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

ARK & TLK INVESTMENTS, LLC

· CIK 0002013188
13F Portfolio $406M AUM 127 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 16 New 32 Added 30 Reduced 2 Exited
Page 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBIH ISHARES TR 19,158.0 $504K 0.12% $26.29 -2.3%
82 IBII ISHARES TR 19,340.0 $503K 0.12% $26.00 -2.5%
83 VNQI VANGUARD INTL EQUITY INDEX F 11,205.0 $503K 0.12% $44.85 +1.5%
84 IBIG ISHARES TR 18,825.0 $494K 0.12% $26.26 -2.1%
85 DISV DIMENSIONAL ETF TRUST 12,289.0 $493K 0.12% $40.13 +11.7%
86 IBIF ISHARES TR 18,512.0 $487K 0.12% $26.29 -1.9%
87 IBIE ISHARES TR 17,909.0 $471K 0.12% $26.30 -1.9%
88 DLN WISDOMTREE TR 4,856.0 $468K 0.12% -605.0 -11.1% $96.32 +4.6%
89 QQQ INVESCO QQQ TR Financial Services 628.0 $462K 0.11% $736.34 -2.1%
90 IBID ISHARES TR 17,299.0 $454K 0.11% $26.24 -1.7%
91 STIP ISHARES TR 4,428.0 $452K 0.11% $102.16 -1.2%
92 SYK STRYKER CORPORATION Healthcare 1,421.0 $447K 0.11% $314.85 +2.3%
93 VEA VANGUARD TAX-MANAGED FDS 6,221.0 $443K 0.11% $71.25 +3.0%
94 IBIC ISHARES TR 16,917.0 $441K 0.11% $26.09 -1.6%
95 EFA ISHARES TR 4,172.0 $433K 0.11% -37.0 -0.9% $103.88 +4.0%
96 BSV VANGUARD BD INDEX FDS 5,431.0 $423K 0.10% -281.0 -4.9% $77.91 -0.3%
97 META META PLATFORMS INC Communication Services 744.0 $419K 0.10% +77.0 +11.5% $563.37 +1.4%
98 VOE VANGUARD INDEX FDS 2,113.0 $418K 0.10% $197.63 +5.4%
99 SCZ ISHARES TR 5,069.0 $417K 0.10% $82.27 +6.3%
100 VBK VANGUARD INDEX FDS 1,098.0 $402K 0.10% $365.77 -1.9%
Page 5 of 7  ·  127 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 46.2%
Financial Services 18.0%
Energy 17.5%
Consumer Cyclical 5.8%
Healthcare 3.6%
Industrials 3.3%
Communication Services 2.8%
Consumer Defensive 2.7%