ARS Wealth Advisors Group, LLC

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

Import this data to Google Sheets with:

=jivedata("ars-wealth-advisors-group-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $1.18B182 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$778K	0.1%	7,581 SH	New
ABBVIE INC	COM	$1.7M	0.1%Prev: 0.2%	7,745 SH	Increased+494 SH
ABRDN HEALTHCARE OPPORTUNITI	SHS	$212K	0.0%Prev: 0.0%	12,596 SH	Decreased-4,300 SH
AFLAC INC	COM	$229K	0.0%	2,085 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQ	$1.9M	0.2%Prev: 0.2%	70,194 SH	Increased-2,298 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$11.5M	1.0%Prev: 1.5%	412,505 SH	Increased-13,055 SH
ALPHABET INC	CAP STK CL A	$6.0M	0.5%Prev: 0.4%	20,920 SH	Increased+1,492 SH
ALPHABET INC	CAP STK CL C	$35.8M	3.0%Prev: 2.8%	124,768 SH	Increased-2,908 SH
ALTRIA GROUP INC	COM	$9.2M	0.8%Prev: 1.2%	139,776 SH	Increased+3,363 SH
AMAZON COM INC	COM	$34.4M	2.9%	165,049 SH	New
AMERICAN ELEC PWR CO INC	COM	$1.1M	0.1%	8,389 SH	New
AMERICAN EXPRESS CO	COM	$371K	0.0%	1,226 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$309K	0.0%	2,272 SH	New
AMGEN INC	COM	$1.2M	0.1%	3,412 SH	New
APPLE INC	COM	$45.1M	3.8%	177,700 SH	New
APPLIED MATLS INC	COM	$698K	0.1%	2,041 SH	New
AT&T INC	COM	$742K	0.1%Prev: 0.1%	25,586 SH	Increased+352 SH
BANK AMERICA CORP	COM	$8.0M	0.7%	163,559 SH	New
BECTON DICKINSON & CO	COM	$4.0M	0.3%	25,573 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.1%	1 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.0M	1.2%	29,304 SH	New
BLACKROCK INC	COM	$2.3M	0.2%	2,398 SH	New
BP PLC	SPONSORED ADR	$211K	0.0%	4,488 SH	New
BROADCOM INC	COM	$44.3M	3.7%Prev: 3.9%	142,971 SH	Increased-22,227 SH
CAPITAL ONE FINL CORP	COM	$211K	0.0%	1,158 SH	New
CATERPILLAR INC	COM	$3.6M	0.3%Prev: 0.3%	5,046 SH	Increased-528 SH
CHEVRON CORPORATION	COM	$27.6M	2.3%	133,216 SH	New
CISCO SYS INC	COM	$11.7M	1.0%Prev: 1.3%	151,296 SH	Increased+4,388 SH
COCA COLA CO	COM	$2.0M	0.2%Prev: 0.3%	25,887 SH	Increased-103 SH
CONOCOPHILLIPS	COM	$296K	0.0%Prev: 0.0%	2,243 SH	Increased-200 SH
CONSTELLATION ENERGY CORP	COM	$479K	0.0%Prev: 0.0%	1,714 SH	Increased+50 SH
CORNING INC	COM	$703K	0.1%	5,170 SH	New
COSTCO WHOLESALE CORPORATION	COM	$2.8M	0.2%	2,812 SH	New
CSX CORP	COM	$404K	0.0%Prev: 0.1%	9,844 SH	Decreased-10,103 SH
CVS HEALTH CORP	COM	$562K	0.0%Prev: 0.1%	7,825 SH	Increased+235 SH
DAVITA INC	COM	$630K	0.1%Prev: 0.1%	4,100 SH	Increased
DEERE & CO	COM	$340K	0.0%Prev: 0.0%	603 SH	Increased+162 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$269K	0.0%Prev: 0.0%	5,960 SH	Increased
DISNEY WALT CO	COM	$741K	0.1%Prev: 0.1%	7,693 SH	Decreased-656 SH
DOUBLELINE OPPORTUNISTIC CR	COM	$180K	0.0%Prev: 0.0%	12,350 SH	Decreased-4,050 SH
