Holdings
Arq Wealth Advisors, LLC
As of Jun 30, 2026, Arq Wealth Advisors, LLC reported 69 positions worth US$111M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 29,309 | US$9.55M | +135 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 25,808 | US$8.84M | −1,705 | Jun 30, 2026 |
| Microsoft Corp. | 22,202 | US$8.67M | −2,777 | Jun 30, 2026 |
| American Express Company | 16,568 | US$5.78M | −1,890 | Jun 30, 2026 |
| U.s. Bancorp | 76,520 | US$4.93M | −23,124 | Jun 30, 2026 |
| Capital One Financial Corporation | 22,839 | US$4.6M | −3,502 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 44,613 | US$4.5M | −4,097 | Jun 30, 2026 |
| Johnson & Johnson | 17,186 | US$4.39M | −4,535 | Jun 30, 2026 |
| Mastercard Incorporated | 7,289 | US$3.88M | −590 | Jun 30, 2026 |
| Mckesson Corporation | 4,475 | US$3.64M | −8 | Jun 30, 2026 |