Arkolith/Funds/Advisory Resource Group

Advisory Resource Group

CIK 1764968
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Advisory Resource Group holds a focused book of 138 stocks worth $581.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened SALESFORCE INC and trimmed PACER MET US LRG CAP DVD 400. Their largest long position is PACER MET US LRG CAP DVD 400 at 11% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
75
existing
Trimmed
41
reduced
Sold out
13
exited

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
48%
Top 20 holdings
64%

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

Direct sector allocation

16% mapped to company sectors

ETF / fund or unclassified
84%
Energy
10%
Financials
3%
Health Care
1%
Communication Services
0%
Industrials
0%
Materials
0%
Utilities
0%

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, no cost basis

Bought
Trimmed / exited
  • −13%$5.5M
  • −5.9%$3.9M
  • APPLIED MATLS INC
    −35%$3.4M
  • PALMER SQUARE FUNDS TR
    −14%$3.3M
  • CONOCOPHILLIPS
    −8.3%$2.6M
  • MICROSOFT CORP
    −41%$1.2M

Holdings: largest first

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

172 positions
#SecurityValueShares% PortLast moveHistory
1Pacer FDS TR
METAURUS CAP 400
$39.2M977.6K
6.8%
−0.8%
Reduced · −8K sh
2Phillips 66
COM
$37.9M208.1K
6.5%
−13%
Reduced · −30K sh
3ConocoPhillips
COM
$28.9M219.2K
5.0%
−8.3%
Reduced · −20K sh
4Janus Detroit STR TR
HENDERSON SECURI
$24.0M465.3K
4.1%
−4.5%
Reduced · −22K sh
5Pgim ETF TR
TOTAL RETURN BON
$20.8M500.1K
3.6%
+5.8%
Added · +27K sh
6Palmer Square Funds TR
CR OPPORTUNITIES
$19.5M949.4K
3.4%
−14%
Reduced · −159K sh
7Pacer FDS TR
NASDAQ INTL PATE
$17.8M628.1K
3.1%
+5.0%
Added · +30K sh
8J P Morgan Exchange Traded F
SMALL & MID CAP
$17.3M258.4K
3.0%
+5.5%
Added · +14K sh
9SPDR Series Trust
STATE STREET SPD
$13.0M507.7K
2.2%
+7.0%
Added · +33K sh
10American Centy ETF TR
INTL EQT ETF
$12.5M146.8K
2.1%
−0.9%
Reduced · −1K sh
11Ishares TR
CORE S&P500 ETF
$11.2M17.1K
1.9%
+0.7%
Added · +114 sh
12Valero Energy Corp
COM
$10.5M42.5K
1.8%
+3.6%
Added · +1K sh
13Exxon Mobil Corp
COM
$9.3M54.8K
1.6%
−0.1%
Reduced · −54 sh
14J P Morgan Exchange Traded F
NASDAQ EQT PREM
$8.0M143.7K
1.4%
+4.0%
Added · +6K sh
15Fidelity Greenwood Street TR
YIELD ENHANCED E
$7.7M283.3K
1.3%
+3.0%
Added · +8K sh
16Fidelity Covington Trust
ENHANCED LARGE
$7.5M214.5K
1.3%
+3.4%
Added · +7K sh
17Honeywell Intl Inc
COM
$7.0M31.2K
1.2%
+12%
Added · +3K sh
18Vanguard Scottsdale FDS
VNG RUS1000GRW
$7.0M64.0K
1.2%
+7.7%
Added · +5K sh
19Cisco Sys Inc
COM
$6.9M88.5K
1.2%
+1.5%
Added · +1K sh
20Salesforce Inc
COM
$6.6M35.6K
1.1%
New
New position
21Cummins Inc
COM
$6.6M12.3K
1.1%
−4.3%
Reduced · −547 sh
22Schwab Charles Corp
COM
$6.6M70.0K
1.1%
New
New position
23General Dynamics Corp
COM
$6.2M18.1K
1.1%
+3.0%
Added · +530 sh
24Applied Matls Inc
COM
$6.2M18.1K
1.1%
−35%
Reduced · −10K sh
25Baker Hughes Company
CL A
$6.2M100.8K
1.1%
New
New position
26Fifth Third Bancorp
COM
