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Andrew J. Swenson

Ars Wealth Advisors Group, Llc

Assets Managed
$1.184B
Holdings
198
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
6.72%(2Q avg: 8.12%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ars Wealth Advisors Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 198 positions.

Assets under management

The assets under management (AUM) of Ars Wealth Advisors Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.184B in assets, with a quarterly growth rate of 6.72% and a 2-quarter average growth rate of 8.12%. The portfolio is managed by Andrew J. Swenson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TBUX
T Rowe Price Ultra Short-ter
Recent Activity
Increased 28.38%
14.31%
$169.314M
3.403M shares@ $49.75 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 1.21%
6.9%
$81.597M
1.032M shares@ $79.06 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.22%
3.81%
$45.098M
177,700 shares@ $253.79 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.99%
3.74%
$44.251M
142,971 shares@ $309.52 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.21%
3.15%
$37.197M
219,242 shares@ $169.67 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.13%
3.03%
$35.791M
124,768 shares@ $286.87 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.8%
2.91%
$34.375M
165,049 shares@ $208.27 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Decreased -2.87%
2.88%
$34.001M
366,628 shares@ $92.74 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.09%
2.76%
$32.584M
110,769 shares@ $294.17 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased 0%
2.68%
$31.669M
238,292 shares@ $132.9 avg price

1-10 of 198