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Portfolio Resources Advisor Group, Inc. 13F holdings

Filed 2026-07-29 · Portfolio Resources Advisor Group, Inc. · 154 positions · $118.2M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR21.8K$16.3M13.8%
IVWISHARES TR64.6K$8.9M7.5%
IUSBISHARES TR172.5K$8.0M6.7%
IVEISHARES TR28.4K$6.5M5.5%
DYNFBLACKROCK ETF TRUST90.9K$6.2M5.2%
IWBISHARES TR9.9K$4.1M3.4%
ACWIISHARES INC42.5K$3.5M3.0%
EFGISHARES TR25.6K$3.2M2.7%
BAIBLACKROCK ETF TRUST59.6K$3.1M2.7%
MTUMISHARES TR7.7K$2.6M2.2%
IEFAISHARES TR25.2K$2.4M2.1%
COROBLACKROCK ETF TRUST64.1K$2.3M2.0%
BLCRBLACKROCK ETF TRUST46.6K$2.3M2.0%
—GOLDMAN SACHS ETF TR43.6K$2.2M1.9%
IDEFBLACKROCK ETF TRUST69.1K$2.2M1.9%
TLHISHARES TR19.6K$2.0M1.7%
GOVTISHARES TR80.5K$1.8M1.6%
THROBLACKROCK ETF TRUST40.9K$1.8M1.5%
EFVISHARES TR22.4K$1.7M1.4%
MBBISHARES TR17.6K$1.7M1.4%
VEAVANGUARD TAX-MANAGED FDS22.8K$1.6M1.4%
IALTBLACKROCK ETF TRUST57.8K$1.6M1.4%
VTVVANGUARD INDEX FDS7.1K$1.5M1.3%
FRDMEA SERIES TRUST20.1K$1.5M1.2%
QQQINVESCO QQQ TR1.6K$1.2M1.0%
XLKSELECT SECTOR SPDR TR6.1K$1.2M1.0%
GGOVBLACKROCK ETF TRUST II22.6K$1.1M1.0%
IJRISHARES TR7.3K$1.1M0.9%
GSLCGOLDMAN SACHS ETF TR7.2K$1.0M0.9%
GEMGOLDMAN SACHS ETF TR19.2K$997,4640.8%
IEURISHARES TR10.8K$812,7380.7%
—GOLDMAN SACHS ETF TR15.9K$806,5560.7%
XLFSELECT SECTOR SPDR TR14.4K$771,4480.7%
GSIEGOLDMAN SACHS ETF TR14.8K$674,8980.6%
VEUVANGUARD INTL EQUITY INDEX F8.0K$671,2560.6%
TAXFAMERICAN CENTY ETF TR12.9K$648,0470.5%
GSCGOLDMAN SACHS ETF TR8.7K$603,6160.5%
IWFISHARES TR4.8K$593,4080.5%
SUSAISHARES TR3.8K$585,5690.5%
VUGVANGUARD INDEX FDS6.2K$532,1820.5%
IAUISHARES GOLD TR6.8K$514,6760.4%
QUALISHARES TR2.3K$513,4660.4%
TIPISHARES TR4.7K$510,9930.4%
WELLWELLTOWER INC2.2K$503,4190.4%
XLVSELECT SECTOR SPDR TR3.1K$498,6680.4%
SHESPDR SERIES TRUST3.6K$455,6400.4%
TLTISHARES TR5.0K$430,4580.4%
SFLRINNOVATOR ETFS TRUST10.9K$419,9590.4%
XLCSELECT SECTOR SPDR TR3.6K$385,7750.3%
BNDVANGUARD BD INDEX FDS5.1K$371,3810.3%
SPTLSPDR SERIES TRUST13.8K$362,8920.3%
VCSHVANGUARD SCOTTSDALE FDS4.4K$350,4190.3%
VTESVANGUARD WELLINGTON FD3.3K$332,1440.3%
IWDISHARES TR1.3K$321,7050.3%
VTEBVANGUARD MUN BD FDS6.0K$301,5850.3%
AAPLApple Inc1.0K$293,1220.2%
IEIISHARES TR2.5K$292,8030.2%
DLRDIGITAL RLTY TR INC1.6K$292,1770.2%
VTIPVANGUARD MALVERN FDS5.7K$286,7630.2%
SUSCISHARES TR12.1K$279,9240.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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