Ars Wealth Advisors Group, LLC Portfolio Holdings

Ars Wealth Advisors Group, LLC

  • $982 Million
  • Q3 2025

Ars Wealth Advisors Group, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $982 Million distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $81.9M, T Rowe Price Exchange Traded F with a value of $65M, Broadcom Inc. with a value of $51.3M, Apple Inc. with a value of $44.9M, and Microsoft Corp with a value of $42.4M.

Examining the 13F form we can see an increase of $142M in the current position value, from $840M to 982M.

Ars Wealth Advisors Group, LLC is based out at St. Petersburg, FL

Below you can find more details about Ars Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $982 Million
ETFs: $342 Million
Technology: $176 Million
Financial Services: $88.7 Million
Communication Services: $67.2 Million
Healthcare: $61.9 Million
Consumer Defensive: $58.9 Million
Energy: $55.5 Million
Consumer Cyclical: $52.9 Million
Other: $78.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$81.9 Million 8.35% of portfolio
1,015,987
Q3 2025 Reduced 0.05%
$0
$65 Million 6.62% of portfolio
1,304,063
Q3 2025 New
$144B
$51.3 Million 5.22% of portfolio
155,364
Q3 2025 Reduced 3.82%
$4.34T
$44.9 Million 4.57% of portfolio
176,205
Q3 2025 Reduced 1.06%
$3.71T
$42.4 Million 4.32% of portfolio
81,953
Q3 2025 Added 0.19%
$0
$37.4 Million 3.81% of portfolio
393,514
Q3 2025 Reduced 1.95%
$919B
$35.1 Million 3.57% of portfolio
111,184
Q3 2025 Reduced 1.4%
$2.48T
$34.3 Million 3.5% of portfolio
156,440
Q3 2025 Added 2.52%
$0
$33.4 Million 3.4% of portfolio
118,393
Q3 2025 Added 0.99%
$1.74T
$32.2 Million 3.28% of portfolio
132,107
Q3 2025 Added 0.44%
$0
$32 Million 3.26% of portfolio
164,333
Q3 2025 Reduced 1.58%
$477B
$24 Million 2.44% of portfolio
212,527
Q3 2025 Added 2.26%
$489B
$23.1 Million 2.35% of portfolio
124,619
Q3 2025 Added 1.01%
$126B
$21.4 Million 2.18% of portfolio
60,101
Q3 2025 Reduced 2.14%
$299B
$20 Million 2.03% of portfolio
128,592
Q3 2025 Added 4.14%
$346B
$19 Million 1.94% of portfolio
123,666
Q3 2025 Added 1.21%
$95.5B
$17.7 Million 1.81% of portfolio
143,248
Q3 2025 Added 1.74%
$132B
$17.5 Million 1.78% of portfolio
83,211
Q3 2025 Added 3.44%
$528B
$17 Million 1.73% of portfolio
29,892
Q3 2025 Added 1.31%
$276B
$16.4 Million 1.68% of portfolio
159,550
Q3 2025 Reduced 0.38%
$217B
$14.4 Million 1.47% of portfolio
171,472
Q3 2025 Added 5.04%
$635B
$13.2 Million 1.35% of portfolio
26,344
Q3 2025 Added 81.55%
$378B
$13.1 Million 1.33% of portfolio
32,215
Q3 2025 Added 0.67%
$222B
$12.4 Million 1.26% of portfolio
25,569
Q3 2025 Added 43.79%
$469B
$12.2 Million 1.25% of portfolio
65,551
Q3 2025 Added 127.02%
$280B
$11.6 Million 1.18% of portfolio
41,028
Q3 2025 Added 2.58%
$292B
$10.3 Million 1.05% of portfolio
150,033
Q3 2025 Added 0.88%
$99B
$9.59 Million 0.98% of portfolio
101,219
Q3 2025 Added 1.03%
$269B
$9.62 Million 0.98% of portfolio
12,081
Q3 2025 Reduced 1.6%
$22.4B
$9.52 Million 0.97% of portfolio
224,769
Q3 2025 Reduced 1.46%
$0
$9.43 Million 0.96% of portfolio
45,160
Q3 2025 Reduced 56.39%
$103B
$8.92 Million 0.91% of portfolio
134,981
Q3 2025 Added 0.24%
$195B
$8.6 Million 0.88% of portfolio
61,213
Q3 2025 Reduced 41.3%
$428B
$8.27 Million 0.84% of portfolio
160,319
Q3 2025 Added 0.37%
$58.7B
$8.15 Million 0.83% of portfolio
287,796
Q3 2025 Added 0.04%
$1.43T
$8.03 Million 0.82% of portfolio
10,933
Q3 2025 Added 112.33%
$123B
$7.7 Million 0.78% of portfolio
15,426
Q3 2025 Added 0.53%
$0
$6.79 Million 0.69% of portfolio
11,083
Q3 2025 Added 1.01%
$1.66T
$4.84 Million 0.49% of portfolio
19,923
Q3 2025 Reduced 0.42%
$0
$4.68 Million 0.48% of portfolio
113,721
Q3 2025 Reduced 0.94%
$257B
$4.5 Million 0.46% of portfolio
26,866
Q3 2025 Added 0.1%
$0
$4.41 Million 0.45% of portfolio
6,615
Q3 2025 Added 87.98%
$50.6B
$4.18 Million 0.43% of portfolio
22,315
Q3 2025 Added 9.96%
$68.3B
$3.83 Million 0.39% of portfolio
45,868
Q3 2025 Added 8.43%
$0
$3.61 Million 0.37% of portfolio
92,924
Q3 2025 Reduced 1.81%
$0
$3.23 Million 0.33% of portfolio
77,646
Q3 2025 Reduced 1.03%
$6.88B
$3.05 Million 0.31% of portfolio
16,000
Q3 2025 Added 23.08%
$93.4B
$2.95 Million 0.3% of portfolio
8,665
Q3 2025 Reduced 1.59%
$409B
$2.78 Million 0.28% of portfolio
3,008
Q3 2025 Added 1.35%

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $982 Million
  • Prior Value $840 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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