account_balance
Investment manager · 13F filer · SEC CIK 2110109
Ark Wealth Advisors LLC
Reported value$111Mas of Sep 30, 2026
Positions89 4 new, 2 sold out
Top 10 weight25.9%LRCX alone is 3%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LRCXLam Research Corp
3.0%Trimmed −9%
VLOValero Energy Corp
3.0%
BSJRInvesco Exch TRD SLF Idx Fd
3.0%Trimmed −27%
GOOGLAlphabet Inc.
2.8%Added +3%
MSFTMicrosoft Corp
2.8%Added +6%
METAMeta Platforms, Inc.
2.5%Added +12%
AAPLApple Inc.
2.3%Added +3%
BSJQInvesco Exch TRD SLF Idx Fd
2.2%Trimmed −39%
CATCaterpillar Inc
2.2%Added +3%
BSCQInvesco Exch TRD SLF Idx Fd
2.1%Trimmed −44%
BSCRInvesco Exch TRD SLF Idx Fd
2.0%Trimmed −21%
AMZNAmazon.com Inc
2.0%
LRCXLam Research Corp
3.0%
VLOValero Energy Corp
3.0%
BSJRInvesco Exch TRD SLF Idx Fd
3.0%
GOOGLAlphabet Inc.
2.8%+3%
MSFTMicrosoft Corp
2.8%+6%
METAMeta Platforms, Inc.
2.5%+12%
AAPLApple Inc.
2.3%
BSJQInvesco Exch TRD SLF Idx Fd
2.2%
CATCaterpillar Inc
2.2%
BSCQInvesco Exch TRD SLF Idx Fd
2.1%
BSCRInvesco Exch TRD SLF Idx Fd
2.0%
AMZNAmazon.com Inc
2.0%
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
LRCX Lam Research Corp 3.0% Trimmed −9%VLO Valero Energy Corp 3.0% Held
BSJR Invesco Exch TRD SLF Idx Fd 3.0% Trimmed −27%
GOOGL Alphabet Inc. 2.8% Added +3%MSFT Microsoft Corp 2.8% Added +6%META Meta Platforms, Inc. 2.5% Added +12%AAPL Apple Inc. 2.3% Added +3%BSJQ Invesco Exch TRD SLF Idx Fd 2.2% Trimmed −39%
CAT Caterpillar Inc 2.2% Added +3%BSCQ Invesco Exch TRD SLF Idx Fd 2.1% Trimmed −44%
BSCR Invesco Exch TRD SLF Idx Fd 2.0% Trimmed −21%
AMZN Amazon.com Inc 2.0% Added +5%What changed
Biggest moves since Jun 30, 2026
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