Ark Wealth Advisors LLC: 13F holdings
CIK 21101092026Q2
| Positions | 87 |
|---|---|
| Reported value | $112.7m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| LRCX LAM RESEARCH CORP | 11,257 | $4.9m | 4.3% |
| INVESCO EXCH TRD SLF IDX FD | 205,460 | $4.6m | 4.1% |
| BSJQ INVESCO EXCH TRD SLF IDX FD | 178,694 | $4.1m | 3.6% |
| BSCQ INVESCO EXCH TRD SLF IDX FD | 208,575 | $4.1m | 3.6% |
| GOOGL ALPHABET INC | 8,809 | $3.1m | 2.8% |
| CAT CATERPILLAR INC | 2,936 | $3.1m | 2.8% |
| BSCR INVESCO EXCH TRD SLF IDX FD | 144,351 | $2.8m | 2.5% |
| BSCS INVESCO EXCH TRD SLF IDX FD | 137,806 | $2.8m | 2.5% |
| VLO VALERO ENERGY CORP | 8,714 | $2.3m | 2.0% |
| AAPL APPLE INC | 7,386 | $2.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110109")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.