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Chris Brown

Advisory Resource Group

Assets Managed
$664.964M
Holdings
183
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.43%(2Q avg: 8.32%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisory Resource Group's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 183 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 15 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 664.964M in assets, with a quarterly growth rate of 14.43% and a 2-quarter average growth rate of 8.32%. The portfolio is managed by Chris Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QDPL
Pacer Met Us Lrg Cap Dvd 400
Recent Activity
Increased 1.11%
6.7%
$44.548M
988,427 shares@ $45.08 avg price
PSX
Phillips 66
Recent Activity
Decreased -6.98%
4.93%
$32.723M
193,572 shares@ $169.06 avg price
JSI
Jh Securitized Income Etf
Recent Activity
Increased 5.55%
3.79%
$25.151M
491,125 shares@ $51.21 avg price
PTRB
Pgim Total Return Bond Etf
Recent Activity
Increased 7.01%
3.34%
$22.185M
535,104 shares@ $41.47 avg price
PATN
Pacer Nasdaq Int Pat Ldr
Recent Activity
Decreased -5.8%
3.31%
$21.992M
591,588 shares@ $37.18 avg price
COP
Conocophillips
Recent Activity
Decreased -6.02%
3.23%
$21.415M
205,993 shares@ $103.97 avg price
JMEE
Jpm Sma & Mid Cap En Eq Et-u
Recent Activity
Increased 0.21%
3.04%
$20.205M
258,935 shares@ $78.03 avg price
PSQO
Plmr Sq Credit Opp Etf
Recent Activity
Increased 2.14%
3.02%
$20.042M
969,639 shares@ $20.67 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 6.55%
2.08%
$13.803M
540,885 shares@ $25.52 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.75%
2.02%
$13.412M
17,909 shares@ $748.88 avg price

1-10 of 183