Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ARK & TLK INVESTMENTS, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

ARK & TLK INVESTMENTS, LLC (CIK 2013188) reported $405.9M across 126 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($111.4M, 27.45%), DFIC ($40.0M, 9.86%), DFUS ($37.2M, 9.16%), TFLO ($15.7M, 3.87%), DFAX ($14.2M, 3.49%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$111.4M27.45%2.5MAdded
2DFICDIMENSIONAL ETF TRUST$40.0M9.86%1.1MAdded
3DFUSDIMENSIONAL ETF TRUST$37.2M9.16%453,692Trimmed
4TFLOISHARES TR$15.7M3.87%310,150Trimmed
5DFAXDIMENSIONAL ETF TRUST$14.2M3.49%384,843Trimmed
6VGSHVANGUARD SCOTTSDALE FDS$13.0M3.19%222,602Added
7IWFISHARES TR$11.8M2.90%94,656Added
8AVUSAMERICAN CENTY ETF TR$10.6M2.62%82,928Added
9DFEMDIMENSIONAL ETF TRUST$7.3M1.80%179,428Trimmed
10IWDISHARES TR$7.0M1.71%28,681Hold
11IEMGISHARES INC$6.5M1.60%78,184Added
12VTIVANGUARD INDEX FDS$6.1M1.50%16,504Trimmed
13AVDEAMERICAN CENTY ETF TR$5.3M1.32%59,953Added
14VNQVANGUARD INDEX FDS$5.3M1.32%55,444Added
15IWSISHARES TR$4.7M1.15%28,477Hold
16DFAUDIMENSIONAL ETF TRUST$4.6M1.13%88,464Trimmed
17IWPISHARES TR$4.1M1.02%28,196Hold
18AAPLAPPLE INC$4.0M0.99%10,336Added
19VVVANGUARD INDEX FDS$3.9M0.95%11,267Trimmed
20VTIPVANGUARD MALVERN FDS$3.4M0.83%67,141Added
21SCHBSCHWAB STRATEGIC TR$3.4M0.83%115,756Trimmed
22DFAIDIMENSIONAL ETF TRUST$3.1M0.75%74,268Trimmed
23IJSISHARES TR$3.0M0.75%22,136Hold
24DFEVDIMENSIONAL ETF TRUST$2.5M0.63%59,470Added
25MSFTMICROSOFT CORP$2.4M0.60%6,513Trimmed

Source: SEC Form 13F filings · as of 2026-06-30