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Chris Brown

Advisory Resource Group

Assets Managed
$581.138M
Holdings
172
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
2.21%(2Q avg: 2.11%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisory Resource Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 172 positions.

Assets under management

The assets under management (AUM) of Advisory Resource Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 581.138M in assets, with a quarterly growth rate of 2.21% and a 2-quarter average growth rate of 2.11%. The portfolio is managed by Chris Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QDPL
Pacer Met Us Lrg Cap Dvd 400
Recent Activity
Decreased -0.76%
6.76%
$39.24M
977,608 shares@ $40.14 avg price
PSX
Phillips 66
Recent Activity
Decreased -12.66%
6.53%
$37.915M
208,116 shares@ $182.18 avg price
COP
Conocophillips
Recent Activity
Decreased -8.35%
4.98%
$28.933M
219,189 shares@ $132.0 avg price
JSI
Jh Securitized Income Etf
Recent Activity
Decreased -4.51%
4.13%
$23.987M
465,311 shares@ $51.55 avg price
PTRB
Pgim Total Return Bond Etf
Recent Activity
Increased 5.76%
3.58%
$20.758M
500,079 shares@ $41.51 avg price
PSQO
Plmr Sq Credit Opp Etf
Recent Activity
Decreased -14.35%
3.36%
$19.481M
949,382 shares@ $20.53 avg price
PATN
Pacer Nasdaq Int Pat Ldr
Recent Activity
Increased 4.98%
3.08%
$17.846M
628,077 shares@ $28.42 avg price
JMEE
Jpm Sma & Mid Cap En Eq Et-u
Recent Activity
Increased 5.55%
2.97%
$17.253M
258,399 shares@ $66.77 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 7.04%
2.24%
$13.007M
507,679 shares@ $25.63 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -0.92%
2.15%
$12.458M
146,838 shares@ $84.85 avg price

1-10 of 172