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: $1.01B177 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$947K	0.1%	7,073 SH	New
ABBVIE INC	COM	$1.8M	0.2%Prev: 0.2%	7,738 SH	Decreased-1,611 SH
ABRDN HEALTHCARE OPPORTUNITI	SHS	$218K	0.0%Prev: 0.0%	12,596 SH	Increased+2,008 SH
AECOM	COM	$234K	0.0%	1,796 SH	New
AFLAC INC	COM	$232K	0.0%Prev: 0.0%	2,076 SH	Decreased-695 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQ	$1.9M	0.2%Prev: 0.2%	70,303 SH	Decreased+131 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$11.9M	1.2%Prev: 1.0%	419,434 SH	Decreased+12,599 SH
ALPHABET INC	CAP STK CL A	$4.8M	0.5%Prev: 0.6%	19,923 SH	Decreased-733 SH
ALPHABET INC	CAP STK CL C	$32.2M	3.2%Prev: 3.3%	132,107 SH	Decreased+13,470 SH
ALTRIA GROUP INC	COM	$8.9M	0.9%Prev: 0.8%	134,981 SH	Decreased-5,288 SH
AMAZON COM INC	COM	$34.3M	3.4%Prev: 3.1%	156,440 SH	Decreased-8,734 SH
AMERICAN ELEC PWR CO INC	COM	$962K	0.1%Prev: 0.1%	8,553 SH	Decreased+159 SH
AMERICAN EXPRESS CO	COM	$239K	0.0%Prev: 0.0%	721 SH	Decreased-517 SH
AMERICAN WTR WKS CO INC NEW	COM	$316K	0.0%Prev: 0.0%	2,272 SH	Increased+72 SH
AMGEN INC	COM	$1.0M	0.1%Prev: 0.1%	3,609 SH	Decreased+253 SH
APPLE INC	COM	$44.9M	4.4%Prev: 4.1%	176,205 SH	Decreased-2,843 SH
APPLIED MATLS INC	COM	$413K	0.0%Prev: 0.1%	2,015 SH	Decreased-74 SH
AT&T INC	COM	$668K	0.1%Prev: 0.0%	23,661 SH	Increased-2,549 SH
AUTOMATIC DATA PROCESSING IN	COM	$268K	0.0%Prev: 0.0%	913 SH	Increased-24 SH
BANK AMERICA CORP	COM	$8.3M	0.8%	160,319 SH	New
BECTON DICKINSON & CO	COM	$4.2M	0.4%Prev: 0.3%	22,315 SH	Decreased-7,088 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$754K	0.1%Prev: 0.1%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$13.2M	1.3%Prev: 1.2%	26,344 SH	Decreased-4,243 SH
BROADCOM INC	COM	$51.3M	5.1%Prev: 4.1%	155,364 SH	Decreased+18,083 SH
CATERPILLAR INC	COM	$2.5M	0.2%Prev: 0.4%	5,242 SH	Decreased+145 SH
CHEVRON CORP NEW	COM	$20.0M	2.0%	128,592 SH	New
CISCO SYS INC	COM	$10.3M	1.0%Prev: 1.3%	150,033 SH	Decreased+3,250 SH
COCA COLA CO	COM	$1.8M	0.2%Prev: 0.2%	26,490 SH	Decreased-3,186 SH
CONSTELLATION ENERGY CORP	COM	$554K	0.1%Prev: 0.0%	1,683 SH	Increased+21 SH
CORNING INC	COM	$466K	0.0%Prev: 0.1%	5,675 SH	Decreased+450 SH
COSTCO WHSL CORP NEW	COM	$2.8M	0.3%	3,008 SH	New
CSX CORP	COM	$831K	0.1%Prev: 0.0%	23,396 SH	Increased+13,793 SH
CVS HEALTH CORP	COM	$572K	0.1%Prev: 0.1%	7,588 SH	Decreased-462 SH
DAVITA INC	COM	$545K	0.1%Prev: 0.1%	4,100 SH	Decreased-100 SH
DEERE & CO	COM	$216K	0.0%Prev: 0.0%	472 SH	Decreased-94 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$273K	0.0%Prev: 0.0%	5,960 SH	Decreased-1,890 SH
DISNEY WALT CO	COM	$969K	0.1%Prev: 0.1%	8,463 SH	Decreased-7,073 SH
