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Portfolio (Quarterly) Guide ↗

ARK & TLK INVESTMENTS, LLC

· CIK 0002013188
13F Portfolio $315M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 114 New
Page 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VUG VANGUARD INDEX FDS 1,142.0 $548K 0.17% NEW $479.65 -81.9%
62 DUHP DIMENSIONAL ETF TRUST 14,296.0 $540K 0.17% NEW $37.77 +9.5%
63 VNQI VANGUARD INTL EQUITY INDEX F 11,205.0 $535K 0.17% NEW $47.74 -6.1%
64 CRWD CROWDSTRIKE HLDGS INC Technology 1,083.0 $531K 0.17% NEW $490.38 +39.7%
65 VONG VANGUARD SCOTTSDALE FDS 4,384.0 $528K 0.17% NEW $120.50 +5.3%
66 SYK STRYKER CORPORATION Healthcare 1,421.0 $525K 0.17% NEW $369.69 -16.7%
67 VWO VANGUARD INTL EQUITY INDEX F 9,677.0 $524K 0.17% NEW $54.18 +12.2%
68 DFEV DIMENSIONAL ETF TRUST 16,303.0 $520K 0.17% NEW $31.89 +39.5%
69 IBIH ISHARES TR 19,158.0 $509K 0.16% NEW $26.58 -1.4%
70 IBII ISHARES TR 19,340.0 $509K 0.16% NEW $26.31 -1.5%
71 XOM EXXON MOBIL CORP Energy 4,498.0 $507K 0.16% NEW $112.74 +22.2%
72 IBIG ISHARES TR 18,825.0 $502K 0.16% NEW $26.68 -1.6%
73 BSV VANGUARD BD INDEX FDS 6,257.0 $494K 0.16% NEW $78.91 -1.4%
74 IBIF ISHARES TR 18,512.0 $491K 0.16% NEW $26.52 -0.9%
75 META META PLATFORMS INC Communication Services 665.0 $488K 0.15% NEW $734.43 -21.4%
76 BP BP PLC Energy 13,868.0 $478K 0.15% NEW $34.46 +13.5%
77 DLN WISDOMTREE TR 5,461.0 $475K 0.15% NEW $87.03 +10.5%
78 IBIE ISHARES TR 17,909.0 $474K 0.15% NEW $26.45 -0.5%
79 STIP ISHARES TR 4,428.0 $458K 0.14% NEW $103.36 -1.3%
80 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,629.0 $455K 0.14% NEW $279.30 +65.5%
Page 4 of 6  ·  114 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
Technology 32.8%
Financial Services 26.4%
Energy 23.0%
Communication Services 6.2%
Healthcare 5.3%
Consumer Cyclical 5.1%
Industrials 1.3%