Arq Wealth Advisors, LLC
Annual return '25
+17.3%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$554.8M
Holdings
191
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 161.5k shares)
3.6%
02
$GARP
ISHARES TR
Q1 2026: Exited (was 223.1k shares)
2.9%
03
$RECS
COLUMBIA ETF TR I
Q1 2026: Exited (was 285.1k shares)
2.4%
04
$JMOM
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 174.9k shares)
2.3%
05
$QEFA
SPDR INDEX SHS FDS
Q1 2026: Exited (was 130.7k shares)
2.3%
06
$AUSF
GLOBAL X FDS
Q1 2026: Exited (was 228.3k shares)
2.3%
07
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 111.1k shares)
2.2%
08
$MGV
VANGUARD WORLD FD
Q1 2026: Exited (was 83.2k shares)
2.2%
09
$FNDF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.1%
10
$IUS
INVESCO EXCH TRD SLF IDX FD
Q1 2026: Exited (was 196.8k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:14 UTC.