ARK & TLK INVESTMENTS, LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$363.5B

Holdings

113

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (113 positions)

#StockSharesValue% PortfolioType
1
DFACDIMENSIONAL ETF TRUST
2,287,320$90.6B24.91%
2
DFICDIMENSIONAL ETF TRUST
1,007,498$34.7B9.55%
3
DFUSDIMENSIONAL ETF TRUST
460,065$34.1B9.39%
4
TFLOISHARES TR
503,104$25.4B6.98%
5
DFAXDIMENSIONAL ETF TRUST
391,809$12.8B3.53%
6
VGSHVANGUARD SCOTTSDALE FDS
202,660$11.9B3.27%
7
IWFISHARES TR
23,664$11.2B3.08%
8
DFAUDIMENSIONAL ETF TRUST
159,956$7.5B2.06%
9
DFEMDIMENSIONAL ETF TRUST
205,313$6.8B1.87%
10
AVUSAMERICAN CENTY ETF TR
59,058$6.6B1.82%
11
AAPLAPPLE INC
22,903$6.2B1.71%
12
IWDISHARES TR
28,681$6.0B1.66%
13
SMCSUMMIT MIDSTREAM CORPORATION
223,525$6.0B1.64%
14
VTIVANGUARD INDEX FDS
17,291$5.8B1.59%
15
VNQVANGUARD INDEX FDS
48,226$4.3B1.17%
16
AVDEAMERICAN CENTY ETF TR
50,954$4.2B1.15%
17
IWSISHARES TR
28,477$4.0B1.10%
18
IWPISHARES TR
28,196$3.9B1.06%
19
VVVANGUARD INDEX FDS
11,457$3.6B0.99%
20
IEMGISHARES INC
51,704$3.5B0.96%
21
VTIPVANGUARD MALVERN FDS
61,656$3.0B0.84%
22
DFAIDIMENSIONAL ETF TRUST
77,585$3.0B0.81%
23
IJSISHARES TR
22,936$2.6B0.72%
24
SCHBSCHWAB STRATEGIC TR
85,347$2.2B0.62%
25
EFGISHARES TR
17,490$2.0B0.55%
26
JPMJPMORGAN CHASE & CO.
6,005$1.9B0.53%
27
DFIVDIMENSIONAL ETF TRUST
38,291$1.9B0.53%
28
DFATDIMENSIONAL ETF TRUST
31,218$1.9B0.51%
29
MDYSPDR S&P MIDCAP 400 ETF TR
2,617$1.6B0.43%
30
SCHASCHWAB STRATEGIC TR
55,000$1.6B0.43%
31
DFUVDIMENSIONAL ETF TRUST
32,807$1.5B0.42%
32
CWBSPDR SERIES TRUST
16,480$1.5B0.40%
33
SCHOSCHWAB STRATEGIC TR
58,360$1.4B0.39%
34
IBIJISHARES TR
52,770$1.4B0.38%
35
DFEVDIMENSIONAL ETF TRUST
39,614$1.3B0.37%
36
NVDANVIDIA CORPORATION
6,999$1.3B0.36%
37
VOVANGUARD INDEX FDS
4,352$1.3B0.35%
38
IWBISHARES TR
3,331$1.2B0.34%
39
SCHMSCHWAB STRATEGIC TR
41,000$1.2B0.34%
40
SUBISHARES TR
11,527$1.2B0.34%
41
VBRVANGUARD INDEX FDS
5,754$1.2B0.34%
42
FLOTISHARES TR
23,183$1.2B0.32%
43
EFVISHARES TR
15,273$1.1B0.30%
44
DFASDIMENSIONAL ETF TRUST
15,404$1.1B0.30%
45
SCHGSCHWAB STRATEGIC TR
32,047$1.0B0.29%
46
MSFTMICROSOFT CORP
2,150$1.0B0.29%
47
DFAEDIMENSIONAL ETF TRUST
31,114$1.0B0.28%
48
AGGISHARES TR
9,959$994.0M0.27%
49
SCHVSCHWAB STRATEGIC TR
