Ark Wealth Advisors LLC
Filing Date
Global Rank
#6,555
/ 8,633
▲ 399
Top Industry
Internet Content & Information
7.6%
3Y Alpha vs SPY
-5.5%
Period ended 52 days ago
Filed Aug 13, 2026 · 8d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+9.5%
SPY
+11.9%
Annualised alpha
-5.0%
Max drawdown
−7.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.4%
+2.2 pts
Top 5
20.7%
+2.6 pts
Top 10
33.7%
+1.4 pts
HHI
240
Diversified+8
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.0% | $18,415,256 |
| Healthcare | 11.5% | $8,852,853 |
| Financial Services | 11.5% | $8,838,032 |
| Industrials | 11.5% | $8,787,000 |
| Consumer Cyclical | 9.6% | $7,366,941 |
| Consumer Defensive | 8.8% | $6,762,116 |
| Energy | 8.3% | $6,395,041 |
| Communication Services | 8.0% | $6,124,874 |
| Basic Materials | 4.3% | $3,314,746 |
| Utilities | 2.4% | $1,823,158 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | +2,547 | 7,818 | $564,146 | |
| CRM | Salesforce, Inc. | +1,984 | 4,040 | $632,906 | |
| WMB | Williams Companies, Inc. | +1,941 | 9,714 | $722,138 | |
| NEE | Nextera Energy Inc | +1,608 | 20,772 | $1,823,158 | |
| AVGO | Broadcom Inc. | +1,530 | 2,435 | $919,821 | |
| NVDA | Nvidia Corp | +1,436 | 3,417 | $683,707 | |
| AMZN | Amazon Com Inc | +1,178 | 8,384 | $1,998,242 | |
| MSFT | Microsoft Corp | +1,140 | 5,648 | $2,106,816 | |
| PG | PROCTER & GAMBLE Co | +1,025 | 8,808 | $1,291,605 | |
| WM | Waste Management Inc | +1,001 | 6,306 | $1,405,481 | |
| MNST | Monster Beverage Corp | +941 | 4,846 | $465,797 | |
| ADBE | Adobe Inc. | +937 | 2,396 | $491,227 | |
| CVX | Chevron Corp | +929 | 7,361 | $1,220,159 | |
| META | Meta Platforms, Inc. | +913 | 3,346 | $1,884,768 | |
| GOOGL | Alphabet Inc. | +799 | 9,776 | $3,489,742 | |
| BRK-B | Berkshire Hathaway Inc | +741 | 2,701 | $1,351,553 | |
| OXY | Occidental Petroleum Corp /De/ | +699 | 10,581 | $513,919 | |
| AXP | American Express Co | +694 | 5,354 | $1,810,990 | |
| ABBV | AbbVie Inc. | +686 | 7,740 | $1,947,693 | |
| QCOM | Qualcomm Inc/De | +648 | 10,090 | $1,864,531 | |
| WMT | Walmart Inc. | +614 | 14,729 | $1,668,206 | |
| ABT | Abbott Laboratories | +540 | 7,517 | $682,092 | |
| JPM | Jpmorgan Chase & Co | +502 | 6,123 | $2,004,241 | |
| LIN | Linde PLC | +455 | 3,112 | $1,614,941 | |
| AAPL | Apple Inc. | +448 | 7,386 | $2,137,212 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
4 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NKE | NIKE, Inc. | 17,996 | $950,548 | |
| No positions match the current search. | ||||
58 tracked positions ·
$76,680,017 total
· filing declares
87 positions · $112,678,304
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 58 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
Added | 11,257 | $4,877,995 | 6.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 9,776 | $3,489,742 | 4.55% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,936 | $3,126,546 | 4.08% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 8,714 | $2,269,474 | 2.96% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,386 | $2,137,212 | 2.79% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,648 | $2,106,816 | 2.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,123 | $2,004,241 | 2.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,384 | $1,998,242 | 2.61% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 7,740 | $1,947,693 | 2.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 7,557 | $1,919,251 | 2.50% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,346 | $1,884,768 | 2.46% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 10,090 | $1,864,531 | 2.43% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 15,836 | $1,860,096 | 2.43% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 20,772 | $1,823,158 | 2.38% | |
| AXP |
American Express Co
Financial Services
|
Added | 5,354 | $1,810,990 | 2.36% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 17,494 | $1,809,754 | 2.36% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 7,631 | $1,699,805 | 2.22% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 12,210 | $1,669,351 | 2.18% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 14,729 | $1,668,206 | 2.18% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 3,112 | $1,614,941 | 2.11% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 3,124 | $1,591,553 | 2.08% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 4,663 | $1,588,870 | 2.07% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,592 | $1,489,268 | 1.94% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 11,374 | $1,461,559 | 1.91% | |
| WM |
Waste Management Inc
Industrials
|
Added | 6,306 | $1,405,481 | 1.83% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Reduced | 14,258 | $1,368,482 | 1.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,701 | $1,351,553 | 1.76% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 4,160 | $1,308,694 | 1.71% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 8,808 | $1,291,605 | 1.68% | |
| CVX |
Chevron Corp
Energy
|
Added | 7,361 | $1,220,159 | 1.59% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 9,978 | $1,169,920 | 1.53% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 7,040 | $1,007,776 | 1.31% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 12,038 | $1,006,136 | 1.31% | |
| DECK |
Deckers Outdoor Corp
Consumer Cyclical
|
NEW | 10,100 | $1,002,829 | 1.31% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 4,228 | $932,231 | 1.22% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,435 | $919,821 | 1.20% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 9,889 | $912,458 | 1.19% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 3,340 | $902,835 | 1.18% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 6,212 | $841,104 | 1.10% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,391 | $808,045 | 1.05% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 3,459 | $774,643 | 1.01% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 9,714 | $722,138 | 0.94% | |
| PAYX |
Paychex Inc
Technology
|
Added | 7,059 | $694,111 | 0.91% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,417 | $683,707 | 0.89% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 7,517 | $682,092 | 0.89% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,539 | $647,303 | 0.84% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 4,040 | $632,906 | 0.83% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 7,818 | $564,146 | 0.74% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Added | 1,142 | $515,019 | 0.67% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Added | 10,581 | $513,919 | 0.67% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.