ARS Wealth Advisors Group, LLC

CIK 0001886707 • 7 13F filings • Apr 14, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $708.4M149 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.5M	0.2%	7,251 SH
ABRDN HEALTHCARE OPPORTUNITI	SHS	$349K	0.0%	16,896 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQ	$1.7M	0.2%	72,492 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$10.6M	1.5%	425,560 SH
ALPHABET INC	CAP STK CL A	$3.0M	0.4%	19,428 SH
ALPHABET INC	CAP STK CL C	$19.9M	2.8%	127,676 SH
ALTRIA GROUP INC	COM	$8.2M	1.2%	136,413 SH
AT&T INC	COM	$714K	0.1%	25,234 SH
BROADCOM INC	COM	$27.7M	3.9%	165,198 SH
CATERPILLAR INC	COM	$1.8M	0.3%	5,574 SH
CHEVRON CORP NEW	COM	$19.9M	2.8%	118,881 SH
CISCO SYS INC	COM	$9.1M	1.3%	146,908 SH
COCA COLA CO	COM	$1.9M	0.3%	25,990 SH
CONOCOPHILLIPS	COM	$257K	0.0%	2,443 SH
CONSTELLATION ENERGY CORP	COM	$336K	0.0%	1,664 SH
COSTCO WHSL CORP NEW	COM	$2.7M	0.4%	2,809 SH
CSX CORP	COM	$587K	0.1%	19,947 SH
CVS HEALTH CORP	COM	$514K	0.1%	7,590 SH
DAVITA INC	COM	$627K	0.1%	4,100 SH
DEERE & CO	COM	$207K	0.0%	441 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$229K	0.0%	5,960 SH
DISNEY WALT CO	COM	$824K	0.1%	8,349 SH
DOUBLELINE OPPORTUNISTIC CR	COM	$256K	0.0%	16,400 SH
DUKE ENERGY CORP NEW	COM NEW	$16.9M	2.4%	138,809 SH
EATON CORP PLC	SHS	$380K	0.1%	1,400 SH
EATON VANCE ENHANCED EQUITY	COM	$224K	0.0%	10,600 SH
EDISON INTL	COM	$292K	0.0%	4,959 SH
ELI LILLY & CO	COM	$1.7M	0.2%	2,115 SH
EMERSON ELEC CO	COM	$311K	0.0%	2,835 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$654K	0.1%	35,159 SH
ENTERPRISE PRODS PARTNERS L	COM	$281K	0.0%	8,224 SH
EOG RES INC	COM	$385K	0.1%	3,002 SH
EXXON MOBIL CORP	COM	$24.2M	3.4%	203,150 SH
FIDELITY COVINGTON TRUST	LOW VOLITY ETF	$286K	0.0%	4,710 SH
FIDELITY NATL INFORMATION SV	COM	$202K	0.0%	2,708 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$268K	0.0%	14,340 SH
FIRST TR EXCHANGE-TRADED ALP	MID CAP VAL FD	$649K	0.1%	12,858 SH
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$606K	0.1%	8,096 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$233K	0.0%	6,952 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.3M	0.2%	35,199 SH
FIRST TR SML CP CORE ALPHA F	COM SHS	$1.1M	0.2%	12,475 SH
FORD MTR CO	COM	$105K	0.0%	10,446 SH
GE AEROSPACE	COM NEW	$455K	0.1%	2,274 SH
GENERAL DYNAMICS CORP	COM	$2.5M	0.4%	9,225 SH
GENERAL MLS INC	COM	$245K	0.0%	4,099 SH
GOLDMAN SACHS GROUP INC	COM	$6.6M	0.9%	12,126 SH
HERSHEY CO	COM	$522K	0.1%	3,051 SH
HOME DEPOT INC	COM	$11.6M	1.6%	31,728 SH
HONEYWELL INTL INC	COM	$16.7M	2.4%	78,922 SH
