Ark Wealth Advisors LLC
Net buyer this quarter
$113M
60
+$8.31M
22.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LRCX | $4.88M | 4.33% | 0.00% | +0.4% | Q4 2025 |
 GOOGL | $3.15M | 2.79% | 0.00% | +10.0% | Q4 2025 |
 CAT | $3.13M | 2.77% | 0.00% | +3.0% | Q4 2025 |
 VLO | $2.27M | 2.01% | 0.00% | -2.5% | Q4 2025 |
 AAPL | $2.14M | 1.90% | 0.00% | +6.5% | Q4 2025 |
 MSFT | $2.11M | 1.87% | 0.00% | +25.3% | Q4 2025 |
 JPM | $2M | 1.78% | 0.00% | +8.9% | Q4 2025 |
 AMZN | $2M | 1.77% | 0.00% | +16.4% | Q4 2025 |
 ABBV | $1.95M | 1.73% | 0.00% | +9.7% | Q4 2025 |
 JNJ | $1.92M | 1.70% | 0.00% | +4.1% | Q4 2025 |
 META | $1.88M | 1.67% | Not reported | +37.5% | Q4 2025 |
 QCOM | $1.86M | 1.65% | 0.00% | +6.9% | Q4 2025 |
 CSCO | $1.86M | 1.65% | 0.00% | +0.6% | Q4 2025 |
 NEE | $1.82M | 1.62% | 0.00% | +8.4% | Q4 2025 |
 AXP | $1.81M | 1.61% | 0.00% | +14.9% | Q4 2025 |
 CVS | $1.81M | 1.61% | 0.00% | -12.5% | Q4 2025 |
 NUE | $1.7M | 1.51% | 0.00% | +0.7% | Q4 2025 |
 XOM | $1.67M | 1.48% | 0.00% | +2.1% | Q4 2025 |
 WMT | $1.67M | 1.48% | 0.00% | +4.4% | Q4 2025 |
 LIN | $1.61M | 1.43% | 0.00% | +17.1% | Q4 2025 |
 LMT | $1.59M | 1.41% | 0.00% | +13.9% | Q4 2025 |
 CB | $1.59M | 1.41% | 0.00% | +7.8% | Q4 2025 |
 COST | $1.49M | 1.32% | 0.00% | +18.1% | Q4 2025 |
 MRK | $1.46M | 1.30% | 0.00% | +1.7% | Q4 2025 |
 WM | $1.41M | 1.25% | 0.00% | +18.9% | Q4 2025 |
 BABA | $1.37M | 1.21% | 0.00% | -0.5% | Q4 2025 |
 BRK.B | $1.35M | 1.20% | Not reported | +37.8% | Q4 2025 |
 NSC | $1.31M | 1.16% | 0.00% | +1.9% | Q4 2025 |
 PG | $1.29M | 1.15% | 0.00% | +13.2% | Q4 2025 |
 CVX | $1.22M | 1.08% | 0.00% | +14.4% | Q4 2025 |
 AFL | $1.17M | 1.04% | 0.00% | +2.2% | Q4 2025 |
 EMR | $1.01M | 0.89% | 0.00% | +2.5% | Q4 2025 |
 SYY | $1.01M | 0.89% | 0.00% | +3.1% | Q4 2025 |
 DECK | $1M | 0.89% | 0.01% | New | Q2 2026 |
 LOW | $932K | 0.83% | 0.00% | +3.3% | Q4 2025 |
 AVGO | $920K | 0.82% | 0.00% | +169.1% | Q4 2025 |
 SCHW | $912K | 0.81% | 0.00% | +3.4% | Q4 2025 |
 MCD | $903K | 0.80% | 0.00% | +3.3% | Q4 2025 |
 PEP | $841K | 0.75% | 0.00% | +3.5% | Q4 2025 |
 AMD | $808K | 0.72% | 0.00% | +16.5% | Q4 2025 |
 ADP | $775K | 0.69% | 0.00% | +4.1% | Q4 2025 |
 WMB | $722K | 0.64% | 0.00% | +25.0% | Q4 2025 |
 PAYX | $694K | 0.62% | 0.00% | +4.3% | Q4 2025 |
 NVDA | $684K | 0.61% | 0.00% | +72.5% | Q4 2025 |
 ABT | $682K | 0.61% | 0.00% | +7.7% | Q4 2025 |
 TSLA | $647K | 0.57% | 0.00% | +17.8% | Q4 2025 |
 CRM | $633K | 0.56% | 0.00% | +96.5% | Q4 2025 |
 UBER | $564K | 0.50% | 0.00% | +48.3% | Q4 2025 |
 ULTA | $515K | 0.46% | 0.00% | +62.7% | Q4 2025 |