DUKE ENERGY CORP NEW	COM NEW	$19.4M	1.6%Prev: 2.4%	148,064 SH	Increased+9,255 SH
EATON CORP PLC	SHS	$469K	0.0%Prev: 0.1%	1,311 SH	Increased-89 SH
EDISON INTL	COM	$327K	0.0%Prev: 0.0%	4,465 SH	Increased-494 SH
ELI LILLY & CO	COM	$2.1M	0.2%Prev: 0.2%	2,250 SH	Increased+135 SH
EMERSON ELEC CO	COM	$476K	0.0%Prev: 0.0%	3,637 SH	Increased+802 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$664K	0.1%Prev: 0.1%	34,386 SH	Increased-773 SH
ENTERPRISE PRODS PARTNERS L	COM	$352K	0.0%Prev: 0.0%	9,315 SH	Increased+1,091 SH
EXXON MOBIL CORP	COM	$37.2M	3.1%Prev: 3.4%	219,242 SH	Increased+16,092 SH
FIDELITY COVINGTON TRUST	LOW VOLITY ETF	$308K	0.0%Prev: 0.0%	4,775 SH	Increased+65 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$266K	0.0%	6,753 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.4M	0.1%	11,569 SH	New
FIRST TR EXCHANGE-TRADED ALP	MID CAP VAL FD	$656K	0.1%Prev: 0.1%	11,488 SH	Increased-1,370 SH
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$637K	0.1%Prev: 0.1%	7,040 SH	Increased-1,056 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$937K	0.1%	10,104 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.2M	0.1%Prev: 0.2%	28,433 SH	Decreased-6,766 SH
FIRSTSERVICE CORP NEW	COM	$2.2M	0.2%	16,000 SH	New
GE AEROSPACE	COM NEW	$697K	0.1%Prev: 0.1%	2,455 SH	Increased+181 SH
GE VERNOVA INC	COM	$551K	0.0%	631 SH	New
GENERAL DYNAMICS CORP	COM	$2.9M	0.2%Prev: 0.4%	8,325 SH	Increased-900 SH
GENERAL MTRS CO	COM	$371K	0.0%	4,986 SH	New
GOLDMAN SACHS GROUP INC	COM	$9.8M	0.8%Prev: 0.9%	11,597 SH	Increased-529 SH
GSK PLC	SPONSORED ADR	$7.0M	0.6%	127,516 SH	New
HERSHEY CO	COM	$597K	0.1%Prev: 0.1%	2,873 SH	Increased-178 SH
HOME DEPOT INC	COM	$10.9M	0.9%Prev: 1.6%	33,248 SH	Decreased+1,520 SH
HONEYWELL INTL INC	COM	$20.6M	1.7%Prev: 2.4%	91,237 SH	Increased+12,315 SH
INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$2.5M	0.2%	130,263 SH	New
INNOVATOR ETFS TRUST	EQUITY DUAL NOV	$995K	0.1%	52,344 SH	New
INNOVATOR ETFS TRUST	EQUTY DUL DIRCT	$2.7M	0.2%	144,077 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BF	$1.4M	0.1%Prev: 0.1%	32,737 SH	Increased+10,162 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$13.4M	1.1%Prev: 1.4%	318,351 SH	Increased+56,082 SH
INTERNATIONAL BUSINESS MACHS	COM	$9.8M	0.8%Prev: 1.4%	40,347 SH	Decreased-257 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$283K	0.0%	3,875 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$277K	0.0%Prev: 0.0%	1,445 SH	Increased-100 SH
INVESCO QQQ TR	UNIT SER 1	$995K	0.1%	1,723 SH	New
ISHARES GOLD TR	ISHARES NEW	$493K	0.0%	5,594 SH	New
ISHARES SILVER TR	ISHARES	$6.1M	0.5%Prev: 1.1%	88,866 SH	Decreased-167,576 SH
