Advisory Resource Group

Q2 2026 13F Holdings

  • Location
    tulsa, OK
  • Num holdings

    183

  • Value ($000)

    $664,964

  • Date Filed
    07/14/2026
  • Form type
    13F-HR
  • CIK
    0001764968
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
QDPL

PACER FDS TR

METAURUS CAP 400
$44.55M
7 %

988,427

PSX

PHILLIPS 66

COM
$32.72M
5 %

193,572

JSI

JANUS DETROIT STR TR

HEND SECU IN ETF
$25.15M
4 %

491,125

PTRB

PGIM ETF TR

TOTA RETU BD ETF
$22.19M
3 %

535,104

---

PACER FDS TR

NASD IN PATE ETF
$21.99M
3 %

591,588

COP

CONOCOPHILLIPS

COM
$21.42M
3 %

205,993

JMEE

J P MORGAN EXCHANGE TRADED F

SMALL & MID CAP
$20.2M
3 %

258,935

---

PALMER SQUARE FUNDS TR

CR OPPOR ETF
$20.04M
3 %

969,639

KRE

SPDR SERIES TRUST

ST STR AGGRE ETF
$13.8M
2 %

540,885

IVV

ISHARES TR

CORE S&P500 ETF
$13.41M
2 %

17,909

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 183