Arkolith/Funds/Advisory Resource Group

Advisory Resource Group

CIK 1764968
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Advisory Resource Group holds a diversified book of 183 reported positions worth $665.0M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Fidelity Enh LRG Cap GWTH and trimmed Phillips 66. Their largest long position is Pacer Met US LRG Cap DVD 400 at 7% of the reported non-option book. Cloning the disclosed picks since 2019 would be +123% (+11.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
19
bought for the first time
+16 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
9
exited the position entirely
+6 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+122.6%
+11.1%/yr · since Feb '19
Their reported book
+123.9%
held from quarter-end
S&P 500
+211.6%
same window
$7K$13K$19K$25K$31KFeb '19Aug '20Feb '22Aug '23Feb '25Sep '26
Advisory Resource Group (copied at disclosure) S&P 500

Growth of $10,000 cloning Advisory Resource Group's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
35%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

42% mapped to company sectors

ETFs / funds
57%
Information Technology
13%
Energy
11%
Financials
7%
Industrials
6%
Health Care
2%
Consumer Discretionary
2%
No sector on file yet
1%

+5 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Advisory Resource Group

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.8 / 80$4.5B
Swiss Re Ltd26 / 80$1.0B
Uhlmann Price Securities, LLC23 / 80$2.4B
Outlook Capital Management, LLC13 / 80$241.4M
Hoey Investments, Inc32 / 80$578.3M
Ketron Financial12 / 80$228.9M
Financial Life Planners30 / 80$107.1M
Potomac Fund Management Inc12 / 80$2.7B

Ranked by the share of each fund's own book sitting in the names it shares with Advisory Resource Group: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

183 positions
#SecurityValueShares% PortLast moveHistory
1Pacer FDS TR
METAURUS CAP 400
$44.5M988.4K
6.7%
+1.1%
Added · +11K sh
2Phillips 66
COM
$32.7M193.6K
4.9%
−7.0%
Reduced · −15K sh
3Janus Detroit STR TR
HEND SECU IN ETF
$25.2M491.1K
3.8%
+5.5%
Added · +26K sh
4Pgim ETF TR
TOTA RETU BD ETF
$22.2M535.1K
3.3%
+7.0%
Added · +35K sh
5Pacer FDS TR
NASD IN PATE ETF
$22.0M591.6K
3.3%
−5.8%
Reduced · −36K sh
6ConocoPhillips
COM
$21.4M206.0K
3.2%
−6.0%
Reduced · −13K sh
7J P Morgan Exchange Traded F
SMALL & MID CAP
$20.2M258.9K
3.0%
+0.2%
Added · +536 sh
8Palmer Square Funds TR
CR OPPOR ETF
$20.0M969.6K
3.0%
+2.1%
Added · +20K sh
9SPDR Series Trust
ST STR AGGRE ETF
$13.8M540.9K
2.1%
+6.5%
Added · +33K sh
10Ishares TR
CORE S&P500 ETF
$13.4M17.9K
2.0%
+4.7%
Added · +811 sh
11Applied Matls Inc
COM
$13.4M18.5K
2.0%
+2.0%
Added · +365 sh
12American Centy ETF TR
INTL EQT ETF
$13.0M146.2K
2.0%
−0.4%
Reduced · −591 sh
13Cisco Sys Inc
COM
$10.3M87.6K
1.5%
−1.0%
Reduced · −903 sh
14Fidelity Covington Trust
ENHANCED LARGE
$9.0M225.7K
1.4%
+5.2%
Added · +11K sh
15Valero Energy Corp
COM
$9.0M34.7K
1.4%
−18%
Reduced · −8K sh
16J P Morgan Exchange Traded F
NASDAQ EQT PREM
$8.9M144.6K
1.3%
+0.7%
Added · +936 sh
17Cummins Inc
COM
$8.7M12.2K
1.3%
−0.5%
Reduced · −58 sh
18Fidelity Greenwood Street TR
YIEL ENH EQU ETF
$8.4M291.9K
1.3%
+3.0%
Added · +9K sh
19Invesco QQQ TR
UNIT SER 1
$8.1M11.0K
1.2%
+26%
Added · +2K sh
20Fifth Third Bancorp
COM
$7.9M140.1K
1.2%
+6.1%
Added · +8K sh
21Fidelity Covington Trust
ENHANCED LARGE
$7.8M179.3K
1.2%
New
New position
22Apple Inc
COM
$7.2M24.8K
1.1%
+4.0%
Added · +950 sh
23Aflac Inc
COM
$7.1M60.2K
1.1%
+8.2%
Added · +5K sh
24General Dynamics Corp
COM
$6.9M19.5K
1.0%
+7.4%
Added · +1K sh
25Schwab Charles Corp
COM
$6.8M74.2K
1.0%
+6.0%
Added · +4K sh
26Select Sector SPDR TR
ST STR FINL ETF
$6.8M127.2K
1.0%
+8.6%
Added · +10K sh
27Exxon Mobil Corp
COM
$6.7M49.0K
1.0%
−11%
Reduced · −6K sh
28American Intl Group Inc
COM NEW
$6.5M87.6K
1.0%
+14%
Added · +11K sh
29Vanguard Index FDS
MCAP VL IDXVIP
$6.5M32.9K
1.0%
New
New position
30Salesforce Inc
COM
$6.1M38.7K
0.9%
+8.8%
Added · +3K sh
31Baker Hughes Company
CL A
$6.0M107.4K
0.9%
+6.5%
Added · +7K sh
32Pgim ETF TR
PGIM ULTRA SH BD
$5.7M114.3K
0.9%
+5.0%
Added · +5K sh
33Pgim ETF TR
ACTI AGGR BD ETF
$5.6M133.4K
0.8%
+8.2%
Added · +10K sh
34Pgim ETF TR
ACTV HY BD ETF
$5.6M160.9K
0.8%
+8.6%
Added · +13K sh
35Fidelity Covington Trust
ENHANCED INTL
$5.2M128.6K
0.8%
+7.4%
Added · +9K sh
36AB Active Etfs Inc
HIGH YIELD ETF
$5.1M136.4K
0.8%
+4.2%
Added · +6K sh
37Ishares TR
RUS MD CP GR ETF
$5.0M34.3K
0.8%
11×
Added · +31K sh
38Vanguard Index FDS
SML CP GRW ETF
$4.9M13.5K
0.7%
20×
Added · +13K sh
39Zoetis Inc
CL A
$4.9M67.8K
0.7%
New
New position
40Ishares TR
CORE MSCI TOTAL
$4.8M49.8K
0.7%
~0%
Added · +20 sh
41Virtus ETF TR II
STONE HARBOR EMG
$4.5M157.8K
0.7%
+6.5%
Added · +10K sh
42Select Sector SPDR TR
ST STR CARE ETF
$4.5M28.6K
0.7%
+3.8%
Added · +1K sh
43Pgim ETF TR
JENNISON FOC GWT
$4.5M38.9K
0.7%
−7.0%
Reduced · −3K sh
44Vanguard Index FDS
SMALL CP ETF
$4.3M14.2K
0.6%
+488%
Added · +12K sh
45BlackRock ETF Trust II
ISHAR INTER ETF
$4.2M174.7K
0.6%
+8.4%
Added · +13K sh
46Ishares TR
RUS MID CAP ETF
$4.2M38.3K
0.6%
+476%
Added · +32K sh
47First TR Exchng Traded FD VI
FT VE U.S. EQ BU
$4.2M138.5K
0.6%
−0.9%
Reduced · −1K sh
48Morgan Stanley ETF Trust
EATO VANC BD ETF
$3.8M75.9K
0.6%
−1.1%
Reduced · −849 sh
49Nvidia Corporation
COM
$3.8M19.0K
0.6%
+7.1%
Added · +1K sh
50Pacer FDS TR
INDUSTRIAL RELET
$3.6M89.3K
0.5%
+0.3%
Added · +223 sh
Showing 50 of 183 positions
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Filing history

