Q2 2026 13F · SEC CIK 1820879

Advisor Resource Council

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $299.8M
Reported positions: 260
Top holdings a year, 3 yrs: +19.9%
Assets under management: $3.5B

Advisor Resource Council is a wealth manager that reported 260 positions worth $299.8M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 19.4%), Invesco Exchange Traded Fd T (RSP, 4.5%), Apple Inc (AAPL, 2.8%). A portfolio copying its top holdings returned 19.9% a year over the last 3 years, against 20.4% for the S&P 500.

Advisor Resource Council holdings largest 50 of 260 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Advisor Resource Council 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	19.4%	19.7%	77,643	+1.3%	$58.2M
RSPInvesco Exchange Traded Fd T	4.5%	5.1%	63,703	-5.4%	$13.6M
AAPLApple Inc	2.8%	2.7%	27,435	+0.6%	$8.5M
JPMJpmorgan Chase & Co	2.0%	2.1%	17,862	+0.8%	$6.0M
XLKSelect Sector Spdr Tr	1.9%	1.6%	31,625	+2.7%	$5.8M
NVDANvidia Corporation	1.8%	1.9%	26,893	+0.1%	$5.3M
BUFRFirst Tr Exchng Traded Fd Vi	1.7%	2.0%	141,641	-6.6%	$5.2M
GLDSpdr Gold Tr	1.3%	1.7%	10,350	+1.6%	$3.9M
MUMicron Technology Inc	1.3%	0.6%	3,829	-17.2%	$3.8M
EWJIshares Inc	1.2%	1.4%	39,762	-7.1%	$3.7M
QQQInvesco Qqq Tr	1.1%	—	4,720	—	$3.4M
IWMIshares Tr	1.0%	1.0%	10,449	-0.6%	$3.1M
MSFTMicrosoft Corp	1.0%	1.2%	8,066	+2.3%	$3.1M
BILSSpdr Series Trust	1.0%	1.6%	30,375	-23.3%	$3.0M
GOOGLAlphabet Inc	1.0%	0.9%	8,113	+2.7%	$3.0M
PAVEGlobal X U.s. Infrastructure Development	1.0%	0.6%	49,393	+64.2%	$2.9M
AMZNAmazon Com Inc	0.9%	1.0%	11,640	-3.3%	$2.8M
XLFSelect Sector Spdr Tr	0.9%	1.4%	49,497	-32.7%	$2.8M
WTVWisdomtree Tr	0.9%	0.8%	26,801	+21.2%	$2.8M
XLYSelect Sector Spdr Tr	0.9%	1.0%	22,326	-3.8%	$2.6M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	4,518	-0.6%	$2.3M
XLPSelect Sector Spdr Tr	0.8%	0.9%	26,856	-7.7%	$2.3M
MLPXGlobal X Fds	0.7%	0.9%	30,556	+1.4%	$2.2M
SPLGSpdr Series Trust	0.7%	0.5%	24,810	+46.3%	$2.2M
TSMTaiwan Semiconductor Manufac	0.7%	0.6%	4,751	-0.6%	$2.1M
AVUVAmerican Centy ETF Tr	0.7%	0.6%	16,400	+15.3%	$2.0M
SRESempra	0.7%	0.8%	21,690	+2.4%	$2.0M
LITELumentum Hldgs Inc	0.7%	0.7%	2,746	+3.7%	$2.0M
AVGOBroadcom Inc	0.6%	0.6%	5,005	+2.3%	$1.9M
IWBIshares Tr	0.6%	0.6%	4,539	+0.0%	$1.9M
SPMDSpdr Series Trust	0.6%	0.6%	27,518	+0.0%	$1.8M
AUSFGlobal X Fds	0.6%	0.5%	36,891	+39.5%	$1.8M
XLCSelect Sector Spdr Tr	0.5%	0.6%	12,937	-2.9%	$1.4M
XLUSelect Sector Spdr Tr	0.5%	—	30,926	—	$1.4M
TSLATesla Inc	0.5%	0.5%	3,312	-5.0%	$1.4M
QQQMInvesco Exch Traded Fd Tr II	0.5%	—	4,668	—	$1.4M
XLISelect Sector Spdr Tr	0.5%	—	7,426	—	$1.4M
VVisa Inc	0.5%	0.4%	3,843	+7.0%	$1.4M
MRKMerck & Co Inc	0.4%	—	10,570	—	$1.3M
SPABSpdr Series Trust	0.4%	0.5%	51,853	+0.8%	$1.3M
PWRQuanta Svcs Inc	0.4%	0.4%	1,907	-2.7%	$1.3M
XLVSelect Sector Spdr Tr	0.4%	0.5%	7,816	-5.3%	$1.3M
PNCPnc Finl Svcs Group Inc	0.4%	—	4,986	—	$1.3M
CRSCarpenter Technology Corp	0.4%	—	2,003	—	$1.2M
WMTWalmart Inc	0.4%	0.5%	11,000	+3.8%	$1.2M
NXPINxp Semiconductors N V	0.4%	—	4,334	—	$1.2M
DIASpdr Dow Jones Indl Average	0.4%	0.5%	2,277	-8.6%	$1.2M
JNJJohnson & Johnson	0.4%	—	4,612	—	$1.2M
QCOMQualcomm Inc	0.4%	—	6,404	—	$1.2M
PTLCPacer Fds Tr	0.4%	0.4%	20,072	-1.3%	$1.2M

