Ark Wealth Advisors LLC - Portfolio overview

Ark Wealth Advisors LLC has 80 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BSJR - INVESCO EXCH TRD SLF IDX FD, 5.20%
2. BSJQ - INVESCO EXCH TRD SLF IDX FD, 5.20%
3. BSCQ - INVESCO EXCH TRD SLF IDX FD, 4.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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