13F
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ARS Wealth Advisors Group, LLC

13F equity value
$1.2B
Positions
198
Top 10 concentration
46.1%
Quarters / total new picks
17 / 117
13F equity value over time
$0M$592M$1B202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 17 quarters, returned -0.1% per quarter — versus +2.2% per quarter from simply owning every 13F stock. It beat that baseline in only 47.1% of quarters (excess t = -0.38, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-1.1%
t-stat
-0.38
Quarterly win rate
47%
Annualized excess
-9.4%
$1 → follow vs universe
$0.93 vs $1.37
Cumulative return: $1 invested in new picks vs universe
1.00 20211231: universe 0.85120220331: universe 0.91420220630: universe 0.84620220930: universe 0.90920221231: universe 0.84520230331: universe 0.89020230630: universe 0.85820230930: universe 0.97420231231: universe 1.01720240331: universe 1.04020240630: universe 1.13520240930: universe 1.12520241231: universe 1.05020250331: universe 1.14520250630: universe 1.18120250930: universe 1.32820251231: universe 1.373 20211231: follow 0.90220220331: follow 0.89220220630: follow 0.85820220930: follow 0.90520221231: follow 0.89620230331: follow 0.92420230630: follow 0.90420230930: follow 0.93820231231: follow 0.96420240331: follow 0.92720240630: follow 0.78420240930: follow 0.78520241231: follow 0.82820250331: follow 0.83220250630: follow 0.89620250930: follow 1.06120251231: follow 0.930 0.72 1.10 1.48 20212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 198 · 2026 Q1

Ticker Value Weight QoQ
TBUX $169M
14.3%
ADD
SPTM $82M
6.9%
HOLD
AAPL $45M
3.8%
HOLD
AVGO $44M
3.7%
HOLD
XOM $37M
3.1%
HOLD
GOOG $36M
3.0%
TRIM
AMZN $34M
2.9%
ADD
USMV $34M
2.9%
TRIM
JPM $33M
2.8%
HOLD
XLK $32M
2.7%
HOLD
MSFT $31M
2.7%
ADD
QUAL $31M
2.6%
HOLD
JNJ $30M
2.5%
HOLD
CVX $28M
2.3%
HOLD
GLD $23M
2.0%
TRIM
VZ $21M
1.8%
HOLD
MRK $21M
1.8%
HOLD
HON $21M
1.7%
ADD
DUK $19M
1.6%
HOLD
WMT $19M
1.6%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.