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: $867.8M175 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$960K	0.1%	7,056 SH	New
ABBVIE INC	COM	$1.4M	0.2%Prev: 0.1%	7,453 SH	Decreased-292 SH
ABRDN HEALTHCARE OPPORTUNITI	SHS	$311K	0.0%Prev: 0.0%	16,896 SH	Increased+4,300 SH
AECOM	COM	$203K	0.0%	1,796 SH	New
AFLAC INC	COM	$219K	0.0%Prev: 0.0%	2,076 SH	Decreased-9 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQ	$1.9M	0.2%Prev: 0.2%	72,492 SH	Decreased+2,298 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$11.4M	1.3%Prev: 1.0%	425,851 SH	Decreased+13,346 SH
ALPHABET INC	CAP STK CL A	$3.5M	0.4%Prev: 0.5%	20,007 SH	Decreased-913 SH
ALPHABET INC	CAP STK CL C	$23.3M	2.7%Prev: 3.0%	131,531 SH	Decreased+6,763 SH
ALTRIA GROUP INC	COM	$7.9M	0.9%Prev: 0.8%	134,656 SH	Decreased-5,120 SH
AMAZON COM INC	COM	$33.5M	3.9%Prev: 2.9%	152,591 SH	Decreased-12,458 SH
AMERICAN ELEC PWR CO INC	COM	$869K	0.1%Prev: 0.1%	8,378 SH	Decreased-11 SH
AMERICAN EXPRESS CO	COM	$230K	0.0%Prev: 0.0%	721 SH	Decreased-505 SH
AMERICAN WTR WKS CO INC NEW	COM	$316K	0.0%Prev: 0.0%	2,272 SH	Increased
AMGEN INC	COM	$1.1M	0.1%Prev: 0.1%	3,773 SH	Decreased+361 SH
APPLE INC	COM	$36.5M	4.2%Prev: 3.8%	178,098 SH	Decreased+398 SH
APPLIED MATLS INC	COM	$369K	0.0%Prev: 0.1%	2,015 SH	Decreased-26 SH
AT&T INC	COM	$658K	0.1%Prev: 0.1%	22,747 SH	Decreased-2,839 SH
AUTOMATIC DATA PROCESSING IN	COM	$282K	0.0%	913 SH	New
BANK AMERICA CORP	COM	$7.6M	0.9%Prev: 0.7%	159,722 SH	Decreased-3,837 SH
BECTON DICKINSON & CO	COM	$3.5M	0.4%Prev: 0.3%	20,293 SH	Decreased-5,280 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.0M	0.8%Prev: 1.2%	14,511 SH	Decreased-14,793 SH
BROADCOM INC	COM	$44.6M	5.1%Prev: 3.7%	161,635 SH	Increased+18,664 SH
CATERPILLAR INC	COM	$2.0M	0.2%Prev: 0.3%	5,214 SH	Decreased+168 SH
CHEVRON CORP NEW	COM	$17.7M	2.0%	123,475 SH	New
CISCO SYS INC	COM	$10.3M	1.2%Prev: 1.0%	148,723 SH	Decreased-2,573 SH
COCA COLA CO	COM	$1.9M	0.2%Prev: 0.2%	26,674 SH	Decreased+787 SH
CONSTELLATION ENERGY CORP	COM	$541K	0.1%Prev: 0.0%	1,676 SH	Increased-38 SH
CORMEDIX INC	COM	$108K	0.0%	10,000 SH	New
CORNING INC	COM	$308K	0.0%Prev: 0.1%	5,853 SH	Decreased+683 SH
COSTCO WHSL CORP NEW	COM	$2.9M	0.3%	2,968 SH	New
CSX CORP	COM	$759K	0.1%Prev: 0.0%	23,262 SH	Increased+13,418 SH
CVS HEALTH CORP	COM	$529K	0.1%Prev: 0.0%	7,671 SH	Decreased-154 SH
DAVITA INC	COM	$584K	0.1%Prev: 0.1%	4,100 SH	Decreased
DEERE & CO	COM	$226K	0.0%Prev: 0.0%	445 SH	Decreased-158 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$252K	0.0%Prev: 0.0%	5,960 SH	Decreased
DISNEY WALT CO	COM	$1.0M	0.1%Prev: 0.1%	8,344 SH	Increased+651 SH
