DOSSIER · 13F-HR · Q2 2026

Ark Wealth Advisors LLC

$113M in tracked AUM across 87 positions as of Q2 2026.

AW
CIK 0002110109 · last filed Jun 30, 2026
Total AUM
$113M
as of Q2 2026
Holdings
87
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Ark Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LRCX
LAM RESEARCH CORP
$5M11K4.3%
02
BSJR
INVESCO EXCH TRD SLF IDX FD
$5M205K4.1%
03
BSJQ
INVESCO EXCH TRD SLF IDX FD
$4M179K3.6%
04
BSCQ
INVESCO EXCH TRD SLF IDX FD
$4M209K3.6%
05
GOOGL
ALPHABET INC
$3M9K2.8%
06
CAT
CATERPILLAR INC
$3M3K2.8%
07
BSCR
INVESCO EXCH TRD SLF IDX FD
$3M144K2.5%
08
BSCS
INVESCO EXCH TRD SLF IDX FD
$3M138K2.5%
09
VLO
VALERO ENERGY CORP
$2M9K2.0%
10
AAPL
APPLE INC
$2M7K1.9%

Filing history

2026Q2Jun 30
$113M 11.6%
87 positionsView →
2026Q1Mar 31
$101M 8.7%
80 positionsView →
2025Q4Dec 31
$93M
77 positionsView →