 OXY | $514K | 0.46% | 0.00% | +7.1% | Q4 2025 |
| Q1 2026 | |||||
| LRCX | $2.4M | 2.37% | 0.00% | +0.5% | Q4 2025 |
| GOOGL | $2.3M | 2.28% | 0.00% | +5.0% | Q4 2025 |
| VLO | $2.21M | 2.19% | 0.00% | +9.9% | Q4 2025 |
| XOM | $2.03M | 2.01% | 0.00% | -0.2% | Q4 2025 |
| CAT | $2.02M | 2.00% | 0.00% | +1.0% | Q4 2025 |
| BABA | $1.8M | 1.78% | 0.00% | +24.8% | Q4 2025 |
| NEE | $1.78M | 1.76% | 0.00% | +13.2% | Q4 2025 |
| JNJ | $1.77M | 1.76% | 0.00% | +4.0% | Q4 2025 |
| AAPL | $1.76M | 1.74% | 0.00% | +5.1% | Q4 2025 |
| WMT | $1.75M | 1.74% | 0.00% | +7.1% | Q4 2025 |
| MSFT | $1.67M | 1.65% | 0.00% | +13.2% | Q4 2025 |
| LMT | $1.66M | 1.64% | 0.00% | +14.2% | Q4 2025 |
| JPM | $1.65M | 1.64% | 0.00% | +6.2% | Q4 2025 |
| ABBV | $1.53M | 1.52% | 0.00% | +13.8% | Q4 2025 |
| AMZN | $1.5M | 1.49% | 0.00% | +10.4% | Q4 2025 |
| CVS | $1.44M | 1.42% | 0.00% | +16.2% | Q4 2025 |
| AXP | $1.41M | 1.40% | 0.00% | +18.4% | Q4 2025 |
| CB | $1.41M | 1.40% | 0.00% | +17.7% | Q4 2025 |
| META | $1.39M | 1.38% | Not reported | +22.7% | Q4 2025 |
| MRK | $1.34M | 1.33% | 0.00% | +4.6% | Q4 2025 |
| COST | $1.34M | 1.33% | 0.00% | +210.6% | Q4 2025 |
| CVX | $1.33M | 1.32% | 0.00% | +5.5% | Q4 2025 |
| LIN | $1.32M | 1.30% | 0.00% | +16.9% | Q4 2025 |
| NUE | $1.28M | 1.27% | 0.00% | +3.0% | Q4 2025 |
| CSCO | $1.22M | 1.21% | 0.00% | -0.2% | Q4 2025 |
| WM | $1.22M | 1.21% | 0.00% | +18.6% | Q4 2025 |
| QCOM | $1.22M | 1.20% | 0.00% | +17.2% | Q4 2025 |
| NSC | $1.17M | 1.16% | 0.00% | +4.0% | Q4 2025 |
| PG | $1.12M | 1.11% | 0.00% | +22.9% | Q4 2025 |
| AFL | $1.07M | 1.06% | 0.00% | +8.0% | Q4 2025 |
| MCD | $1M | 0.99% | 0.00% | +10.4% | Q4 2025 |
| LOW | $967K | 0.96% | 0.00% | +7.9% | Q4 2025 |
 NKE | $951K | 0.94% | 0.00% | +28.5% | Q4 2025 |
| BRK.B | $939K | 0.93% | Not reported | +23.0% | Q4 2025 |
| PEP | $932K | 0.92% | 0.00% | +13.3% | Q4 2025 |
| EMR | $900K | 0.89% | 0.00% | -1.0% | Q4 2025 |
| SCHW | $899K | 0.89% | 0.00% | +5.4% | Q4 2025 |
| SYY | $833K | 0.83% | 0.00% | +12.7% | Q4 2025 |
| ABT | $716K | 0.71% | 0.00% | +16.5% | Q4 2025 |
| ADP | $675K | 0.67% | 0.00% | +40.1% | Q4 2025 |
| OXY | $642K | 0.64% | 0.00% | +21.5% | Q4 2025 |
| PAYX | $623K | 0.62% | 0.00% | +31.9% | Q4 2025 |
| WMB | $566K | 0.56% | 0.00% | +35.2% | Q4 2025 |
| TSLA | $486K | 0.48% | 0.00% | +7.4% | Q4 2025 |
| CRM | $384K | 0.38% | 0.00% | +77.9% | Q4 2025 |
 MTCH | $381K | 0.38% | 0.01% | +45.1% | Q4 2025 |
| UBER | $379K | 0.38% | 0.00% | +66.0% | Q4 2025 |
| ULTA | $367K | 0.36% | 0.00% | +14.7% | Q4 2025 |
