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Portfolio (Quarterly) Guide ↗

Portfolio Resources Advisor Group, Inc.

· CIK 0002038285
13F Portfolio $118M AUM 154 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 43 Added 35 Reduced 34 Exited
Page 3 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IAU ISHARES GOLD TR Financial Services 6,816.0 $515K 0.43% +237.0 +3.6% $75.51 +14.5%
42 QUAL ISHARES TR 2,340.0 $513K 0.43% -13K -84.4% $219.43 +2.2%
43 TIP ISHARES TR 4,670.0 $511K 0.43% +101.0 +2.2% $109.42 -1.7%
44 WELL WELLTOWER INC Real Estate 2,218.0 $503K 0.43% -13.0 -0.6% $226.97 +5.3%
45 XLV SELECT SECTOR SPDR TR 3,143.0 $499K 0.42% +260.0 +9.0% $158.66 +8.8%
46 SHE SPDR SERIES TRUST 3,565.0 $456K 0.39% NEW $127.81 +24.8%
47 TLT ISHARES TR 4,981.0 $430K 0.36% +2K +74.0% $86.42 -3.7%
48 SFLR INNOVATOR ETFS TRUST 10,879.0 $420K 0.35% NEW $38.60 +0.9%
49 AAPL Apple Inc Technology 1,334.0 $386K 0.33% +119.0 +9.8% $289.36 +8.8%
50 XLC SELECT SECTOR SPDR TR 3,601.0 $386K 0.33% -805.0 -18.3% $107.13 +4.4%
51 VTES VANGUARD WELLINGTON FD 3,784.0 $383K 0.32% NEW $101.16 -0.2%
52 BND VANGUARD BD INDEX FDS 5,059.0 $371K 0.31% $73.41 -1.1%
53 SPTL SPDR SERIES TRUST 13,835.0 $363K 0.31% +2K +16.2% $26.23 -3.1%
54 VCSH VANGUARD SCOTTSDALE FDS 4,434.0 $350K 0.30% +1K +40.5% $79.03 -0.4%
55 IWD ISHARES TR 1,327.0 $322K 0.27% $242.43 +6.4%
56 BINC BLACKROCK ETF TRUST II 6,067.0 $318K 0.27% -9K -60.7% $52.34 -0.4%
57 VTEB VANGUARD MUN BD FDS 6,045.0 $302K 0.26% NEW $49.89 -0.8%
58 IEI ISHARES TR 2,493.0 $293K 0.25% -122.0 -4.7% $117.45 -0.6%
59 DLR DIGITAL RLTY TR INC Real Estate 1,627.0 $292K 0.25% +124.0 +8.2% $179.58 +7.5%
60 VTIP VANGUARD MALVERN FDS 5,709.0 $287K 0.24% +49.0 +0.9% $50.23 -0.8%
Page 3 of 8  ·  150 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 50.2%
Real Estate 26.5%
Technology 19.6%
Communication Services 2.4%
Consumer Defensive 1.4%