Data as of Q4 2025 (Dec 31, 2025)

Advisor Resource Council

โ€ขCIK: 1820879โ€ขFiling: Q4 2025

**Advisor Resource Council** manages $281M across a diversified portfolio of 231 positions. The fund maintains significant exposure to broad market indices, notably holding $59.8M in SPY and $15.3M in RSP. Key technology and financial sector allocations include $7.5M in AAPL, $5.7M in JPM, and $4.7M in NVDA. This structure suggests a core mandate focused on established market leaders and sector-specific growth opportunities.

Total AUM
$280.7M
QoQ Performance
+279.0%
Positions
158
Top 10 Concentration
42.3%
Latest Filing
Q4 2025

Top Holdings Allocation

SPY
RSP
SPY21.3%
RSP5.4%
AAPL2.7%
JPM2.0%
BUFR2.0%
NVDA1.7%
GQ91.6%
EWJ1.5%

๐Ÿ“ˆ Biggest Buys

SPY
SPDR S&P 500 ETF TR
+107.4%
21.3% of portfolio
AAPL
APPLE INC
+854.0%
2.7% of portfolio
JPM
JPMORGAN CHASE & CO.
NEW
2.0% of portfolio
BUFR
FIRST TR EXCHNG TRADED FD VI
+1409.2%
2.0% of portfolio
XLK
SELECT SECTOR SPDR TR
NEW
1.5% of portfolio

๐Ÿ“‰ Biggest Sells

SFLR
INNOVATOR ETFS TRUST
-6.0%
0.9% of portfolio
PTNQ
PACER FDS TR
-10.7%
0.4% of portfolio
PTLC
PACER FDS TR
-6.2%
0.5% of portfolio
EWJ
ISHARES INC
-2.1%
1.5% of portfolio
USMV
ISHARES TR
-5.1%
0.4% of portfolio

Sector Breakdown

Other58.8%
ETF22.2%
Technology9.3%
Financial4.1%
Consumer2.5%
Healthcare1.4%
Real Estate0.6%
Consumer Staples0.6%

๐Ÿšช Exited Positionssold since Q3 2025

JAAA
JANUS DETROIT STR TR
SOLD
$228.1K
SJNK
SPDR SERIES TRUST
SOLD
$218.2K
TFLO
ISHARES TR
SOLD
$216.4K
NCLH
NORWEGIAN CRUISE LINE HLDG L
SOLD
$204.1K

Changes from Q3 2025

NEW164 new positions
โ†‘18 increased
โ†“12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023