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Chris Morgan

Ark Wealth Advisors Llc

Assets Managed
$100.98M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
8.69%(2Q avg: 4.35%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ark Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Ark Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 100.98M in assets, with a quarterly growth rate of 8.69% and a 2-quarter average growth rate of 4.35%. The portfolio is managed by Chris Morgan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BSJR
Invesco Bulletshares 2027 Hy
Recent Activity
Increased 8.92%
5.2%
$5.249M
234,696 shares@ $22.37 avg price
BSJQ
Invesco Bulletshares 2026 Hy
Recent Activity
Decreased -18.28%
5.2%
$5.246M
226,372 shares@ $23.18 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Decreased -28.7%
4.87%
$4.911M
251,445 shares@ $19.54 avg price
CLIP
Global X 1-3 Month T-bill
Recent Activity
Decreased -35.3%
3.71%
$3.746M
37,326 shares@ $100.36 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 13.59%
3.13%
$3.156M
160,815 shares@ $19.63 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 16.46%
2.86%
$2.883M
141,178 shares@ $20.43 avg price
LRCX
Lam Research Corp
Recent Activity
Increased 0.45%
2.38%
$2.396M
11,215 shares@ $213.67 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 5.03%
2.29%
$2.303M
8,010 shares@ $287.56 avg price
VLO
Valero Energy Corp
Recent Activity
Increased 9.92%
2.19%
$2.208M
8,937 shares@ $247.09 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.16%
2.01%
$2.028M
11,955 shares@ $169.67 avg price

1-10 of 80