Institutional filer · SEC 13F · Q4 2024
Advisor Resource Council
The reported 13F portfolio of Advisor Resource Council (CIK 1820879) - top holdings, how concentrated the book is, and what changed last quarter.
- $139.3M
- Reported book
- 69
- Positions
- #263
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Advisor Resource Council ranks #263 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $139.3M across 69 positions, a concentrated portfolio led by a few core positions.
- $139.3M
- reported 13F value
- 69
- disclosed positions
- 34.2%
- in SPDR S&P 500 ETF TR
- #263
- of 360 filers
Top-5 share 68.1% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Advisor Resource Council ranks #263 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Advisor Resource Council sits by disclosed position count
Advisor Resource Council reports 69 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Advisor Resource Council vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
69 231st of 360 higher than 129 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Advisor Resource Council reports $0.14B across 69 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1820879 · Q4 2024 $139M book
BOOK-LIGHT · POS-FOCUS · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #263/360
- POS-FOCUS 69 names
- CONC-DOM 68% top-5
- LEAD-DOM 34.2% SPDR S&P 500 ETF TR
- PHOTO-FINISH Zeit
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Zeit Capital LLC
Read with: Ownership concentration guide - Advisor Resource Council's top-five positions weigh 68% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Advisor Resource Council
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$139.3M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | $47.6M | 34.2% |
| 2 | INVESCO EXCHANGE TRADED FD T | $27.3M | 19.6% |
| 3 | ISHARES INC | $8.0M | 5.8% |
| 4 | VANECK ETF TRUST | $7.9M | 5.7% |
| 5 | SPDR GOLD TR | $3.9M | 2.8% |
| 6 | PACER FDS TR | $3.3M | 2.4% |
| 7 | PACER FDS TR | $2.6M | 1.8% |
| 8 | ISHARES TR | $2.3M | 1.7% |
| 9 | ISHARES TR | $2.3M | 1.6% |
| 10 | ISHARES TR | $2.1M | 1.5% |
| 11 | ISHARES TR | $2.0M | 1.4% |
| 12 | APPLE INC | $1.7M | 1.2% |
| 13 | INNOVATOR ETFS TRUST | $1.7M | 1.2% |
| 14 | VANGUARD INDEX FDS | $1.6M | 1.1% |
| 15 | ISHARES TR | $1.0M | 0.7% |
| 16 | SPDR SER TR | $972K | 0.7% |
| 17 | PACER FDS TR | $936K | 0.7% |
| 18 | PACER FDS TR | $904K | 0.7% |
| 19 | VANGUARD TAX-MANAGED FDS | $890K | 0.6% |
| 20 | ISHARES TR | $837K | 0.6% |
| 21 | INNOVATOR ETFS TRUST | $799K | 0.6% |
| 22 | ISHARES TR | $773K | 0.6% |
| 23 | NVIDIA CORPORATION | $720K | 0.5% |
| 24 | ISHARES TR | $717K | 0.5% |
| 25 | BERKSHIRE HATHAWAY INC DEL | $689K | 0.5% |
Latest Quarter Trades · Q4 2024
New positions (69)
Frequently Asked Questions
- How big is Advisor Resource Council's 13F portfolio?
- Advisor Resource Council reports $139.3M of long US-equity positions across 69 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Advisor Resource Council sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Advisor Resource Council ranks #263 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Advisor Resource Council's largest position?
- Advisor Resource Council's largest reported position is SPDR S&P 500 ETF TR at $47.6M, about 34.2% of its reported book as of Q4 2024.
- What did Advisor Resource Council trade last quarter?
- In its Q4 2024 filing, Advisor Resource Council opened 69 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Advisor Resource Council: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($139.3M here).
Similar holding count
Nearest filers by number of disclosed positions (69 here).
Using this filing
- The rankings sort every tracked filer the same way Advisor Resource Council was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Zeit Capital LLC reported the nearest book value ($139.9M) this quarter, a useful scale comparison for Advisor Resource Council. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.