Ark Wealth Advisors LLC
Ark Wealth Advisors LLC reported 87 holdings worth US$113M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Ark Wealth Advisors LLC reported 87 holdings worth US$113M as of Jun 30, 2026. Largest: Lam Research Corporation, Alphabet Inc (google) Class C and Caterpillar, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 87
- Value as reported
- US$113M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lam Research Corporation | 11,257 | US$4.88M | 4.3% |
| Alphabet Inc (google) Class C | 9,765 | US$3.49M | 3.1% |
| Caterpillar, Inc. | 2,936 | US$3.13M | 2.8% |
| Valero Energy Corporation | 8,714 | US$2.27M | 2.0% |
| Apple Inc | 7,386 | US$2.14M | 1.9% |
| Microsoft Corp. | 5,648 | US$2.11M | 1.9% |
| Jp Morgan Chase & Co. | 6,123 | US$2M | 1.8% |
| Amazon.com, Inc. | 8,384 | US$2M | 1.8% |
| Abbvie Inc. | 7,740 | US$1.95M | 1.7% |
| Johnson & Johnson | 7,557 | US$1.92M | 1.7% |
| Meta Platforms, Inc. | 3,346 | US$1.88M | 1.7% |
| Qualcomm Incorporated | 10,090 | US$1.86M | 1.7% |
| Cisco Systems, Inc. | 15,836 | US$1.86M | 1.7% |
| Nextera Energy, Inc. | 20,772 | US$1.82M | 1.6% |
| American Express Company | 5,354 | US$1.81M | 1.6% |
| Cvs Health Corporation | 17,494 | US$1.81M | 1.6% |
| Nucor Corporation | 7,631 | US$1.7M | 1.5% |
| Exxon Mobil Corporation | 12,210 | US$1.67M | 1.5% |
| Walmart Inc. | 14,729 | US$1.67M | 1.5% |
| Lockheed Martin Corporation | 3,124 | US$1.59M | 1.4% |
| Costco Wholesale Corporation | 1,592 | US$1.49M | 1.3% |
| Merck & Company, Inc. | 11,374 | US$1.46M | 1.3% |
| Waste Management, Inc. | 6,306 | US$1.41M | 1.2% |
| Berkshire Hathaway Inc. | 2,701 | US$1.35M | 1.2% |
| Norfolk Southern Corporation | 4,160 | US$1.31M | 1.2% |
| Procter & Gamble Company (the) | 8,808 | US$1.29M | 1.1% |
| Chevron Corporation | 7,361 | US$1.22M | 1.1% |
| Aflac Incorporated | 9,978 | US$1.17M | 1.0% |
| Emerson Electric Company | 7,040 | US$1.01M | 0.89% |
| Sysco Corporation | 12,038 | US$1.01M | 0.89% |
| Deckers Outdoor Corporation | 10,100 | US$1M | 0.89% |
| Lowe's Companies, Inc. | 4,228 | US$932K | 0.83% |
| Broadcom Inc. | 2,435 | US$920K | 0.82% |
| Charles Schwab Corporation (the) | 9,889 | US$912K | 0.81% |
| Mcdonald's Corporation | 3,340 | US$903K | 0.80% |
| Pepsico, Inc. | 6,212 | US$841K | 0.75% |
| Advanced Micro Devices Inc | 1,391 | US$808K | 0.72% |
| Automatic Data Processing, Inc. | 3,459 | US$775K | 0.69% |
| Williams Companies, Inc. (the) | 9,714 | US$722K | 0.64% |
| Paychex, Inc. | 7,059 | US$694K | 0.62% |
| Nvidia Corporation | 3,417 | US$684K | 0.61% |
| Abbott Laboratories | 7,517 | US$682K | 0.61% |
| Tesla, Inc. | 1,539 | US$647K | 0.57% |
| Salesforce, Inc. | 4,040 | US$633K | 0.56% |
| Uber Technologies, Inc. | 7,818 | US$564K | 0.50% |
| Ulta Beauty, Inc. | 1,142 | US$515K | 0.46% |
| Occidental Petroleum Corporation | 10,581 | US$514K | 0.46% |
| Adobe Inc. | 2,396 | US$491K | 0.44% |
| Monster Beverage Corporation | 4,846 | US$466K | 0.41% |
| Eli Lilly And Company | 384 | US$461K | 0.41% |
| Match Group, Inc. | 10,962 | US$417K | 0.37% |
| Unitedhealth Group Incorporated | 886 | US$368K | 0.33% |
| Park Aerospace Corp. | 9,092 | US$347K | 0.31% |
| Live Nation Entertainment, Inc. | 1,820 | US$333K | 0.30% |
| Krystal Biotech, Inc. | 548 | US$204K | 0.18% |
| Nike, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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