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Gregory Yocum

Arq Wealth Advisors, Llc

Assets Managed
$554.79M
Holdings
191
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
49.72%(2Q avg: 29.69%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Arq Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 191 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 554.79M in assets, with a quarterly growth rate of 49.72% and a 2-quarter average growth rate of 29.69%. The portfolio is managed by Gregory Yocum, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 11.26%
3.61%
$19.973M
179,647 shares@ $111.18 avg price
GARP
Ishares Msci Usa Quality Gar
Recent Activity
Increased 12.55%
2.9%
$16.063M
251,100 shares@ $63.98 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 18.24%
2.37%
$13.138M
337,045 shares@ $38.99 avg price
JMOM
Jpmorgan Us Momentum Factor
Recent Activity
Increased 7.97%
2.32%
$12.828M
188,864 shares@ $67.93 avg price
QEFA
Spdr Msci Eafe Strategicfact
Recent Activity
Increased 5%
2.31%
$12.803M
137,271 shares@ $93.28 avg price
AUSF
Global X Adaptive Us Factor
Recent Activity
Increased 14.44%
2.28%
$12.629M
261,202 shares@ $48.35 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.44%
2.23%
$12.325M
111,567 shares@ $110.47 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 0.82%
2.2%
$12.165M
83,927 shares@ $144.96 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
New Position
2.15%
$11.882M
242,839 shares@ $48.94 avg price
IUS
Invesco Rafi Strategic Us Et
Recent Activity
Increased 3.32%
2.13%
$11.775M
203,325 shares@ $57.92 avg price

1-10 of 191