DOUBLELINE OPPORTUNISTIC CR	COM	$230K	0.0%Prev: 0.0%	14,767 SH	Increased+2,417 SH
DUKE ENERGY CORP NEW	COM NEW	$17.7M	1.7%Prev: 1.5%	143,248 SH	Decreased-3,879 SH
EATON CORP PLC	SHS	$510K	0.1%Prev: 0.0%	1,363 SH	Decreased+36 SH
EATON VANCE ENHANCED EQUITY	COM	$257K	0.0%	10,750 SH	New
EDISON INTL	COM	$257K	0.0%Prev: 0.0%	4,646 SH	Decreased+181 SH
ELI LILLY & CO	COM	$1.7M	0.2%Prev: 0.2%	2,242 SH	Decreased-19 SH
EMERSON ELEC CO	COM	$380K	0.0%Prev: 0.0%	2,896 SH	Decreased-741 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$586K	0.1%Prev: 0.1%	34,165 SH	Decreased-375 SH
ENTERPRISE PRODS PARTNERS L	COM	$264K	0.0%Prev: 0.0%	8,449 SH	Decreased-866 SH
EXXON MOBIL CORP	COM	$24.0M	2.4%	212,527 SH	New
FIDELITY COVINGTON TRUST	LOW VOLITY ETF	$312K	0.0%Prev: 0.0%	4,741 SH	Decreased+44 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$238K	0.0%	12,282 SH	New
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$235K	0.0%	12,888 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.4M	0.1%Prev: 0.1%	12,463 SH	Decreased+2,483 SH
FIRST TR EXCHANGE-TRADED ALP	MID CAP VAL FD	$711K	0.1%Prev: 0.1%	12,863 SH	Increased+1,373 SH
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$742K	0.1%Prev: 0.1%	8,096 SH	Decreased+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	$264K	0.0%	6,950 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.2M	0.1%Prev: 0.1%	31,191 SH	Increased+3,118 SH
FIRSTSERVICE CORP NEW	COM	$3.0M	0.3%Prev: 0.2%	16,000 SH	Increased
FORD MTR CO	COM	$133K	0.0%	11,103 SH	New
GALAXY DIGITAL INC.	CL A	$328K	0.0%Prev: 0.0%	9,700 SH	Increased
GE AEROSPACE	COM NEW	$733K	0.1%Prev: 0.1%	2,438 SH	Decreased-8 SH
GE VERNOVA INC	COM	$368K	0.0%Prev: 0.1%	598 SH	Decreased-37 SH
GENERAL DYNAMICS CORP	COM	$3.0M	0.3%Prev: 0.2%	8,665 SH	Increased+357 SH
GENERAL MTRS CO	COM	$307K	0.0%Prev: 0.0%	5,037 SH	Decreased-50 SH
GOLDMAN SACHS GROUP INC	COM	$9.6M	0.9%Prev: 0.9%	12,081 SH	Decreased+944 SH
HERSHEY CO	COM	$564K	0.1%Prev: 0.0%	3,016 SH	Increased+157 SH
HOME DEPOT INC	COM	$13.1M	1.3%Prev: 1.0%	32,215 SH	Increased-2,627 SH
HONEYWELL INTL INC	COM	$17.5M	1.7%Prev: 0.8%	83,211 SH	Increased+36,927 SH
I-80 GOLD CORP	COM	$38K	0.0%	39,359 SH	New
INNOVATOR ETFS TRUST	US EQT PWR BUF	$258K	0.0%	6,719 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BF	$1.4M	0.1%Prev: 0.1%	33,654 SH	Decreased+917 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$13.7M	1.3%Prev: 1.1%	328,327 SH	Decreased+15,394 SH
INTERNATIONAL BUSINESS MACHS	COM	$11.6M	1.1%Prev: 0.9%	41,028 SH	Decreased-440 SH
INTUIT	COM	$225K	0.0%	330 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$274K	0.0%Prev: 0.0%	1,445 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.1%Prev: 0.1%	2,059 SH	Decreased+315 SH
