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: $1.11B175 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$895K	0.1%Prev: 0.1%	7,146 SH	Decreased+73 SH
ABBVIE INC	COM	$1.8M	0.2%Prev: 0.2%	7,740 SH	Decreased+2 SH
ABRDN HEALTHCARE OPPORTUNITI	SHS	$241K	0.0%Prev: 0.0%	12,596 SH	Increased
AFLAC INC	COM	$229K	0.0%Prev: 0.0%	2,076 SH	Decreased
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQ	$1.9M	0.2%Prev: 0.2%	70,303 SH	Increased
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$12.0M	1.1%Prev: 1.2%	415,920 SH	Increased-3,514 SH
ALPHABET INC	CAP STK CL A	$6.4M	0.6%Prev: 0.5%	20,339 SH	Increased+416 SH
ALPHABET INC	CAP STK CL C	$40.0M	3.6%Prev: 3.2%	127,489 SH	Increased-4,618 SH
ALTRIA GROUP INC	COM	$7.9M	0.7%Prev: 0.9%	137,588 SH	Decreased+2,607 SH
AMAZON COM INC	COM	$37.1M	3.3%Prev: 3.4%	160,562 SH	Increased+4,122 SH
AMERICAN ELEC PWR CO INC	COM	$987K	0.1%Prev: 0.1%	8,559 SH	Increased+6 SH
AMERICAN EXPRESS CO	COM	$373K	0.0%Prev: 0.0%	1,009 SH	Increased+288 SH
AMERICAN WTR WKS CO INC NEW	COM	$296K	0.0%Prev: 0.0%	2,272 SH	Decreased
AMGEN INC	COM	$1.2M	0.1%Prev: 0.1%	3,566 SH	Increased-43 SH
APPLE INC	COM	$47.7M	4.3%Prev: 4.4%	175,574 SH	Increased-631 SH
APPLIED MATLS INC	COM	$518K	0.0%Prev: 0.0%	2,015 SH	Increased
AT&T INC	COM	$623K	0.1%Prev: 0.1%	25,076 SH	Decreased+1,415 SH
AUTOMATIC DATA PROCESSING IN	COM	$235K	0.0%Prev: 0.0%	913 SH	Decreased
BANK AMERICA CORP	COM	$8.7M	0.8%Prev: 0.8%	158,771 SH	Increased-1,548 SH
BECTON DICKINSON & CO	COM	$4.4M	0.4%Prev: 0.4%	22,924 SH	Increased+609 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.1%Prev: 0.1%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.4M	1.3%Prev: 1.3%	28,622 SH	Increased+2,278 SH
BROADCOM INC	COM	$50.5M	4.6%Prev: 5.1%	145,880 SH	Decreased-9,484 SH
CAPITAL ONE FINL CORP	COM	$225K	0.0%	928 SH	New
CATERPILLAR INC	COM	$2.9M	0.3%Prev: 0.2%	5,041 SH	Increased-201 SH
CHEVRON CORP NEW	COM	$20.1M	1.8%Prev: 2.0%	131,832 SH	Increased+3,240 SH
CISCO SYS INC	COM	$11.6M	1.0%Prev: 1.0%	150,914 SH	Increased+881 SH
COCA COLA CO	COM	$1.8M	0.2%Prev: 0.2%	25,830 SH	Increased-660 SH
CONSTELLATION ENERGY CORP	COM	$595K	0.1%Prev: 0.1%	1,683 SH	Increased
CORNING INC	COM	$584K	0.1%Prev: 0.0%	6,675 SH	Increased+1,000 SH
COSTCO WHSL CORP NEW	COM	$2.5M	0.2%Prev: 0.3%	2,856 SH	Decreased-152 SH
CSX CORP	COM	$344K	0.0%Prev: 0.1%	9,487 SH	Decreased-13,909 SH
CVS HEALTH CORP	COM	$639K	0.1%Prev: 0.1%	8,047 SH	Increased+459 SH
DAVITA INC	COM	$466K	0.0%Prev: 0.1%	4,100 SH	Decreased
DEERE & CO	COM	$269K	0.0%Prev: 0.0%	578 SH	Increased+106 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$279K	0.0%Prev: 0.0%	5,960 SH	Increased
DISNEY WALT CO	COM	$908K	0.1%Prev: 0.1%	7,985 SH	Decreased-478 SH
