Ark & Tlk Investments, LLC
Annual return '25
-2.9%
SPY '25
+17.7%
Alpha
-20.6ptsvs SPY
Invested
$739M
Holdings
118
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
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Sold 99.6% (2.29M → 8.6k shares)
26.0%
02
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.01M shares)
10.3%
03
$DFUS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 460.1k shares)
8.8%
04
$TFLO
ISHARES TR
Q1 2026: Exited (was 503.1k shares)
6.0%
05
$DFAX
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 391.8k shares)
3.6%
06
$VGSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 202.7k shares)
3.4%
07
$IWF
ISHARES TR
Q1 2026: Exited (was 23.7k shares)
2.7%
08
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 59.1k shares)
2.4%
09
$DFEM
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 205.3k shares)
1.8%
10
$IWD
ISHARES TR
Q1 2026: Exited (was 28.7k shares)
1.7%
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 08:27 UTC.