Q3 2026 13F · SEC CIK 1886707

ARS Wealth Advisors Group, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.4B
Reported positions: 218
Top holdings a year, 3 yrs: +19.2%
Assets under management: $1.6B

ARS Wealth Advisors Group, LLC is a wealth manager that reported 218 positions worth $1.4B in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were T Rowe Price Exchange-Traded (TBUX, 13.5%), Spdr Series Trust (SPTM, 6.8%), Apple Inc (AAPL, 4.6%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 20.4% for the S&P 500.

ARS Wealth Advisors Group, LLC holdings largest 50 of 218 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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.

ARS Wealth Advisors Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
TBUXT Rowe Price Exchange-Traded	13.5%	13.9%	3,733,512	+4.7%	$185.1M
SPTMSpdr Series Trust	6.8%	7.2%	1,014,692	-0.4%	$93.4M
AAPLApple Inc	4.6%	4.1%	191,071	+6.7%	$63.6M
HYGHIshares U S ETF Tr	3.6%	2.4%	575,111	+60.0%	$49.2M
AVGOBroadcom Inc	3.4%	4.1%	133,498	-2.8%	$46.9M
MSFTMicrosoft Corp	3.4%	2.6%	89,802	+2.0%	$46.1M
XLKSelect Sector Spdr Tr	3.3%	3.5%	233,998	-0.7%	$45.8M
AMZNAmazon Com Inc	3.0%	3.1%	164,115	-0.6%	$40.9M
GOOGAlphabet Inc	2.9%	3.3%	117,315	-1.1%	$40.0M
JPMJpmorgan Chase & Co	2.6%	2.8%	107,874	-1.6%	$35.7M
XOMExxonmobil Holdings Corp	2.5%	—	214,857	—	$35.0M
QUALIshares Tr	2.5%	2.7%	155,082	-0.6%	$34.5M
USMVIshares Tr	2.4%	2.7%	337,174	-4.4%	$32.9M
JNJJohnson & Johnson	2.3%	2.4%	119,581	-1.3%	$31.7M
CVXChevron Corporation	2.0%	1.7%	134,690	+0.1%	$27.5M
SRLNSsga Active ETF Tr	1.9%	1.2%	648,019	+77.0%	$26.2M
MRKMerck & Co Inc	1.9%	1.8%	177,018	-0.3%	$25.7M
TCAFT Rowe Price Exchange-Traded	1.5%	1.4%	472,881	+5.4%	$20.0M
GLDSpdr Gold Tr	1.4%	1.5%	52,268	-0.4%	$19.9M
VZVerizon Communications Inc	1.4%	1.4%	431,996	+1.0%	$19.8M
TMOThermo Fisher Scientific Inc	1.4%	1.1%	28,444	-0.3%	$19.2M
PGProcter & Gamble Co	1.4%	1.5%	131,845	+0.1%	$19.2M
NVDANvidia Corporation	1.4%	1.3%	83,289	+4.3%	$19.0M
DUKDuke Energy Corp New	1.2%	1.5%	148,337	+0.8%	$16.9M
MAMastercard Incorporated	1.2%	1.2%	30,294	+0.3%	$16.7M
WMTWalmart Inc	1.1%	1.3%	151,979	+0.1%	$15.8M
CSCOCisco Sys Inc	1.1%	1.3%	144,368	-1.6%	$15.5M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.2%	29,875	-2.3%	$14.9M
VCSHVanguard Scottsdale Fds	0.9%	0.5%	151,833	+97.4%	$11.7M
METAMeta Platforms Inc	0.8%	0.7%	15,373	+0.8%	$11.1M
HDHome Depot Inc	0.7%	1.0%	35,841	+2.9%	$10.2M
HONHoneywell Intl Inc	0.7%	0.8%	47,224	+2.0%	$10.0M
GSGoldman Sachs Group Inc	0.7%	0.9%	10,995	-1.3%	$9.9M
MOAltria Group Inc	0.7%	0.8%	141,558	+0.9%	$9.5M
SOSouthern Co	0.7%	0.8%	111,582	+1.2%	$9.2M
IBMInternational Business Machs	0.7%	0.9%	41,539	+0.2%	$9.1M
BACBank of Amer Corp	0.7%	0.7%	165,736	-0.2%	$9.0M
KMIKinder Morgan Inc Del	0.6%	0.7%	290,335	+0.1%	$8.8M
TOTLSsga Active ETF Tr	0.6%	0.4%	227,775	+72.0%	$8.5M
LMTLockheed Martin Corp	0.6%	0.6%	15,877	+0.6%	$8.1M
GOOGLAlphabet Inc	0.5%	0.6%	20,136	-2.5%	$6.9M
PEPPepsico Inc	0.5%	0.6%	54,253	-1.6%	$6.9M
HONAHoneywell Aerospace Inc	0.5%	0.8%	42,921	-6.5%	$6.7M
GSKGsk PLC	0.5%	0.5%	129,116	+1.2%	$6.2M
SLVIshares Silver Tr	0.5%	0.4%	113,538	+27.5%	$6.2M
UPSUnited Parcel Svcs Inc	0.4%	0.5%	60,912	+2.6%	$5.7M
SHYIshares Tr	0.4%	—	67,225	—	$5.5M
BDXBecton Dickinson & Co	0.4%	—	30,255	—	$5.4M
PJUNInnovator Etfs Trust	0.4%	0.4%	109,650	-1.0%	$4.8M
VBRVanguard Index Fds	0.3%	0.4%	20,676	-7.8%	$4.8M

