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Sarah Pais

Advisor Resource Council

Assets Managed
$309.046M
Holdings
228
Last Quarter
2026 - Q1
Filed Date
1mo 29d ago
Growth Rate
9.84%(2Q avg: 144.88%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisor Resource Council's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 228 positions.

Assets under management

The assets under management (AUM) of Advisor Resource Council over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 309.046M in assets, with a quarterly growth rate of 9.84% and a 2-quarter average growth rate of 144.88%. The portfolio is managed by Sarah Pais, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.35%
32.99%
$101.924M
156,724 shares@ $650.34 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -15.69%
4.18%
$12.917M
67,304 shares@ $191.93 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.45%
2.35%
$7.253M
28,580 shares@ $253.79 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 99.62%
1.8%
$5.532M
22,307 shares@ $248.01 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -4.72%
1.69%
$5.211M
17,714 shares@ $294.17 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -7.75%
1.66%
$5.12M
151,609 shares@ $33.78 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 11.38%
1.58%
$4.877M
27,963 shares@ $174.41 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -5.19%
1.45%
$4.469M
10,387 shares@ $430.27 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 4.78%
1.33%
$4.091M
30,785 shares@ $132.9 avg price
BILS
Spdr Bloomberg 3-12 Month T-
Recent Activity
Increased 36.07%
1.28%
$3.937M
39,596 shares@ $99.44 avg price

1-10 of 228