Ark Wealth Advisors LLC Top Holdings and 13F Report (2026) About Ark Wealth Advisors LLCInvestment ActivityArk Wealth Advisors LLC has $112.68 million in total holdings as of June 30, 2026.Ark Wealth Advisors LLC owns shares of 87 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 10.77% of the portfolio was purchased this quarter.About 6.76% of the portfolio was sold this quarter.This quarter, Ark Wealth Advisors LLC has purchased 80 new stocks and bought additional shares in 57 stocks.Ark Wealth Advisors LLC sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings LAM RESEARCH CORP $4,877,996Invesco BulletShares 2027 High Yield Corporate Bond ETF $4,591,127Invesco BulletShares 2026 High Yield Corporate Bond ETF $4,101,921Invesco BulletShares 2026 Corporate Bond ETF $4,072,427Alphabet $3,148,054 Largest New Holdings this Quarter 243537107 - Deckers Outdoor $1,002,829 Holding91324P102 - UnitedHealth Group $368,248 Holding70014A104 - Park Aerospace $346,951 Holding464287523 - iShares Semiconductor ETF $331,273 Holding92189F676 - VanEck Semiconductor ETF $306,516 Holding Largest Purchases this Quarter Deckers Outdoor 10,100 shares (about $1.00M)Broadcom 1,530 shares (about $577.99K)Meta Platforms 913 shares (about $514.29K)Microsoft 1,140 shares (about $425.23K)Berkshire Hathaway 741 shares (about $370.79K) Largest Sales this Quarter GLOBAL X FDS 16,770 shares (about $1.68M)Invesco BulletShares 2026 High Yield Corporate Bond ETF 47,678 shares (about $1.09M)Invesco BulletShares 2026 Corporate Bond ETF 42,870 shares (about $837.04K)Invesco BulletShares 2027 High Yield Corporate Bond ETF 29,236 shares (about $653.30K)Invesco BulletShares 2027 Corporate Bond ETF 16,464 shares (about $322.94K) 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 PortfolioSectorLAM RESEARCH CORP$4,877,996$18,200 â–²0.4%11,2574.3%COM NEWBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$4,591,127$653,296 â–¼-12.5%205,4604.1%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$4,101,921$1,094,449 â–¼-21.1%178,6943.6%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$4,072,427$837,037 â–¼-17.0%208,5753.6%ETFGOOGLAlphabet$3,148,054$285,537 â–²10.0%8,8092.8%Communication ServicesCATCaterpillar$3,126,546$90,516 â–²3.0%2,9362.8%IndustrialsBSCRInvesco BulletShares 2027 Corporate Bond ETF$2,831,445$322,941 â–¼-10.2%144,3512.5%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,806,419$68,671 â–¼-2.4%137,8062.5%ETFVLOValero Energy$2,269,474$58,078 â–¼-2.5%8,7142.0%EnergyAAPLApple$2,137,297$129,638 â–²6.5%7,3861.9%TechnologyMSFTMicrosoft$2,106,748$425,229 â–²25.3%5,6481.9%TechnologyGLOBAL X FDS$2,062,589$1,682,702 â–¼-44.9%20,5561.8%1 3 MO T BI ETJPMJPMorgan Chase & Co.$2,004,104$164,308 â–²8.9%6,1231.8%FinanceAMZNAmazon.com$1,998,151$280,752 â–²16.3%8,3841.8%Consumer DiscretionaryABBVAbbVie$1,947,776$172,632 â–²9.7%7,7401.7%HealthcareJNJJohnson & Johnson$1,919,319$75,432 â–²4.1%7,5571.7%HealthcareMETAMeta Platforms$1,884,802$514,293 â–²37.5%3,3461.7%Communication ServicesQCOMQualcomm$1,864,580$119,747 â–²6.9%10,0901.7%TechnologyCSCOCisco Systems$1,860,040$10,336 â–²0.6%15,8361.7%TechnologyNEENextEra Energy$1,823,155$141,134 â–²8.4%20,7721.6%UtilitiesAXPAmerican Express$1,810,868$234,730 â–²14.9%5,3541.6%FinanceCVSCVS Health$1,809,754$259,246 â–¼-12.5%17,4941.6%HealthcareNUENucor$1,699,805$11,360 â–²0.7%7,6311.5%MaterialsXOMExxonMobil$1,669,292$34,862 â–²2.1%12,2101.5%EnergyWALMART INC$1,668,170$69,540 â–²4.3%14,7291.5%COMLINDE PLC$1,614,941$236,118 â–²17.1%3,1121.4%SHSLMTLockheed Martin$1,591,560$194,615 â–²13.9%3,1241.4%IndustrialsCBChubb$1,588,871$115,511 â–²7.8%4,6631.4%FinanceBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$1,499,861$184,702 â–¼-11.0%68,9751.3%ETFCOSTCostco Wholesale$1,489,268$228,255 â–²18.1%1,5921.3%Consumer StaplesMRKMerck & Co., Inc.