Advisor Resource Council
229 holdingsFiling period: 2026-03-31Current AUM: $347.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 156.7K | $101.9M | $117.1M | 33.70% | +3.6K | 2026-03-31 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 67.3K | $12.9M | $14.5M | 4.17% | -12,530 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 28.6K | $7.3M | $8.8M | 2.54% | +952 | 2026-03-31 |
| 4 | IWM | ISHARES TR | 22.3K | $5.5M | $6.5M | 1.87% | +11.1K | 2026-03-31 |
| 5 | JPM | JPMORGAN CHASE & CO | 17.7K | $5.2M | $6.2M | 1.79% | -879 | 2026-03-31 |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 151.6K | $5.1M | $5.6M | 1.60% | -12,744 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 28.0K | $4.9M | $5.6M | 1.62% | +2.9K | 2026-03-31 |
| 8 | GLD | SPDR GOLD TR | 10.4K | $4.5M | $3.9M | 1.11% | -569 | 2026-03-31 |
| 9 | XLK | SELECT SECTOR SPDR TR | 30.8K | $4.1M | $5.4M | 1.55% | +1.4K | 2026-03-31 |
| 10 | BILS | SPDR SERIES TRUST | 39.6K | $3.9M | $3.9M | 1.13% | +10.5K | 2026-03-31 |
| 11 | XLF | SELECT SECTOR SPDR TR | 73.5K | $3.6M | $4.2M | 1.21% | -1,385 | 2026-03-31 |
| 12 | EWJ | ISHARES INC | 42.8K | $3.6M | $4.0M | 1.14% | -10,763 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 8.0K | $3.0M | $3.7M | 1.07% | +906 | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 12.2K | $2.5M | $3.3M | 0.96% | +25 | 2026-03-31 |
| 15 | XLY | SELECT SECTOR SPDR TR | 23.2K | $2.5M | $2.7M | 0.78% | -710 | 2026-03-31 |
| 16 | SPTS | SPDR SERIES TRUST | 83.9K | $2.4M | $2.4M | 0.70% | -5,988 | 2026-03-31 |
| 17 | XLP | SELECT SECTOR SPDR TR | 29.1K | $2.4M | $2.5M | 0.71% | -2,197 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 7.9K | $2.3M | $2.8M | 0.81% | +364 | 2026-03-31 |
| 19 | MLPX | GLOBAL X FDS | 30.1K | $2.2M | $2.3M | 0.65% | +800 | 2026-03-31 |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.5K | $2.2M | $2.2M | 0.63% | +154 | 2026-03-31 |
| 21 | WTV | WISDOMTREE TR | 22.1K | $2.1M | $2.3M | 0.67% | +452 | 2026-03-31 |
| 22 | SRE | SEMPRA | 21.2K | $2.1M | $1.9M | 0.54% | -2,383 | 2026-03-31 |
| 23 | LITE | LUMENTUM HLDGS INC | 2.6K | $1.9M | $1.9M | 0.54% | -65 | 2026-03-31 |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.9K | $1.6M | $2.0M | 0.57% | +164 | 2026-03-31 |
| 25 | SPMD | SPDR SERIES TRUST | 27.5K | $1.6M | $1.8M | 0.52% | +415 | 2026-03-31 |
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