ARS Wealth Advisors Group, LLC — 13F Holdings & Portfolio
CIK 1886707 · latest 13F-HR filed 2026-10-16
ARS Wealth Advisors Group, LLC manages $1.37B in 13F-reported U.S. long-equity assets across 218 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are TBUX (13.46%), SPTM (6.79%), AAPL (4.63%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 13 new positions and exited 15; 45 existing positions rose in reported value and 71 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.37B
Long-equity book
Holdings
218
Distinct positions
Period
2026-09-30
Filed 2026-10-16
Q/Q Activity
+13 / −15 / ↑45 / ↓71
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26TBUX13.5% · +5%SPTM6.8% · -0%AAPL4.6% · +7%HYGH3.6% · +60%AVGO3.4% · -3%MSFT3.4% · +2%XLK3.3% · -1%AMZN3.0% · -1%GOOG2.9% · -1%JPM2.6% · -2%XOM2.5% · newQUAL2.5% · -1%USMV2.4% · -4%JNJ2.3% · -1%CVX2.0% · +0%SRLN1.9% · +77%MRK1.9% · -0%TCAF1.5% · +5%GLD1.4% · -0%VZ1.4% · +1%TMO1.4% · -0%PG1.4% · +0%NVDA1.4% · +4%DUK1.2% · +1%MA1.2% · +0%WMT1.1% · +0%CSCO1.1% · -2%BRK.B1.1% · -2%VCSH0.9% · +97%META0.8% · +1%HD0.7% · +3%HON0.7% · +2%GS0.7% · -1%MO0.7% · +1%SO0.7% · +1%IBM0.7% · +0%BAC0.7% · -0%KMI0.6% · +0%TOTL0.6% · +72%LMT0.6% · +1%GOOGL0.5% · -2%PEP0.5% · -2%HONA0.5% · -6%GSK0.5% · +1%SLV0.5% · +28%UPS0.4% · +3%SHY0.4% · +31%BDX0.4% · +3%PJUN0.4% · -1%VBR0.3% · -8%RTX0.3% · -2%ARLU0.3% · -0%CAT0.3% · +0%SEPU0.3% · -1%PMAY0.3% · -0%SPY0.2% · 0%DDFF0.2% · -0%GD0.2% · -0%LLY0.2% · -0%KO0.2% · +1%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 47%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 26, 2026.
Assets Under Management
$1.64B
Discretionary
$1.64B
Employees
24
Accounts
2,750
Address
111 SECOND AVENUE NE
SUITE 900
ST. PETERSBURG, FL 33701
SUITE 900
ST. PETERSBURG, FL 33701
Phone
(727) 322-7681
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ANDERSON, ANTHONY, ALLEN Control | MANAGING PARTNER, SR. WEALTH ADVISOR since May 2021 | Less than 5% | Individual |
| FOCUS OPERATING, LLC Control | MEMBER (MANAGER) since May 2021 | 75% or more | Domestic Entity |
| MURRAY, MICHAEL, WILLIAM Control | CEO since May 2021 | Less than 5% | Individual |
| SWENSON, ANDREW, JAMES Control | CCO since May 2021 | Less than 5% | Individual |
| CD&R FERDINAND CO-INVESTOR, L.P. Control Indirect owner via CD&R FERDINAND HOLDINGS, L.P. | PARTNER since Aug 2023 | 25–50% | Foreign Entity |
| CD&R FERDINAND HOLDINGS, L.P. Control Indirect owner via FERDINAND FFP ULTIMATE HOLDINGS, LP | PARTNER since Aug 2023 | 50–75% | Domestic Entity |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. Control Indirect owner via CD&R FERDINAND HOLDINGS, L.P. | PARTNER since Aug 2023 | 50–75% | Foreign Entity |
