Ark Wealth Advisors LLC
All 13F Filings
- Location
- Yorba Linda, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 100,980
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 80 | 100,980 | 13F-HR | Ark Wealth Advisors LLC |
| Q4 2025 | 2/18/2026 | 77 | 92,913 | 13F-HR | Ark Wealth Advisors LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 62.05 K | 61.5% | 0 | 30.57 K | -30.57 K |
| ETFs | 38.93 K | 38.5% | 38.64 K | 0 | 38.64 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
100,980
Holdings
80
QoQ value change ($000)
8,067
(8.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.