I-80 GOLD CORP	COM	$23K	0.0%	39,359 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$354K	0.1%	9,936 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$853K	0.1%	22,575 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$9.9M	1.4%	262,269 SH
INTERNATIONAL BUSINESS MACHS	COM	$10.1M	1.4%	40,604 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$268K	0.0%	1,545 SH
ISHARES SILVER TR	ISHARES	$7.9M	1.1%	256,442 SH
ISHARES TR	1 3 YR TREAS BD	$545K	0.1%	6,587 SH
ISHARES TR	CORE HIGH DV ETF	$353K	0.0%	2,915 SH
ISHARES TR	CORE S&P MCP ETF	$351K	0.0%	6,016 SH
ISHARES TR	CORE S&P SCP ETF	$398K	0.1%	3,809 SH
ISHARES TR	CORE S&P TTL STK	$545K	0.1%	4,464 SH
ISHARES TR	CORE S&P500 ETF	$747K	0.1%	1,330 SH
ISHARES TR	CORE US AGGBD ET	$248K	0.0%	2,507 SH
ISHARES TR	IBOXX INV CP ETF	$307K	0.0%	2,829 SH
ISHARES TR	LARGE CAP MAX BU	$205K	0.0%	7,939 SH
ISHARES TR	MSCI USA MIN VOL	$38.7M	5.5%	413,256 SH
ISHARES TR	MSCI USA QLT FCT	$27.8M	3.9%	162,414 SH
ISHARES TR	NATIONAL MUN ETF	$523K	0.1%	4,960 SH
ISHARES TR	RUS MID CAP ETF	$298K	0.0%	3,499 SH
ISHARES TR	RUSSELL 2000 ETF	$263K	0.0%	1,316 SH
ISHARES TR	RUSSELL 3000 ETF	$322K	0.0%	1,015 SH
ISHARES TR	SELECT DIVID ETF	$219K	0.0%	1,628 SH
ISHARES TR	SHORT TREAS BD	$1.9M	0.3%	17,496 SH
ISHARES TR	SHRT NAT MUN ETF	$929K	0.1%	8,800 SH
JOHNSON & JOHNSON	COM	$19.7M	2.8%	119,023 SH
JPMORGAN CHASE & CO.	COM	$27.7M	3.9%	112,862 SH
KIMBERLY-CLARK CORP	COM	$316K	0.0%	2,222 SH
KINDER MORGAN INC DEL	COM	$8.3M	1.2%	290,018 SH
LOCKHEED MARTIN CORP	COM	$6.8M	1.0%	15,161 SH
LOWES COS INC	COM	$809K	0.1%	3,470 SH
MASTERCARD INCORPORATED	CL A	$16.0M	2.3%	29,237 SH
MCDONALDS CORP	COM	$2.4M	0.3%	7,528 SH
MERCK & CO INC	COM	$14.4M	2.0%	160,088 SH
META PLATFORMS INC	CL A	$2.7M	0.4%	4,702 SH
MICROSOFT CORP	COM	$30.7M	4.3%	81,773 SH
MONDELEZ INTL INC	CL A	$248K	0.0%	3,650 SH
NETFLIX INC	COM	$1.4M	0.2%	1,467 SH
NEXTERA ENERGY INC	COM	$685K	0.1%	9,664 SH
NIKE INC	CL B	$309K	0.0%	4,871 SH
NISOURCE INC	COM	$238K	0.0%	5,940 SH
NVIDIA CORPORATION	COM	$4.0M	0.6%	36,758 SH
ODYSSEY MARINE EXPL INC	COM NEW	$7K	0.0%	17,730 SH
ONEOK INC NEW	COM	$273K	0.0%	2,750 SH
ORACLE CORP	COM	$345K	0.0%	2,465 SH
PAYCHEX INC	COM	$288K	0.0%	1,869 SH
PEPSICO INC	COM	$15.1M	2.1%	100,605 SH
PFIZER INC	COM	$614K	0.1%	24,239 SH
PHILIP MORRIS INTL INC	COM	$397K	0.1%	2,501 SH
PNC FINL SVCS GROUP INC	COM	$708K	0.1%	4,026 SH
PROCTER AND GAMBLE CO	COM	$20.5M	2.9%	120,174 SH
QUALCOMM INC	COM	$356K	0.1%	2,321 SH
RLI CORP	COM	$331K	0.0%	4,126 SH
SALESFORCE INC	COM	$824K	0.1%	3,072 SH
SCHWAB CHARLES CORP	COM	$209K	0.0%	2,665 SH
