Institutions / Ark Wealth Advisors LLC
Ark Wealth Advisors LLC
CIK 2110109 · Institution · as of Dec 31, 2025
Portfolio value
$92.91M
Positions
77
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 77 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exch Trd Slf Idx Fd | $6.90M | 7.4% |
| Invesco Exch Trd Slf Idx Fd | $6.47M | 7.0% |
| Global X Fds | $5.78M | 6.2% |
| Invesco Exch Trd Slf Idx Fd | $4.87M | 5.2% |
| Invesco Exch Trd Slf Idx Fd | $2.79M | 3.0% |
| Invesco Exch Trd Slf Idx Fd | $2.50M | 2.7% |
| Alphabet Inc. | $2.39M | 2.6% |
| Microsoft Corp | $1.93M | 2.1% |
| Lam Research Corp | $1.91M | 2.1% |
| Apple Inc. | $1.79M | 1.9% |
| JPMorgan Chase & Co | $1.71M | 1.8% |
| Alibaba Group Holding LtdBABA | $1.68M | 1.8% |
| Caterpillar Inc | $1.62M | 1.7% |
| Amazon.com Inc | $1.51M | 1.6% |
| Walmart Inc. | $1.47M | 1.6% |
| American Express Co | $1.46M | 1.6% |
| Johnson & Johnson | $1.44M | 1.6% |
| Exxon Mobil Corp | $1.44M | 1.6% |
| AbbVie Inc. | $1.42M | 1.5% |
| Qualcomm INC/DE | $1.38M | 1.5% |
| CVS HEALTH Corp | $1.37M | 1.5% |
| Nextera Energy Inc | $1.36M | 1.5% |
| Invesco Exch Trd Slf Idx Fd | $1.33M | 1.4% |
| Valero Energy Corp | $1.32M | 1.4% |
| Meta Platforms Inc | $1.31M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.