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Manager record

Portfolio Resources Advisor Group, Inc.

Coral Gables, FL · CIK 2038285 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$120.80MReported 13F valueQ3 2026 · as filed
194Holdings listed
+2.2%vs prior quartervalue change includes market moves
4Quarters on record
Oct 20Latest filed
Reported 13F value by quarter, Q4 2025 to Q3 2026Q4 2025: $100.1M$100.1MQ4 2025143 holdingsQ1 2026: $100.7M$100.7MQ1 2026148 holdingsQ2 2026: $118.2M$118.2MQ2 2026154 holdingsQ3 2026: $120.8M$120.8MQ3 2026194 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 20 2026 13F-HR · period Q3 2026

$120.80M · 194 holdings listed · View original SEC filing ↗
Jul 29 2026 13F-HR · period Q2 2026

$118.21M · 154 holdings listed · View original SEC filing ↗
Apr 14 2026 13F-HR · period Q1 2026

$100.66M · 148 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$100.08M · 143 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 20, 2026 · Change methodology