Long-term investor
Ars Wealth Advisors Group, LLC @arswealthadvisorsgroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001886707).
Record
- Tracked since 2025-06-30 (477 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +1.3% · 6 months -1.3% · 1 year +0.7% · all +0.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 87283Q701 · 13.5% · long · since 2025-09-30
- 78464A805 · 6.8% · long · since 2025-09-30
- AAPL · 4.6% · long · since 2025-09-30
- 46431W606 · 3.6% · long · since 2026-03-31
- AVGO · 3.4% · long · since 2025-09-30
- MSFT · 3.4% · long · since 2025-09-30
- 81369Y803 · 3.3% · long · since 2025-09-30
- AMZN · 3.0% · long · since 2025-09-30
- 02079K107 · 2.9% · long · since 2025-09-30
- JPM · 2.6% · long · since 2025-09-30
- 30233Q108 · 2.5% · long · since 2026-09-30
- 46432F339 · 2.5% · long · since 2025-09-30