As-of date vs the date the SEC received each filing

$665.0M · Q2 2026Q3 2020 · $170.5MQ2 2026 · $665.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202614d183$665.0M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d172$581.1M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d171$568.6M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202522d172$557.5M13F-HR
Q2 2025Jun 30, 2025Aug 8, 202539d167$520.4M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202521d162$491.0M13F-HR
Q4 2024Dec 31, 2024Jan 28, 202528d158$471.2M13F-HR
Q3 2024Sep 30, 2024Nov 20, 202451d158$468.3M13F-HR
Q2 2024Jun 30, 2024Jul 24, 202424d155$443.1M13F-HR
Q1 2024Mar 31, 2024May 17, 202447d158$435.8M13F-HR
Q4 2023Dec 31, 2023Jan 11, 202411d150$401.1M13F-HR
Q3 2023Sep 30, 2023Dec 5, 202366d152$370.6M13F-HR
Q2 2023Jun 30, 2023Jul 11, 202311d150$367.8M13F-HR
Q1 2023Mar 31, 2023May 15, 202345d147$356.5M13F-HR
Q4 2022Dec 31, 2022Jan 27, 202327d145$336.3M13F-HR
Q3 2022Sep 30, 2022Oct 11, 202211d131$302.3M13F-HR
Q2 2022Jun 30, 2022Jul 21, 202221d135$305.5M13F-HR
Q1 2022Mar 31, 2022Apr 6, 20226d141$321.2M13F-HR
Q4 2021Dec 31, 2021Feb 8, 202239d145$299.6M13F-HR
Q3 2021Sep 30, 2021Oct 26, 202126d135$271.3M13F-HR
Q2 2021Jun 30, 2021Aug 19, 202150d133$249.9M13F-HR
Q1 2021Mar 31, 2021May 24, 202154d114$214.1M13F-HR
Q4 2020Dec 31, 2020Feb 23, 202154d103$201.7M13F-HR
Q3 2020Sep 30, 2020Dec 9, 202070d95$170.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.