Arq Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity portfolio holdings as of the close of business on September 30, 2026. The filing was signed by Gregory Yocum, the Managing Member and Chief Compliance Officer of the firm, and was submitted on October 28, 2026.
The report provides a comprehensive list of the firm’s equity securities held in its portfolio. The holdings include a mix of individual common stocks and exchange-traded funds (ETFs). Among the individual equities listed in the filing are major technology and healthcare companies, as well as financial institutions. Notable individual stock positions include Apple Inc., Microsoft Corporation, Alphabet Inc., Eli Lilly & Co., and Johnson & Johnson.
The portfolio also features a significant allocation to exchange-traded funds. These funds cover a wide range of asset classes and investment strategies, including broad market indices, international equity funds, emerging markets funds, fixed income ETFs, and sector-specific funds. Examples of the ETFs held include the iShares Core S&P 500 ETF, the SPDR Gold Shares, and various funds focusing on international and emerging market equities.
The filing indicates that all positions listed are held as of the specified date and are reported in accordance with the requirements of Form 13F.