SCHWAB STRATEGIC TR	1000 INDEX ETF	$269K	0.0%	9,980 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$224K	0.0%	9,199 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$201K	0.0%	9,347 SH
SELECT SECTOR SPDR TR	ENERGY	$295K	0.0%	3,160 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$232K	0.0%	2,845 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$330K	0.0%	2,259 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$23.7M	3.3%	114,863 SH
SHELL PLC	SPON ADS	$2.2M	0.3%	29,626 SH
SOUTHERN CO	COM	$9.1M	1.3%	98,800 SH
SPDR GOLD TR	GOLD SHS	$19.0M	2.7%	65,952 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	0.3%	3,596 SH
SPDR SER TR	PORTFOLI S&P1500	$67.8M	9.6%	996,797 SH
SPDR SER TR	PORTFOLIO SHORT	$224K	0.0%	7,441 SH
SPDR SER TR	PRTFLO S&P500 VL	$218K	0.0%	4,276 SH
SPDR SER TR	SSGA US LRG ETF	$406K	0.1%	2,335 SH
SPROTT PHYSICAL SILVER TR	TR UNIT	$216K	0.0%	18,600 SH
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$3.2M	0.5%	78,426 SH
STRYKER CORPORATION	COM	$277K	0.0%	743 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$8.7M	1.2%	268,946 SH
TESLA INC	COM	$961K	0.1%	3,709 SH
THERMO FISHER SCIENTIFIC INC	COM	$778K	0.1%	1,563 SH
TORONTO DOMINION BK ONT	COM NEW	$786K	0.1%	13,120 SH
TRUIST FINL CORP	COM	$262K	0.0%	6,372 SH
UNION PAC CORP	COM	$975K	0.1%	4,126 SH
UNITED PARCEL SERVICE INC	CL B	$4.3M	0.6%	38,693 SH
UNITEDHEALTH GROUP INC	COM	$15.0M	2.1%	28,650 SH
VALERO ENERGY CORP	COM	$383K	0.1%	2,900 SH
VANECK ETF TRUST	MORTGAGE REIT	$116K	0.0%	10,409 SH
VANGUARD INDEX FDS	GROWTH ETF	$274K	0.0%	740 SH
VANGUARD INDEX FDS	MID CAP ETF	$331K	0.0%	1,280 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.2M	0.7%	10,188 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$19.7M	2.8%	105,546 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.2%	3,996 SH
VANGUARD INDEX FDS	VALUE ETF	$414K	0.1%	2,399 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$608K	0.1%	12,250 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$453K	0.1%	1,834 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$791K	0.1%	4,079 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$250K	0.0%	1,935 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$211K	0.0%	685 SH
VERIZON COMMUNICATIONS INC	COM	$18.2M	2.6%	400,807 SH
VISA INC	COM CL A	$741K	0.1%	2,113 SH
WALMART INC	COM	$14.4M	2.0%	163,685 SH
WASTE MGMT INC DEL	COM	$353K	0.0%	1,527 SH
WELLTOWER INC	COM	$764K	0.1%	4,988 SH
YUM BRANDS INC	COM	$226K	0.0%	1,436 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001725547-26-000360	—	View
Jan 12, 2026	Q4 2025	13F-HR	0001725547-26-000015	$1.11B	View
Oct 6, 2025	Q3 2025