ARS Wealth Advisors Group, LLC
•CIK: 1886707•Filing: Q4 2025
**ARS Wealth Advisors Group, LLC** manages $1.1B across a diversified portfolio of 188 positions. The fund exhibits significant concentration in technology and large-cap growth names, with TBUX representing the largest holding at $132.2M. Notable allocations include substantial positions in SPTM ($84.1M), AVGO ($50.5M), and AAPL ($47.7M). This structure suggests a core focus on established, high-growth market leaders.
Total AUM
$1.1B
+ $276.0K in options
QoQ Performance
+10.4%
Positions
133
+ 3 options
Top 10 Concentration
48.5%
Latest Filing
Q4 2025
Top Holdings Allocation
TBUX
SPTM
TBUX11.9%
SPTM7.6%
AVGO4.6%
AAPL4.3%
GOOG3.6%
MSFT3.6%
AMZN3.3%
JPM3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.8%
Technology20.9%
Financial9.6%
Consumer6.6%
Healthcare6.1%
Industrial3.5%
Utilities2.4%
Energy2.4%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW9 new positions
↑69 increased
↓71 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023