32,559$964.0M0.27%
50
ICFISHARES TR
15,854$945.0M0.26%
51
BNDVANGUARD BD INDEX FDS
12,023$890.0M0.24%
52
MGCVANGUARD WORLD FD
3,525$885.0M0.24%
53
IWNISHARES TR
4,804$870.0M0.24%
54
VBVANGUARD INDEX FDS
3,178$819.0M0.23%
55
SCHXSCHWAB STRATEGIC TR
30,306$815.0M0.22%
56
AVEMAMERICAN CENTY ETF TR
10,472$806.0M0.22%
57
IWOISHARES TR
2,332$753.0M0.21%
58
AVEEAMERICAN CENTY ETF TR
11,259$702.0M0.19%
59
VTVVANGUARD INDEX FDS
3,609$689.0M0.19%
60
IGSBISHARES TR
12,685$670.0M0.18%
61
SPYSPDR S&P 500 ETF TR
926$631.0M0.17%
62
USFRWISDOMTREE TR
11,906$599.0M0.16%
63
EMBISHARES TR
5,892$567.0M0.16%
64
DUHPDIMENSIONAL ETF TRUST
14,296$543.0M0.15%
65
XOMEXXON MOBIL CORP
4,498$541.0M0.15%
66
VONGVANGUARD SCOTTSDALE FDS
4,384$533.0M0.15%
67
VUGVANGUARD INDEX FDS
1,065$519.0M0.14%
68
VNQIVANGUARD INTL EQUITY INDEX F
11,205$513.0M0.14%
69
SYKSTRYKER CORPORATION
1,421$499.0M0.14%
70
IBIHISHARES TR
19,158$498.0M0.14%
71
IBIIISHARES TR
19,340$497.0M0.14%
72
VWOVANGUARD INTL EQUITY INDEX F
9,226$496.0M0.14%
73
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,629$495.0M0.14%
74
AVUVAMERICAN CENTY ETF TR
4,854$495.0M0.14%
75
BPBP PLC
14,114$490.0M0.13%
76
IBIGISHARES TR
18,825$490.0M0.13%
77
DLNWISDOMTREE TR
5,461$481.0M0.13%
78
IBIFISHARES TR
18,512$481.0M0.13%
79
TMOTHERMO FISHER SCIENTIFIC INC
813$471.0M0.13%
80
DISVDIMENSIONAL ETF TRUST
12,270$466.0M0.13%
81
IBIEISHARES TR
17,909$465.0M0.13%
82
STIPISHARES TR
4,428$453.0M0.12%
83
BSVVANGUARD BD INDEX FDS
5,712$450.0M0.12%
84
IBIDISHARES TR
17,299$446.0M0.12%
85
METAMETA PLATFORMS INC
667$440.0M0.12%
86
RWRSPDR SERIES TRUST
4,472$439.0M0.12%
87
IBICISHARES TR
16,917$432.0M0.12%
88
EFAISHARES TR
4,209$404.0M0.11%
89
SCZISHARES TR
5,069$392.0M0.11%
90
VEAVANGUARD TAX-MANAGED FDS
6,221$388.0M0.11%
91
NDQINVESCO QQQ TR
625$383.0M0.11%
92
VOEVANGUARD INDEX FDS
2,113$374.0M0.10%
93
TSLATESLA INC
794$357.0M0.10%
94
HOODROBINHOOD MKTS INC
3,000$339.0M0.09%
95
VBKVANGUARD INDEX FDS
1,099$332.0M0.09%
96
AMZNAMAZON COM INC
1,392$321.0M0.09%
97
RSPINVESCO EXCHANGE TRADED FD T
1,664$318.0M0.09%
98
IBIKISHARES TR
11,500$294.0M0.08%
99
IBILISHARES TR
11,550$293.0M0.08%
100
VOOVANGUARD INDEX FDS
459$287.0M0.08%
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