Ark Wealth Advisors LLC Top Holdings and 13F Report (2026) About Ark Wealth Advisors LLCInvestment ActivityArk Wealth Advisors LLC has $100.98 million in total holdings as of March 31, 2026.Ark Wealth Advisors LLC owns shares of 80 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 15.45% of the portfolio was purchased this quarter.About 8.02% of the portfolio was sold this quarter.This quarter, Ark Wealth Advisors LLC has purchased 77 new stocks and bought additional shares in 58 stocks.Ark Wealth Advisors LLC sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings Invesco BulletShares 2027 High Yield Corporate Bond ETF $5,248,976Invesco BulletShares 2026 High Yield Corporate Bond ETF $5,246,171Invesco BulletShares 2026 Corporate Bond ETF $4,910,721GLOBAL X FDS $3,746,037Invesco BulletShares 2027 Corporate Bond ETF $3,155,994 Largest New Holdings this Quarter 46138J429 - Invesco BulletShares 2031 Corporate Bond ETF $1,017,393 Holding46139W858 - Invesco BulletShares 2032 Corporate Bond ETF $1,015,004 Holding46139W825 - INVESCO EXCH TRD SLF IDX FD $1,014,100 Holding46139W742 - INVESCO EXCH TRD SLF IDX FD $1,007,268 Holding46139W775 - INVESCO EXCH TRD SLF IDX FD $1,006,913 Holding Largest Purchases this Quarter Invesco BulletShares 2031 Corporate Bond ETF 61,810 shares (about $1.02M)Invesco BulletShares 2032 Corporate Bond ETF 49,301 shares (about $1.02M)INVESCO EXCH TRD SLF IDX FD 47,948 shares (about $1.01M)INVESCO EXCH TRD SLF IDX FD 40,434 shares (about $1.01M)INVESCO EXCH TRD SLF IDX FD 39,991 shares (about $1.01M) Largest Sales this Quarter GLOBAL X FDS 20,365 shares (about $2.04M)Invesco BulletShares 2026 Corporate Bond ETF 101,230 shares (about $1.98M)Invesco BulletShares 2026 High Yield Corporate Bond ETF 50,667 shares (about $1.17M)Vanguard Total Stock Market ETF 1,269 shares (about $407.11K)Technology Select Sector SPDR Fund 2,086 shares (about $277.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArk Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$5,248,976$429,833 â–²8.9%234,6965.2%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$5,246,171$1,174,208 â–¼-18.3%226,3725.2%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$4,910,721$1,977,022 â–¼-28.7%251,4454.9%ETFGLOBAL X FDS$3,746,037$2,043,831 â–¼-35.3%37,3263.7%1-3 MONTH T-BILLBSCRInvesco BulletShares 2027 Corporate Bond ETF$3,155,994$377,506 â–²13.6%160,8153.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,883,278$407,337 â–²16.5%141,1782.9%ETFLAM RESEARCH CORP$2,396,197$10,683 â–²0.4%11,2152.4%COM NEWGOOGLAlphabet$2,303,324$110,134 â–²5.0%8,0102.3%Computer and TechnologyVLOValero Energy$2,208,154$199,146 â–²9.9%8,9372.2%EnergyXOMExxonMobil$2,028,346$3,393 â–¼-0.2%11,9552.0%EnergyCATCaterpillar$2,019,819$20,545 â–²1.0%2,8512.0%IndustrialsBABAAlibaba Group$1,797,591$357,436 â–²24.8%14,3281.8%Retail/WholesaleNEENextEra Energy$1,779,978$207,497 â–²13.2%19,1641.8%UtilitiesJNJJohnson & Johnson$1,774,630$68,932 â–²4.0%7,2601.8%MedicalAAPLApple$1,760,920$85,533 â–²5.1%6,9381.7%Computer and TechnologyWALMART INC$1,754,222$115,581 â–²7.1%14,1151.7%COMBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$1,679,915$366,932 â–²27.9%77,4691.7%ManufacturingMSFTMicrosoft$1,668,738$193,970 â–²13.2%4,5081.7%Computer and TechnologyLMTLockheed Martin$1,656,958$205,458 â–²14.2%2,7421.6%AerospaceJPMJPMorgan Chase & Co.$1,653,559$96,784 â–²6.2%5,6211.6%FinanceABBVAbbVie$1,534,131$185,949 â–²13.8%7,0541.5%MedicalAMZNAmazon.com$1,500,794$141,415 â–²10.4%7,2061.5%Retail/WholesaleCVSCVS Health$1,436,400$200,162 â–²16.2%20,0001.4%MedicalAXPAmerican Express$1,409,649$219,312 â–²18.4%4,6601.4%FinanceCBChubb$1,409,321$212,180 â–²17.7%4,3241.4%FinanceMETAMeta Platforms$1,392,020$257,464 â–²22.7%2,4331.4%Computer and TechnologyMRKMerck & Co., Inc.