StockDriftsStockDriftsTop 50 Ark Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 4.33% | 11.3K | $4.9M | +0.37%(+42) | $153.33(+112.69%) | 2026-06-30 | |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 4.07% | 205.5K | $4.6M | -12.46%(-29.24K) | $22.66(-1.02%) | 2026-06-30 | |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 3.64% | 178.7K | $4.1M | -21.06%(-47.68K) | $23.37(-1.88%) | 2026-06-30 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 3.61% | 208.6K | $4.1M | -17.05%(-42.87K) | $19.57(-0.04%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.79% | 8.8K | $3.1M | +9.98%(+799) | $281.98(+21.83%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.77% | 2.9K | $3.1M | +2.98%(+85) | $536.03(+59.62%) | 2026-06-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.51% | 144.4K | $2.8M | -10.24%(-16.46K) | $19.72(-0.38%) | 2026-06-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 2.49% | 137.8K | $2.8M | -2.39%(-3.37K) | $20.57(-0.85%) | 2026-06-30 | |
| VLO | VALERO ENERGY CORP | 2.01% | 8.7K | $2.3M | -2.50%(-223) | $169.99(+94.25%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.9% | 7.4K | $2.1M | +6.46%(+448) | $263.51(+14.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.87% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.78% |
Ark Wealth Advisors LLC reports $112.68M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are LRCX (4.3%), BSJR (4.1%) and BSJQ (3.6%). The top 20 holdings account for 47.39% of reported assets. Its disclosed equity book has returned +5.87% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ark Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110109). View Ark Wealth Advisors LLC’s 13F filings on SEC