Ark Wealth Advisors LLC
All holdings · as of Dec 31, 2025
| 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% |
| CISCO SYSTEMS, INC. | $1.22M | 1.3% |
| NUCOR CORP | $1.20M | 1.3% |
| LOCKHEED MARTIN CORP | $1.16M | 1.3% |
| Chubb Ltd | $1.15M | 1.2% |
| NORFOLK SOUTHERN CORP | $1.13M | 1.2% |
| Merck & Co., Inc. | $1.13M | 1.2% |
| AFLAC INC | $997.6K | 1.1% |
| WASTE MANAGEMENT INC | $983.0K | 1.1% |
| LINDE PLC | $969.2K | 1.0% |
| CHEVRON CORP | $928.9K | 1.0% |
| EMERSON ELECTRIC CO | $921.0K | 1.0% |
| LOWES COMPANIES INC | $914.9K | 1.0% |
| PROCTER & GAMBLE Co | $907.8K | 1.0% |
| SCHWAB CHARLES CORP | $907.3K | 1.0% |
| MCDONALD'S CORP | $894.6K | 1.0% |
| NIKE, Inc. | $892.1K | 1.0% |
| SELECT SECTOR SPDR TR | $840.3K | 0.9% |
| SELECT SECTOR SPDR TR | $831.8K | 0.9% |
| Warren E. Buffett | $800.7K | 0.9% |
| VANGUARD INDEX FDS | $800.3K | 0.9% |
| SELECT SECTOR SPDR TR | $795.5K | 0.9% |
| SYSCO CORP | $763.5K | 0.8% |
| PEPSICO INC | $760.4K | 0.8% |
| ABBOTT LABORATORIES | $750.3K | 0.8% |
| SELECT SECTOR SPDR TR | $746.3K | 0.8% |