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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 7 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VOO VANGUARD INDEX FDS 1,539.0 $1.1M 0.16% NEW $686.98 +2.4%
122 XLRE SELECT SECTOR SPDR TR 22,535.0 $992K 0.15% NEW $44.03 +2.4%
123 VGT VANGUARD WORLD FD 8,168.0 $976K 0.15% NEW $119.52 -0.9%
124 BKIE BNY MELLON ETF TRUST 9,649.0 $971K 0.15% NEW $33.53 +4.0%
125 WMT WALMART INC Consumer Defensive 8,513.0 $964K 0.14% NEW $113.25 -8.4%
126 VPL VANGUARD INTL EQUITY INDEX F 8,144.0 $942K 0.14% NEW $115.69 -0.5%
127 BB BLACKBERRY LTD Technology 74,162.0 $938K 0.14% NEW $12.65 -36.4%
128 BX BLACKSTONE INC Financial Services 7,773.0 $915K 0.14% NEW $117.67 +21.8%
129 VONG VANGUARD SCOTTSDALE FDS 6,669.0 $852K 0.13% NEW $127.81 -1.4%
130 AHR AMERICAN HEALTHCARE REIT INC Real Estate 15,916.0 $830K 0.12% NEW $52.15 +7.2%
131 AMD ADVANCED MICRO DEVICES INC Technology 1,303.0 $757K 0.11% NEW $580.91 -18.5%
132 HR HEALTHCARE RLTY TR Real Estate 37,497.0 $756K 0.11% NEW $20.17 -3.9%
133 SHYM BLACKROCK ETF TRUST II 32,370.0 $727K 0.11% NEW $22.45 -1.6%
134 CVX CHEVRON CORPORATION Energy 3,615.0 $599K 0.09% NEW $165.77 +23.8%
135 VTI VANGUARD INDEX FDS 1,551.0 $574K 0.09% NEW $370.04 +2.2%
136 BAC BANK OF AMER CORP Financial Services 9,914.0 $565K 0.09% NEW $56.98 +8.3%
137 AVUV AMERICAN CENTY ETF TR 4,526.0 $565K 0.09% NEW $124.77 +1.3%
138 SPEM SPDR INDEX SHS FDS 10,790.0 $559K 0.08% NEW $51.78 +1.2%
139 T AT&T INC Communication Services 25,124.0 $520K 0.08% NEW $20.70 +22.3%
140 SPY STATE STR SPDR S&P 500 ETF T Financial Services 665.0 $497K 0.07% NEW $746.77 +2.5%
Page 7 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%