DOUBLELINE OPPORTUNISTIC CR	COM	$251K	0.0%Prev: 0.0%	16,300 SH	Increased+3,950 SH
DUKE ENERGY CORP NEW	COM NEW	$16.6M	1.9%Prev: 1.6%	140,792 SH	Decreased-7,272 SH
EATON CORP PLC	SHS	$500K	0.1%Prev: 0.0%	1,400 SH	Increased+89 SH
EATON VANCE ENHANCED EQUITY	COM	$260K	0.0%	10,750 SH	New
EDISON INTL	COM	$256K	0.0%Prev: 0.0%	4,959 SH	Decreased+494 SH
ELI LILLY & CO	COM	$1.7M	0.2%Prev: 0.2%	2,193 SH	Decreased-57 SH
EMERSON ELEC CO	COM	$378K	0.0%Prev: 0.0%	2,835 SH	Decreased-802 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$619K	0.1%Prev: 0.1%	34,159 SH	Decreased-227 SH
ENTERPRISE PRODS PARTNERS L	COM	$286K	0.0%Prev: 0.0%	9,224 SH	Decreased-91 SH
EXXON MOBIL CORP	COM	$22.4M	2.6%Prev: 3.1%	207,835 SH	Decreased-11,407 SH
FIDELITY COVINGTON TRUST	LOW VOLITY ETF	$297K	0.0%Prev: 0.0%	4,727 SH	Decreased-48 SH
FIDELITY NATL INFORMATION SV	COM	$220K	0.0%	2,708 SH	New
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$270K	0.0%	14,240 SH	New
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$244K	0.0%	13,729 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.2M	0.1%Prev: 0.1%	12,476 SH	Decreased+907 SH
FIRST TR EXCHANGE-TRADED ALP	MID CAP VAL FD	$666K	0.1%Prev: 0.1%	12,860 SH	Increased+1,372 SH
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$667K	0.1%Prev: 0.1%	8,096 SH	Increased+1,056 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.1M	0.1%Prev: 0.1%	12,108 SH	Increased+2,004 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$246K	0.0%	6,976 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.2M	0.1%Prev: 0.1%	31,589 SH	Increased+3,156 SH
FIRSTSERVICE CORP NEW	COM	$2.3M	0.3%Prev: 0.2%	13,000 SH	Increased-3,000 SH
FORD MTR CO	COM	$136K	0.0%	12,531 SH	New
GALAXY DIGITAL INC.	CL A	$212K	0.0%	9,700 SH	New
GE AEROSPACE	COM NEW	$625K	0.1%Prev: 0.1%	2,428 SH	Decreased-27 SH
GE VERNOVA INC	COM	$285K	0.0%Prev: 0.0%	538 SH	Decreased-93 SH
GENERAL DYNAMICS CORP	COM	$2.6M	0.3%Prev: 0.2%	8,805 SH	Decreased+480 SH
GENERAL MTRS CO	COM	$259K	0.0%Prev: 0.0%	5,255 SH	Decreased+269 SH
GEOSPACE TECHNOLOGIES CORP	COM	$179K	0.0%	12,550 SH	New
GOLDMAN SACHS GROUP INC	COM	$8.7M	1.0%Prev: 0.8%	12,277 SH	Decreased+680 SH
HERSHEY CO	COM	$500K	0.1%Prev: 0.1%	3,012 SH	Decreased+139 SH
HOME DEPOT INC	COM	$11.7M	1.4%Prev: 0.9%	32,002 SH	Increased-1,246 SH
HONEYWELL INTL INC	COM	$18.7M	2.2%Prev: 1.7%	80,440 SH	Decreased-10,797 SH
I-80 GOLD CORP	COM	$24K	0.0%	39,359 SH	New
INNOVATOR ETFS TRUST	US EQT PWR BUF	$277K	0.0%	7,423 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BF	$831K	0.1%Prev: 0.1%	20,544 SH	Decreased-12,193 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$12.1M	1.4%Prev: 1.1%	301,685 SH	Decreased-16,666 SH