$6.1M132.0K
1.1%
−1.2%
Reduced · −2K sh
27Aflac Inc
COM
$6.1M55.7K
1.1%
+6.4%
Added · +3K sh
28Apple Inc
COM
$6.1M23.8K
1.0%
+0.7%
Added · +168 sh
29American Intl Group Inc
COM NEW
$5.8M77.0K
1.0%
+5.0%
Added · +4K sh
30Select Sector SPDR TR
STATE STREET FIN
$5.8M117.1K
1.0%
+3.8%
Added · +4K sh
31Pgim ETF TR
PGIM ULTRA SH BD
$5.4M108.9K
0.9%
−28%
Reduced · −43K sh
32Elevance Health Inc Formerly
COM
$5.4M18.3K
0.9%
−0.9%
Reduced · −160 sh
33Pgim ETF TR
ACTIVE AGGREGATE
$5.2M123.2K
0.9%
New
New position
34Pgim ETF TR
ACTV HY BD ETF
$5.1M148.2K
0.9%
+5.9%
Added · +8K sh
35Invesco QQQ TR
UNIT SER 1
$5.0M8.7K
0.9%
−16%
Reduced · −2K sh
36AB Active Etfs Inc
HIGH YIELD ETF
$4.9M130.9K
0.8%
+1.9%
Added · +2K sh
37Fidelity Covington Trust
ENHANCED INTL
$4.5M119.7K
0.8%
−5.9%
Reduced · −8K sh
38Ishares TR
CORE MSCI TOTAL
$4.3M49.8K
0.7%
−0.5%
Reduced · −247 sh
39First TR Exchng Traded FD VI
FT VEST U.S. EQU
$4.2M139.8K
0.7%
−0.8%
Reduced · −1K sh
40Virtus ETF TR II
STONE HARBOR EMG
$4.1M148.1K
0.7%
+5.4%
Added · +8K sh
41Pgim ETF TR
JENNISON FOC GWT
$4.1M41.8K
0.7%
−15%
Reduced · −8K sh
42Select Sector SPDR TR
STATE STREET HEA
$4.0M27.5K
0.7%
+37%
Added · +7K sh
43Morgan Stanley ETF Trust
EATON VANCE TOTA
$3.9M76.7K
0.7%
+2.0%
Added · +1K sh
44BlackRock ETF Trust II
ISHARES INTERMED
$3.9M161.2K
0.7%
+22%
Added · +29K sh
45Pacer FDS TR
INDUSTRIAL RELET
$3.3M89.1K
0.6%
−23%
Reduced · −27K sh
46BlackRock ETF Trust II
SHORT DURATION H
$3.2M145.7K
0.6%
+3.8%
Added · +5K sh
47Nvidia Corporation
COM
$3.1M17.8K
0.5%
+1.5%
Added · +261 sh
48AB Active Etfs Inc
TAX AWARE INTERM
$3.1M122.0K
0.5%
~0%
Added · +6 sh
49Putnam ETF Trust
FOCUSED LAR CAP
$3.1M66.1K
0.5%
New
New position
50Amazon Com Inc
COM
$2.5M11.9K
0.4%
+5.3%
Added · +600 sh
Showing 50 of 172 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026172$581.1M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026171$568.6M13F-HR
Q3 2025Sep 30, 2025Oct 22, 2025172$557.5M13F-HR
Q2 2025Jun 30, 2025Aug 8, 2025167$520.4M13F-HR
Q1 2025Mar 31, 2025Apr 21, 2025162$491.0M13F-HR
Q4 2024Dec 31, 2024Jan 28, 2025158$471.2M13F-HR
Q3 2024Sep 30, 2024Nov 20, 2024158$468.3M13F-HR
Q2 2024Jun 30, 2024Jul 24, 2024155$443.1M13F-HR
Q1 2024Mar 31, 2024May 17, 2024158$435.8M13F-HR
Q4 2023Dec 31, 2023Jan 11, 2024150$401.1M13F-HR
Q3 2023Sep 30, 2023Dec 5, 2023152$370.6M13F-HR
Q2 2023Jun 30, 2023Jul 11, 2023150$367.8M13F-HR
Q1 2023Mar 31, 2023May 15, 2023147$356.5M13F-HR
Q4 2022Dec 31, 2022Jan 27, 2023145$336.3M13F-HR
Q3 2022Sep 30, 2022Oct 11, 2022131$302.3M13F-HR
Q2 2022Jun 30, 2022Jul 21, 2022135$305.5M13F-HR
Q1 2022Mar 31, 2022Apr 6, 2022141$321.2M13F-HR
Q4 2021Dec 31, 2021Feb 8, 2022145$299.6M13F-HR
Q3 2021Sep 30, 2021Oct 26, 2021135$271.3M13F-HR
Q2 2021Jun 30, 2021Aug 19, 2021133$249.9M13F-HR
Q1 2021Mar 31, 2021May 24, 2021114$214.1M13F-HR
Q4 2020Dec 31, 2020Feb 23, 2021103$201.7M13F-HR
Q3 2020Sep 30, 2020Dec 9, 202095$170.5M13F-HR
Q2 2020Jun 30, 2020Aug 19, 202092$162.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.