DOUBLELINE OPPORTUNISTIC CR	COM	$214K	0.0%Prev: 0.0%	14,000 SH	Decreased-767 SH
DUKE ENERGY CORP NEW	COM NEW	$17.1M	1.5%Prev: 1.7%	146,222 SH	Decreased+2,974 SH
EATON CORP PLC	SHS	$434K	0.0%Prev: 0.1%	1,363 SH	Decreased
EDISON INTL	COM	$274K	0.0%Prev: 0.0%	4,564 SH	Increased-82 SH
ELI LILLY & CO	COM	$2.3M	0.2%Prev: 0.2%	2,148 SH	Increased-94 SH
EMERSON ELEC CO	COM	$376K	0.0%Prev: 0.0%	2,835 SH	Decreased-61 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$563K	0.1%Prev: 0.1%	34,159 SH	Decreased-6 SH
ENTERPRISE PRODS PARTNERS L	COM	$271K	0.0%Prev: 0.0%	8,449 SH	Increased
EXXON MOBIL CORP	COM	$26.4M	2.4%Prev: 2.4%	219,721 SH	Increased+7,194 SH
FIDELITY COVINGTON TRUST	LOW VOLITY ETF	$317K	0.0%Prev: 0.0%	4,756 SH	Increased+15 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$238K	0.0%Prev: 0.0%	12,282 SH	Increased
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.3M	0.1%Prev: 0.1%	11,568 SH	Decreased-895 SH
FIRST TR EXCHANGE-TRADED ALP	MID CAP VAL FD	$639K	0.1%Prev: 0.1%	11,485 SH	Decreased-1,378 SH
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$642K	0.1%Prev: 0.1%	7,040 SH	Decreased-1,056 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.0M	0.1%Prev: 0.1%	10,904 SH	Decreased-1,204 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$259K	0.0%Prev: 0.0%	6,752 SH	Decreased-198 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.2M	0.1%Prev: 0.1%	28,847 SH	Decreased-2,344 SH
FIRSTSERVICE CORP NEW	COM	$2.5M	0.2%Prev: 0.3%	16,000 SH	Decreased
FORD MTR CO	COM	$133K	0.0%Prev: 0.0%	10,125 SH	Increased-978 SH
GALAXY DIGITAL INC.	CL A	$217K	0.0%Prev: 0.0%	9,700 SH	Decreased
GE AEROSPACE	COM NEW	$743K	0.1%Prev: 0.1%	2,413 SH	Increased-25 SH
GE VERNOVA INC	COM	$407K	0.0%Prev: 0.0%	622 SH	Increased+24 SH
GENERAL DYNAMICS CORP	COM	$2.8M	0.3%Prev: 0.3%	8,429 SH	Decreased-236 SH
GENERAL MTRS CO	COM	$407K	0.0%Prev: 0.0%	5,010 SH	Increased-27 SH
GOLDMAN SACHS GROUP INC	COM	$10.4M	0.9%Prev: 0.9%	11,813 SH	Increased-268 SH
HERSHEY CO	COM	$559K	0.1%Prev: 0.1%	3,070 SH	Decreased+54 SH
HOME DEPOT INC	COM	$11.2M	1.0%Prev: 1.3%	32,468 SH	Decreased+253 SH
HONEYWELL INTL INC	COM	$17.0M	1.5%Prev: 1.7%	87,026 SH	Decreased+3,815 SH
I-80 GOLD CORP	COM	$57K	0.0%Prev: 0.0%	39,359 SH	Increased
INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$682K	0.1%	35,615 SH	New
INNOVATOR ETFS TRUST	EQUITY DUAL NOV	$1.0M	0.1%	52,844 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BF	$1.4M	0.1%Prev: 0.1%	33,170 SH	Increased-484 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$13.8M	1.2%Prev: 1.3%	325,292 SH	Increased-3,035 SH
INTERNATIONAL BUSINESS MACHS	COM	$11.9M	1.1%Prev: 1.1%	40,258 SH	Increased-770 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$277K	0.0%Prev: 0.0%	1,445 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.1%Prev: 0.1%	1,804 SH	Decreased-255 SH