ISHARES SILVER TR	ISHARES	$10.0M	1.0%Prev: 0.4%	235,569 SH	Increased+146,490 SH
ISHARES TR	1 3 YR TREAS BD	$423K	0.0%Prev: 0.3%	5,101 SH	Decreased-46,376 SH
ISHARES TR	CORE HIGH DV ETF	$352K	0.0%Prev: 0.0%	2,876 SH	Decreased-10,739 SH
ISHARES TR	CORE S&P MCP ETF	$375K	0.0%Prev: 0.0%	5,750 SH	Decreased+87 SH
ISHARES TR	CORE S&P SCP ETF	$421K	0.0%Prev: 0.0%	3,541 SH	Increased+905 SH
ISHARES TR	CORE S&P TTL STK	$654K	0.1%Prev: 0.1%	4,491 SH	Decreased+310 SH
ISHARES TR	CORE S&P500 ETF	$876K	0.1%Prev: 0.1%	1,309 SH	Decreased-55 SH
ISHARES TR	CORE US AGGBD ET	$252K	0.0%Prev: 0.0%	2,513 SH	Decreased-245 SH
ISHARES TR	IBOXX INV CP ETF	$319K	0.0%Prev: 0.0%	2,860 SH	Increased+226 SH
ISHARES TR	LARGE CAP MAX BU	$223K	0.0%	7,939 SH	New
ISHARES TR	MSCI USA MIN VOL	$37.4M	3.7%	393,514 SH	New
ISHARES TR	MSCI USA QLT FCT	$32.0M	3.2%Prev: 2.7%	164,333 SH	Decreased+8,279 SH
ISHARES TR	NATIONAL MUN ETF	$528K	0.1%Prev: 0.1%	4,960 SH	Decreased-8,613 SH
ISHARES TR	RUS MID CAP ETF	$315K	0.0%Prev: 0.0%	3,259 SH	Decreased-1,124 SH
ISHARES TR	RUSSELL 2000 ETF	$298K	0.0%Prev: 0.0%	1,233 SH	Decreased
ISHARES TR	RUSSELL 3000 ETF	$536K	0.1%Prev: 0.0%	1,415 SH	Increased+390 SH
ISHARES TR	SELECT DIVID ETF	$231K	0.0%Prev: 0.0%	1,628 SH	Decreased-281 SH
ISHARES TR	SHORT TREAS BD	$864K	0.1%	7,821 SH	New
ISHARES TR	SHRT NAT MUN ETF	$940K	0.1%Prev: 0.1%	8,800 SH	Decreased-4,222 SH
JOHNSON & JOHNSON	COM	$23.1M	2.3%Prev: 2.4%	124,619 SH	Decreased+3,513 SH
JPMORGAN CHASE & CO.	COM	$35.1M	3.5%	111,184 SH	New
KIMBERLY-CLARK CORP	COM	$230K	0.0%	1,852 SH	New
KINDER MORGAN INC DEL	COM	$8.1M	0.8%Prev: 0.7%	287,796 SH	Decreased-2,190 SH
LAM RESEARCH CORP	COM NEW	$265K	0.0%Prev: 0.1%	1,980 SH	Decreased
LOCKHEED MARTIN CORP	COM	$7.7M	0.8%Prev: 0.6%	15,426 SH	Decreased-356 SH
LOWES COS INC	COM	$816K	0.1%Prev: 0.1%	3,249 SH	Increased-16 SH
MASTERCARD INCORPORATED	CL A	$17.0M	1.7%Prev: 1.2%	29,892 SH	Increased-310 SH
MCDONALDS CORP	COM	$2.1M	0.2%Prev: 0.2%	6,972 SH	Increased-463 SH
MCKESSON CORP	COM	$237K	0.0%Prev: 0.0%	307 SH	Increased+12 SH
MERCK & CO INC	COM	$14.4M	1.4%Prev: 1.8%	171,472 SH	Decreased-6,046 SH
META PLATFORMS INC	CL A	$8.0M	0.8%Prev: 0.7%	10,933 SH	Decreased-4,320 SH
MICROSOFT CORP	COM	$42.4M	4.2%Prev: 2.6%	81,953 SH	Increased-6,131 SH
MONDELEZ INTL INC	CL A	$228K	0.0%	3,650 SH	New
NETFLIX INC	COM	$2.1M	0.2%	1,727 SH	New
NEXTERA ENERGY INC	COM	$829K	0.1%Prev: 0.1%	10,985 SH	Decreased-293 SH
NIKE INC	CL B	$459K	0.0%Prev: 0.0%	6,582 SH	Increased+298 SH
NORFOLK SOUTHN CORP	COM	$239K	0.0%Prev: 0.0%	797 SH	Decreased
NVIDIA CORPORATION	COM	$12.2M	1.2%Prev: 1.3%	65,551 SH	Decreased-14,288 SH
ODYSSEY MARINE EXPL INC	COM NEW	$35K	0.0%	17,730 SH	New
