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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Ark Wealth Advisors LLC

Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0001172661-26-001218

Total Value
$92.9M
Positions
77
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (77)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCH TRD SLF IDX FDIVZ352,675$6.9M7.43%
2INVESCO EXCH TRD SLF IDX FDIVZ277,039$6.5M6.96%
3GLOBAL X FDS37960A43857,691$5.8M6.22%
4INVESCO EXCH TRD SLF IDX FDIVZ215,477$4.9M5.24%
5INVESCO EXCH TRD SLF IDX FDIVZ141,579$2.8M3.01%
6INVESCO EXCH TRD SLF IDX FDIVZ121,233$2.5M2.69%
7ALPHABET INCGOOG7,627$2.4M2.57%
8MICROSOFT CORPMSFT3,984$1.9M2.07%
9LAM RESEARCH CORPLRCX11,165$1.9M2.06%
10APPLE INCAAPL6,601$1.8M1.93%
11JPMORGAN CHASE & CO.VYLD5,292$1.7M1.84%
12ALIBABA GROUP HLDG LTDBBAAY11,479$1.7M1.81%
13CATERPILLAR INCCAT2,822$1.6M1.74%
14AMAZON COM INCAMZN6,527$1.5M1.62%
15WALMART INCWMT13,185$1.5M1.58%
16AMERICAN EXPRESS COAXP3,935$1.5M1.57%
17JOHNSON & JOHNSONJNJ6,978$1.4M1.55%
18EXXON MOBIL CORPXOM11,975$1.4M1.55%
19ABBVIE INCABBV6,199$1.4M1.52%
20QUALCOMM INCQCOM8,060$1.4M1.48%
21CVS HEALTH CORPCVS17,213$1.4M1.47%
22NEXTERA ENERGY INCNEE-PW16,930$1.4M1.46%
23INVESCO EXCH TRD SLF IDX FDIVZ60,548$1.3M1.43%
24VALERO ENERGY CORPVLO8,131$1.3M1.42%
25META PLATFORMS INCMETA1,983$1.3M1.41%
26CISCO SYS INCCSCO15,784$1.2M1.31%
27NUCOR CORPNUE7,357$1.2M1.29%
28LOCKHEED MARTIN CORPLMT2,402$1.2M1.25%
29CHUBB LIMITEDCB3,673$1.1M1.23%
30NORFOLK SOUTHN CORP6558441083,924$1.1M1.22%
31MERCK & CO INCMRK10,688$1.1M1.21%
32AFLAC INCAFL9,046$997,5571.07%
33WASTE MGMT INC DEL94106L1094,474$982,9831.06%
34LINDE PLCLIN2,273$969,1841.04%
35CHEVRON CORP NEWCVX6,095$928,9211.00%
36EMERSON ELEC COEMR6,939$920,9860.99%
37LOWES COS INC5486611073,794$914,8750.98%
38PROCTER AND GAMBLE CO7427181096,334$907,7520.98%
39SCHWAB CHARLES CORPSCHW-PJ9,081$907,2830.98%
40MCDONALDS CORPMCD2,927$894,6410.96%
41NIKE INCNKE14,003$892,1330.96%
42SELECT SECTOR SPDR TR81369Y30810,817$840,2650.90%
43SELECT SECTOR SPDR TR81369Y7045,362$831,7530.90%
44BERKSHIRE HATHAWAY INC DELBRK-A1,593$800,7210.86%
45VANGUARD INDEX FDS9229087692,387$800,2890.86%
46SELECT SECTOR SPDR TR81369Y4076,662$795,5090.86%
47SYSCO CORPSYY10,362$763,5410.82%
48PEPSICO INCPEP5,298$760,4060.82%
49ABBOTT LABSABLZF5,989$750,3130.81%
50SELECT SECTOR SPDR TR81369Y8526,340$746,3450.80%
51INVESCO EXCH TRD SLF IDX FDIVZ32,745$704,3450.76%
52SELECT SECTOR SPDR TR81369Y8034,482$645,2740.69%
53AUTOMATIC DATA PROCESSING INADP2,372$610,1800.66%
54GENERAL MLS INC37033410412,792$594,8140.64%
55PAYCHEX INCPAYX5,129$575,4200.62%
56TESLA INCTSLA1,217$547,3090.59%
57SELECT SECTOR SPDR TR81369Y6059,508$520,7530.56%
58INVESCO EXCH TRD SLF IDX FDIVZ18,657$487,0410.52%
59NVIDIA CORPORATIONNVDA2,435$454,1340.49%
60SELECT SECTOR SPDR TR81369Y5068,489$379,5430.41%
61COSTCO WHSL CORP NEW22160K105434$374,2560.40%
62ULTA BEAUTY INCULTA612$370,2660.40%
63WILLIAMS COS INC9694571005,751$345,6930.37%
64OCCIDENTAL PETE CORP6745991058,137$334,5930.36%
65SELECT SECTOR SPDR TR81369Y2092,136$330,6530.36%
66ELI LILLY & COLLY298$320,2550.34%
67ADOBE INCADBE904$316,3910.34%
68SALESFORCE INCCRM1,156$306,2360.33%
69ALPHABET INCGOOG967$303,3720.33%
70BROADCOM INCAVGO845$292,4550.31%
71VANGUARD INDEX FDS922908363454$284,7170.31%
72MATCH GROUP INC NEWMTCH8,541$275,7890.30%
73UBER TECHNOLOGIES INCUBER3,176$259,5110.28%
74MONSTER BEVERAGE CORP NEWMNST3,303$253,2410.27%
75ISHARES TR4642875152,170$229,3470.25%
76ADVANCED MICRO DEVICES INCAMD938$200,8820.22%
77TECOGEN INC NEWTGEN14,881$73,5120.08%