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 (434 days), 56 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.0% · 6 months +8.6% · 1 year +17.6% · all +17.6%
  • Max drawdown -0.3% · Sharpe 1.34 · win rate 39% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 87283Q701 · 13.9% · long · since 2025-09-30
  • 78464A805 · 7.2% · long · since 2025-06-30
  • AVGO · 4.1% · long · since 2025-06-30
  • AAPL · 4.1% · long · since 2025-06-30
  • 81369Y803 · 3.5% · long · since 2025-06-30
  • 02079K107 · 3.3% · long · since 2025-06-30
  • AMZN · 3.1% · long · since 2025-06-30
  • JPM · 2.8% · long · since 2025-06-30
  • 46432F339 · 2.7% · long · since 2025-06-30
  • 46429B697 · 2.7% · long · since 2025-06-30
  • MSFT · 2.6% · long · since 2025-06-30
  • 46431W606 · 2.4% · long · since 2026-03-31

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