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Andrew J. Swenson

Ars Wealth Advisors Group, Llc

Assets Managed
$1.278B
Holdings
220
Last Quarter
2026 - Q2
Filed Date
9d ago
Growth Rate
7.93%(2Q avg: 7.32%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ars Wealth Advisors Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 220 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.278B in assets, with a quarterly growth rate of 7.93% and a 2-quarter average growth rate of 7.32%. 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 4.74%
13.89%
$177.395M
3.564M shares@ $49.77 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -1.29%
7.24%
$92.492M
1.019M shares@ $90.8 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -3.97%
4.06%
$51.858M
137,281 shares@ $377.75 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.76%
4.06%
$51.809M
179,048 shares@ $289.37 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -1.14%
3.52%
$44.88M
235,568 shares@ $190.52 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -4.91%
3.29%
$41.918M
118,637 shares@ $353.33 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.08%
3.09%
$39.367M
165,174 shares@ $238.34 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.98%
2.81%
$35.899M
109,673 shares@ $327.33 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -2.39%
2.69%
$34.243M
156,054 shares@ $219.43 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Decreased -3.8%
2.67%
$34.018M
352,667 shares@ $96.47 avg price

1-10 of 220