ORACLE CORP	COM	$627K	0.1%Prev: 0.0%	2,228 SH	Increased-1,093 SH
PALANTIR TECHNOLOGIES INC	CL A	$294K	0.0%	1,613 SH	New
PAYCHEX INC	COM	$240K	0.0%	1,891 SH	New
PEPSICO INC	COM	$8.6M	0.8%Prev: 0.6%	61,213 SH	Increased+6,055 SH
PFIZER INC	COM	$677K	0.1%Prev: 0.1%	26,587 SH	Decreased-9,357 SH
PHILIP MORRIS INTL INC	COM	$418K	0.0%Prev: 0.0%	2,580 SH	Decreased-366 SH
PNC FINL SVCS GROUP INC	COM	$813K	0.1%Prev: 0.1%	4,045 SH	Decreased+136 SH
PROCTER AND GAMBLE CO	COM	$19.0M	1.9%	123,666 SH	New
PROSHARES TR	S&P 500 DV ARIST	$201K	0.0%Prev: 0.0%	1,949 SH	Decreased-1,948 SH
QUALCOMM INC	COM	$380K	0.0%Prev: 0.0%	2,286 SH	Decreased+44 SH
ROBINHOOD MKTS INC	COM CL A	$331K	0.0%	2,309 SH	New
RTX CORPORATION	COM	$4.5M	0.4%Prev: 0.4%	26,866 SH	Decreased+2,331 SH
SALESFORCE INC	COM	$847K	0.1%Prev: 0.0%	3,575 SH	Increased+1,149 SH
SCHWAB CHARLES CORP	COM	$264K	0.0%Prev: 0.0%	2,770 SH	Decreased-420 SH
SCHWAB STRATEGIC TR	1000 INDEX ETF	$322K	0.0%Prev: 0.0%	10,037 SH	Decreased-86 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$336K	0.0%Prev: 0.0%	12,792 SH	Decreased-5,620 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$922K	0.1%Prev: 0.1%	37,803 SH	Decreased-7,594 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$251K	0.0%Prev: 0.0%	9,779 SH	Decreased-84 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$364K	0.0%Prev: 0.1%	13,808 SH	Decreased-9,708 SH
SELECT SECTOR SPDR TR	ENERGY	$289K	0.0%	3,231 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$212K	0.0%	2,707 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$306K	0.0%	2,202 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$33.4M	3.3%	118,393 SH	New
SHELL PLC	SPON ADS	$1.9M	0.2%Prev: 0.2%	26,983 SH	Decreased+1,693 SH
SOUTHERN CO	COM	$9.6M	0.9%Prev: 0.8%	101,219 SH	Decreased-9,007 SH
SPDR GOLD TR	GOLD SHS	$21.4M	2.1%Prev: 1.5%	60,101 SH	Increased+7,636 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.4M	0.4%	6,615 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$81.9M	8.1%	1,015,987 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$261K	0.0%	8,606 SH	New
SPDR SERIES TRUST	SSGA US LRG ETF	$418K	0.0%	2,348 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$339K	0.0%Prev: 0.0%	21,600 SH	Decreased+1,000 SH
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$3.2M	0.3%	77,646 SH	New
STRYKER CORPORATION	COM	$288K	0.0%Prev: 0.0%	780 SH	Increased+5 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$13.3M	1.3%	351,766 SH	New
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$65.0M	6.4%	1,304,063 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$241K	0.0%	864 SH	New
TESLA INC	COM	$1.4M	0.1%Prev: 0.2%	3,132 SH	Decreased-1,840 SH