| FERDINAND FFP ACQUISITION, LLC Control Indirect owner via FOCUS FINANCIAL PARTNERS INC. | SHAREHOLDER, CLASS A COMMON STOCK since Aug 2023 | 75% or more | Domestic Entity |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC Control Indirect owner via FERDINAND FFP ACQUISITION, LLC | MEMBER since Aug 2023 | 75% or more | Domestic Entity |
| FERDINAND FFP PARENT, INC. Control Indirect owner via FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | MEMBER since Aug 2023 | 75% or more | Domestic Entity |
| FERDINAND FFP ULTIMATE HOLDINGS, LP Control Indirect owner via FOCUS FINANCIAL PARTNERS INC. | SHAREHOLDER CLASS B COMMON STOCK since Aug 2023 | 75% or more | Domestic Entity |
| FERDINAND FFP ULTIMATE HOLDINGS, LP Control Indirect owner via FERDINAND FFP PARENT, INC. | SHAREHOLDER since Aug 2023 | 75% or more | Domestic Entity |
| FOCUS FINANCIAL PARTNERS INC. Control Indirect owner via FOCUS FINANCIAL PARTNERS, LLC | MEMBER since Jul 2018 | 75% or more | Domestic Entity |
| FOCUS FINANCIAL PARTNERS, LLC Control Indirect owner via FOCUS OPERATING, LLC | MEMBER since Jan 2007 | 75% or more | Domestic Entity |
Ownership & leadership changes · 3 filings with changes since May 14, 2021
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 13, 2025 filing
- ChangedANDERSON, ANTHONY, ALLEN · title CO-CEO → MANAGING PARTNER, SR. WEALTH ADVISOR
- ChangedMURRAY, MICHAEL, WILLIAM · title CO-CEO → CEO
Mar 27, 2024 filing
- ChangedANDERSON, ANTHONY, ALLEN · title CEO → CO-CEO
- ChangedFOCUS FINANCIAL PARTNERS INC. · indirect via FOCUS FINANCIAL PARTNERS, LLC: title MANAGING MEMBER → MEMBER
- ChangedMURRAY, MICHAEL, WILLIAM · title COO → CO-CEO
Sep 27, 2023 filing
- AddedCD&R FERDINAND CO-INVESTOR, L.P. · PARTNER · 25–50% · indirect via CD&R FERDINAND HOLDINGS, L.P. · control person
- AddedCD&R FERDINAND HOLDINGS, L.P. · PARTNER · 50–75% · indirect via FERDINAND FFP ULTIMATE HOLDINGS, LP · control person
- AddedCLAYTON, DUBILIER & RICE FUND XII, L.P. · PARTNER · 50–75% · indirect via CD&R FERDINAND HOLDINGS, L.P. · control person
- AddedFERDINAND FFP ACQUISITION, LLC · SHAREHOLDER, CLASS A COMMON STOCK · 75% or more · indirect via FOCUS FINANCIAL PARTNERS INC. · control person
- AddedFERDINAND FFP INTERMEDIATE HOLDINGS, LLC · MEMBER · 75% or more · indirect via FERDINAND FFP ACQUISITION, LLC · control person
- AddedFERDINAND FFP PARENT, INC. · MEMBER · 75% or more · indirect via FERDINAND FFP INTERMEDIATE HOLDINGS, LLC · control person
- AddedFERDINAND FFP ULTIMATE HOLDINGS, LP · SHAREHOLDER CLASS B COMMON STOCK · 75% or more · indirect via FOCUS FINANCIAL PARTNERS INC. · control person
- AddedFERDINAND FFP ULTIMATE HOLDINGS, LP · SHAREHOLDER · 75% or more · indirect via FERDINAND FFP PARENT, INC. · control person
- ChangedFOCUS FINANCIAL PARTNERS INC. · indirect via FOCUS FINANCIAL PARTNERS, LLC: title MEMBER → MANAGING MEMBER
May 14, 2021 filing (earliest on record)
- ListedANDERSON, ANTHONY, ALLEN · CEO · Less than 5% · control person