ISHARES TR	1 3 YR TREAS BD	$3.2M	0.3%Prev: 0.1%	38,374 SH	Increased+31,787 SH
ISHARES TR	CORE HIGH DV ETF	$382K	0.0%Prev: 0.0%	2,818 SH	Increased-97 SH
ISHARES TR	CORE S&P MCP ETF	$382K	0.0%Prev: 0.0%	5,663 SH	Increased-353 SH
ISHARES TR	CORE S&P SCP ETF	$327K	0.0%Prev: 0.1%	2,633 SH	Decreased-1,176 SH
ISHARES TR	CORE S&P TTL STK	$595K	0.1%Prev: 0.1%	4,180 SH	Increased-284 SH
ISHARES TR	CORE S&P500 ETF	$865K	0.1%Prev: 0.1%	1,325 SH	Increased-5 SH
ISHARES TR	CORE US AGGBD ET	$258K	0.0%Prev: 0.0%	2,604 SH	Increased+97 SH
ISHARES TR	IBOXX INV CP ETF	$285K	0.0%Prev: 0.0%	2,617 SH	Decreased-212 SH
ISHARES TR	LARGE CAP MAX BU	$224K	0.0%Prev: 0.0%	7,939 SH	Increased
ISHARES TR	MSCI USA MIN VOL	$34.0M	2.9%Prev: 5.5%	366,628 SH	Decreased-46,628 SH
ISHARES TR	MSCI USA QLT FCT	$30.7M	2.6%Prev: 3.9%	159,880 SH	Increased-2,534 SH
ISHARES TR	NATIONAL MUN ETF	$988K	0.1%Prev: 0.1%	9,303 SH	Increased+4,343 SH
ISHARES TR	RUS MID CAP ETF	$317K	0.0%Prev: 0.0%	3,262 SH	Increased-237 SH
ISHARES TR	RUSSELL 2000 ETF	$306K	0.0%Prev: 0.0%	1,233 SH	Increased-83 SH
ISHARES TR	RUSSELL 3000 ETF	$525K	0.0%Prev: 0.0%	1,415 SH	Increased+400 SH
ISHARES TR	SELECT DIVID ETF	$300K	0.0%Prev: 0.0%	1,979 SH	Increased+351 SH
ISHARES TR	SHRT NAT MUN ETF	$1.1M	0.1%Prev: 0.1%	9,924 SH	Increased+1,124 SH
ISHARES U S ETF TR	IT RT HDG HGYL	$14.9M	1.3%	174,313 SH	New
JOHNSON & JOHNSON	COM	$30.1M	2.5%Prev: 2.8%	123,176 SH	Increased+4,153 SH
JOHNSON CONTROLS INTERNATION	SHS	$257K	0.0%	1,962 SH	New
JPMORGAN CHASE & CO	COM	$32.6M	2.8%	110,769 SH	New
KINDER MORGAN INC DEL	COM	$9.8M	0.8%Prev: 1.2%	291,692 SH	Increased+1,674 SH
LAM RESEARCH CORP	COM NEW	$423K	0.0%	1,980 SH	New
LEMONADE INC	COM	$228K	0.0%	3,640 SH	New
LOCKHEED MARTIN CORP	COM	$9.4M	0.8%Prev: 1.0%	15,501 SH	Increased+340 SH
LOWES COS INC	COM	$759K	0.1%Prev: 0.1%	3,214 SH	Decreased-256 SH
MARATHON PETE CORP	COM	$280K	0.0%	1,148 SH	New
MASTERCARD INCORPORATED	CL A	$15.1M	1.3%Prev: 2.3%	30,192 SH	Decreased+955 SH
MCDONALDS CORP	COM	$2.1M	0.2%Prev: 0.3%	6,766 SH	Decreased-762 SH
MCKESSON CORP	COM	$257K	0.0%	297 SH	New
MERCK & CO INC	COM	$21.2M	1.8%Prev: 2.0%	176,368 SH	Increased+16,280 SH
META PLATFORMS INC	CL A	$8.1M	0.7%Prev: 0.4%	14,154 SH	Increased+9,452 SH
MICROSOFT CORP	COM	$31.5M	2.7%Prev: 4.3%	85,093 SH	Increased+3,320 SH
NETFLIX INC.	COM	$1.5M	0.1%	15,892 SH	New
NEXTERA ENERGY INC	COM	$1.0M	0.1%Prev: 0.1%	10,929 SH	Increased+1,265 SH
NIKE INC	CL B	$330K	0.0%Prev: 0.0%	6,257 SH	Increased+1,386 SH
NORFOLK SOUTHN CORP	COM	$229K	0.0%	797 SH	New
NVIDIA CORPORATION	COM	$12.9M	1.1%Prev: 0.6%	73,715 SH	Increased+36,957 SH
ONEOK INC NEW	COM	$224K	0.0%Prev: 0.0%	2,475 SH	Decreased-275 SH
ORACLE CORP	COM	$323K	0.0%Prev: 0.0%	2,192 SH	Decreased-273 SH