INTERNATIONAL BUSINESS MACHS	COM	$11.8M	1.4%Prev: 0.8%	39,996 SH	Increased-351 SH
INTUIT	COM	$243K	0.0%	308 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$263K	0.0%Prev: 0.0%	1,445 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.1%Prev: 0.1%	1,862 SH	Increased+139 SH
ISHARES SILVER TR	ISHARES	$8.7M	1.0%Prev: 0.5%	265,894 SH	Increased+177,028 SH
ISHARES TR	1 3 YR TREAS BD	$512K	0.1%Prev: 0.3%	6,175 SH	Decreased-32,199 SH
ISHARES TR	CORE HIGH DV ETF	$342K	0.0%Prev: 0.0%	2,921 SH	Decreased+103 SH
ISHARES TR	CORE S&P MCP ETF	$369K	0.0%Prev: 0.0%	5,950 SH	Decreased+287 SH
ISHARES TR	CORE S&P SCP ETF	$405K	0.0%Prev: 0.0%	3,710 SH	Increased+1,077 SH
ISHARES TR	CORE S&P TTL STK	$597K	0.1%Prev: 0.1%	4,424 SH	Increased+244 SH
ISHARES TR	CORE S&P500 ETF	$820K	0.1%Prev: 0.1%	1,321 SH	Decreased-4 SH
ISHARES TR	CORE US AGGBD ET	$246K	0.0%Prev: 0.0%	2,481 SH	Decreased-123 SH
ISHARES TR	IBOXX INV CP ETF	$312K	0.0%Prev: 0.0%	2,845 SH	Increased+228 SH
ISHARES TR	LARGE CAP MAX BU	$218K	0.0%Prev: 0.0%	7,939 SH	Decreased
ISHARES TR	MSCI USA MIN VOL	$37.7M	4.3%Prev: 2.9%	401,337 SH	Increased+34,709 SH
ISHARES TR	MSCI USA QLT FCT	$30.5M	3.5%Prev: 2.6%	166,971 SH	Decreased+7,091 SH
ISHARES TR	NATIONAL MUN ETF	$518K	0.1%Prev: 0.1%	4,960 SH	Decreased-4,343 SH
ISHARES TR	RUS MID CAP ETF	$300K	0.0%Prev: 0.0%	3,257 SH	Decreased-5 SH
ISHARES TR	RUSSELL 2000 ETF	$266K	0.0%Prev: 0.0%	1,233 SH	Decreased
ISHARES TR	RUSSELL 3000 ETF	$356K	0.0%Prev: 0.0%	1,015 SH	Decreased-400 SH
ISHARES TR	SELECT DIVID ETF	$216K	0.0%Prev: 0.0%	1,628 SH	Decreased-351 SH
ISHARES TR	SHORT TREAS BD	$1.9M	0.2%	17,447 SH	New
ISHARES TR	SHRT NAT MUN ETF	$936K	0.1%Prev: 0.1%	8,800 SH	Decreased-1,124 SH
JOHNSON & JOHNSON	COM	$18.8M	2.2%Prev: 2.5%	123,367 SH	Decreased+191 SH
JPMORGAN CHASE & CO.	COM	$32.7M	3.8%	112,768 SH	New
KIMBERLY-CLARK CORP	COM	$255K	0.0%	1,980 SH	New
KINDER MORGAN INC DEL	COM	$8.5M	1.0%Prev: 0.8%	287,675 SH	Decreased-4,017 SH
LOCKHEED MARTIN CORP	COM	$7.1M	0.8%Prev: 0.8%	15,344 SH	Decreased-157 SH
LOWES COS INC	COM	$722K	0.1%Prev: 0.1%	3,254 SH	Decreased+40 SH
MASTERCARD INCORPORATED	CL A	$16.6M	1.9%Prev: 1.3%	29,505 SH	Increased-687 SH
MCDONALDS CORP	COM	$2.1M	0.2%Prev: 0.2%	7,340 SH	Increased+574 SH
MCKESSON CORP	COM	$231K	0.0%Prev: 0.0%	315 SH	Decreased+18 SH
MERCK & CO INC	COM	$12.9M	1.5%Prev: 1.8%	163,239 SH	Decreased-13,129 SH
META PLATFORMS INC	CL A	$3.8M	0.4%Prev: 0.7%	5,149 SH	Decreased-9,005 SH
MICROSOFT CORP	COM	$40.7M	4.7%Prev: 2.7%	81,797 SH	Increased-3,296 SH
MIND TECHNOLOGY INC	COM NEW	$127K	0.0%	15,000 SH	New
MONDELEZ INTL INC	CL A	$246K	0.0%	3,650 SH	New
NETFLIX INC	COM	$2.7M	0.3%	2,024 SH	New
NEXTERA ENERGY INC	COM	$770K	0.1%Prev: 0.1%	11,088 SH	Decreased+159 SH