 ADBE | $355K | 0.35% | 0.00% | +61.4% | Q4 2025 |
| NVDA | $345K | 0.34% | 0.00% | -18.6% | Q4 2025 |
| Q4 2025 | |||||
| GOOGL | $2.39M | 2.57% | 0.00% | New | Q4 2025 |
| MSFT | $1.93M | 2.07% | 0.00% | New | Q4 2025 |
| LRCX | $1.91M | 2.06% | 0.00% | New | Q4 2025 |
| AAPL | $1.79M | 1.93% | 0.00% | New | Q4 2025 |
| JPM | $1.71M | 1.84% | 0.00% | New | Q4 2025 |
| BABA | $1.68M | 1.81% | 0.00% | New | Q4 2025 |
| CAT | $1.62M | 1.74% | 0.00% | New | Q4 2025 |
| AMZN | $1.51M | 1.62% | 0.00% | New | Q4 2025 |
| WMT | $1.47M | 1.58% | 0.00% | New | Q4 2025 |
| AXP | $1.46M | 1.57% | 0.00% | New | Q4 2025 |
| JNJ | $1.44M | 1.55% | 0.00% | New | Q4 2025 |
| XOM | $1.44M | 1.55% | 0.00% | New | Q4 2025 |
| ABBV | $1.42M | 1.52% | 0.00% | New | Q4 2025 |
| QCOM | $1.38M | 1.48% | 0.00% | New | Q4 2025 |
| CVS | $1.37M | 1.47% | 0.00% | New | Q4 2025 |
| NEE | $1.36M | 1.46% | 0.00% | New | Q4 2025 |
| VLO | $1.32M | 1.42% | 0.00% | New | Q4 2025 |
| META | $1.31M | 1.41% | Not reported | New | Q4 2025 |
| CSCO | $1.22M | 1.31% | 0.00% | New | Q4 2025 |
| NUE | $1.2M | 1.29% | 0.00% | New | Q4 2025 |
| LMT | $1.16M | 1.25% | 0.00% | New | Q4 2025 |
| CB | $1.15M | 1.23% | 0.00% | New | Q4 2025 |
| NSC | $1.13M | 1.22% | 0.00% | New | Q4 2025 |
| MRK | $1.13M | 1.21% | 0.00% | New | Q4 2025 |
| AFL | $998K | 1.07% | 0.00% | New | Q4 2025 |
| WM | $983K | 1.06% | 0.00% | New | Q4 2025 |
| LIN | $969K | 1.04% | 0.00% | New | Q4 2025 |
| CVX | $929K | 1.00% | 0.00% | New | Q4 2025 |
| EMR | $921K | 0.99% | 0.00% | New | Q4 2025 |
| LOW | $915K | 0.98% | 0.00% | New | Q4 2025 |
| PG | $908K | 0.98% | 0.00% | New | Q4 2025 |
| SCHW | $907K | 0.98% | 0.00% | New | Q4 2025 |
| MCD | $895K | 0.96% | 0.00% | New | Q4 2025 |
| NKE | $892K | 0.96% | 0.00% | New | Q4 2025 |
| BRK.B | $801K | 0.86% | Not reported | New | Q4 2025 |
| SYY | $764K | 0.82% | 0.00% | New | Q4 2025 |
| PEP | $760K | 0.82% | 0.00% | New | Q4 2025 |
| ABT | $750K | 0.81% | 0.00% | New | Q4 2025 |
| ADP | $610K | 0.66% | 0.00% | New | Q4 2025 |
 GIS | $595K | 0.64% | 0.00% | New | Q4 2025 |
| PAYX | $575K | 0.62% | 0.00% | New | Q4 2025 |
| TSLA | $547K | 0.59% | 0.00% | New | Q4 2025 |
| NVDA | $454K | 0.49% | 0.00% | New | Q4 2025 |
| COST | $374K | 0.40% | 0.00% | New | Q4 2025 |
| ULTA | $370K | 0.40% | 0.00% | New | Q4 2025 |
| WMB | $346K | 0.37% | 0.00% | New | Q4 2025 |
| OXY | $335K | 0.36% | 0.00% | New | Q4 2025 |
 LLY | $320K | 0.34% | 0.00% | New | Q4 2025 |
| ADBE | $316K | 0.34% | 0.00% | New | Q4 2025 |
| CRM | $306K | 0.33% | 0.00% | New | Q4 2025 |