Advisor Resource Council
โขCIK: 1820879โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other58.8%
ETF22.2%
Technology9.3%
Financial4.1%
Consumer2.5%
Healthcare1.4%
Real Estate0.6%
Consumer Staples0.6%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW164 new positions
โ18 increased
โ12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023