本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Ark Wealth Advisors LLC (CIK 2110109) reported $112.7M across 87 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LRCX ($4.9M, 4.33%), BSJR ($4.6M, 4.07%), BSJQ ($4.1M, 3.64%), BSCQ ($4.1M, 3.61%), GOOGL ($3.1M, 2.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | $4.9M | 4.33% | 11,257 | Added |
| 2 | BSJR | INVESCO EXCH TRD SLF IDX FD | $4.6M | 4.07% | 205,460 | Trimmed |
| 3 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $4.1M | 3.64% | 178,694 | Trimmed |
| 4 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $4.1M | 3.61% | 208,575 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $3.1M | 2.79% | 8,809 | Added |
| 6 | CAT | CATERPILLAR INC | $3.1M | 2.77% | 2,936 | Added |
| 7 | BSCR | INVESCO EXCH TRD SLF IDX FD | $2.8M | 2.51% | 144,351 | Trimmed |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $2.8M | 2.49% | 137,806 | Trimmed |
| 9 | VLO | VALERO ENERGY CORP | $2.3M | 2.01% | 8,714 | Trimmed |
| 10 | AAPL | APPLE INC | $2.1M | 1.90% | 7,386 | Added |
| 11 | MSFT | MICROSOFT CORP | $2.1M | 1.87% | 5,648 | Added |
| 12 | CLIP | GLOBAL X FDS | $2.1M | 1.83% | 20,556 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $2.0M | 1.78% | 6,123 | Added |
| 14 | AMZN | AMAZON COM INC | $2.0M | 1.77% | 8,384 | Added |
| 15 | ABBV | ABBVIE INC | $1.9M | 1.73% | 7,740 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $1.9M | 1.70% | 7,557 | Added |
| 17 | META | META PLATFORMS INC | $1.9M | 1.67% | 3,346 | Added |
| 18 | CSCO | CISCO SYS INC | $1.9M | 1.65% | 15,836 | Added |
| 19 | QCOM | QUALCOMM INC | $1.9M | 1.65% | 10,090 | Added |
| 20 | NEE | NEXTERA ENERGY INC | $1.8M | 1.62% | 20,772 | Added |
| 21 | AXP | AMERICAN EXPRESS CO | $1.8M | 1.61% | 5,354 | Added |
| 22 | CVS | CVS HEALTH CORP | $1.8M | 1.61% | 17,494 | Trimmed |
| 23 | NUE | NUCOR CORP | $1.7M | 1.51% | 7,631 | Added |
| 24 | WMT | WALMART INC | $1.7M | 1.48% | 14,729 | Added |
| 25 | XOMXXXX | EXXON MOBIL CORP | $1.7M | 1.48% | 12,210 | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30