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Gregory Yocum

Arq Wealth Advisors, Llc

Assets Managed
$806.611M
Holdings
209
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
45.4%(2Q avg: 47.56%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Arq Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 209 positions.

Assets under management

The assets under management (AUM) of Arq Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 806.611M in assets, with a quarterly growth rate of 45.4% and a 2-quarter average growth rate of 47.56%. The portfolio is managed by Gregory Yocum, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 16.5%
3.33%
$26.801M
209,287 shares@ $128.06 avg price
GARP
Ishares Msci Usa Quality Gar
Recent Activity
Increased 23.94%
3.07%
$24.756M
311,203 shares@ $79.55 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 39.01%
2.58%
$20.774M
468,514 shares@ $44.35 avg price
JFLX
Jpmorgan Flexible Debt Etf
Recent Activity
New Position
2.4%
$19.28M
386,223 shares@ $49.93 avg price
AUSF
Global X Adaptive Us Factor
Recent Activity
Increased 37.02%
2.25%
$18.109M
357,877 shares@ $50.6 avg price
DBAW
Xtrackers Msci All World Ex
Recent Activity
Increased 40.56%
2.19%
$17.611M
367,976 shares@ $47.86 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 21.55%
2.12%
$17.075M
135,602 shares@ $125.93 avg price
JMOM
Jpmorgan Us Momentum Factor
Recent Activity
Increased 9.31%
2.11%
$16.962M
206,445 shares@ $82.17 avg price
JMUB
Jpmorgan Municipal Etf
Recent Activity
New Position
2.09%
$16.798M
336,222 shares@ $49.97 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 22.21%
2.08%
$16.718M
102,562 shares@ $163.01 avg price

1-10 of 209