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Portfolio (Quarterly) Guide ↗

Advisory Resource Group

· CIK 0001764968
13F Portfolio $665M AUM 183 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 183 New
Page 2 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FELG FIDELITY COVINGTON TRUST 179,319.0 $7.8M 1.18% NEW $43.75 +0.3%
22 AAPL APPLE INC Technology 24,795.0 $7.2M 1.08% NEW $289.37 +6.9%
23 AFL AFLAC INC Financial Services 60,232.0 $7.1M 1.06% NEW $117.25 -1.0%
24 GD GENERAL DYNAMICS CORP Industrials 19,486.0 $6.9M 1.04% NEW $354.24 +8.5%
25 SCHW SCHWAB CHARLES CORP Financial Services 74,203.0 $6.8M 1.03% NEW $92.27 +21.7%
26 XLF SELECT SECTOR SPDR TR 127,199.0 $6.8M 1.02% NEW $53.61 +7.2%
27 XOM EXXON MOBIL CORP Energy 49,020.0 $6.7M 1.01% NEW $136.72 +20.8%
28 AIG AMERICAN INTL GROUP INC Financial Services 87,585.0 $6.5M 0.98% NEW $74.53 +2.1%
29 VOE VANGUARD INDEX FDS 32,922.0 $6.5M 0.98% NEW $197.60 +5.6%
30 CRM SALESFORCE INC Technology 38,692.0 $6.1M 0.91% NEW $156.66 +33.5%
31 BKR BAKER HUGHES COMPANY Energy 107,414.0 $6.0M 0.90% NEW $55.50 +12.3%
32 PULS PGIM ETF TR 114,298.0 $5.7M 0.85% NEW $49.55 +0.2%
33 PAB PGIM ETF TR 133,351.0 $5.6M 0.84% NEW $42.13 -1.3%
34 PHYL PGIM ETF TR 160,895.0 $5.6M 0.84% NEW $34.88 -0.3%
35 FENI FIDELITY COVINGTON TRUST 128,600.0 $5.2M 0.78% NEW $40.13 +4.0%
36 HYFI AB ACTIVE ETFS INC 136,439.0 $5.1M 0.77% NEW $37.34 -0.6%
37 IWP ISHARES TR 34,254.0 $5.0M 0.75% NEW $146.41 -1.9%
38 VBK VANGUARD INDEX FDS 13,525.0 $4.9M 0.74% NEW $365.71 -1.9%
39 ZTS ZOETIS INC Healthcare 67,764.0 $4.9M 0.73% NEW $71.86 +8.2%
40 IXUS ISHARES TR 49,819.0 $4.8M 0.71% NEW $95.44 +2.6%
Page 2 of 10  ·  183 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
Technology 31.1%
Energy 28.4%
Financial Services 18.3%
Industrials 9.3%
Healthcare 4.6%
Communication Services 2.5%
Consumer Cyclical 2.3%
Consumer Defensive 1.3%
Basic Materials 1.2%
Real Estate 0.7%