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Disclosed positions
Ark Wealth Advisors LLC: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- LAM RESEARCH CORP
- Ticker
- LRCX
- Class
- COM NEW
- Reported value
- $4,877,996
- Reported amount
- 11,257
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-003378Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| LAM RESEARCH CORP | LRCX | COM NEW | $4,877,996 | 11,257 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSJR | BULETSHS 2027 | $4,591,127 | 205,460 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | INVSCO BLSH 26 | $4,101,921 | 178,694 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | BULSHS 2026 CB | $4,072,427 | 208,575 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $3,148,054 | 8,809 | SH | None |
| CATERPILLAR INC | CAT | COM | $3,126,546 | 2,936 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCR | BULSHS 2027 CB | $2,831,445 | 144,351 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCS | INVSCO BLSH 28 | $2,806,419 | 137,806 | SH | None |
| VALERO ENERGY CORP | VLO | COM | $2,269,474 | 8,714 | SH | None |
| APPLE INC | AAPL | COM | $2,137,297 | 7,386 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,106,748 | 5,648 | SH | None |
| GLOBAL X FDS | CLIP | 1 3 MO T BI ET | $2,062,589 | 20,556 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,004,104 | 6,123 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,998,151 | 8,384 | SH | None |
| ABBVIE INC | ABBV | COM | $1,947,776 | 7,740 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,919,319 | 7,557 | SH | None |
| META PLATFORMS INC | META | CL A | $1,884,802 | 3,346 | SH | None |
| QUALCOMM INC | QCOM | COM | $1,864,580 | 10,090 | SH | None |
| CISCO SYS INC | CSCO | COM | $1,860,040 | 15,836 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $1,823,155 | 20,772 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $1,810,868 | 5,354 | SH | None |
| CVS HEALTH CORP | CVS | COM | $1,809,754 | 17,494 | SH | None |
| NUCOR CORP | NUE | COM | $1,699,805 | 7,631 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,669,292 | 12,210 | SH | None |
| WALMART INC | WMT | COM | $1,668,170 | 14,729 | SH | None |
| LINDE PLC | LIN | SHS | $1,614,941 | 3,112 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $1,591,560 | 3,124 | SH | None |
| CHUBB LIMITED | CB | COM | $1,588,871 | 4,663 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSJS | INVSCO 28 HYCORP | $1,499,861 | 68,975 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $1,489,268 | 1,592 | SH | None |
| MERCK & CO INC | MRK | COM | $1,461,559 | 11,374 | SH | None |
| WASTE MGMT INC DEL | WM | COM | $1,405,481 | 6,306 | SH | None |
| ALIBABA GROUP HLDG LTD | BABA | SPONSORED ADS | $1,368,483 | 14,258 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,351,553 | 2,701 | SH | None |
| NORFOLK SOUTHN CORP | NSC | COM | $1,308,582 | 4,160 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $1,291,650 | 8,808 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSJX | BULLETSHARES | $1,276,436 | 50,715 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSJV | BULL 2031 HI ETF | $1,274,910 | 48,568 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCV | BULETSHS 2031 CP | $1,272,279 | 77,649 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCW | BULLETSHS 2032 | $1,271,333 | 61,986 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSJW | BULL 2032 HI ETF | $1,270,467 | 50,226 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCX | BUL 2033 COR ETF | $1,269,511 | 60,295 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $1,220,081 | 7,361 | SH | None |
| AFLAC INC | AFL | COM | $1,169,922 | 9,978 | SH | None |
| EMERSON ELEC CO | EMR | COM | $1,007,824 | 7,040 | SH | None |
| SYSCO CORP | SYY | COM | $1,006,153 | 12,038 | SH | None |
| DECKERS OUTDOOR CORP | DECK | COM | $1,002,829 | 10,100 | SH | None |
| LOWES COS INC | LOW | COM | $932,309 | 4,228 | SH | None |
| BROADCOM INC | AVGO | COM | $919,867 | 2,435 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $912,458 | 9,889 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.