Portfolio Resources Advisor Group, Inc.
•CIK: 2038285•Filing: Q4 2025
**Portfolio Resources Advisor Group, Inc.** manages $100M across a diversified portfolio of 143 positions. The strategy exhibits a notable allocation toward broad market and sector-specific ETFs, highlighted by significant holdings in IVE ($8.4M) and IVW ($8.1M). Further concentration is evident in fixed income and international exposure, with positions in DYNF ($6.4M) and IEMG ($6.0M). This structure suggests a tactical approach balancing core market exposure with targeted asset class diversification.
Total AUM
$100.1M
QoQ Performance
N/A
Positions
53
Top 10 Concentration
56.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IVE
IVW
DYNF
IEMG
IVV
IUSB
IVE8.4%
IVW8.1%
DYNF6.4%
IEMG6.0%
IVV5.8%
IUSB5.3%
IWB4.9%
OEF4.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other92.0%
ETF6.8%
Technology0.8%
Real Estate0.2%
Healthcare0.1%
Financial0.1%
Consumer Staples0.0%
Communication0.0%