PALANTIR TECHNOLOGIES INC	CL A	$225K	0.0%	1,536 SH	New
PEPSICO INC	COM	$8.5M	0.7%Prev: 2.1%	54,501 SH	Decreased-46,104 SH
PFIZER INC	COM	$770K	0.1%Prev: 0.1%	27,406 SH	Increased+3,167 SH
PHILIP MORRIS INTL INC	COM	$472K	0.0%Prev: 0.1%	2,856 SH	Increased+355 SH
PNC FINL SVCS GROUP INC	COM	$809K	0.1%Prev: 0.1%	3,889 SH	Increased-137 SH
PROCTER & GAMBLE CO	COM	$18.6M	1.6%	128,976 SH	New
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$760K	0.1%	14,377 SH	New
PROSHARES TR	S&P 500 DV ARIST	$207K	0.0%	1,949 SH	New
QUALCOMM INC	COM	$287K	0.0%Prev: 0.1%	2,229 SH	Decreased-92 SH
ROCKWELL AUTOMATION INC	COM	$227K	0.0%	633 SH	New
RTX CORPORATION	COM	$4.8M	0.4%	24,736 SH	New
SALESFORCE INC	COM	$578K	0.0%Prev: 0.1%	3,097 SH	Decreased+25 SH
SCHWAB CHARLES CORP	COM	$309K	0.0%Prev: 0.0%	3,292 SH	Increased+627 SH
SCHWAB STRATEGIC TR	1000 INDEX ETF	$316K	0.0%Prev: 0.0%	10,097 SH	Increased+117 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$356K	0.0%	12,792 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.1M	0.1%Prev: 0.0%	45,397 SH	Increased+36,198 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$247K	0.0%Prev: 0.0%	9,838 SH	Increased+491 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$342K	0.0%	11,139 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$359K	0.0%	13,997 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$361K	0.0%	5,891 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$309K	0.0%	2,105 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$31.7M	2.7%	238,292 SH	New
SHELL PLC	SPON ADS	$2.4M	0.2%Prev: 0.3%	25,436 SH	Increased-4,190 SH
SOLSTICE ADVANCED MATLS INC	COM SHS	$1.4M	0.1%	18,469 SH	New
SOUTHERN CO	COM	$10.4M	0.9%Prev: 1.3%	108,109 SH	Increased+9,309 SH
SPDR GOLD TR	GOLD SHS	$23.2M	2.0%Prev: 2.7%	53,901 SH	Increased-12,051 SH
SPDR SERIES TRUST	STATE STREET SPD	$82.7M	7.0%	1,048,307 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$502K	0.0%	20,600 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$7.7M	0.6%	191,140 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$2.0M	0.2%	50,253 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	0.2%	4,363 SH	New
STRYKER CORPORATION	COM	$281K	0.0%Prev: 0.0%	856 SH	Increased+113 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$14.9M	1.3%Prev: 1.2%	418,559 SH	Increased+149,613 SH
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$169.3M	14.3%	3,403,290 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$392K	0.0%	1,159 SH	New
TESLA INC	COM	$1.2M	0.1%Prev: 0.1%	3,156 SH	Increased-553 SH
THERMO FISHER SCIENTIFIC INC	COM	$13.5M	1.1%Prev: 0.1%	27,422 SH	Increased+25,859 SH
TORONTO DOMINION BK ONT	COM NEW	$1.2M	0.1%Prev: 0.1%	13,120 SH	Increased
