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Portfolio (Quarterly) Guide ↗

ARKANSAS FINANCIAL GROUP, INC.

· CIK 0000764611
13F Portfolio $768M AUM 97 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 44 Added 36 Reduced 1 Exited
Page 1 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VO VANGUARD INDEX FDS 602,670.0 $48.6M 6.33% +451K +297.0% $80.57 +2.4%
2 SPSB SPDR SERIES TRUST 1,479,226.0 $44.4M 5.78% +71K +5.0% $30.01 -0.2%
3 SPBO SPDR SERIES TRUST 962,946.0 $28.0M 3.64% +86K +9.8% $29.04 -2.1%
4 STIP ISHARES TR 198,408.0 $20.3M 2.64% +4K +2.0% $102.16 -1.1%
5 VGT VANGUARD WORLD FD 155,103.0 $18.5M 2.42% +134K +619.7% $119.52 -1.0%
6 IYG ISHARES TR 130,414.0 $11.8M 1.54% +3K +2.0% $90.47 +5.8%
7 IYH ISHARES TR 156,064.0 $10.5M 1.36% +26K +20.4% $67.01 +8.9%
8 SPSM SPDR SERIES TRUST 163,513.0 $9.4M 1.23% +2K +1.2% $57.67 -1.3%
9 QQQM INVESCO EXCH TRADED FD TR II 25,192.0 $7.6M 0.99% +3K +11.4% $302.97 -3.4%
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,232.0 $6.9M 0.90% +441.0 +5.0% $746.74 +2.1%
11 XLRE SELECT SECTOR SPDR TR 135,858.0 $6.0M 0.78% +4K +3.3% $44.03 +2.4%
12 IYY ISHARES TR 29,721.0 $5.4M 0.71% +2K +6.2% $182.28 +1.9%
13 JPIB J P MORGAN EXCHANGE TRADED F 103,507.0 $5.0M 0.65% +10K +10.3% $48.35 -1.1%
14 MUB ISHARES TR 44,980.0 $4.8M 0.63% +225.0 +0.5% $107.62 -2.0%
15 REZ ISHARES TR 42,293.0 $4.0M 0.52% +2K +5.5% $94.69 +1.1%
16 IAU ISHARES GOLD TR Financial Services 51,203.0 $3.9M 0.50% +7K +17.0% $75.51 +12.7%
17 DFNL DAVIS FUNDAMENTAL ETF TR 69,802.0 $3.4M 0.45% +8K +13.6% $49.37 +4.5%
18 IEFA ISHARES TR 33,659.0 $3.3M 0.42% +2K +5.4% $96.58 +3.5%
19 RSPF INVESCO EXCHANGE TRADED FD T 36,356.0 $2.8M 0.37% +245.0 +0.7% $77.55 +8.1%
20 AAPL APPLE INC Technology 8,401.0 $2.4M 0.32% +79.0 +0.9% $289.35 +7.6%
Page 1 of 3  ·  44 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 94.3%
Technology 2.3%
Consumer Defensive 1.1%
Healthcare 0.7%
Consumer Cyclical 0.6%
Industrials 0.3%
Utilities 0.2%
Communication Services 0.1%
Energy 0.1%
Real Estate 0.1%