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ARS Wealth Advisors Group, LLC - Portfolio Stock Holdings

ARS Wealth Advisors Group, LLC disclosed 224 stock positions in a recent SEC 13F filing. $1,277,673,897 of stock holdings were filed, with the largest holdings including TBUX, SPTM, and AVGO. This filing represented positions held on June 30, 2026, and was filed on July 16, 2026.

We estimate the fund has a total AUM of $1,641,226,278 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

224

Est. Stock Holding Value:

$1,277,673,897

Top Stock Holdings By Sector

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Portfolio Stock Holdings - ARS Wealth Advisors Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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