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Portfolio (Quarterly) Guide ↗

Advisor Resource Council

· CIK 0001820879
13F Portfolio $355M AUM 276 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 276 New
Page 2 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WTV WISDOMTREE TR 26,801.0 $2.8M 0.78% NEW $103.37 +5.2%
22 XLY SELECT SECTOR SPDR TR 22,326.0 $2.6M 0.74% NEW $117.99 -0.7%
23 BERKSHIRE HATHAWAY INC DEL 4,518.0 $2.3M 0.65% NEW $506.02
24 XLP SELECT SECTOR SPDR TR 26,856.0 $2.3M 0.64% NEW $84.10 +1.6%
25 MLPX GLOBAL X FDS 30,556.0 $2.2M 0.63% NEW $72.84 +3.3%
26 SPYM SPDR SERIES TRUST 24,810.0 $2.2M 0.62% NEW $88.42 +2.4%
27 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,751.0 $2.1M 0.61% NEW $452.50 -7.7%
28 AVUV AMERICAN CENTY ETF TR 16,400.0 $2.0M 0.57% NEW $123.82 +1.4%
29 SRE SEMPRA Utilities 21,690.0 $2.0M 0.57% NEW $92.95 -9.3%
30 LITE LUMENTUM HLDGS INC Technology 2,746.0 $2.0M 0.57% NEW $731.25 +22.4%
31 AVGO BROADCOM INC Technology 5,005.0 $1.9M 0.53% NEW $374.23 -1.5%
32 IWB ISHARES TR 4,539.0 $1.9M 0.52% NEW $409.50 +2.8%
33 SPMD SPDR SERIES TRUST 27,518.0 $1.8M 0.52% NEW $67.16 -1.2%
34 AUSF GLOBAL X FDS 36,891.0 $1.8M 0.52% NEW $49.78 +4.7%
35 XLC SELECT SECTOR SPDR TR 12,937.0 $1.4M 0.40% NEW $110.21 +2.5%
36 XLU SELECT SECTOR SPDR TR 30,926.0 $1.4M 0.40% NEW $45.30 -5.7%
37 TSLA TESLA INC Consumer Cyclical 3,312.0 $1.4M 0.39% NEW $419.77 -16.9%
38 QQQM INVESCO EXCH TRADED FD TR II 4,668.0 $1.4M 0.39% NEW $297.68 -0.9%
39 XLI SELECT SECTOR SPDR TR 7,426.0 $1.4M 0.39% NEW $185.56 -4.5%
40 V VISA INC Financial Services 3,843.0 $1.4M 0.39% NEW $356.75 +7.0%
Page 2 of 14  ·  276 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 49.7%
Technology 23.5%
Consumer Cyclical 5.3%
Healthcare 5.2%
Industrials 5.1%
Communication Services 2.9%
Consumer Defensive 2.9%
Energy 1.7%
Utilities 1.6%
Real Estate 1.4%