- ListedFOCUS FINANCIAL PARTNERS INC. · MEMBER · 75% or more · indirect via FOCUS FINANCIAL PARTNERS, LLC · control person
- ListedFOCUS FINANCIAL PARTNERS, LLC · MEMBER · 75% or more · indirect via FOCUS OPERATING, LLC · control person
- ListedFOCUS OPERATING, LLC · MEMBER (MANAGER) · 75% or more · control person
- ListedMURRAY, MICHAEL, WILLIAM · COO · Less than 5% · control person
- ListedSWENSON, ANDREW, JAMES · CCO · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ISHARES U S ETF TR$18.1M +58.2%
- MICROSOFT CORP$13.2M +40.2%
- APPLE INC$11.8M +22.8%
- SSGA ACTIVE ETF TR$11.4M +77.5%
- VANGUARD SCOTTSDALE FDS$5.7M +93.0%
Top Trims
- BROADCOM INC-$5.0M -9.6%
- HONEYWELL AEROSPACE INC-$3.5M -34.5%
- INTERNATIONAL BUSINESS MACHS-$2.5M -21.7%
- HOME DEPOT INC-$2.1M -17.0%
- DUKE ENERGY CORP NEW-$1.7M -9.2%
New Positions
- EXXONMOBIL HOLDINGS CORP$35.0M
- INNOVATOR ETFS TRUST$1.3M
- COHERENT CORP$616.2K
- INNOVATOR ETFS TRUST$494.9K
- DELL TECHNOLOGIES INC$259.8K
Exited Positions
- VANGUARD INDEX FDS$7.4M
- GE AEROSPACE$914.3K
- SCHWAB STRATEGIC TR$300.9K
- SCHWAB STRATEGIC TR$260.5K
- NIKE INC$257.9K
ARS Wealth Advisors Group, LLC Holdings (2026-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | T ROWE PRICE EXCHANGE-TRADED | TBUX | 87283Q701 | $185.1M | 13.46% | 3,733,512 | SH |
| 2 | SPDR SERIES TRUST | SPTM | 78464A805 | $93.4M | 6.79% | 1,014,692 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $63.6M | 4.63% | 191,071 | SH |
| 4 | ISHARES U S ETF TR | HYGH | 46431W606 | $49.2M | 3.58% | 575,111 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $46.9M | 3.41% | 133,498 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $46.1M | 3.35% | 89,802 | SH |
| 7 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $45.8M | 3.33% | 233,998 | SH |
| 8 | AMAZON COM INC | AMZN | 023135106 | $40.9M | 2.97% | 164,115 | SH |
| 9 | ALPHABET INC | GOOG | 02079K107 | $40.0M | 2.91% | 117,315 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $35.7M | 2.60% | 107,874 | SH |
| 11 | EXXONMOBIL HOLDINGS CORP | XOM | 30233Q108 | $35.0M | 2.54% | 214,857 | SH |
| 12 | ISHARES TR | QUAL | 46432F339 | $34.5M | 2.51% | 155,082 | SH |
| 13 | ISHARES TR | USMV | 46429B697 | $32.9M | 2.39% | 337,174 | SH |
| 14 | JOHNSON & JOHNSON | JNJ | 478160104 | $31.7M | 2.30% | 119,581 | SH |
| 15 | CHEVRON CORPORATION | CVX | 166764100 | $27.5M | 2.00% | 134,690 | SH |
| 16 | SSGA ACTIVE ETF TR | SRLN | 78467V608 | $26.2M | 1.90% | 648,019 | SH |
| 17 | MERCK & CO INC | MRK | 58933Y105 | $25.7M | 1.87% | 177,018 | SH |
| 18 | T ROWE PRICE EXCHANGE-TRADED | TCAF | 87283Q867 | $20.0M | 1.45% | 472,881 | SH |
| 19 | SPDR GOLD TR | GLD | 78463V107 | $19.9M | 1.45% | 52,268 | SH |
| 20 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $19.8M | 1.44% | 431,996 | SH |
