Ark Wealth Advisors LLC
Ark Wealth Advisors LLC reported 87 positions worth $112.7M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: LRCX (4.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LRCX | SH | $4.9M | 4.33% | 11,257 | — | — | |
| ▸ 2 | BSJR | SH | $4.6M | 4.08% | 205,460 | — | — | |
| ▸ 3 | BSJQ | SH | $4.1M | 3.64% | 178,694 | — | — | |
| ▸ 4 | BSCQ | SH | $4.1M | 3.61% | 208,575 | — | — | |
| ▸ 5 | GOOGL | SH | $3.1M | 2.79% | 8,809 | — | — | |
| ▸ 6 | CAT | SH | $3.1M | 2.77% | 2,936 | — | — | |
| ▸ 7 | BSCR | SH | $2.8M | 2.51% | 144,351 | — | — | |
| ▸ 8 | BSCS | SH | $2.8M | 2.49% | 137,806 | — | — | |
| ▸ 9 | VLO | SH | $2.3M | 2.01% | 8,714 | — | — | |
| ▸ 10 | AAPL | SH | $2.1M | 1.90% | 7,386 | — | — |
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Frequently Asked Questions
What stocks does Ark Wealth Advisors LLC hold as of Q2 2026?
Ark Wealth Advisors LLC reported 87 positions worth $112.7M in its Q2 2026 13F filing. Largest positions: LRCX (4.3%), BSJR (4.1%), BSJQ (3.6%), BSCQ (3.6%) and GOOGL (2.8%).
What did Ark Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ark Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.