§ 13F · FUND PROFILE
Advisory Resource Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $557M (13F)Positions · 172Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$37M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QDPL | PACER FDS TR | 978K | $39M | 6.8% | −1% |
| 2 | PSX | PHILLIPS 66 | 208K | $38M | 6.5% | −13% |
| 3 | COP | CONOCOPHILLIPS | 219K | $29M | 5.0% | −8% |
| 4 | JSI | JANUS DETROIT STR TR | 465K | $24M | 4.1% | −5% |
| 5 | PTRB | PGIM ETF TR | 500K | $21M | 3.6% | +6% |
| 6 | PSQO | PALMER SQUARE FUNDS TR | 949K | $19M | 3.4% | −14% |
| 7 | PATN | PACER FDS TR | 628K | $18M | 3.1% | +5% |
| 8 | JMEE | J P MORGAN EXCHANGE TRADED F | 258K | $17M | 3.0% | +6% |
| 9 | SPAB | SPDR SERIES TRUST | 508K | $13M | 2.2% | +7% |
| 10 | AVDE | AMERICAN CENTY ETF TR | 147K | $12M | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADVISORY SIGNAL
AC read
Advisory Resource Group is a Other fund managing $557 million in assets. The fund runs a portfolio of 172 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed