BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

ARK & TLK INVESTMENTS, LLC

· CIK 0002013188
13F Portfolio $364M AUM 114 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 21 Added 24 Reduced 6 Exited
Page 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBIE ISHARES TR 17,909.0 $465K 0.13% $25.98 +1.3%
82 STIP ISHARES TR 4,428.0 $453K 0.12% $102.39 -0.3%
83 BSV VANGUARD BD INDEX FDS 5,712.0 $450K 0.12% -545.0 -8.7% $78.81 -1.3%
84 IBID ISHARES TR 17,299.0 $446K 0.12% $25.80 +1.7%
85 META META PLATFORMS INC Communication Services 667.0 $440K 0.12% $660.16 -12.6%
86 RWR SPDR SERIES TRUST 4,472.0 $439K 0.12% $98.24 +12.5%
87 IBIC ISHARES TR 16,917.0 $432K 0.12% $25.55 +2.1%
88 EFA ISHARES TR 4,209.0 $404K 0.11% $96.03 +8.7%
89 SCZ ISHARES TR 5,069.0 $393K 0.11% $77.53 +7.8%
90 VEA VANGUARD TAX-MANAGED FDS 6,221.0 $389K 0.11% $62.47 +15.8%
91 QQQ INVESCO QQQ TR Financial Services 625.0 $384K 0.11% NEW $614.31 +20.6%
92 VOE VANGUARD INDEX FDS 2,113.0 $375K 0.10% $177.39 +10.4%
93 TSLA TESLA INC Consumer Cyclical 794.0 $357K 0.10% $449.72 -10.9%
94 HOOD ROBINHOOD MKTS INC Financial Services 3,000.0 $339K 0.09% $113.10 -4.4%
95 VBK VANGUARD INDEX FDS 1,099.0 $332K 0.09% $302.16 +18.0%
96 AMZN AMAZON COM INC Consumer Cyclical 1,392.0 $321K 0.09% +196.0 +16.4% $230.82 +5.9%
97 RSP INVESCO EXCHANGE TRADED FD T 1,664.0 $319K 0.09% -413.0 -19.9% $191.56 +9.6%
98 IBIK ISHARES TR 11,500.0 $295K 0.08% NEW $25.64 +0.7%
99 IBIL ISHARES TR 11,550.0 $294K 0.08% NEW $25.42 +0.7%
100 VOO VANGUARD INDEX FDS 459.0 $288K 0.08% $627.34 +9.7%
Page 5 of 6  ·  113 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 37.9%
Energy 30.5%
Financial Services 19.4%
Communication Services 4.0%
Healthcare 3.9%
Consumer Cyclical 3.6%
Industrials 0.8%