NIKE INC	CL B	$466K	0.1%Prev: 0.0%	6,556 SH	Increased+299 SH
NVIDIA CORPORATION	COM	$4.6M	0.5%Prev: 1.1%	28,875 SH	Decreased-44,840 SH
ODYSSEY MARINE EXPL INC	COM NEW	$21K	0.0%	17,730 SH	New
ONEOK INC NEW	COM	$224K	0.0%Prev: 0.0%	2,750 SH	Increased+275 SH
ORACLE CORP	COM	$502K	0.1%Prev: 0.0%	2,295 SH	Increased+103 SH
PAYCHEX INC	COM	$272K	0.0%	1,872 SH	New
PEPSICO INC	COM	$13.8M	1.6%Prev: 0.7%	104,286 SH	Increased+49,785 SH
PFIZER INC	COM	$632K	0.1%Prev: 0.1%	26,077 SH	Decreased-1,329 SH
PHILIP MORRIS INTL INC	COM	$459K	0.1%Prev: 0.0%	2,518 SH	Decreased-338 SH
PNC FINL SVCS GROUP INC	COM	$751K	0.1%Prev: 0.1%	4,026 SH	Decreased+137 SH
PROCTER AND GAMBLE CO	COM	$19.5M	2.2%	122,184 SH	New
QUALCOMM INC	COM	$346K	0.0%Prev: 0.0%	2,172 SH	Increased-57 SH
RLI CORP	COM	$264K	0.0%	3,660 SH	New
ROBINHOOD MKTS INC	COM CL A	$212K	0.0%	2,268 SH	New
RTX CORPORATION	COM	$3.9M	0.5%Prev: 0.4%	26,838 SH	Decreased+2,102 SH
SALESFORCE INC	COM	$917K	0.1%Prev: 0.0%	3,362 SH	Increased+265 SH
SCHWAB CHARLES CORP	COM	$243K	0.0%Prev: 0.0%	2,666 SH	Decreased-626 SH
SCHWAB STRATEGIC TR	1000 INDEX ETF	$298K	0.0%Prev: 0.0%	10,009 SH	Decreased-88 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$902K	0.1%Prev: 0.1%	36,979 SH	Decreased-8,418 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$223K	0.0%Prev: 0.0%	9,374 SH	Decreased-464 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$244K	0.0%Prev: 0.0%	9,968 SH	Decreased-4,029 SH
SELECT SECTOR SPDR TR	ENERGY	$251K	0.0%	2,960 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$206K	0.0%	2,546 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$304K	0.0%	2,253 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$29.7M	3.4%	117,229 SH	New
SHELL PLC	SPON ADS	$1.9M	0.2%Prev: 0.2%	26,967 SH	Decreased+1,531 SH
SOUTHERN CO	COM	$9.2M	1.1%Prev: 0.9%	100,186 SH	Decreased-7,923 SH
SPDR GOLD TR	GOLD SHS	$18.7M	2.2%Prev: 2.0%	61,416 SH	Decreased+7,515 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.2M	0.3%	3,519 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$76.1M	8.8%	1,016,466 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$240K	0.0%	7,941 SH	New
SPDR SERIES TRUST	SSGA US LRG ETF	$409K	0.0%	2,342 SH	New
SPROTT PHYSICAL SILVER TR	TR UNIT	$228K	0.0%	18,600 SH	New
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$3.3M	0.4%	78,453 SH	New
STRYKER CORPORATION	COM	$295K	0.0%Prev: 0.0%	746 SH	Increased-110 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$11.3M	1.3%Prev: 1.3%	319,889 SH	Decreased-98,670 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$222K	0.0%	979 SH	New
TESLA INC	COM	$941K	0.1%Prev: 0.1%	2,963 SH	Decreased-193 SH
