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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 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPSM SPDR SERIES TRUST 161,507.0 $8.2M 1.14% +25K +18.5% $50.49 +10.6%
22 IYH ISHARES TR 129,578.0 $8.1M 1.14% +9K +7.1% $62.81 -0.2%
23 BNDX VANGUARD CHARLOTTE FDS 156,798.0 $7.6M 1.06% +5K +3.2% $48.28 +0.1%
24 SCHE SCHWAB STRATEGIC TR 219,433.0 $7.6M 1.05% -6K -2.8% $34.42 +7.1%
25 IJR ISHARES TR 48,300.0 $6.3M 0.88% -540.0 -1.1% $129.83 +10.3%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 8,791.0 $5.9M 0.83% $676.03 +10.5%
27 IAGG ISHARES TR 116,643.0 $5.8M 0.81% -1K -1.2% $50.13 +0.8%
28 QQQM INVESCO EXCH TRADED FD TR II 22,609.0 $5.6M 0.79% +14K +157.7% $249.54 +22.0%
29 XLRE SELECT SECTOR SPDR TR 131,543.0 $5.6M 0.78% +5K +4.0% $42.44 +3.3%
30 IYR ISHARES TR 53,063.0 $5.2M 0.73% -468.0 -0.9% $98.19 +2.3%
31 FIW FIRST TR EXCHANGE-TRADED FD 45,814.0 $4.9M 0.68% $106.98 -0.9%
32 MUB ISHARES TR 44,755.0 $4.8M 0.67% -1K -3.2% $106.76 +0.5%
33 IYY ISHARES TR 27,983.0 $4.6M 0.64% +2K +7.5% $164.68 +10.6%
34 JPIB J P MORGAN EXCHANGE TRADED F 93,800.0 $4.5M 0.63% +15K +18.6% $48.12 +0.3%
35 USMV ISHARES TR 41,464.0 $3.9M 0.54% $94.12 +0.1%
36 IAU ISHARES GOLD TR Financial Services 43,766.0 $3.9M 0.54% +3K +7.2% $89.04 -10.9%
37 ISTB ISHARES TR 72,387.0 $3.5M 0.49% -7K -8.4% $48.43 -0.5%
38 REZ ISHARES TR 40,106.0 $3.5M 0.48% +4K +10.9% $86.29 +3.2%
39 FMB FIRST TR EXCH TRADED FD III 63,546.0 $3.2M 0.45% -1K -2.1% $51.08 +0.6%
40 IEFA ISHARES TR 31,944.0 $3.0M 0.42% +819.0 +2.6% $95.42 +2.0%
Page 2 of 5  ·  94 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%