH	Increased+47 SH
HALLIBURTON CO	COM	$429K	0.1%	12,627 SH	New
HANCOCK JOHN PFD INCOME FD	SH BEN INT	$1.6M	0.2%Prev: 0.3%	100,187 SH	Decreased-4,230 SH
HEALTHCARE RLTY TR	CL A COM	$756K	0.1%Prev: 0.1%	37,497 SH	Increased-7,588 SH
HOME DEPOT INC	COM	$229K	0.0%Prev: 0.0%	650 SH	Decreased-29 SH
HONEYWELL AEROSPACE INC	COM	$3.4M	0.5%	15,491 SH	New
HONEYWELL INTL INC	COM	$3.5M	0.5%	15,492 SH	New
INTEL CORP	COM	$1.9M	0.3%Prev: 0.1%	13,330 SH	Increased-4,690 SH
INTERNATIONAL BUSINESS MACHS	COM	$382K	0.1%Prev: 0.1%	1,360 SH	Increased+69 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$429K	0.1%Prev: 0.1%	18,228 SH	Decreased-3,085 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$1.9M	0.3%Prev: 0.3%	77,689 SH	Increased+4,561 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$211K	0.0%	990 SH	New
INVESCO QQQ TR	UNIT SER 1	$8.1M	1.2%Prev: 1.5%	10,979 SH	Increased-3,200 SH
ISHARES TR	CORE MSCI TOTAL	$4.8M	0.7%Prev: 0.6%	49,819 SH	Increased+7,685 SH
ISHARES TR	CORE S&P500 ETF	$13.4M	2.0%Prev: 2.0%	17,909 SH	Increased+757 SH
ISHARES TR	CORE US AGGBD ET	$394K	0.1%	3,977 SH	New
ISHARES TR	HIGH YLD SYSTM B	$2.3M	0.3%Prev: 0.7%	49,050 SH	Decreased-25,048 SH
ISHARES TR	NATIONAL MUN ETF	$319K	0.0%Prev: 0.1%	2,964 SH	Increased+420 SH
ISHARES TR	RUS 1000 GRW ETF	$1.8M	0.3%Prev: 0.3%	14,130 SH	Increased+10,857 SH
ISHARES TR	RUS 1000 VAL ETF	$2.4M	0.4%Prev: 0.3%	10,034 SH	Increased+2,221 SH
ISHARES TR	RUS MD CP GR ETF	$5.0M	0.8%Prev: 0.1%	34,254 SH	Increased+31,101 SH
ISHARES TR	RUS MID CAP ETF	$4.2M	0.6%Prev: 0.1%	38,299 SH	Increased+31,844 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$8.9M	1.3%Prev: 0.9%	144,604 SH	Increased+58,303 SH
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$20.2M	3.0%Prev: 3.3%	258,935 SH	Increased-27,748 SH
JANUS DETROIT STR TR	HEND SECU IN ETF	$25.2M	3.8%	491,125 SH	New
JOHNSON & JOHNSON	COM	$283K	0.0%	1,114 SH	New
JPMORGAN CHASE & CO	COM	$361K	0.1%	1,103 SH	New
KLA CORP	COM NEW	$2.2M	0.3%	7,312 SH	New
LAM RESEARCH CORP	COM NEW	$2.4M	0.4%Prev: 0.1%	5,447 SH	Increased-1,108 SH
LOWES COS INC	COM	$334K	0.1%Prev: 0.1%	1,516 SH	Decreased-77 SH
MANULIFE FINL CORP	COM	$1.5M	0.2%Prev: 0.2%	37,977 SH	Increased+2,685 SH
MASTERCARD INCORPORATED	CL A	$1.8M	0.3%Prev: 0.2%	3,422 SH	Increased+1,123 SH
META PLATFORMS INC	CL A	$2.3M	0.3%Prev: 0.5%	4,119 SH	Decreased+844 SH
MICRON TECHNOLOGY INC	COM	$2.6M	0.4%	2,287 SH	New
MICROSOFT CORP	COM	$3.2M	0.5%Prev: 0.7%	8,667 SH	Decreased+1,110 SH
MORGAN STANLEY ETF TRUST	EATO VANC BD ETF	$3.8M	0.6%	75,881 SH	New
NETEASE COM INC	SPONSORED ADS	$1.5M	0.2%	11,774 SH	New
NETFLIX INC.	COM	$1.5M	0.2%	21,448 SH	New
NOVARTIS AG	SPONSORED ADR	$1.5M	0.2%Prev: 0.3%	9,787 SH	Increased-1,035 SH