TRUIST FINL CORP	COM	$307K	0.0%Prev: 0.0%	6,668 SH	Increased+296 SH
UNION PAC CORP	COM	$900K	0.1%Prev: 0.1%	3,709 SH	Decreased-417 SH
UNITED PARCEL SVCS INC	CL B	$5.3M	0.5%	54,246 SH	New
VALERO ENERGY CORP	COM	$692K	0.1%Prev: 0.1%	2,800 SH	Increased-100 SH
VANECK ETF TRUST	GOLD MINERS ETF	$819K	0.1%	8,922 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$210K	0.0%	515 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$323K	0.0%Prev: 0.0%	741 SH	Increased+1 SH
VANGUARD INDEX FDS	MID CAP ETF	$321K	0.0%Prev: 0.0%	1,118 SH	Decreased-162 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.7M	0.6%Prev: 0.7%	11,277 SH	Increased+1,089 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.6M	0.5%Prev: 2.8%	25,911 SH	Decreased-79,635 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.1%Prev: 0.2%	3,213 SH	Decreased-783 SH
VANGUARD INDEX FDS	VALUE ETF	$421K	0.0%Prev: 0.1%	2,147 SH	Increased-252 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$983K	0.1%Prev: 0.1%	19,711 SH	Increased+7,461 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.1M	0.2%	26,527 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$499K	0.0%Prev: 0.1%	1,734 SH	Increased-100 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$630K	0.1%Prev: 0.1%	2,930 SH	Decreased-1,149 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$278K	0.0%Prev: 0.0%	1,874 SH	Increased-61 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$274K	0.0%Prev: 0.0%	747 SH	Increased+62 SH
VERIZON COMMUNICATIONS INC	COM	$21.4M	1.8%Prev: 2.6%	425,683 SH	Increased+24,876 SH
VISA INC	COM CL A	$831K	0.1%Prev: 0.1%	2,750 SH	Increased+637 SH
WALMART INC	COM	$19.0M	1.6%Prev: 2.0%	152,519 SH	Increased-11,166 SH
WASTE MGMT INC DEL	COM	$348K	0.0%Prev: 0.0%	1,516 SH	Decreased-11 SH
WATERS CORP	COM	$807K	0.1%	2,709 SH	New
WEC ENERGY GROUP INC	COM	$657K	0.1%	5,674 SH	New
WELLTOWER INC	COM	$1.0M	0.1%Prev: 0.1%	5,113 SH	Increased+125 SH
WILLIAMS COS INC	COM	$232K	0.0%	3,189 SH	New
XCEL ENERGY INC	COM	$260K	0.0%	3,274 SH	New
YUM BRANDS INC	COM	$279K	0.0%Prev: 0.0%	1,792 SH	Increased+356 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $19.9M
COSTCO WHSL CORP NEW — $2.7M
EATON VANCE ENHANCED EQUITY — $224K
EOG RES INC — $385K
FIDELITY NATL INFORMATION SV — $202K
FIRST TR EXCH TRADED FD III — $268K
FIRST TR EXCHANGE-TRADED FD — $233K
FIRST TR SML CP CORE ALPHA F — $1.1M
FORD MTR CO — $105K
GENERAL MLS INC — $245K
I-80 GOLD CORP — $23K
INNOVATOR ETFS TRUST — $354K
ISHARES TR — $1.9M
JPMORGAN CHASE & CO. — $27.7M
KIMBERLY-CLARK CORP — $316K
MONDELEZ INTL INC — $248K
NETFLIX INC — $1.4M
NISOURCE INC — $238K
ODYSSEY MARINE EXPL INC — $7K
PAYCHEX INC — $288K
… and 16 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