Ark Wealth Advisors LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 70.9%; sector active share 24.2% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
87 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.5% | $35,542,694 |
| Technology | 16.3% | $18,415,256 |
| Financial Services | 8.2% | $9,295,606 |
| Healthcare | 7.9% | $8,852,853 |
| Industrials | 7.8% | $8,787,000 |
| Consumer Cyclical | 6.5% | $7,366,941 |
| Consumer Defensive | 6.0% | $6,762,116 |
| Energy | 5.7% | $6,395,041 |
| Communication Services | 5.4% | $6,124,874 |
| Basic Materials | 2.9% | $3,314,746 |
| Utilities | 1.6% | $1,823,158 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BSCV | +15,839 | 77,649 | $1,272,278 | ||
| BSCW | +12,685 | 61,986 | $1,271,332 | ||
| BSCX | +12,347 | 60,295 | $1,269,511 | ||
| BSJX | +10,281 | 50,715 | $1,276,445 | ||
| BSJW | +10,235 | 50,226 | $1,270,466 | ||
| BSJV | +9,904 | 48,568 | $1,274,910 | ||
| 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 | 8,809 | $3,148,072 | |
| BRK-B | Berkshire Hathaway Inc | +741 | 2,701 | $1,351,553 | |
| OXY | Occidental Petroleum Corp | +699 | 10,581 | $513,919 | |
| AXP | American Express Co | +694 | 5,354 | $1,810,990 | |
| ABBV | AbbVie Inc. | +686 | 7,740 | $1,947,693 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BSJQ | Invesco BulletShares 2026 High Yield Corporate Bond ETF | −47,678 | 178,694 | $4,102,814 | |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | −42,870 | 208,575 | $4,072,426 | |
| BSJR | Invesco BulletShares 2027 High Yield Corporate Bond ETF | −29,236 | 205,460 | $4,591,209 | |
| CLIP | Global X 1-3 Month T-Bill ETF | −16,770 | 20,556 | $2,062,589 | |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | −16,464 | 144,351 | $2,831,444 | |
| BSJS | Invesco BulletShares 2028 High Yield Corporate Bond ETF | −8,494 | 68,975 | $1,499,861 | |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | −3,372 | 137,806 | $2,807,108 | |
| CVS | CVS HEALTH Corp | −2,506 | 17,494 | $1,809,754 | |
| — | −1,923 | 6,037 | $501,493 | ||
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | −1,491 | 4,662 | $546,759 | |
| BSJT | −1,443 | 42,788 | $904,110 | ||
| MTCH | Match Group, Inc. | −1,433 | 10,962 | $417,104 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | −1,126 | 2,833 | $524,756 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | −1,083 | 4,974 | $264,169 | |
| XLF | State Street Corp | −879 | 3,952 | $211,866 | |
| BSJU | −794 | 23,497 | $606,481 | ||
| VLO | Valero Energy Corp | −223 | 8,714 | $2,269,474 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −218 | 2,178 | $414,952 | |
| BABA | Alibaba Group Holding Ltd | −70 | 14,258 | $1,368,482 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DECK | Deckers Outdoor Corp | 10,100 | $1,002,829 | |
| UNH | Unitedhealth Group Inc | 886 | $368,248 | |
| PKE | Park Aerospace Corp | 9,092 | $346,950 | |
| SOXX | iShares Semiconductor ETF | 517 | $331,272 | |
| SMH | VanEck Semiconductor ETF | 467 | $306,300 | |
| QQQM | Invesco Ltd. | 811 | $245,708 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 2,040 | $243,820 | |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 567 | $207,351 | |
| KRYS | Krystal Biotech, Inc. | 548 | $203,675 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
Added | 11,257 | $4,877,995 | 4.33% | |
| BSJR |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
|
Reduced | 205,460 | $4,591,209 | 4.07% | |
| BSJQ |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
|
Reduced | 178,694 | $4,102,814 | 3.64% | |
| BSCQ |
Invesco BulletShares 2026 Corporate Bond ETF
|
Reduced | 208,575 | $4,072,426 | 3.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 8,809 | $3,148,072 | 2.79% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,936 | $3,126,546 | 2.77% | |
| BSCR |
Invesco BulletShares 2027 Corporate Bond ETF
|
Reduced | 144,351 | $2,831,444 | 2.51% | |
| BSCS |
Invesco BulletShares 2028 Corporate Bond ETF
|
Reduced | 137,806 | $2,807,108 | 2.49% | |
| VLO |
Valero Energy Corp
Energy
|
Reduced | 8,714 | $2,269,474 | 2.01% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,386 | $2,137,212 | 1.90% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,648 | $2,106,816 | 1.87% | |
| CLIP |
Global X 1-3 Month T-Bill ETF
|
Reduced | 20,556 | $2,062,589 | 1.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,123 | $2,004,241 | 1.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,384 | $1,998,242 | 1.77% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 7,740 | $1,947,693 | 1.73% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 7,557 | $1,919,251 | 1.70% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,346 | $1,884,768 | 1.67% | |
| QCOM |
Qualcomm Inc
Technology
|
Added | 10,090 | $1,864,531 | 1.65% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 15,836 | $1,860,096 | 1.65% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 20,772 | $1,823,158 | 1.62% | |
| AXP |
American Express Co
Financial Services
|
Added | 5,354 | $1,810,990 | 1.61% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 17,494 | $1,809,754 | 1.61% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 7,631 | $1,699,805 | 1.51% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 12,210 | $1,669,351 | 1.48% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 14,729 | $1,668,206 | 1.48% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 3,112 | $1,614,941 | 1.43% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 3,124 | $1,591,553 | 1.41% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 4,663 | $1,588,870 | 1.41% | |
| BSJS |
Invesco BulletShares 2028 High Yield Corporate Bond ETF
|
Reduced | 68,975 | $1,499,861 | 1.33% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 1,592 | $1,489,268 | 1.32% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 11,374 | $1,461,559 | 1.30% | |
| WM |
Waste Management Inc
Industrials
|
Added | 6,306 | $1,405,481 | 1.25% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Reduced | 14,258 | $1,368,482 | 1.21% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,701 | $1,351,553 | 1.20% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 4,160 | $1,308,694 | 1.16% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 8,808 | $1,291,605 | 1.15% | |
| BSJX |
|
Added | 50,715 | $1,276,445 | 1.13% | |
| BSJV |
|
Added | 48,568 | $1,274,910 | 1.13% | |
| BSCV |
|
Added | 77,649 | $1,272,278 | 1.13% | |
| BSCW |
|
Added | 61,986 | $1,271,332 | 1.13% | |
| BSJW |
|
Added | 50,226 | $1,270,466 | 1.13% | |
| BSCX |
|
Added | 60,295 | $1,269,511 | 1.13% | |
| CVX |
Chevron Corp
Energy
|
Added | 7,361 | $1,220,159 | 1.08% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 9,978 | $1,169,920 | 1.04% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 7,040 | $1,007,776 | 0.89% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 12,038 | $1,006,136 | 0.89% | |
| DECK |
Deckers Outdoor Corp
Consumer Cyclical
|
NEW | 10,100 | $1,002,829 | 0.89% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 4,228 | $932,231 | 0.83% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,435 | $919,821 | 0.82% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 9,889 | $912,458 | 0.81% |
Showing the top 50 of 87 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.