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Portfolio (Quarterly) Guide ↗

ARQ WEALTH ADVISORS, LLC

· CIK 0001811827
13F Portfolio $807M AUM 209 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 41 New 76 Added 72 Reduced 23 Exited
Page 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMG AFFILIATED MANAGERS GROUP Financial Services 2,040.0 $707K 0.09% -140.0 -6.4% $346.70 +1.9%
42 OAKM HARRIS OAKMARK ETF TRUST 23,937.0 $697K 0.09% -311K -92.9% $29.10 +7.5%
43 QYLD GLOBAL X FDS 37,998.0 $676K 0.08% -257K -87.1% $17.80 +2.4%
44 SSUS STRATEGY SHS 10,995.0 $603K 0.07% -2K -12.2% $54.83 +2.1%
45 POST POST HLDGS INC Consumer Defensive 6,200.0 $564K 0.07% -1K -16.9% $91.01 -14.0%
46 VTR VENTAS INC Real Estate 5,775.0 $561K 0.07% -350.0 -5.7% $97.18 -4.7%
47 SYK STRYKER CORPORATION Healthcare 1,700.0 $526K 0.07% -38.0 -2.2% $309.24 +6.6%
48 MDYV SPDR SERIES TRUST 5,261.0 $500K 0.06% -1K -17.8% $94.97 +0.2%
49 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,985.0 $483K 0.06% -687.0 -25.7% $243.12 +15.2%
50 MDT MEDTRONIC PLC Healthcare 5,883.0 $482K 0.06% -21K -78.2% $81.89 +13.2%
51 EFA ISHARES TR 4,114.0 $429K 0.05% -2K -36.9% $104.25 +2.9%
52 CSCO CISCO SYS INC Technology 3,760.0 $422K 0.05% -73K -95.1% $112.21 -2.4%
53 SPTM SPDR SERIES TRUST 4,388.0 $398K 0.05% -1K -25.2% $90.77 +2.1%
54 FV FIRST TR EXCHANGE TRADED FD 5,476.0 $388K 0.05% -693.0 -11.2% $70.94 +3.4%
55 ACN ACCENTURE PLC IRELAND Technology 2,703.0 $379K 0.05% -20.0 -0.7% $140.09 +31.4%
56 BDX BECTON DICKINSON & CO Healthcare 2,345.0 $359K 0.04% -14K -85.8% $153.16 +23.1%
57 LGLV SPDR SERIES TRUST 1,761.0 $325K 0.04% -649.0 -26.9% $184.69 +2.0%
58 BUFS FIRST TR EXCHNG TRADED FD VI 12,863.0 $322K 0.04% -894.0 -6.5% $25.07 +1.0%
59 TD TORONTO DOMINION BK ONT Financial Services 2,578.0 $313K 0.04% -600.0 -18.9% $121.30 -4.0%
60 ISRG INTUITIVE SURGICAL INC Healthcare 917.0 $312K 0.04% -178.0 -16.3% $340.69 +10.3%
Page 3 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.0%
Technology 17.2%
Consumer Defensive 11.1%
Healthcare 10.7%
Industrials 10.7%
Communication Services 9.8%
Consumer Cyclical 4.7%
Real Estate 0.4%
Energy 0.3%