THERMO FISHER SCIENTIFIC INC	COM	$7.2M	0.8%Prev: 1.1%	17,782 SH	Decreased-9,640 SH
TORONTO DOMINION BK ONT	COM NEW	$964K	0.1%Prev: 0.1%	13,120 SH	Decreased
TRUIST FINL CORP	COM	$275K	0.0%Prev: 0.0%	6,399 SH	Decreased-269 SH
UNION PAC CORP	COM	$933K	0.1%Prev: 0.1%	4,056 SH	Increased+347 SH
UNITED PARCEL SERVICE INC	CL B	$4.3M	0.5%	42,300 SH	New
VALERO ENERGY CORP	COM	$376K	0.0%Prev: 0.1%	2,800 SH	Decreased
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$204K	0.0%Prev: 0.0%	515 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$324K	0.0%Prev: 0.0%	740 SH	Increased-1 SH
VANGUARD INDEX FDS	MID CAP ETF	$381K	0.0%Prev: 0.0%	1,360 SH	Increased+242 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.2M	0.7%Prev: 0.6%	10,972 SH	Decreased-305 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$20.2M	2.3%Prev: 0.5%	103,560 SH	Increased+77,649 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.1%Prev: 0.1%	3,956 SH	Increased+743 SH
VANGUARD INDEX FDS	VALUE ETF	$424K	0.0%Prev: 0.0%	2,399 SH	Increased+252 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$601K	0.1%Prev: 0.1%	12,250 SH	Decreased-7,461 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$500K	0.1%Prev: 0.0%	1,834 SH	Increased+100 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$835K	0.1%Prev: 0.1%	4,079 SH	Increased+1,149 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$258K	0.0%Prev: 0.0%	1,936 SH	Decreased+62 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$251K	0.0%Prev: 0.0%	685 SH	Decreased-62 SH
VERIZON COMMUNICATIONS INC	COM	$17.8M	2.1%Prev: 1.8%	412,247 SH	Decreased-13,436 SH
VISA INC	COM CL A	$768K	0.1%Prev: 0.1%	2,163 SH	Decreased-587 SH
WALMART INC	COM	$15.7M	1.8%Prev: 1.6%	160,155 SH	Decreased+7,636 SH
WASTE MGMT INC DEL	COM	$347K	0.0%Prev: 0.0%	1,515 SH	Decreased-1 SH
WELLTOWER INC	COM	$768K	0.1%Prev: 0.1%	4,994 SH	Decreased-119 SH
XCEL ENERGY INC	COM	$222K	0.0%Prev: 0.0%	3,261 SH	Decreased-13 SH
YUM BRANDS INC	COM	$275K	0.0%Prev: 0.0%	1,857 SH	Decreased+65 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $778K
BERKSHIRE HATHAWAY INC DEL — $718K
BLACKROCK INC — $2.3M
BP PLC — $211K
CAPITAL ONE FINL CORP — $211K
CHEVRON CORPORATION — $27.6M
CONOCOPHILLIPS — $296K
COSTCO WHOLESALE CORPORATION — $2.8M
FIRST TR EXCHANGE TRADED FD — $266K
GSK PLC — $7.0M
INNOVATOR ETFS TRUST — $2.5M
INNOVATOR ETFS TRUST — $995K
INNOVATOR ETFS TRUST — $2.7M
INVESCO EXCH TRADED FD TR II — $283K
ISHARES GOLD TR — $493K
ISHARES U S ETF TR — $14.9M
JOHNSON CONTROLS INTERNATION — $257K
JPMORGAN CHASE & CO — $32.6M
LAM RESEARCH CORP — $423K
LEMONADE INC — $228K
… and 27 more

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