Holdings
Ark Wealth Advisors LLC
As of Jun 30, 2026, Ark Wealth Advisors LLC reported 55 positions worth US$72.1M. Largest: Lam Research Corporation, Alphabet Inc (google) Class C and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lam Research Corporation | 11,257 | US$4.88M | +42 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 9,765 | US$3.49M | +790 | Jun 30, 2026 |
| Caterpillar, Inc. | 2,936 | US$3.13M | +85 | Jun 30, 2026 |
| Valero Energy Corporation | 8,714 | US$2.27M | −223 | Jun 30, 2026 |
| Apple Inc | 7,386 | US$2.14M | +448 | Jun 30, 2026 |
| Microsoft Corp. | 5,648 | US$2.11M | +1,140 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 6,123 | US$2M | +502 | Jun 30, 2026 |
| Amazon.com, Inc. | 8,384 | US$2M | +1,178 | Jun 30, 2026 |
| Abbvie Inc. | 7,740 | US$1.95M | +686 | Jun 30, 2026 |
| Johnson & Johnson | 7,557 | US$1.92M | +297 | Jun 30, 2026 |