Fund Holdings

Advisor Resource Council

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
STATE STR SPDR S&P 500 ETF T(SPY)(Put)080,100+80,100052,092,234+52,092,234
ISHARES TR(Put)011,800+11,80002,926,400+2,926,400
VANGUARD TAX-MANAGED FDS018,368+18,36801,177,0220.47%+1,177,022
INVESCO ACTVELY MNGD ETC FD067,502+67,50201,169,1350.46%+1,169,135
SPDR SERIES TRUST039,596+39,59603,937,4101.56%+3,937,410
ETFIS SER TR I09,639+9,6390800,6400.32%+800,640
LUMENTUM HLDGS INC(LITE)02,647+2,64701,860,2060.74%+1,860,206
SPDR SERIES TRUST011,017+11,01701,009,5830.40%+1,009,583
SELECT SECTOR SPDR TR021,951+21,95101,344,7040.53%+1,344,704
FIRST TR EXCHANGE-TRADED FD010,531+10,5310522,2320.21%+522,232
ISHARES TR07,352+7,3520453,1770.18%+453,177
LPL FINL HLDGS INC(LPLA)01,405+1,4050422,7760.17%+422,776
ISHARES TR010,131+10,13101,047,8710.41%+1,047,871
JOHN HANCOCK EXCHANGE TRADED021,116+21,1160905,6850.36%+905,685
ISHARES TR03,257+3,2570346,8710.14%+346,871
GLOBAL X FDS030,147+30,14702,229,0570.88%+2,229,057
APPLE INC(AAPL)(Call)01,300+1,3000329,927+329,927
SSGA ACTIVE ETF TR07,108+7,1080287,8740.11%+287,874
FIRST TR EXCHNG TRADED FD VI029,802+29,8020706,5280.28%+706,528
SELECT SECTOR SPDR TR05,485+5,4850274,1070.11%+274,107
J P MORGAN EXCHANGE TRADED F015,250+15,2500771,8030.31%+771,803
TARGA RES CORP(TRGP)0917+9170229,9190.09%+229,919
GE VERNOVA INC(GEV)0261+2610227,8280.09%+227,828
FIRST TR EXCHANGE-TRADED FD02,424+2,4240224,8020.09%+224,802
APPLIED MATLS INC0641+6410219,0870.09%+219,087
CHEVRON CORPORATION(CVX)01,046+1,0460216,4170.09%+216,417
ALTRIA GROUP INC(MO)03,210+3,2100211,8240.08%+211,824
PLAINS GP HLDGS L P08,652+8,6520210,0630.08%+210,063
NEWMONT CORP(NEM)01,940+1,9400210,0050.08%+210,005
VANGUARD SCOTTSDALE FDS02,084+2,0840208,7540.08%+208,754
KINDER MORGAN INC DEL(KMI)06,168+6,1680206,8180.08%+206,818
APA CORPORATION(APA)04,823+4,8230204,6880.08%+204,688
LIGAND PHARMACEUTICALS INC(LGND)01,012+1,0120202,0460.08%+202,046
QUANTA SVCS INC01,960+1,96001,076,1200.43%+1,076,120
NVIDIA CORPORATION(NVDA)(Call)01,000+1,0000174,400+174,400
CARPENTER TECHNOLOGY CORP(CRS)01,784+1,7840703,3110.28%+703,311
SPDR SERIES TRUST029,134+29,1340876,0590.35%+876,059
SPDR SERIES TRUST051,429+51,42901,317,6110.52%+1,317,611
SPDR SERIES TRUST038,030+38,03001,104,0110.44%+1,104,011
WISDOMTREE TR(WT)018,516+18,5160734,8220.29%+734,822
PIMCO ETF TR04,393+4,3930441,8510.17%+441,851
ENTERPRISE PRODS PARTNERS L(EPD)027,045+27,04501,023,3770.40%+1,023,377
EXXON MOBIL CORP(XOM)05,040+5,0400855,0250.34%+855,025
ROYALTY PHARMA PLC(RPRX)015,902+15,9020762,8190.30%+762,819
WISDOMTREE TR(WT)011,696+11,6960588,7770.23%+588,777
VANGUARD INDEX FDS01,558+1,5580499,7480.20%+499,748
VANECK ETF TRUST01,723+1,7230660,7140.26%+660,714
USCF ETF TR020,230+20,2300551,0650.22%+551,065
SPDR SERIES TRUST012,755+12,7550580,6290.23%+580,629