THERMO FISHER SCIENTIFIC INC	COM	$12.4M	1.2%Prev: 1.1%	25,569 SH	Decreased-2,948 SH
TORONTO DOMINION BK ONT	COM NEW	$1.0M	0.1%Prev: 0.1%	13,120 SH	Decreased+100 SH
TRUIST FINL CORP	COM	$294K	0.0%Prev: 0.0%	6,423 SH	Decreased-2,685 SH
UNION PAC CORP	COM	$973K	0.1%Prev: 0.1%	4,115 SH	Decreased-289 SH
UNITED PARCEL SERVICE INC	CL B	$3.8M	0.4%	45,868 SH	New
VALERO ENERGY CORP	COM	$477K	0.0%Prev: 0.1%	2,800 SH	Decreased
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$249K	0.0%	571 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$495K	0.0%Prev: 0.0%	1,033 SH	Decreased-5,212 SH
VANGUARD INDEX FDS	MID CAP ETF	$343K	0.0%Prev: 0.0%	1,169 SH	Decreased-3,233 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.8M	0.7%Prev: 0.6%	11,083 SH	Decreased+341 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$9.4M	0.9%Prev: 0.4%	45,160 SH	Increased+22,725 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	0.1%Prev: 0.1%	3,956 SH	Increased+562 SH
VANGUARD INDEX FDS	VALUE ETF	$416K	0.0%Prev: 0.0%	2,232 SH	Decreased-677 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$613K	0.1%Prev: 0.1%	12,250 SH	Decreased-14,286 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$513K	0.1%Prev: 0.0%	1,742 SH	Decreased-92 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$629K	0.1%Prev: 0.1%	2,915 SH	Decreased-102 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$273K	0.0%Prev: 0.0%	1,936 SH	Decreased+62 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$314K	0.0%Prev: 0.0%	780 SH	Decreased-3,648 SH
VERIZON COMMUNICATIONS INC	COM	$18.4M	1.8%Prev: 1.4%	419,464 SH	Increased-8,346 SH
VISA INC	COM CL A	$827K	0.1%Prev: 0.1%	2,423 SH	Decreased-364 SH
WALMART INC	COM	$16.4M	1.6%Prev: 1.3%	159,550 SH	Decreased+7,661 SH
WASTE MGMT INC DEL	COM	$335K	0.0%Prev: 0.0%	1,515 SH	Decreased-2 SH
WELLTOWER INC	COM	$889K	0.1%Prev: 0.1%	4,988 SH	Decreased-142 SH
WILLIAMS COS INC	COM	$201K	0.0%Prev: 0.0%	3,179 SH	Decreased-70 SH
XCEL ENERGY INC	COM	$263K	0.0%Prev: 0.0%	3,266 SH	Increased-12 SH
YUM BRANDS INC	COM	$272K	0.0%Prev: 0.0%	1,790 SH	Decreased-2 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $721K
ADVANCED MICRO DEVICES INC — $484K
BANK OF AMER CORP — $9.5M
BLACKROCK INC — $2.3M
BOEING CO — $203K
BRISTOL-MYERS SQUIBB CO — $275K
CAPITAL ONE FINL CORP — $272K
CHEVRON CORPORATION — $22.3M
CITIGROUP INC — $206K
CONOCOPHILLIPS — $232K
COSTCO WHOLESALE CORPORATION — $2.6M
DOMINION ENERGY INC — $234K
FIRST TR EXCHANGE TRADED FD — $291K
GSK PLC — $6.7M
HONEYWELL AEROSPACE INC — $10.1M
INNOVATOR ETFS TRUST — $783K
INNOVATOR ETFS TRUST — $1.4M
INNOVATOR ETFS TRUST — $714K
INNOVATOR ETFS TRUST — $456K
INNOVATOR ETFS TRUST — $711K
… and 52 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