ISHARES GOLD TR	ISHARES NEW	$201K	0.0%	2,482 SH	New
ISHARES SILVER TR	ISHARES	$11.9M	1.1%Prev: 1.0%	184,013 SH	Increased-51,556 SH
ISHARES TR	1 3 YR TREAS BD	$395K	0.0%Prev: 0.0%	4,764 SH	Decreased-337 SH
ISHARES TR	CORE HIGH DV ETF	$342K	0.0%Prev: 0.0%	2,814 SH	Decreased-62 SH
ISHARES TR	CORE S&P MCP ETF	$380K	0.0%Prev: 0.0%	5,763 SH	Increased+13 SH
ISHARES TR	CORE S&P SCP ETF	$364K	0.0%Prev: 0.0%	3,026 SH	Decreased-515 SH
ISHARES TR	CORE S&P TTL STK	$622K	0.1%Prev: 0.1%	4,180 SH	Decreased-311 SH
ISHARES TR	CORE S&P500 ETF	$911K	0.1%Prev: 0.1%	1,331 SH	Increased+22 SH
ISHARES TR	CORE US AGGBD ET	$236K	0.0%Prev: 0.0%	2,364 SH	Decreased-149 SH
ISHARES TR	IBOXX INV CP ETF	$306K	0.0%Prev: 0.0%	2,781 SH	Decreased-79 SH
ISHARES TR	LARGE CAP MAX BU	$224K	0.0%Prev: 0.0%	7,939 SH	Increased
ISHARES TR	MSCI USA MIN VOL	$35.5M	3.2%Prev: 3.7%	377,494 SH	Decreased-16,020 SH
ISHARES TR	MSCI USA QLT FCT	$31.9M	2.9%Prev: 3.2%	160,623 SH	Decreased-3,710 SH
ISHARES TR	NATIONAL MUN ETF	$996K	0.1%Prev: 0.1%	9,303 SH	Increased+4,343 SH
ISHARES TR	RUS MID CAP ETF	$314K	0.0%Prev: 0.0%	3,261 SH	Decreased+2 SH
ISHARES TR	RUSSELL 2000 ETF	$304K	0.0%Prev: 0.0%	1,233 SH	Increased
ISHARES TR	RUSSELL 3000 ETF	$547K	0.0%Prev: 0.1%	1,415 SH	Increased
ISHARES TR	SELECT DIVID ETF	$230K	0.0%Prev: 0.0%	1,628 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$1.1M	0.1%Prev: 0.1%	9,924 SH	Increased+1,124 SH
JOHNSON & JOHNSON	COM	$25.9M	2.3%Prev: 2.3%	125,241 SH	Increased+622 SH
JPMORGAN CHASE & CO.	COM	$35.7M	3.2%Prev: 3.5%	110,680 SH	Increased-504 SH
KINDER MORGAN INC DEL	COM	$8.0M	0.7%Prev: 0.8%	291,104 SH	Decreased+3,308 SH
LAM RESEARCH CORP	COM NEW	$339K	0.0%Prev: 0.0%	1,980 SH	Increased
LEMONADE INC	COM	$259K	0.0%	3,640 SH	New
LOCKHEED MARTIN CORP	COM	$7.5M	0.7%Prev: 0.8%	15,587 SH	Decreased+161 SH
LOWES COS INC	COM	$769K	0.1%Prev: 0.1%	3,190 SH	Decreased-59 SH
MASTERCARD INCORPORATED	CL A	$17.2M	1.5%Prev: 1.7%	30,099 SH	Increased+207 SH
MCDONALDS CORP	COM	$2.1M	0.2%Prev: 0.2%	6,943 SH	Increased-29 SH
MCKESSON CORP	COM	$252K	0.0%Prev: 0.0%	307 SH	Increased
MERCK & CO INC	COM	$18.5M	1.7%Prev: 1.4%	175,370 SH	Increased+3,898 SH
META PLATFORMS INC	CL A	$8.8M	0.8%Prev: 0.8%	13,281 SH	Increased+2,348 SH
MICROSOFT CORP	COM	$39.9M	3.6%Prev: 4.2%	82,572 SH	Decreased+619 SH
MONDELEZ INTL INC	CL A	$204K	0.0%Prev: 0.0%	3,786 SH	Decreased+136 SH
NETFLIX INC	COM	$1.6M	0.1%Prev: 0.2%	16,908 SH	Decreased+15,181 SH
NEXTERA ENERGY INC	COM	$959K	0.1%Prev: 0.1%	11,941 SH	Increased+956 SH
NIKE INC	CL B	$394K	0.0%Prev: 0.0%	6,188 SH	Decreased-394 SH
NORFOLK SOUTHN CORP	COM	$230K	0.0%Prev: 0.0%	797 SH	Decreased
NVIDIA CORPORATION	COM	$12.8M	1.2%Prev: 1.2%	68,483 SH	Increased+2,932 SH
