ARS Wealth Advisors Group, LLC
Annual return '25
+15.0%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$1.2B
Holdings
197
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TBUX
T ROWE PRICE ETF INC
Q4 2025: Exited (was 1.30M shares)
14.3%
02
$SPTM
SPDR SERIES TRUST
Q4 2025: Sold 100.0% (1.02M → 289 shares)
6.9%
03
$AAPL
APPLE INC
Q1 2026: Sold 2.6% (565.7k → 551.1k shares)
3.8%
04
$AVGO
BROADCOM INC
Q1 2026: Increased +7.8% (3.6k → 3.9k shares)
3.7%
05
$XOM
EXXON MOBIL CORP
Q4 2025: Sold 26.4% (212.5k → 156.5k shares)
3.1%
06
$GOOG
ALPHABET INC
Q1 2026: Sold 2.8% (423.5k → 411.8k shares)
3.0%
07
$AMZN
AMAZON COM INC
Q1 2026: Sold 1.6% (412.2k → 405.8k shares)
2.9%
08
$USMV
ISHARES TR
Q4 2025: Sold 99.7% (393.5k → 1.3k shares)
2.9%
09
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 2.1% (58.9k → 57.6k shares)
2.8%
10
$XLK
SELECT SECTOR SPDR TR
Q4 2025: Sold 99.6% (118.4k → 434 shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:34 UTC.