$1,344,842$59,183 â–²4.6%11,1801.3%MedicalCOSTCostco Wholesale$1,343,188$910,737 â–²210.6%1,3481.3%Retail/WholesaleCVXChevron$1,330,822$69,727 â–²5.5%6,4321.3%EnergyLINDE PLC$1,317,234$190,372 â–²16.9%2,6571.3%SHSNUENucor$1,281,778$37,709 â–²3.0%7,5801.3%Basic MaterialsCSCOCisco Systems$1,221,908$2,793 â–¼-0.2%15,7481.2%Computer and TechnologyWMWaste Management$1,219,036$190,955 â–²18.6%5,3051.2%Business ServicesQCOMQualcomm$1,215,973$177,979 â–²17.1%9,4421.2%Computer and TechnologyNSCNorfolk Southern$1,171,534$45,346 â–²4.0%4,0821.2%TransportationPGProcter & Gamble$1,124,166$209,292 â–²22.9%7,7831.1%Consumer StaplesAFLAflac$1,071,391$78,988 â–²8.0%9,7661.1%FinanceBSCVInvesco BulletShares 2031 Corporate Bond ETF$1,017,393$1,017,393 â–²New Holding61,8101.0%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$1,015,004$1,015,004 â–²New Holding49,3011.0%ETFINVESCO EXCH TRD SLF IDX FD$1,014,100$1,014,100 â–²New Holding47,9481.0%INVESCO BULLETSHINVESCO EXCH TRD SLF IDX FD$1,007,268$1,007,268 â–²New Holding40,4341.0%BULLETSHARESINVESCO EXCH TRD SLF IDX FD$1,006,913$1,006,913 â–²New Holding39,9911.0%BULLETSHARES 203INVESCO EXCH TRD SLF IDX FD$1,005,071$1,005,071 â–²New Holding38,6641.0%INVESCO BULLETSHMCDMcDonald's$1,004,462$94,790 â–²10.4%3,2321.0%Retail/WholesaleLOWLowe's Companies$967,188$70,655 â–²7.9%4,0931.0%Retail/WholesaleNKENIKE$950,524$210,905 â–²28.5%17,9960.9%Consumer DiscretionaryBRK.BBerkshire Hathaway$939,232$175,866 â–²23.0%1,9600.9%FinancePEPPepsiCo$931,826$109,161 â–²13.3%6,0010.9%Consumer StaplesBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$930,399$241,608 â–²35.1%44,2310.9%ETFEMREmerson Electric$900,083$9,040 â–¼-1.0%6,8700.9%IndustrialsSCHWCharles Schwab$899,201$45,768 â–²5.4%9,5680.9%FinanceSYYSysco$833,151$94,015 â–²12.7%11,6800.8%Consumer StaplesABTAbbott Laboratories$716,336$101,439 â–²16.5%6,9770.7%MedicalXLCCommunication Services Select Sector SPDR Fund$703,185$333 â–²0.0%6,3430.7%ETFADPAutomatic Data Processing$675,073$193,197 â–²40.1%3,3230.7%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$670,554$55,471 â–¼-7.6%6,1530.7%FinanceXLPConsumer Staples Select Sector SPDR Fund$652,561$234,217 â–¼-26.4%7,9600.6%ETFOXYOccidental Petroleum$642,330$113,425 â–²21.4%9,8820.6%EnergyXLIIndustrial Select Sector SPDR Fund$640,289$226,907 â–¼-26.2%3,9590.6%ETFPAYXPaychex$623,285$150,801 â–²31.9%6,7660.6%Computer and TechnologyBSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF$621,607$144,174 â–²30.2%24,2910.6%ETFWMBWilliams Companies$565,719$147,161 â–²35.2%7,7730.6%EnergyTSLATesla$485,877$33,457 â–²7.4%1,3070.5%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$483,418$212,130 â–²78.2%8090.5%ETFCRMSalesforce$383,794$168,003 â–²77.9%2,0560.4%Computer and TechnologyMTCHMatch Group$380,650$118,356 â–²45.1%12,3950.4%Computer and TechnologyUBERUber Technologies$379,143$150,693 â–²66.0%5,2710.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$371,052$148,984 â–¼-28.6%6,0570.4%ETFULTAUlta Beauty$366,942$47,044 â–²14.7%7020.4%Retail/WholesaleVTIVanguard Total Stock Market ETF$358,666$407,108 â–¼-53.2%1,1180.4%ETFADBEAdobe$354,654$134,910 â–²61.4%1,4590.4%Computer and TechnologyNVDANVIDIA$345,493$79,179 â–¼-18.6%1,9810.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$318,428$277,229 â–¼-46.5%2,3960.3%ETFLLYEli Lilly and Company$289,728$15,636 â–²5.7%3150.3%MedicalMNSTMonster Beverage$282,956$43,621 â–²18.2%3,9050.3%Consumer StaplesAVGOBroadcom$280,107$18,571 â–²7.1%9050.3%Computer and TechnologyGOOGAlphabet$277,3490.0%9670.3%Computer and TechnologyAMDAdvanced Micro Devices$242,895$52,078 â–²27.3%1,1940.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$238,506$230,903 â–¼-49.2%4,8310.2%ETFLYVLive Nation Entertainment$210,006$210,006 â–²New Holding1,3770.2%Consumer DiscretionaryGISGeneral Mills$0$594,814 â–¼-100.0%00.0%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$0$330,653 â–¼-100.0%00.0%ETFIGViShares Expanded Tech-Software Sector ETF$0$229,347 â–¼-100.0%00.0%ETFTGENTecogen$0$73,512 â–¼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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