Ark Wealth Advisors LLC

Est. AUM

$101.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$5.2M	234696	5.20%	SOLE
2	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$5.2M	226372	5.20%	SOLE
3	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$4.9M	251445	4.86%	SOLE
4	GLOBAL X FDS	1-3 MONTH T-BILL	$3.7M	37326	3.71%	SOLE
5	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$3.2M	160815	3.13%	SOLE
6	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$2.9M	141178	2.86%	SOLE
7	LAM RESEARCH CORP	COM NEW	$2.4M	11215	2.37%	SOLE
8	ALPHABET INC	CAP STK CL A	$2.3M	8010	2.28%	SOLE
9	VALERO ENERGY CORP	COM	$2.2M	8937	2.19%	SOLE
10	EXXON MOBIL CORP	COM	$2.0M	11955	2.01%	SOLE
11	CATERPILLAR INC	COM	$2.0M	2851	2.00%	SOLE
12	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.8M	14328	1.78%	SOLE
13	NEXTERA ENERGY INC	COM	$1.8M	19164	1.76%	SOLE
14	JOHNSON & JOHNSON	COM	$1.8M	7260	1.76%	SOLE
15	APPLE INC	COM	$1.8M	6938	1.74%	SOLE
16	WALMART INC	COM	$1.8M	14115	1.74%	SOLE
17	INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$1.7M	77469	1.66%	SOLE
18	MICROSOFT CORP	COM	$1.7M	4508	1.65%	SOLE
19	LOCKHEED MARTIN CORP	COM	$1.7M	2742	1.64%	SOLE
20	JPMORGAN CHASE & CO	COM	$1.7M	5621	1.64%	SOLE
21	ABBVIE INC	COM	$1.5M	7054	1.52%	SOLE
22	AMAZON COM INC	COM	$1.5M	7206	1.49%	SOLE
23	CVS HEALTH CORP	COM	$1.4M	20000	1.42%	SOLE
24	AMERICAN EXPRESS CO	COM	$1.4M	4660	1.40%	SOLE
25	CHUBB LTD SWITZ	COM	$1.4M	4324	1.40%	SOLE
26	META PLATFORMS INC	CL A	$1.4M	2433	1.38%	SOLE
27	MERCK & CO INC	COM	$1.3M	11180	1.33%	SOLE
28	COSTCO WHOLESALE CORPORATION	COM	$1.3M	1348	1.33%	SOLE
29	CHEVRON CORPORATION	COM	$1.3M	6432	1.32%	SOLE
30	LINDE PLC	SHS	$1.3M	2657	1.30%	SOLE
31	NUCOR CORP	COM	$1.3M	7580	1.27%	SOLE
32	CISCO SYS INC	COM	$1.2M	15748	1.21%	SOLE
33	WASTE MGMT INC DEL	COM	$1.2M	5305	1.21%	SOLE
34	QUALCOMM INC	COM	$1.2M	9442	1.20%	SOLE
35	NORFOLK SOUTHN CORP	COM	$1.2M	4082	1.16%	SOLE
36	PROCTER & GAMBLE CO	COM	$1.1M	7783	1.11%	SOLE
37	AFLAC INC	COM	$1.1M	9766	1.06%	SOLE
38	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$1.0M	61810	1.01%	SOLE
39	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$1.0M	49301	1.01%	SOLE
40	INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$1.0M	47948	1.00%	SOLE
41	INVESCO EXCH TRD SLF IDX FD	BULLETSHARES 203	$1.0M	39991	1.00%	SOLE
42	INVESCO EXCH TRD SLF IDX FD	BULLETSHARES	$1.0M	40434	1.00%	SOLE
43	INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$1.0M	38664	1.00%	SOLE
44	MCDONALDS CORP	COM	$1.0M	3232	0.99%	SOLE
45	LOWES COS INC	COM	$967K	4093	0.96%	SOLE
46	NIKE INC	CL B	$951K	17996	0.94%	SOLE
47	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$939K	1960	0.93%	SOLE
48	PEPSICO INC	COM	$932K	6001	0.92%	SOLE
49	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$930K	44231	0.92%	SOLE
50	EMERSON ELEC CO	COM	$900K	6870	0.89%	SOLE

1–50 of 80

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.