ODYSSEY MARINE EXPL INC	COM NEW	$35K	0.0%Prev: 0.0%	17,730 SH	Increased
ORACLE CORP	COM	$433K	0.0%Prev: 0.1%	2,221 SH	Decreased-7 SH
PALANTIR TECHNOLOGIES INC	CL A	$282K	0.0%Prev: 0.0%	1,586 SH	Decreased-27 SH
PAYCHEX INC	COM	$212K	0.0%Prev: 0.0%	1,886 SH	Decreased-5 SH
PEPSICO INC	COM	$7.8M	0.7%Prev: 0.8%	54,130 SH	Decreased-7,083 SH
PFIZER INC	COM	$716K	0.1%Prev: 0.1%	28,757 SH	Increased+2,170 SH
PHILIP MORRIS INTL INC	COM	$424K	0.0%Prev: 0.0%	2,644 SH	Increased+64 SH
PNC FINL SVCS GROUP INC	COM	$792K	0.1%Prev: 0.1%	3,795 SH	Decreased-250 SH
PROCTER AND GAMBLE CO	COM	$17.9M	1.6%Prev: 1.9%	124,708 SH	Decreased+1,042 SH
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$1.1M	0.1%	16,269 SH	New
PROSHARES TR	S&P 500 DV ARIST	$203K	0.0%Prev: 0.0%	1,949 SH	Increased
QUALCOMM INC	COM	$347K	0.0%Prev: 0.0%	2,029 SH	Decreased-257 SH
ROBINHOOD MKTS INC	COM CL A	$226K	0.0%Prev: 0.0%	1,999 SH	Decreased-310 SH
RTX CORPORATION	COM	$4.6M	0.4%Prev: 0.4%	25,263 SH	Increased-1,603 SH
SALESFORCE INC	COM	$899K	0.1%Prev: 0.1%	3,394 SH	Increased-181 SH
SCHWAB CHARLES CORP	COM	$334K	0.0%Prev: 0.0%	3,342 SH	Increased+572 SH
SCHWAB STRATEGIC TR	1000 INDEX ETF	$330K	0.0%Prev: 0.0%	10,068 SH	Increased+31 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$348K	0.0%Prev: 0.0%	12,792 SH	Increased
SCHWAB STRATEGIC TR	INTL EQTY ETF	$202K	0.0%	8,397 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$921K	0.1%Prev: 0.1%	37,803 SH	Decreased
SCHWAB STRATEGIC TR	US BRD MKT ETF	$257K	0.0%Prev: 0.0%	9,809 SH	Increased+30 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$419K	0.0%Prev: 0.0%	15,580 SH	Increased+1,772 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$281K	0.0%	6,291 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$359K	0.0%	2,320 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$34.3M	3.1%	238,300 SH	New
SHELL PLC	SPON ADS	$1.9M	0.2%Prev: 0.2%	26,376 SH	Increased-607 SH
SOLSTICE ADVANCED MATLS INC	COM SHS	$953K	0.1%	19,620 SH	New
SOUTHERN CO	COM	$9.0M	0.8%Prev: 0.9%	103,181 SH	Decreased+1,962 SH
SPDR GOLD TR	GOLD SHS	$23.5M	2.1%Prev: 2.1%	59,278 SH	Increased-823 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.9M	0.3%Prev: 0.4%	4,271 SH	Decreased-2,344 SH
SPDR SERIES TRUST	STATE STREET SPD	$84.8M	7.6%	1,031,415 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$316K	0.0%	9,561 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$511K	0.0%Prev: 0.0%	21,600 SH	Increased
SSGA ACTIVE ETF TR	STATE STREET BLA	$3.2M	0.3%	77,316 SH	New
STRYKER CORPORATION	COM	$274K	0.0%Prev: 0.0%	780 SH	Decreased
T ROWE PRICE ETF INC	CAP APPRECIATION	$14.7M	1.3%Prev: 1.3%	383,326 SH	Increased+31,560 SH
