Advisory Resource Group Portfolio Shifts in Q2 2026: Key Purchases & Sales Observed
Advisory Resource Group's portfolio analysis for the period ending June 30, 2026 reveals significant changes including new positions and exits.
According to data available on InsiderSet, Advisory Resource Group's portfolio saw notable shifts during the quarter ending June 30, 2026. The analysis of holdings changes provides insights into their investment strategy adjustments.
Significant Purchases Observed by Advisory Resource Group
In this reporting period, Advisory Resource Group demonstrated substantial buying activity in several areas. Notably, the investor made a fresh purchase of FELG, acquiring 179319 shares valued at $7.8 million, representing an entirely new position.
The ETF trust FIDELITY COVINGTON TRUST (FELG) saw its portfolio weighting increase significantly to 1.18%, suggesting strong confidence in this holding during the quarter.
Similarly, Advisory Resource Group initiated a fresh purchase of SYFI with 78415 shares valued at $2.8 million and IWR with 38299 shares valued at $4.2 million, both representing entirely new positions as indicated by their 100% share increase.
Furthermore, the healthcare sector saw a fresh purchase of ZTS (ZOETIS INC) worth $4.86 million during this period, adding another dimension to their portfolio adjustments.
Sales and Reductions in Advisory Resource Group's Holdings
In contrast to the buying activity, Advisory Resource Group also reduced its exposure in certain sectors during Q2 2026.
The investor sold shares of HYMU (BLACKROCK ETF TRUST II) which experienced a sharp decline, with the holding reducing by -77.78% to just 0.11% allocation.
Similarly, SPEM saw its position exit almost completely, decreasing by -78.87%, leaving only a negligible 0.08% weighting in the portfolio.
New Positions and Exits from Advisory Resource Group
The data indicates that Advisory Resource Group established several new positions this quarter, while closing the door on others.
New additions to their portfolio include VONG (VANGUARD SCOTTSDALE FDS) with a fresh purchase of 6669 shares valued at $852k and PUK (PRUDENTIAL PLC) which was added for the first time, now holding 0.18% allocation.
Conversely, holdings like VONG also showed significant reduction (-89.58%) despite being a new position this quarter, highlighting dynamic changes even in newer investments.
No Activity Disclosed for Certain Portfolio Categories
For some categories, the available data does not show any activity by Advisory Resource Group. There is no disclosed information regarding purchases or sales in specific sectors like Industrials (Consumer Cyclical allocation remained at 1.1%), Communication Services, Consumer Defensive, Real Estate, and others not listed.
Overall Portfolio Changes by Advisory Resource Group
The overall portfolio value stood at $574 million as of June 30, 2026, reflecting these changes according to InsiderSet data.
The investor's portfolio now holds a total of 165 holdings. The top five positions account for approximately 21.96% of the total value, as per their filing.