Advisor Resource Council
RIA/Wealth
Advisor Resource Council is a RIA/Wealth based in Dallas, TX led by Sarah Lynn Pais, reporting $3.0B in AUM as of Q3 2025 with 91% ETF concentration, 80% concentrated in top 10 holdings, and 38% allocation to SPY.
CEOSarah Lynn Pais
- Portfolio Value
- $74.1M
- Positions
- 40
- Top Holding
- SPY at 37.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Advisor Resource Council's portfolio (80.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $27.9M | 37.62% | -$25.8M Sold | — 41.8K shares | |
ETF ETF | $14.8M | 19.95% | -$1.1M Sold | — 77.9K shares | |
ETF ETF | $4.4M | 5.93% | -$46.7K Sold | — 54.7K shares | |
Unknown Unknown | $2.7M | 3.61% | -$1.7M Sold | — 7.5K shares | |
ETF ETF | $2.7M | 3.60% | +$1.0M Bought | — 74.0K shares | |
ETF ETF | $1.7M | 2.24% | -$11.0K Sold | — 4.5K shares | |
ETF ETF | $1.5M | 2.07% | -$149.2K Sold | — 27.9K shares | |
ETF ETF | $1.3M | 1.80% | +$552.7K Bought | — 19.8K shares | |
Unknown Unknown | $1.3M | 1.78% | +$634.0K Bought | — 27.0K shares | |
ETF ETF | $1.3M | 1.70% | -$91.2K Sold | — 16.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Advisor Resource Council's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+121.26% | |
+94.23% | |
+92.65% | |
+70.65% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Advisor Resource Council
GthenA