Ark Wealth Advisors LLC holds a diversified book of 87 reported positions worth $112.7M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Deckers Outdoor Corp and trimmed Invesco Bulletshares 2027 Hy. Their largest long position is Lam Research Corp at 4% of the reported non-option book.
Ark Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
68% mapped to company sectors
+4 sectors below the cut, 9% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ark Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Prospect Hill Management, LLC | 8 / 80 | $236.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 10 / 80 | $180.7M |
| H&H International Investment, LLC | 9 / 80 | $16.8B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Independent Investors Inc | 27 / 80 | $432.7M |
| Ardent Capital Management, Inc. | 17 / 80 | $197.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Ark Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lam Research Corp COM NEW | $4.9M | 11.3K | 4.3% | ▲+0.4% Added · +42 sh | |
| 2 | Invesco Exch TRD SLF Idx FD BULETSHS 2027 | $4.6M | 205.5K | 4.1% | ▼−12% Reduced · −29K sh | |
| 3 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $4.1M | 178.7K | 3.6% | ▼−21% Reduced · −48K sh | |
| 4 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $4.1M | 208.6K | 3.6% | ▼−17% Reduced · −43K sh | |
| 5 | Alphabet Inc CAP STK CL A | $3.1M | 8.8K | 2.8% | ▲+10.0% Added · +799 sh | |
| 6 | Caterpillar Inc COM | $3.1M | 2.9K | 2.8% | ▲+3.0% Added · +85 sh | |
| 7 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $2.8M | 144.4K | 2.5% | ▼−10% Reduced · −16K sh | |
| 8 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $2.8M | 137.8K | 2.5% | ▼−2.4% Reduced · −3K sh | |
| 9 | Valero Energy Corp COM | $2.3M | 8.7K | 2.0% | ▼−2.5% Reduced · −223 sh | |
| 10 | Apple Inc COM | $2.1M | 7.4K | 1.9% | ▲+6.5% Added · +448 sh | |
| 11 | Microsoft Corp COM | $2.1M | 5.6K | 1.9% | ▲+25% Added · +1K sh | |
| 12 | Global X FDS 1 3 MO T BI ET | $2.1M | 20.6K | 1.8% | ▼−45% Reduced · −17K sh | |
| 13 | JPMorgan Chase & Co COM | $2.0M | 6.1K | 1.8% | ▲+8.9% Added · +502 sh | |
| 14 | Amazon Com Inc COM | $2.0M | 8.4K | 1.8% | ▲+16% Added · +1K sh | |
| 15 | Abbvie Inc COM | $1.9M | 7.7K | 1.7% | ▲+9.7% Added · +686 sh | |
| 16 | Johnson & Johnson COM | $1.9M | 7.6K | 1.7% | ▲+4.1% Added · +297 sh | |
| 17 | Meta Platforms Inc CL A | $1.9M | 3.3K | 1.7% | ▲+38% Added · +913 sh | |
| 18 | Qualcomm Inc COM | $1.9M | 10.1K | 1.7% | ▲+6.9% Added · +648 sh | |
| 19 | Cisco Sys Inc COM | $1.9M | 15.8K | 1.7% | ▲+0.6% Added · +88 sh | |
| 20 | NextEra Energy Inc COM | $1.8M | 20.8K | 1.6% | ▲+8.4% Added · +2K sh | |
| 21 | American Express Co COM | $1.8M | 5.4K | 1.6% | ▲+15% Added · +694 sh | |
| 22 | CVS Health Corp COM | $1.8M | 17.5K | 1.6% | ▼−13% Reduced · −3K sh | |
| 23 | Nucor Corp COM | $1.7M | 7.6K | 1.5% | ▲+0.7% Added · +51 sh | |
| 24 | Exxon Mobil Corp COM | $1.7M | 12.2K | 1.5% | ▲+2.1% Added · +255 sh | |
| 25 | Walmart Inc COM | $1.7M | 14.7K | 1.5% | ▲+4.3% Added · +614 sh | |
| 26 | Linde PLC SHS | $1.6M | 3.1K | 1.4% | ▲+17% Added · +455 sh | |
| 27 | Lockheed Martin Corp COM | $1.6M | 3.1K | 1.4% | ▲+14% Added · +382 sh | |
| 28 | Chubb Limited COM | $1.6M | 4.7K | 1.4% | ▲+7.8% Added · +339 sh | |
| 29 | Invesco Exch TRD SLF Idx FD INVSCO 28 HYCORP | $1.5M | 69.0K | 1.3% | ▼−11% Reduced · −8K sh | |
| 30 | Costco Wholesale Corporation COM | $1.5M | 1.6K | 1.3% | ▲+18% Added · +244 sh | |
| 31 | Merck & Co Inc COM | $1.5M | 11.4K | 1.3% | ▲+1.7% Added · +194 sh | |
| 32 | Waste Mgmt Inc Del COM | $1.4M | 6.3K | 1.2% | ▲+19% Added · +1K sh | |
| 33 | Alibaba Group Hldg Ltd SPONSORED ADS | $1.4M | 14.3K | 1.2% | ▼−0.5% Reduced · −70 sh | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $1.4M | 2.7K | 1.2% | ▲+38% Added · +741 sh | |
| 35 | Norfolk Southn Corp COM | $1.3M | 4.2K | 1.2% | ▲+1.9% Added · +78 sh | |
| 36 | Procter & Gamble Co COM | $1.3M | 8.8K | 1.1% | ▲+13% Added · +1K sh | |
| 37 | Invesco Exch TRD SLF Idx FD BULLETSHARES | $1.3M | 50.7K | 1.1% | ▲+25% Added · +10K sh | |
| 38 | Invesco Exch TRD SLF Idx FD BULL 2031 HI ETF | $1.3M | 48.6K | 1.1% | ▲+26% Added · +10K sh | |
| 39 | Invesco Exch TRD SLF Idx FD BULETSHS 2031 CP | $1.3M | 77.6K | 1.1% | ▲+26% Added · +16K sh | |
| 40 | Invesco Exch TRD SLF Idx FD BULLETSHS 2032 | $1.3M | 62.0K | 1.1% | ▲+26% Added · +13K sh | |
| 41 | Invesco Exch TRD SLF Idx FD BULL 2032 HI ETF | $1.3M | 50.2K | 1.1% | ▲+26% Added · +10K sh | |
| 42 | Invesco Exch TRD SLF Idx FD BUL 2033 COR ETF | $1.3M | 60.3K | 1.1% | ▲+26% Added · +12K sh | |
| 43 | Chevron Corporation COM | $1.2M | 7.4K | 1.1% | ▲+14% Added · +929 sh | |
| 44 | Aflac Inc COM | $1.2M | 10.0K | 1.0% | ▲+2.2% Added · +212 sh | |
| 45 | Emerson Elec Co COM | $1.0M | 7.0K | 0.9% | ▲+2.5% Added · +170 sh | |
| 46 | Sysco Corp COM | $1.0M | 12.0K | 0.9% | ▲+3.1% Added · +358 sh | |
| 47 | Deckers Outdoor Corp COM | $1.0M | 10.1K | 0.9% | ▲New New position | |
| 48 | Lowes Cos Inc COM | $932K | 4.2K | 0.8% | ▲+3.3% Added · +135 sh | |
| 49 | Broadcom Inc COM | $920K | 2.4K | 0.8% | ▲+169% Added · +2K sh | |
| 50 | Schwab Charles Corp COM | $912K | 9.9K | 0.8% | ▲+3.4% Added · +321 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.