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Portfolio (Quarterly) Guide ↗

ARKANSAS FINANCIAL GROUP, INC.

· CIK 0000764611
13F Portfolio $717M AUM 94 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 42 Added 25 Reduced 1 Exited
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 63,278.0 $43.0M 5.99% +2K +3.0% $678.99 +10.5%
2 SPSB SPDR SERIES TRUST 1,408,718.0 $42.3M 5.90% +54K +4.0% $30.04 -0.3%
3 QQQ INVESCO QQQ TR Financial Services 67,444.0 $40.9M 5.70% +1K +2.0% $606.09 +22.2%
4 SPBO SPDR SERIES TRUST 877,107.0 $25.5M 3.56% +57K +6.9% $29.12 -0.3%
5 IGIB ISHARES TR 449,664.0 $24.0M 3.35% +41K +9.9% $53.37 -0.6%
6 STIP ISHARES TR 194,455.0 $20.1M 2.80% +12K +6.3% $103.34 -1.2%
7 SUB ISHARES TR 175,251.0 $18.7M 2.60% +970.0 +0.6% $106.55 +0.0%
8 VGT VANGUARD WORLD FD 21,550.0 $15.9M 2.22% +1K +6.1% $739.11 -83.8%
9 IHI ISHARES TR 211,861.0 $11.5M 1.61% +9K +4.5% $54.35 -9.7%
10 IYG ISHARES TR 127,826.0 $11.0M 1.53% +5K +4.4% $86.10 +5.3%
11 ONEQ FIDELITY COMWLTH TR 95,768.0 $8.5M 1.19% +20K +27.1% $89.08 +17.0%
12 SPSM SPDR SERIES TRUST 161,507.0 $8.2M 1.14% +25K +18.5% $50.49 +10.6%
13 IYH ISHARES TR 129,578.0 $8.1M 1.14% +9K +7.1% $62.81 -0.2%
14 BNDX VANGUARD CHARLOTTE FDS 156,798.0 $7.6M 1.06% +5K +3.2% $48.28 +0.1%
15 QQQM INVESCO EXCH TRADED FD TR II 22,609.0 $5.6M 0.79% +14K +157.7% $249.54 +22.0%
16 XLRE SELECT SECTOR SPDR TR 131,543.0 $5.6M 0.78% +5K +4.0% $42.44 +3.3%
17 IYY ISHARES TR 27,983.0 $4.6M 0.64% +2K +7.5% $164.68 +10.6%
18 JPIB J P MORGAN EXCHANGE TRADED F 93,800.0 $4.5M 0.63% +15K +18.6% $48.12 +0.3%
19 IAU ISHARES GOLD TR Financial Services 43,766.0 $3.9M 0.54% +3K +7.2% $89.04 -10.9%
20 REZ ISHARES TR 40,106.0 $3.5M 0.48% +4K +10.9% $86.29 +3.2%
Page 1 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 94.9%
Technology 2.1%
Consumer Defensive 0.8%
Consumer Cyclical 0.7%
Healthcare 0.5%
Industrials 0.4%
Utilities 0.3%
Energy 0.2%
Real Estate 0.1%