Portfolio Resources Advisor Group, Inc. has recently submitted its 13F-HR filing, providing an overview of its investment holdings as of September 30, 2026. This filing is significant as it showcases the firm's asset management strategies and its positions in various securities, reflecting its ongoing role in the investment advisory industry.

As of the filing date, Portfolio Resources Advisor Group reported total assets under management of approximately $120.8 million. The firm is based in Coral Gables, Florida, and is incorporated in the state of Florida. The filing was signed by CEO Antonio Camejo, emphasizing the firm's commitment to transparency and regulatory compliance.

Background

Portfolio Resources Advisor Group, Inc. is categorized under the financial services sector, specifically focusing on investment advisory services. The firm is identified by its Central Index Key (CIK) number 0002038285. Recent filings include the 13F-HR submitted on October 20, 2026, and previous filings on August 7, 2026, July 29, 2026, April 14, 2026, and February 13, 2026.

What the Filing Says

The 13F-HR filing indicates that Portfolio Resources Advisor Group holds investments in a variety of companies. Notable holdings include:

  • Apple Inc. (CUSIP: 037833100) - valued at $3,639,910
  • Abbott Laboratories (CUSIP: 002824100) - valued at $8,401
  • Altria Group Inc. (CUSIP: 02209S103) - valued at $2,670
  • Analog Devices Inc. (CUSIP: 032654105) - valued at $3,967
  • BlackRock ETF Trust holdings, including various ETFs

These investments reflect a strategy focused on established companies and diversified exchange-traded funds (ETFs), which can help mitigate risk.

Impact

This filing may affect various stakeholders, including investors and clients of Portfolio Resources Advisor Group, as it provides insight into the firm's investment strategy and asset allocation. The transparency offered by such filings is crucial for maintaining trust and credibility in the investment advisory space.

What's Next

The filing does not specify what happens next, but it is likely that Portfolio Resources Advisor Group will continue to monitor its investments and adjust its portfolio as needed in response to market conditions.