account_balance

Investment manager · 13F filer · SEC CIK 1811827

Arq Wealth Advisors, LLC

Reported value$834Mas of Sep 30, 2026
Positions209 5 new, 5 sold out
Top 10 weight25.2%AVUS alone is 3%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUS American Centy ETF Tr 3.2% Held
GARP iShares Tr 3.2% Held
CLSE Trust for Professional Manag 2.9% Added +3292%
RECS Columbia ETF Tr I 2.6% Added +4%
JFLX J P Morgan Exchange Traded F 2.4% Added +6%
AUSF Global X FDS 2.4% Added +13%
JAAA Janus Detroit STR Tr 2.3% Added +14%
DBAW DBX ETF Tr 2.2% Added +6%
MGV Vanguard World Fd 2.0% Held
JMOM J P Morgan Exchange Traded F 2.0% Trimmed −5%
IUS Invesco Exch TRD SLF Idx Fd 1.9% Trimmed −4%
AVUV American Centy ETF Tr 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • SHOP $501K
  • SPSB $403K
  • FCX $390K
  • IWB $213K
arrow_upwardAdded
  • CLSE +3292%
  • MUB +560%
  • AVGE +152%
  • TAXF +108%
arrow_downwardTrimmed
  • HEQT −55%
  • MUST −37%
  • META −33%
  • BALT −30%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K).

This is data, not investment advice. About StockToast