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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 8 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BWXT BWX TECHNOLOGIES INC Industrials 2,638.0 $519K 0.15% NEW $196.86 -22.6%
142 VWO VANGUARD INTL EQUITY INDEX F 8,467.0 $509K 0.14% NEW $60.07 +0.7%
143 FRT FEDERAL RLTY INVT TR NEW Real Estate 4,203.0 $507K 0.14% NEW $120.56 -3.8%
144 FTAI AVIATION LTD 2,096.0 $506K 0.14% NEW $241.54
145 DXJ WISDOMTREE TR 2,818.0 $506K 0.14% NEW $179.62 -0.0%
146 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,604.0 $496K 0.14% NEW $137.64 -0.2%
147 SCHO SCHWAB STRATEGIC TR 20,552.0 $495K 0.14% NEW $24.09 -0.1%
148 LLY ELI LILLY & CO Healthcare 408.0 $490K 0.14% NEW $1200.06 -3.5%
149 ITT ITT INC Industrials 2,551.0 $485K 0.14% NEW $190.08 +5.4%
150 IVV ISHARES TR 640.0 $482K 0.14% NEW $753.76 +2.2%
151 IYH ISHARES TR 7,003.0 $480K 0.14% NEW $68.57 +5.0%
152 AMD ADVANCED MICRO DEVICES INC Technology 843.0 $477K 0.13% NEW $565.40 -16.7%
153 SPMO INVESCO EXCH TRADED FD TR II 2,940.0 $475K 0.13% NEW $161.54 -8.9%
154 VOO VANGUARD INDEX FDS 685.0 $473K 0.13% NEW $690.62 +2.1%
155 MINT PIMCO ETF TR 4,491.0 $452K 0.13% NEW $100.54 +0.2%
156 FLS FLOWSERVE CORP Industrials 5,893.0 $440K 0.12% NEW $74.71 +5.9%
157 ILF ISHARES TR 12,742.0 $435K 0.12% NEW $34.13 +2.3%
158 ACN ACCENTURE PLC IRELAND Technology 3,161.0 $433K 0.12% NEW $136.96 +38.6%
159 JEPI J P MORGAN EXCHANGE TRADED F 7,503.0 $426K 0.12% NEW $56.75 +1.3%
160 BUNGE GLOBAL SA 3,912.0 $426K 0.12% NEW $108.78
Page 8 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%