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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 2 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ONEQ FIDELITY COMWLTH TR 89,482.0 $9.2M 1.20% -6K -6.6% $103.22 +0.5%
22 QQQM INVESCO EXCH TRADED FD TR II 25,192.0 $7.6M 0.99% +3K +11.4% $302.97 -2.7%
23 GUNR FLEXSHARES TR 151,996.0 $7.5M 0.98% -6K -3.6% $49.28 +12.1%
24 SCHE SCHWAB STRATEGIC TR 202,394.0 $7.3M 0.96% -17K -7.8% $36.26 +1.2%
25 BNDX VANGUARD CHARLOTTE FDS 150,290.0 $7.3M 0.95% -7K -4.2% $48.43 -1.4%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,232.0 $6.9M 0.90% +441.0 +5.0% $746.74 +3.0%
27 IJR ISHARES TR 46,150.0 $6.8M 0.89% -2K -4.5% $148.31 -0.3%
28 XLRE SELECT SECTOR SPDR TR 135,858.0 $6.0M 0.78% +4K +3.3% $44.03 +2.2%
29 IAGG ISHARES TR 115,540.0 $5.8M 0.76% -1K -0.9% $50.60 -1.5%
30 IYY ISHARES TR 29,721.0 $5.4M 0.71% +2K +6.2% $182.28 +2.8%
31 IYR ISHARES TR 52,304.0 $5.3M 0.70% -759.0 -1.4% $102.25 +2.5%
32 JPIB J P MORGAN EXCHANGE TRADED F 103,507.0 $5.0M 0.65% +10K +10.3% $48.35 -0.9%
33 FIW FIRST TR EXCHANGE-TRADED FD 44,810.0 $4.9M 0.64% -1K -2.2% $109.52 +2.0%
34 MUB ISHARES TR 44,980.0 $4.8M 0.63% +225.0 +0.5% $107.62 -1.8%
35 REZ ISHARES TR 42,293.0 $4.0M 0.52% +2K +5.5% $94.69 +0.6%
36 USMV ISHARES TR 40,459.0 $3.9M 0.51% -1K -2.4% $96.46 +5.0%
37 IAU ISHARES GOLD TR Financial Services 51,203.0 $3.9M 0.50% +7K +17.0% $75.51 +12.4%
38 ISTB ISHARES TR 71,606.0 $3.5M 0.45% -781.0 -1.1% $48.25 -0.3%
39 DFNL DAVIS FUNDAMENTAL ETF TR 69,802.0 $3.4M 0.45% +8K +13.6% $49.37 +5.2%
40 FMB FIRST TR EXCH TRADED FD III 63,304.0 $3.3M 0.42% $51.37 -1.7%
Page 2 of 5  ·  97 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%