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Home > Institutional Investor > Ark Wealth Advisors Llc > Profile

Instuitional Investor - Ark Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Ark Wealth Advisors Llc
Portfolio Value $112,678,304
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lam Research Corp
 LRCX 11,257 $4,877,996 4.33%
2.
Invesco Exch Trd Slf Idx Fd
 205,460 $4,591,127 4.07%
3.
Invesco Exch Trd Slf Idx Fd
 178,694 $4,101,921 3.64%
4.
Invesco Exch Trd Slf Idx Fd
 208,575 $4,072,427 3.61%
5.
Alphabet Inc.
 GOOGL 8,809 $3,148,054 2.79%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.