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Advisor Resource Council Top Holdings and 13F Report (2026)

About Advisor Resource Council

Investment Activity

  • Advisor Resource Council has $309.05 million in total holdings as of March 31, 2026.
  • Advisor Resource Council owns shares of 228 different stocks, but just 78 companies or ETFs make up 80% of its holdings.
  • Approximately 6.84% of the portfolio was purchased this quarter.
  • About 11.10% of the portfolio was sold this quarter.
  • This quarter, Advisor Resource Council has purchased 231 new stocks and bought additional shares in 120 stocks.
  • Advisor Resource Council sold shares of 76 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

Apple
$7,253,253

Largest New Holdings this Quarter

921943858 - Vanguard FTSE Developed Markets ETF
$1,177,022 Holding
33734X184 - First Trust Utilities AlphaDEX Fund
$522,232 Holding
464287762 - iShares U.S. Healthcare ETF
$453,177 Holding
50212V100 - LPL Financial
$422,776 Holding

Largest Purchases this Quarter

iShares Russell 2000 ETF
11,132 shares (about $2.76M)
SPDR S&P 500 ETF Trust
3,589 shares (about $2.33M)
Vanguard FTSE Developed Markets ETF
18,368 shares (about $1.18M)
SPDR Bloomberg 3-12 Month T-Bill ETF
10,496 shares (about $1.04M)

Largest Sales this Quarter

Invesco QQQ
14,543 shares (about $8.39M)
Invesco S&P 500 Equal Weight ETF
12,530 shares (about $2.40M)
iShares Russell 1000 ETF
6,394 shares (about $2.28M)
Innovator Equity Managed Floor ETF
47,305 shares (about $1.68M)
Vanguard FTSE Emerging Markets ETF
24,040 shares (about $1.30M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAdvisor Resource Council

