Ark Wealth Advisors LLC
Filing Date
Global Rank
#6,569
/ 8,604
▲ 281
· as of Mar 2026
Top Industry
Drug Manufacturers - General
8.0%
3Y Alpha vs SPY
-7.9%
Period ended 3 months ago
Filed May 15, 2026 · 54d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+7.2%
SPY
+10.0%
Annualised alpha
-8.1%
Max drawdown
−6.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
55 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
3.9%
−0.5 pts
Top 5
17.7%
−0.2 pts
Top 10
32.1%
−0.0 pts
HHI
231
Diversified−0
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 18.7% | $11,548,070 |
| Financial Services | 11.9% | $7,382,209 |
| Healthcare | 11.5% | $7,096,105 |
| Consumer Cyclical | 11.4% | $7,073,317 |
| Industrials | 11.3% | $6,967,732 |
| Energy | 11.0% | $6,775,266 |
| Consumer Defensive | 10.1% | $6,269,560 |
| Communication Services | 6.9% | $4,286,003 |
| Basic Materials | 4.2% | $2,599,012 |
| Utilities | 2.9% | $1,779,952 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NKE | NIKE, Inc. | +3,993 | 17,996 | $950,548 | |
| MTCH | Match Group, Inc. | +3,854 | 12,395 | $380,650 | |
| BABA | Alibaba Group Holding Ltd | +2,849 | 14,328 | $1,797,590 | |
| CVS | CVS HEALTH Corp | +2,787 | 20,000 | $1,436,400 | |
| NEE | Nextera Energy Inc | +2,234 | 19,164 | $1,779,952 | |
| UBER | Uber Technologies, Inc | +2,095 | 5,271 | $379,143 | |
| WMB | Williams Companies, Inc. | +2,022 | 7,773 | $565,718 | |
| OXY | Occidental Petroleum Corp /De/ | +1,745 | 9,882 | $642,330 | |
| PAYX | Paychex Inc | +1,637 | 6,766 | $623,283 | |
| PG | PROCTER & GAMBLE Co | +1,449 | 7,783 | $1,124,176 | |
| QCOM | Qualcomm Inc/De | +1,382 | 9,442 | $1,215,940 | |
| SYY | Sysco Corp | +1,318 | 11,680 | $833,134 | |
| ABT | Abbott Laboratories | +988 | 6,977 | $716,328 | |
| ADP | Automatic Data Processing Inc | +951 | 3,323 | $675,167 | |
| WMT | Walmart Inc. | +930 | 14,115 | $1,754,212 | |
| COST | Costco Wholesale Corp /New | +914 | 1,348 | $1,343,187 | |
| CRM | Salesforce, Inc. | +900 | 2,056 | $383,793 | |
| ABBV | AbbVie Inc. | +855 | 7,054 | $1,534,174 | |
| WM | Waste Management Inc | +831 | 5,305 | $1,219,035 | |
| VLO | Valero Energy Corp/Tx | +806 | 8,937 | $2,208,153 | |
| AXP | American Express Co | +725 | 4,660 | $1,409,556 | |
| AFL | Aflac Inc | +720 | 9,766 | $1,071,427 | |
| PEP | Pepsico Inc | +703 | 6,001 | $931,895 | |
| AMZN | Amazon Com Inc | +679 | 7,206 | $1,500,793 | |
| CB | Chubb Ltd | +651 | 4,324 | $1,409,321 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LYV | Live Nation Entertainment, Inc. | 1,377 | $210,006 | |
| No positions match the current search. | ||||
55 positions ·
$61,777,226 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 55 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
Added | 11,215 | $2,396,196 | 3.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 8,010 | $2,303,355 | 3.73% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 8,937 | $2,208,153 | 3.57% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 11,955 | $2,028,285 | 3.28% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,851 | $2,019,819 | 3.27% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Added | 14,328 | $1,797,590 | 2.91% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 19,164 | $1,779,952 | 2.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 7,260 | $1,774,634 | 2.87% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,938 | $1,760,795 | 2.85% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 14,115 | $1,754,212 | 2.84% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,508 | $1,668,726 | 2.70% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 2,742 | $1,657,237 | 2.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,621 | $1,653,473 | 2.68% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 7,054 | $1,534,174 | 2.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 7,206 | $1,500,793 | 2.43% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 20,000 | $1,436,400 | 2.33% | |
| AXP |
American Express Co
Financial Services
|
Added | 4,660 | $1,409,556 | 2.28% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 4,324 | $1,409,321 | 2.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,433 | $1,391,992 | 2.25% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 11,180 | $1,344,842 | 2.18% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,348 | $1,343,187 | 2.17% | |
| CVX |
Chevron Corp
Energy
|
Added | 6,432 | $1,330,780 | 2.15% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 2,657 | $1,317,234 | 2.13% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 7,580 | $1,281,778 | 2.07% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 15,748 | $1,221,887 | 1.98% | |
| WM |
Waste Management Inc
Industrials
|
Added | 5,305 | $1,219,035 | 1.97% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 9,442 | $1,215,940 | 1.97% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 4,082 | $1,171,534 | 1.90% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 7,783 | $1,124,176 | 1.82% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 9,766 | $1,071,427 | 1.73% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 3,232 | $1,004,473 | 1.63% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 4,093 | $967,094 | 1.57% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Added | 17,996 | $950,548 | 1.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,960 | $939,232 | 1.52% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 6,001 | $931,895 | 1.51% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 6,870 | $900,107 | 1.46% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 9,568 | $899,200 | 1.46% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 11,680 | $833,134 | 1.35% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 6,977 | $716,328 | 1.16% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 3,323 | $675,167 | 1.09% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Added | 9,882 | $642,330 | 1.04% | |
| PAYX |
Paychex Inc
Technology
|
Added | 6,766 | $623,283 | 1.01% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 7,773 | $565,718 | 0.92% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,307 | $485,877 | 0.79% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 2,056 | $383,793 | 0.62% | |
| MTCH |
Match Group, Inc.
Communication Services
|
Added | 12,395 | $380,650 | 0.62% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 5,271 | $379,143 | 0.61% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Added | 702 | $366,942 | 0.59% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 1,459 | $354,653 | 0.57% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,981 | $345,486 | 0.56% |