ARQ WEALTH ADVISORS, LLC

CIK: 0001811827SEC EDGAR →

Portfolio Value

$370.6M

Holdings

135

As of

Q4 2025

New Positions

45

Closed Positions

13

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

AMERICAN CENTY ETF TR

161,471$18.0M
4.87%
2

ISHARES TR

223,117$15.2M
4.10%
3

J P MORGAN EXCHANGE TRADED F

174,934$11.9M
3.22%
4

SPDR INDEX SHS FDS

130,742$11.9M
3.20%
5

VANGUARD WORLD FD

83,246$11.8M
3.17%
6

COLUMBIA ETF TR I

285,063$11.6M
3.14%
7

AMERICAN CENTY ETF TR

111,084$11.3M
3.06%
8

INVESCO EXCH TRD SLF IDX FD

196,792$11.2M
3.04%
9

J P MORGAN EXCHANGE TRADED F

150,472$10.8M
2.91%
10

GLOBAL X FDS

228,257$10.6M
2.86%

Quarterly Changes

Top Buys

SPIBNEW
$7.3M
AVUS↑ Increased
$2.2M
FRDM↑ Increased
$2.1M
AVDE↑ Increased
$1.8M
AUSF↑ Increased
$1.6M

Top Sells

IJHCLOSED
$1.4M
SPEM↓ Decreased
$1.2M
MCK↓ Decreased
$768K
GOOGL↓ Decreased
$499K
MSFT↓ Decreased
$477K

New Positions (3)

$7.3M · 217K shares
$244K · 2K shares
$161K · 11K shares

Closed Positions (2)

$1.4M · 22K shares
$210K · 519 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services90$328.8M88.7%
Technology5$13.5M3.6%
Unknown8$7.4M2.0%
Healthcare9$7.4M2.0%
Communication Services5$4.6M1.2%
Industrials7$3.7M1.0%
Consumer Defensive8$3.1M0.8%
Consumer Cyclical3$2.0M0.5%