What Advisor Resource Council bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.0% /yr; S&P 500 +20.1%
3 years: +19.9% /yr; S&P 500 +20.4%
5 years: +11.0% /yr; S&P 500 +11.2%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$299.8M	260
Q1 2026	$252.9M	228
Q4 2025	$280.7M	231
Q3 2025	$74.1M	40
Q2 2025	$203.8M	174
Q1 2025	$1.2B	582
Q4 2024	$139.3M	69
Q3 2024	$220.2M	233
Q2 2024	$54.7M	65
Q1 2024	$235.9M	229
Q4 2023	$859.1M	480
Q3 2023	$151.1M	150

Questions about Advisor Resource Council's portfolio

What stocks does Advisor Resource Council own?

Advisor Resource Council's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 260 positions worth $299.8M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 19.4%, Invesco Exchange Traded Fd T (RSP) at 4.5%, Apple Inc (AAPL) at 2.8%, Jpmorgan Chase & Co (JPM) at 2.0% and Select Sector Spdr Tr (XLK) at 1.9%.

What did Advisor Resource Council buy last quarter?

In Q2 2026, Advisor Resource Council added Global X U.s. Infrastructure Development (PAVE) (+64.2% shares), Spdr Series Trust (SPLG) (+46.3% shares) and Global X Fds (AUSF) (+39.5% shares), compared with its Q1 2026 filing.

What did Advisor Resource Council sell last quarter?

In Q2 2026, Advisor Resource Council cut from its top 50 Spdr Series Trust (SPTS), cut from its top 50 Select Sector Spdr Tr (XLE), cut from its top 50 Vanguard Ftse Developed Markets Index Fu (VEA), cut from its top 50 Invesco Actvely Mngd Etc Fd (PDBC), cut from its top 50 World Gold Tr (GLDM), Select Sector Spdr Tr (XLF) (-32.7% shares), Spdr Series Trust (BILS) (-23.3% shares) and Micron Technology Inc (MU) (-17.2% shares), compared with its Q1 2026 filing.

How has Advisor Resource Council's portfolio performed?

A portfolio copying Advisor Resource Council's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.0% against +20.1%. Over 5 years: +11.0% a year against +11.2%.

When is Advisor Resource Council's next 13F filing due?

13F filings are due 45 days after each quarter ends. Advisor Resource Council's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Advisor Resource Council manage?

Advisor Resource Council reported $3.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $299.8M.