Managers / Q1 2025 · view latest →
ARS Wealth Advisors Group, LLC
CIK 0001886707 · 111 SECOND AVENUE NE, SUITE 900, ST. PETERSBURG, FL, 33701 · 727-322-7681
Reported Value
$708M
Q1 2025
Positions
161
Filings on Record
20
2019–present window
Filed
Apr 14, 2025
original filing
Summary
Ars Wealth Advisors Group, Llc reported $708M in U.S.-listed holdings across 161 positions for Q1 2025.
Its largest position, SPTM, represents 9.6% of the portfolio.
Compared with Q4 2024, the fund opened 10 new positions and exited 11.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.2B | 201 | Apr 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 192 | Jan 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.0B | 190 | Oct 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $868M | 189 | Jul 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $708M | 161 | Apr 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $728M | 164 | Jan 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $814M | 172 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $771M | 165 | Jul 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $741M | 168 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $675M | 154 | Feb 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $610M | 146 | Oct 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $630M | 140 | Jul 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $542M | 123 | May 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $607.2B | 136 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $655M | 146 | Nov 14, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2022 | $728M | 155 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $574M | 127 | May 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $596M | 142 | Feb 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $551M | 134 | Oct 26, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.