What ARS Wealth Advisors Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VCSH Vanguard Scottsdale Fds+97.4% shares
SRLN Ssga Active ETF Tr+77.0% shares
TOTL Ssga Active ETF Tr+72.0% shares
HYGH Ishares U S ETF Tr+60.0% shares
SLV Ishares Silver Tr+27.5% shares
AAPL Apple Inc+6.7% shares
TCAF T Rowe Price Exchange-Traded+5.4% shares

Reduced

VBR Vanguard Index Fds-7.8% shares
HONA Honeywell Aerospace Inc-6.5% shares

Left the top 50

Share counts compared with the Q2 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: +20.0% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +20.4%
5 years: +10.7% /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
Q3 2026	$1.4B	218
Q2 2026	$1.3B	220
Q1 2026	$1.2B	198
Q4 2025	$1.1B	188
Q3 2025	$1.0B	188
Q2 2025	$866.2M	186
Q1 2025	$707.4M	160
Q4 2024	$726.9M	160
Q3 2024	$814.0M	172
Q2 2024	$770.6M	165
Q1 2024	$740.9M	168
Q4 2023	$675.1M	154

Questions about ARS Wealth Advisors Group, LLC's portfolio

What stocks does ARS Wealth Advisors Group, LLC own?

ARS Wealth Advisors Group, LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 218 positions worth $1.4B. The largest are T Rowe Price Exchange-Traded (TBUX) at 13.5%, Spdr Series Trust (SPTM) at 6.8%, Apple Inc (AAPL) at 4.6%, Ishares U S ETF Tr (HYGH) at 3.6% and Broadcom Inc (AVGO) at 3.4%.

What did ARS Wealth Advisors Group, LLC buy last quarter?

In Q3 2026, ARS Wealth Advisors Group, LLC added Vanguard Scottsdale Fds (VCSH) (+97.4% shares), Ssga Active ETF Tr (SRLN) (+77.0% shares) and Ssga Active ETF Tr (TOTL) (+72.0% shares), compared with its Q2 2026 filing.

What did ARS Wealth Advisors Group, LLC sell last quarter?

In Q3 2026, ARS Wealth Advisors Group, LLC cut from its top 50 Vanguard Index Fds (VOO), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Rtx Corporation (RTX), Vanguard Index Fds (VBR) (-7.8% shares) and Honeywell Aerospace Inc (HONA) (-6.5% shares), compared with its Q2 2026 filing.

How has ARS Wealth Advisors Group, LLC's portfolio performed?

A portfolio copying ARS Wealth Advisors Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.0% against +20.1%. Over 5 years: +10.7% a year against +11.2%.

When is ARS Wealth Advisors Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. ARS Wealth Advisors Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does ARS Wealth Advisors Group, LLC manage?

ARS Wealth Advisors Group, LLC reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.