TARGET CORP(TGT)08,390+8,39001,016,8680.40%+1,016,868
MERCK & CO INC(MRK)08,163+8,1630981,9270.39%+981,927
NETFLIX INC.(NFLX)(Call)01,000+1,000096,150+96,150
COGNEX CORP(CGNX)08,354+8,3540409,2620.16%+409,262
SPDR SERIES TRUST018,110+18,1100557,4360.22%+557,436
ELEMENT SOLUTIONS INC(ESI)015,229+15,2290519,9180.21%+519,918
SPDR GOLD TR(GLD)(Call)0200+200086,058+86,058
CLEAN HARBORS INC(CLH)02,385+2,3850683,8510.27%+683,851
SCHWAB STRATEGIC TR019,773+19,7730479,8980.19%+479,898
SIMPLIFY EXCHANGE TRADED FUN010,958+10,9580331,1510.13%+331,151
CITIGROUP INC(C)07,819+7,8190886,7220.35%+886,722
VANGUARD INTL EQUITY INDEX F08,883+8,8830732,2170.29%+732,217
GLOBAL X FDS030,084+30,08401,528,5770.60%+1,528,577
ALPHABET INC(GOOG)(Call)0200+200057,372+57,372
META PLATFORMS INC(META)(Call)0100+100057,213+57,213
ROSS STORES INC(ROST)01,405+1,4050304,3650.12%+304,365
MCKESSON CORP(MCK)0917+9170793,6050.31%+793,605
AMERICAN CENTY ETF TR014,229+14,22901,571,8960.62%+1,571,896
SPDR SERIES TRUST019,565+19,5650514,5610.20%+514,561
AT&T INC(T)015,197+15,1970440,5600.17%+440,560
TJX COS INC NEW(TJX)02,273+2,2730362,9980.14%+362,998
ISHARES INC013,104+13,1040741,5410.29%+741,541
AXON ENTERPRISE INC(AXON)(Call)0100+100042,469+42,469
NEW YORK LIFE INVESTMENTS ET015,012+15,0120545,6860.22%+545,686
AMAZON COM INC(AMZN)(Call)0200+200041,654+41,654
ANALOG DEVICES INC(ADI)02,616+2,6160832,2540.33%+832,254
ACCENTURE PLC IRELAND(Call)0200+200039,658+39,658
COSTCO WHOLESALE CORPORATION(COST)0610+6100607,9170.24%+607,917
EA SERIES TRUST02,090+2,0900243,0460.10%+243,046
VANECK ETF TRUST(Put)0100+100038,340+38,340
PEGASYSTEMS INC(PEGA)06,795+6,7950289,1950.11%+289,195
MICROSOFT CORP(MSFT)(Put)0100+100037,017+37,017
ENBRIDGE INC(ENB)06,245+6,2450338,1070.13%+338,107
WILLIAMS COS INC(WMB)08,461+8,4610615,7920.24%+615,792
SPDR SERIES TRUST010,660+10,6600266,2740.11%+266,274
EXXON MOBIL CORP(XOM)(Call)0200+200033,932+33,932
TAIWAN SEMICONDUCTOR MANUFAC(TSM)(Put)0100+100033,795+33,795
FEDERAL RLTY INVT TR NEW(FRT)03,252+3,2520345,3950.14%+345,395
SCHWAB STRATEGIC TR019,217+19,2170589,5660.23%+589,566
BERKSHIRE HATHAWAY INC DEL04,544+4,54402,177,4850.86%+2,177,485
AMGEN INC(AMGN)02,468+2,4680868,3660.34%+868,366
SEMPRA(SRE)021,181+21,18102,058,1580.81%+2,058,158
CHART INDS INC(GTLS)02,391+2,3910494,3390.20%+494,339
ITT INC(ITT)02,030+2,0300386,7760.15%+386,776
HARTFORD INSURANCE GROUP INC(HIG)03,661+3,6610495,0850.20%+495,085
SPDR SERIES TRUST010,590+10,5900303,5160.12%+303,516
NVIDIA CORPORATION(NVDA)026,863+26,86304,684,9081.85%+4,684,908
BWX TECHNOLOGIES INC(BWXT)02,675+2,6750546,9280.22%+546,928
PROLOGIS INC.(PLD)07,548+7,5480997,6950.39%+997,695
GLOBAL X FDS026,454+26,45401,279,0510.51%+1,279,051
NVIDIA CORPORATION(NVDA)(Put)0100+100017,440+17,440
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