Advisor Resource Council

Q2 2025 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    190

  • Value ($000)

    $256,542

  • Date Filed
    08/11/2025
  • Form type
    13F-HR
  • CIK
    0001820879
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$49.79M
19 %

80,590

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$43.43M
17 %

70,300

put
RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$15.23M
6 %

83,826

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$6.15M
2 %

9,900

AAPL
AAPL

APPLE INC

COM
037833100
$6.09M
2 %

29,702

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.21M
2 %

10,465

EWJ
EWJ

ISHARES INC

MSCI JPN ETF NEW
46434G822
$4.15M
2 %

55,318

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$3.75M
2 %

12,318

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.65M
1 %

5,900

call
IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$3.50M
1 %

16,239

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