Arq Wealth Advisors, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $263 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $11.9M, Vanguard Mega Cap Value with a value of $11.2M, Ishares Factors Us Growth Styl with a value of $10.5M, Invesco Ex Traded Self Indx Fd with a value of $10.3M, and American Centy ETF Tr Avantis with a value of $10.1M.

Examining the 13F form we can see an increase of $7.96M in the current position value, from $255M to 263M.

Below you can find more details about Arq Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $263 Million
ETFs: $232 Million
Technology: $8.1 Million
Financial Services: $3.32 Million
Communication Services: $1.78 Million
Consumer Cyclical: $1.27 Million
Industrials: $955,000
Consumer Defensive: $549,000
Healthcare: $318,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $263 Million
  • Prior Value $255 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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