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 (2026-03-31)

ARK & TLK INVESTMENTS, LLC (CIK 2013188) reported $369.5M across 118 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($96.0M, 25.97%), DFIC ($37.8M, 10.23%), DFUS ($32.3M, 8.74%), TFLO ($22.1M, 5.99%), DFAX ($13.2M, 3.58%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$96.0M25.97%2.5MAdded
2DFICDIMENSIONAL ETF TRUST$37.8M10.23%1.1MAdded
3DFUSDIMENSIONAL ETF TRUST$32.3M8.74%455,424Trimmed
4TFLOISHARES TR$22.1M5.99%436,853Trimmed
5DFAXDIMENSIONAL ETF TRUST$13.2M3.58%389,490Trimmed
6VGSHVANGUARD SCOTTSDALE FDS$12.7M3.43%216,690Added
7IWFISHARES TR$10.1M2.73%23,664Hold
8AVUSAMERICAN CENTY ETF TR$8.9M2.40%79,640Added
9DFEMDIMENSIONAL ETF TRUST$6.6M1.78%190,297Trimmed
10IWDISHARES TR$6.1M1.66%28,681Hold
11VTIVANGUARD INDEX FDS$5.4M1.47%16,944Trimmed
12AVDEAMERICAN CENTY ETF TR$5.0M1.35%58,631Added
13IEMGISHARES INC$5.0M1.35%71,542Added
14VNQVANGUARD INDEX FDS$4.8M1.30%54,141Added
15IWSISHARES TR$4.2M1.12%28,477Hold
16DFAUDIMENSIONAL ETF TRUST$4.0M1.08%88,525Trimmed
17IWPISHARES TR$3.6M0.98%28,196Hold
18VVVANGUARD INDEX FDS$3.4M0.92%11,409Trimmed
19SMCSUMMIT MIDSTREAM CORPORATION$3.3M0.89%109,234Trimmed
20VTIPVANGUARD MALVERN FDS$3.2M0.87%64,581Added
21SCHBSCHWAB STRATEGIC TR$2.9M0.79%116,811Added
22DFAIDIMENSIONAL ETF TRUST$2.9M0.78%74,289Trimmed
23AAPLAPPLE INC$2.7M0.72%10,539Trimmed
24MSFTMICROSOFT CORP$2.6M0.71%7,054Added
25IJSISHARES TR$2.6M0.71%22,136Trimmed

Source: SEC Form 13F filings · as of 2026-03-31