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$132.2M	11.9%Prev: 6.4%	2,650,978 SH	Increased+1,346,915 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$271K	0.0%Prev: 0.0%	892 SH	Increased+28 SH
TESLA INC	COM	$1.4M	0.1%Prev: 0.1%	3,145 SH	Increased+13 SH
THERMO FISHER SCIENTIFIC INC	COM	$15.7M	1.4%Prev: 1.2%	27,050 SH	Increased+1,481 SH
TORONTO DOMINION BK ONT	COM NEW	$1.2M	0.1%Prev: 0.1%	13,120 SH	Increased
TRUIST FINL CORP	COM	$317K	0.0%Prev: 0.0%	6,446 SH	Increased+23 SH
UNION PAC CORP	COM	$786K	0.1%Prev: 0.1%	3,397 SH	Decreased-718 SH
UNITED PARCEL SERVICE INC	CL B	$4.8M	0.4%Prev: 0.4%	48,595 SH	Increased+2,727 SH
VALERO ENERGY CORP	COM	$619K	0.1%Prev: 0.0%	3,800 SH	Increased+1,000 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$254K	0.0%Prev: 0.0%	571 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$504K	0.0%Prev: 0.0%	1,034 SH	Increased+1 SH
VANGUARD INDEX FDS	MID CAP ETF	$311K	0.0%Prev: 0.0%	1,070 SH	Decreased-99 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.1M	0.6%Prev: 0.7%	11,315 SH	Increased+232 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$6.0M	0.5%Prev: 0.9%	28,231 SH	Decreased-16,929 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	0.1%Prev: 0.1%	4,107 SH	Increased+151 SH
VANGUARD INDEX FDS	VALUE ETF	$427K	0.0%Prev: 0.0%	2,236 SH	Increased+4 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$991K	0.1%Prev: 0.1%	19,711 SH	Increased+7,461 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$521K	0.0%Prev: 0.1%	1,734 SH	Increased-8 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$643K	0.1%Prev: 0.1%	2,925 SH	Increased+10 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$262K	0.0%Prev: 0.0%	1,829 SH	Decreased-107 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$308K	0.0%Prev: 0.0%	746 SH	Decreased-34 SH
VERIZON COMMUNICATIONS INC	COM	$17.0M	1.5%Prev: 1.8%	418,322 SH	Decreased-1,142 SH
VISA INC	COM CL A	$829K	0.1%Prev: 0.1%	2,365 SH	Increased-58 SH
WALMART INC	COM	$17.3M	1.6%Prev: 1.6%	155,578 SH	Increased-3,972 SH
WASTE MGMT INC DEL	COM	$333K	0.0%Prev: 0.0%	1,516 SH	Decreased+1 SH
WELLTOWER INC	COM	$926K	0.1%Prev: 0.1%	4,988 SH	Increased
XCEL ENERGY INC	COM	$241K	0.0%Prev: 0.0%	3,269 SH	Decreased+3 SH
YUM BRANDS INC	COM	$271K	0.0%Prev: 0.0%	1,791 SH	Decreased+1 SH

Sold (vs prior filing)

AECOM — $234K
EATON VANCE ENHANCED EQUITY — $257K
FIRST TR EXCH TRADED FD III — $235K
INNOVATOR ETFS TRUST — $258K
INTUIT — $225K
ISHARES TR — $864K
KIMBERLY-CLARK CORP — $230K
SELECT SECTOR SPDR TR — $289K
SELECT SECTOR SPDR TR — $212K
SELECT SECTOR SPDR TR — $306K
SELECT SECTOR SPDR TR — $33.4M
SPDR SERIES TRUST — $81.9M
SPDR SERIES TRUST — $261K
SPDR SERIES TRUST — $418K
SSGA ACTIVE ETF TR — $3.2M
WILLIAMS COS INC — $201K

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