$1,461,559$24,929 â–²1.7%11,3741.3%HealthcareWMWaste Management$1,405,481$223,103 â–²18.9%6,3061.2%IndustrialsBABAAlibaba Group$1,368,483$6,719 â–¼-0.5%14,2581.2%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,351,553$370,789 â–²37.8%2,7011.2%FinanceNSCNorfolk Southern$1,308,582$24,536 â–²1.9%4,1601.2%IndustrialsPGProcter & Gamble$1,291,650$150,311 â–²13.2%8,8081.1%Consumer StaplesINVESCO EXCH TRD SLF IDX FD$1,276,436$258,760 â–²25.4%50,7151.1%BULLETSHARESINVESCO EXCH TRD SLF IDX FD$1,274,910$259,980 â–²25.6%48,5681.1%BULL 2031 HI ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$1,272,279$259,522 â–²25.6%77,6491.1%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$1,271,333$260,169 â–²25.7%61,9861.1%ETFINVESCO EXCH TRD SLF IDX FD$1,270,467$258,894 â–²25.6%50,2261.1%BULL 2032 HI ETFINVESCO EXCH TRD SLF IDX FD$1,269,511$259,966 â–²25.8%60,2951.1%BUL 2033 COR ETFCVXChevron$1,220,081$153,981 â–²14.4%7,3611.1%EnergyAFLAflac$1,169,922$24,857 â–²2.2%9,9781.0%FinanceEMREmerson Electric$1,007,824$24,337 â–²2.5%7,0400.9%IndustrialsSYYSysco$1,006,153$29,922 â–²3.1%12,0380.9%Consumer StaplesDECKDeckers Outdoor$1,002,829$1,002,829 â–²New Holding10,1000.9%Consumer DiscretionaryLOWLowe's Companies$932,309$29,769 â–²3.3%4,2280.8%Consumer DiscretionaryAVGOBroadcom$919,867$577,986 â–²169.1%2,4350.8%TechnologySCHWCharles Schwab$912,458$29,619 â–²3.4%9,8890.8%FinanceBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$904,110$30,491 â–¼-3.3%42,7880.8%ETFMCDMcDonald's$902,835$29,193 â–²3.3%3,3400.8%Consumer DiscretionaryPEPPepsiCo$841,041$28,567 â–²3.5%6,2120.7%Consumer StaplesAMDAdvanced Micro Devices$808,046$114,439 â–²16.5%1,3910.7%TechnologyADPAutomatic Data Processing$774,728$30,461 â–²4.1%3,4590.7%IndustrialsWMBWilliams Companies$722,139$144,294 â–²25.0%9,7140.6%EnergyPAYXPaychex$694,160$28,813 â–²4.3%7,0590.6%IndustrialsNVDANVIDIA$683,642$287,302 â–²72.5%3,4170.6%TechnologyABTAbbott Laboratories$682,084$48,999 â–²7.7%7,5170.6%HealthcareVOOVanguard S&P 500 ETF$674,814$119,448 â–²21.5%9830.6%ETFTSLATesla$647,303$97,579 â–²17.8%1,5390.6%Consumer DiscretionaryCRMSalesforce$632,906$310,813 â–²96.5%4,0400.6%TechnologyBSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF$606,483$20,494 â–¼-3.3%23,4970.5%ETFUBERUber Technologies$564,147$183,792 â–²48.3%7,8180.5%IndustrialsXLYConsumer Discretionary Select Sector SPDR Fund$546,759$174,864 â–¼-24.2%4,6620.5%ETFXLIIndustrial Select Sector SPDR Fund$524,757$208,569 â–¼-28.4%2,8330.5%ETFULTAUlta Beauty$515,019$198,431 â–²62.7%1,1420.5%Consumer DiscretionaryOXYOccidental Petroleum$513,919$33,950 â–²7.1%10,5810.5%EnergyXLPConsumer Staples Select Sector SPDR Fund$501,494$159,744 â–¼-24.2%6,0370.4%ETFADBEAdobe$491,228$192,104 â–²64.2%2,3960.4%TechnologyMNSTMonster Beverage$465,798$90,449 â–²24.1%4,8460.4%Consumer StaplesLLYEli Lilly and Company$460,581$82,761 â–²21.9%3840.4%HealthcareMTCHMatch Group$417,104$54,526 â–¼-11.6%10,9620.4%Communication ServicesXLKTechnology Select Sector SPDR Fund$414,953$41,533 â–¼-9.1%2,1780.4%ETFVTIVanguard Total Stock Market ETF$413,7050.0%1,1180.4%ETFUNHUnitedHealth Group$368,248$368,248 â–²New Holding8860.3%HealthcarePKEPark Aerospace$346,951$346,951 â–²New Holding9,0920.3%IndustrialsGOOGAlphabet$341,6370.0%9670.3%Communication ServicesLYVLive Nation Entertainment$333,260$81,118 â–²32.2%1,8200.3%Communication ServicesSOXXiShares Semiconductor ETF$331,273$331,273 â–²New Holding5170.3%ETFSMHVanEck Semiconductor ETF$306,516$306,516 â–²New Holding4670.3%ETFXLEEnergy Select Sector SPDR Fund$264,169$57,518 â–¼-17.9%4,9740.2%ETFQQQMInvesco NASDAQ 100 ETF$245,733$245,733 â–²New Holding8110.2%ETFVGTVanguard Information Technology ETF$243,821$243,821 â–²New Holding2,0400.2%ETFXLFFinancial Select Sector SPDR Fund$211,867$47,123 â–¼-18.2%3,9520.2%ETFVBKVanguard Small-Cap Growth ETF$207,352$207,352 â–²New Holding5670.2%ETFKRYSKrystal Biotech$203,675$203,675 â–²New Holding5480.2%HealthcareNKENIKE$0$950,524 â–¼-100.0%00.0%Consumer DiscretionaryXLCCommunication Services Select Sector SPDR Fund$0$703,185 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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