NVIDIA CORPORATION	COM	$3.8M	0.6%Prev: 0.5%	19,023 SH	Increased+1,028 SH
OGE ENERGY CORP	COM	$343K	0.1%Prev: 0.1%	7,052 SH	Increased+480 SH
ONEOK INC NEW	COM	$1.4M	0.2%Prev: 0.2%	16,176 SH	Increased+2,976 SH
PACER FDS TR	CASH COWS ETF	$1.8M	0.3%Prev: 1.2%	38,599 SH	Decreased-117,689 SH
PACER FDS TR	INDUSTRIAL RELET	$3.6M	0.5%Prev: 0.8%	89,292 SH	Decreased-20,941 SH
PACER FDS TR	METAURUS CAP 400	$44.5M	6.7%Prev: 7.5%	988,427 SH	Increased+5,156 SH
PACER FDS TR	NASD IN PATE ETF	$22.0M	3.3%	591,588 SH	New
PALMER SQUARE FUNDS TR	CR OPPOR ETF	$20.0M	3.0%	969,639 SH	New
PALO ALTO NETWORKS INC	COM	$2.5M	0.4%Prev: 0.3%	7,369 SH	Increased+808 SH
PGIM ETF TR	ACTI AGGR BD ETF	$5.6M	0.8%	133,351 SH	New
PGIM ETF TR	ACTV HY BD ETF	$5.6M	0.8%Prev: 0.8%	160,895 SH	Increased+38,074 SH
PGIM ETF TR	JENNISON FOC GWT	$4.5M	0.7%Prev: 1.1%	38,915 SH	Decreased-17,731 SH
PGIM ETF TR	PGIM ULTRA SH BD	$5.7M	0.9%Prev: 1.2%	114,298 SH	Decreased-14,242 SH
PGIM ETF TR	TOTA RETU BD ETF	$22.2M	3.3%	535,104 SH	New
PHILIP MORRIS INTL INC	COM	$230K	0.0%Prev: 0.1%	1,274 SH	Decreased-179 SH
PHILLIPS 66	COM	$32.7M	4.9%Prev: 5.9%	193,572 SH	Increased-65,325 SH
PHILLIPS EDISON & CO INC	COMMON STOCK	$246K	0.0%Prev: 0.0%	5,914 SH	Increased
PROCTER & GAMBLE CO	COM	$255K	0.0%	1,742 SH	New
PRUDENTIAL PLC	ADR	$1.2M	0.2%	45,065 SH	New
PUTNAM ETF TRUST	FOCUSED LAR CAP	$3.2M	0.5%	62,720 SH	New
ROYAL BK CDA	COM	$1.6M	0.2%Prev: 0.2%	7,903 SH	Increased-1,132 SH
SALESFORCE INC	COM	$6.1M	0.9%	38,692 SH	New
SCHWAB CHARLES CORP	COM	$6.8M	1.0%	74,203 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.1M	0.2%Prev: 0.1%	40,860 SH	Increased+28,785 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.9M	0.3%Prev: 0.3%	59,694 SH	Increased+194 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$490K	0.1%	508 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$4.5M	0.7%	28,588 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$2.6M	0.4%	22,178 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$398K	0.1%	7,500 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$6.8M	1.0%	127,199 SH	New
SELECT SECTOR SPDR TR	ST STR MATER ETF	$2.2M	0.3%	44,217 SH	New
SELECT SECTOR SPDR TR	ST STR REAL ETF	$992K	0.1%	22,535 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$2.2M	0.3%	26,422 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$406K	0.1%	2,131 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$1.3M	0.2%Prev: 0.2%	11,619 SH	Increased+697 SH
SOLSTICE ADVANCED MATLS INC	COM SHS	$1.9M	0.3%	20,956 SH	New
SONY GROUP CORP	SPONSORED ADR	$1.3M	0.2%Prev: 0.2%	63,190 SH	Increased+20,201 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$402K	0.1%	2,355 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$559K	0.1%	10,790 SH	New