| 21 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $19.2M | 1.40% | 28,444 | SH |
| 22 | PROCTER & GAMBLE CO | PG | 742718109 | $19.2M | 1.39% | 131,845 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $19.0M | 1.38% | 83,289 | SH |
| 24 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $16.9M | 1.23% | 148,337 | SH |
| 25 | MASTERCARD INCORPORATED | MA | 57636Q104 | $16.7M | 1.22% | 30,294 | SH |
| 26 | WALMART INC | WMT | 931142103 | $15.8M | 1.15% | 151,979 | SH |
| 27 | CISCO SYS INC | CSCO | 17275R102 | $15.5M | 1.13% | 144,368 | SH |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $14.9M | 1.08% | 29,875 | SH |
| 29 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $11.7M | 0.85% | 151,833 | SH |
| 30 | META PLATFORMS INC | META | 30303M102 | $11.1M | 0.81% | 15,373 | SH |
| 31 | HOME DEPOT INC | HD | 437076102 | $10.2M | 0.74% | 35,841 | SH |
| 32 | HONEYWELL INTL INC | HON | 438516205 | $10.0M | 0.72% | 47,224 | SH |
| 33 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $9.9M | 0.72% | 10,995 | SH |
| 34 | ALTRIA GROUP INC | MO | 02209S103 | $9.5M | 0.69% | 141,558 | SH |
| 35 | SOUTHERN CO | SO | 842587107 | $9.2M | 0.67% | 111,582 | SH |
| 36 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $9.1M | 0.66% | 41,539 | SH |
| 37 | BANK OF AMER CORP | BAC | 060505104 | $9.0M | 0.66% | 165,736 | SH |
| 38 | KINDER MORGAN INC DEL | KMI | 49456B101 | $8.8M | 0.64% | 290,335 | SH |
| 39 | SSGA ACTIVE ETF TR | TOTL | 78467V848 | $8.5M | 0.62% | 227,775 | SH |
| 40 | LOCKHEED MARTIN CORP | LMT | 539830109 | $8.1M | 0.59% | 15,877 | SH |
| 41 | ALPHABET INC | GOOGL | 02079K305 | $6.9M | 0.50% | 20,136 | SH |
| 42 | PEPSICO INC | PEP | 713448108 | $6.9M | 0.50% | 54,253 | SH |
| 43 | HONEYWELL AEROSPACE INC | HONA | 43849R105 | $6.7M | 0.48% | 42,921 | SH |
| 44 | GSK PLC | GSK | 37733W204 | $6.2M | 0.45% | 129,116 | SH |
| 45 | ISHARES SILVER TR | SLV | 46428Q109 | $6.2M | 0.45% | 113,538 | SH |
| 46 | UNITED PARCEL SVCS INC | UPS | 911312106 | $5.7M | 0.41% | 60,912 | SH |
| 47 | ISHARES TR | SHY | 464287457 | $5.5M | 0.40% | 67,225 | SH |
| 48 | BECTON DICKINSON & CO | BDX | 075887109 | $5.4M | 0.39% | 30,255 | SH |
| 49 | INNOVATOR ETFS TRUST | PJUN | 45782C748 | $4.8M | 0.35% | 109,650 | SH |
| 50 | VANGUARD INDEX FDS | VBR | 922908611 | $4.8M | 0.35% | 20,676 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-16 | $1.37B | 218 | 0001725547-26-000360 |
| 2026-06-30 | 2026-07-16 | $1.28B | 220 | 0001725547-26-000230 |
| 2026-03-31 | 2026-04-15 | $1.18B | 201 | 0001725547-26-000129 |
| 2025-12-31 | 2026-01-12 | $1.11B | 192 | 0001725547-26-000015 |
Filer Information
Address
111 SECOND AVENUE NESUITE 900
ST. PETERSBURG, FL 33701
Phone
(727) 322-7681
Filing Manager
ARS Wealth Advisors Group, LLC
St. Petersburg, FL
Signatory
Andrew J. Swenson
Chief Compliance Officer