ARK & TLK INVESTMENTS, LLC

CIK: 0002013188Latest portfolio: $363.5M · Q4 2025

Holdings

113

Total Value

$363.5M

New Positions

113

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
DFACDIMENSIONAL ETF TRUST
2,287,320$90.6M24.91%NEW
2
DFICDIMENSIONAL ETF TRUST
1,007,498$34.7M9.55%NEW
3
DFUSDIMENSIONAL ETF TRUST
460,065$34.1M9.39%NEW
4
TFLOISHARES TR
503,104$25.4M6.98%NEW
5
DFAXDIMENSIONAL ETF TRUST
391,809$12.8M3.53%NEW
6
VGSHVANGUARD SCOTTSDALE FDS
202,660$11.9M3.27%NEW
7
IWFISHARES TR
23,664$11.2M3.08%NEW
8
DFAUDIMENSIONAL ETF TRUST
159,956$7.5M2.06%NEW
9
DFEMDIMENSIONAL ETF TRUST
205,313$6.8M1.87%NEW
10
AVUSAMERICAN CENTY ETF TR
59,058$6.6M1.82%NEW
11
AAPLAPPLE INC
22,903$6.2M1.71%NEW
12
IWDISHARES TR
28,681$6.0M1.66%NEW
13
SMCSUMMIT MIDSTREAM CORPORATION
223,525$6.0M1.64%NEW
14
VTIVANGUARD INDEX FDS
17,291$5.8M1.59%NEW
15
VNQVANGUARD INDEX FDS
48,226$4.3M1.17%NEW
16
AVDEAMERICAN CENTY ETF TR
50,954$4.2M1.15%NEW
17
IWSISHARES TR
28,477$4.0M1.10%NEW
18
IWPISHARES TR
28,196$3.9M1.06%NEW
19
VVVANGUARD INDEX FDS
11,457$3.6M0.99%NEW
20
IEMGISHARES INC
51,704$3.5M0.96%NEW
21
VTIPVANGUARD MALVERN FDS
61,656$3.0M0.84%NEW
22
DFAIDIMENSIONAL ETF TRUST
77,585$3.0M0.81%NEW
23
IJSISHARES TR
22,936$2.6M0.72%NEW
24
SCHBSCHWAB STRATEGIC TR
85,347$2.2M0.62%NEW
25
EFGISHARES TR
17,490$2.0M0.55%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($622513051039.5T)
Energy0.0% ($5963541490.3T)
Communication Services0.0% ($440.3B)
Consumer Cyclical0.0% ($357.3B)
Healthcare0.0% ($499.5M)
Unknown0.0% ($383K)
Industrials0.0% ($200K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$363.5M114
Q3 2025Oct 31, 2025$315.2B0
Q2 2025Aug 13, 2025$311.6B0
Q1 2025May 1, 2025$283.8B112
Q4 2024Feb 12, 2025$287.8B111

Fund Information

CIK0002013188
Most Recent FilingFeb 10, 2026
Number of Filings5

ARK & TLK INVESTMENTS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $363.5M across 113 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 24.9% of the portfolio. Compared to the previous quarter, the fund opened 113 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.