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$101,923,802$2,334,068 â–²2.3%156,72433.0%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$12,917,076$2,404,775 â–¼-15.7%67,3044.2%ETF
Apple Inc. stock logo
AAPL
Apple
$7,253,253$241,606 â–²3.4%28,5802.3%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$5,532,257$2,760,796 â–²99.6%22,3071.8%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,210,885$258,573 â–¼-4.7%17,7141.7%Finance
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$5,119,837$430,365 â–¼-7.8%151,6091.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,876,748$498,261 â–²11.4%27,9631.6%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,469,207$244,823 â–¼-5.2%10,3871.4%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,091,224$186,321 â–²4.8%30,7851.3%ETF
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$3,937,410$1,043,718 â–²36.1%39,5961.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$3,630,820$68,377 â–¼-1.8%73,5431.2%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$3,615,801$908,827 â–¼-20.1%42,8211.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,956,042$335,401 â–²12.8%7,9851.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,549,669$5,207 â–²0.2%12,2420.8%Retail/Wholesale
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$2,529,645$77,376 â–¼-3.0%23,2120.8%Finance
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$2,448,850$174,730 â–¼-6.7%83,9220.8%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$2,386,283$180,111 â–¼-7.0%29,1080.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,271,724$104,672 â–²4.8%7,9000.7%Computer and Technology
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$2,229,057$59,152 â–²2.7%30,1470.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,177,485$73,797 â–²3.5%4,5440.7%Finance
WTV
WisdomTree U.S. Value Fund
$2,094,264$42,817 â–²2.1%22,1080.7%Finance
Sempra Energy stock logo
SRE
Sempra Energy
$2,058,158$231,556 â–¼-10.1%21,1810.7%Utilities
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$1,860,206$45,679 â–¼-2.4%2,6470.6%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,649,872$55,424 â–²3.5%4,8820.5%Computer and Technology
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$1,629,045$24,576 â–²1.5%27,5090.5%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,618,425$2,279,843 â–¼-58.5%4,5390.5%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,571,896$54,352 â–²3.6%14,2290.5%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,562,172$55,744 â–²3.7%4,6240.5%Computer and Technology
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,528,577$85,107 â–²5.9%30,0840.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,514,123$105,233 â–¼-6.5%4,8920.5%Computer and Technology
XLC
Communication Services Select Sector SPDR Fund
$1,476,325$49,222 â–¼-3.2%13,3170.5%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,344,704$367,066 â–²37.5%21,9510.4%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$1,317,611$166,248 â–²14.4%51,4290.4%ETF
WALMART INC
$1,316,746$62,389 â–¼-4.5%10,5950.4%COM
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,297,588$387,141 â–¼-23.0%16,9530.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,296,293$58,365 â–²4.7%3,4870.4%Auto/Tires/Trucks
AUSF
Global X Adaptive U.S. Factor ETF
$1,279,051$29,735 â–²2.4%26,4540.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,209,533$253,196 â–¼-17.3%8,2500.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,177,022$1,177,022 â–²New Holding18,3680.4%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$1,169,135$1,169,135 â–²New Holding67,5020.4%Manufacturing
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,153,958$125,078 â–¼-9.8%2,4910.4%Finance
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$1,111,537$310,696 â–¼-21.8%11,9920.4%Finance
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$1,104,011$166,110 â–²17.7%38,0300.4%ETF
Visa Inc. stock logo
V
Visa
$1,085,646$20,250 â–²1.9%3,5920.4%Business Services
Quanta Services, Inc. stock logo
PWR
Quanta Services
$1,076,120$53,257 â–²5.2%1,9600.3%Construction
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$1,066,620$308,885 â–¼-22.5%20,3320.3%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$1,047,871$417,659 â–²66.3%10,1310.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,029,9220.0%4,7890.3%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$1,023,377$1,627 â–²0.2%27,0450.3%Energy
Target Corporation stock logo
TGT
Target
$1,016,868$5,212 â–²0.5%8,3900.3%Retail/Wholesale
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,009,583$603,807 â–²148.8%11,0170.3%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$1,008,404$3,329 â–²0.3%4,8460.3%Finance
Prologis, Inc. stock logo
PLD
Prologis
$997,695$264 â–²0.0%7,5480.3%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$992,304$4,969 â–¼-0.5%6,3900.3%Consumer Staples
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$983,1890.0%10,1120.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$981,927$46,312 â–²4.9%8,1630.3%Medical
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$967,733$88 â–²0.0%10,9770.3%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$958,318$61,790 â–²6.9%1,6750.3%Computer and Technology
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$945,811$107,852 â–¼-10.2%10,1990.3%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$923,167$3,144 â–²0.3%7,0460.3%Industrials
JHSC
John Hancock Multifactor Small Cap ETF
$905,685$386,018 â–²74.3%21,1160.3%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$895,911$7,236 â–¼-0.8%9,5330.3%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$888,957$53,270 â–¼-5.7%5,2400.3%Energy
Citigroup Inc. stock logo
C
Citigroup
$886,722$99,797 â–²12.7%7,8190.3%Financial Services
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$876,059$168,031 â–²23.7%29,1340.3%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$872,305$55,555 â–²6.8%10,8970.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$870,907$99,254 â–¼-10.2%3,0360.3%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$868,366$9,148 â–²1.1%2,4680.3%Medical
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$859,772$692 â–²0.1%33,5320.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$854,203$8,393,699 â–¼-90.8%1,4800.3%Finance
Medtronic PLC stock logo
MDT
Medtronic
$850,816$17,417 â–¼-2.0%9,8190.3%Medical
Eaton Corporation, PLC stock logo
ETN
Eaton
$848,751$8,942 â–¼-1.0%2,3730.3%Industrials
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$847,710$77,056 â–²10.0%8,6580.3%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$832,254$36,586 â–²4.6%2,6160.3%Computer and Technology
Pacer Trendpilot 100 ETF stock logo
PTNQ
Pacer Trendpilot 100 ETF
$813,444$242,012 â–¼-22.9%11,1490.3%ETF
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$802,992$3,740 â–²0.5%4,0790.3%Computer and Technology
BBP
Virtus LifeSci Biotech Products ETF
$800,640$52,329 â–²7.0%9,6390.3%ETF
McKesson Corporation stock logo
MCK
McKesson
$793,605$36,348 â–²4.8%9170.3%Medical
SFLR
Innovator Equity Managed Floor ETF
$787,910$1,675,074 â–¼-68.0%22,2510.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$786,879$8,047 â–²1.0%3,6180.3%Medical
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$771,803$237,867 â–²44.5%15,2500.2%ETF
Royalty Pharma PLC stock logo
RPRX
Royalty Pharma
$762,819$35,978 â–²4.9%15,9020.2%Medical
iShares MSCI Global Metals & Mining Producers ETF stock logo
PICK
iShares MSCI Global Metals & Mining Producers ETF
$741,541$63,549 â–²9.4%13,1040.2%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$739,326$2,962 â–¼-0.4%5,7410.2%Computer and Technology
WTMF
WisdomTree Managed Futures Strategy Fund
$734,822$120,645 â–²19.6%18,5160.2%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$732,217$119,934 â–²19.6%8,8830.2%ETF
MMSC
First Trust Multi-Manager Small Cap Opportunities ETF
$706,528$312,155 â–²79.2%29,8020.2%ETF
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$703,311$31,539 â–²4.7%1,7840.2%Basic Materials
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$699,054$184,062 â–²35.7%1,8230.2%Manufacturing
BLACKROCK INC
$694,355$4,809 â–¼-0.7%7220.2%COM
IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
$688,290$19,130 â–²2.9%5,5050.2%ETF
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$683,851$26,092 â–²4.0%2,3850.2%Business Services
International Business Machines Corporation stock logo
IBM
International Business Machines
$681,359$50,417 â–²8.0%2,8110.2%Computer and Technology
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$659,733$642,936 â–¼-49.4%9,6620.2%Manufacturing
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$657,018$7,586 â–²1.2%13,5970.2%ETF
Allegion PLC stock logo
ALLE
Allegion
$638,404$12,350 â–¼-1.9%4,3940.2%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$625,982$36,975 â–²6.3%4,3340.2%Consumer Staples
CDX
Simplify High Yield ETF
$625,454$38,049 â–²6.5%29,3090.2%ETF
American Tower Corporation stock logo
AMT
American Tower
$622,496$25,024 â–¼-3.9%3,6070.2%Finance
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$620,520$15,945 â–²2.6%8,4840.2%ETF

Showing largest 100 holdings. View all holdings.
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