SPDR SERIES TRUST	ST STR AGGRE ETF	$13.8M	2.1%	540,885 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$497K	0.1%	665 SH	New
STRYKER CORPORATION	COM	$348K	0.1%Prev: 0.1%	1,105 SH	Decreased-145 SH
SUN LIFE FINANCIAL INC.	COM	$1.7M	0.3%Prev: 0.2%	22,286 SH	Increased+2,883 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.7M	0.4%	5,602 SH	New
TESLA INC	COM	$2.0M	0.3%Prev: 0.3%	4,742 SH	Increased-133 SH
TJX COS INC NEW	COM	$297K	0.0%Prev: 0.0%	1,959 SH	Increased-126 SH
TRANE TECHNOLOGIES PLC	SHS	$1.5M	0.2%Prev: 0.2%	3,105 SH	Increased+358 SH
TRAVELERS COMPANIES INC	COM	$214K	0.0%	649 SH	New
UBER TECHNOLOGIES INC	COM	$1.7M	0.3%Prev: 0.3%	23,198 SH	Increased+8,750 SH
UNITEDHEALTH GROUP INC	COM	$209K	0.0%	504 SH	New
VALE S A	SPONSORED ADS	$1.4M	0.2%	90,600 SH	New
VALERO ENERGY CORP	COM	$9.0M	1.4%Prev: 1.3%	34,657 SH	Increased-15,053 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$6.5M	1.0%	32,922 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.2%Prev: 0.2%	1,539 SH	Increased+101 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.3M	0.6%Prev: 0.1%	14,244 SH	Increased+11,559 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$4.9M	0.7%	13,525 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$574K	0.1%Prev: 0.1%	1,551 SH	Increased+94 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$942K	0.1%	8,144 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$852K	0.1%Prev: 1.0%	6,669 SH	Decreased-42,805 SH
VANGUARD WORLD FD	INF TECH ETF	$976K	0.1%Prev: 0.1%	8,168 SH	Increased+7,068 SH
VERTEX PHARMACEUTICALS INC	COM	$1.8M	0.3%	3,638 SH	New
VIRTUS ETF TR II	KAR MID-CAP ETF	$217K	0.0%Prev: 0.2%	8,655 SH	Decreased-26,813 SH
VIRTUS ETF TR II	STONE HARBOR EMG	$4.5M	0.7%Prev: 0.7%	157,788 SH	Increased+28,404 SH
WALMART INC	COM	$964K	0.1%Prev: 0.2%	8,513 SH	Increased-129 SH
WASTE MGMT INC DEL	COM	$355K	0.1%Prev: 0.1%	1,591 SH	Decreased-102 SH
WELLS FARGO & CO	COM	$299K	0.0%	3,619 SH	New
ZOETIS INC	CL A	$4.9M	0.7%	67,764 SH	New

Sold (vs prior filing)

AB ACTIVE ETFS INC — $2.9M
AB ACTIVE ETFS INC — $1.8M
ACCENTURE PLC IRELAND — $1.1M
AIRBNB INC — $1.1M
ALPS ETF TR — $21.7M
ASML HOLDING N V — $1.2M
AXON ENTERPRISE INC — $1.3M
BANK AMERICA CORP — $458K
BITWISE BITCOIN ETF TR — $206K
BLACKROCK ETF TRUST II — $3.1M
BLACKROCK ETF TRUST II — $2.6M
CARLISLE COS INC — $5.1M
CHEVRON CORP NEW — $597K
CITIGROUP INC — $5.9M
COGNIZANT TECHNOLOGY SOLUTIO — $5.1M
COSTCO WHSL CORP NEW — $1.6M
COUPANG INC — $1.3M
DIREXION SHS ETF TR — $120K
DOLLAR GEN CORP NEW — $310K
DOVER CORP — $5.3M
… and 43 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