Long-term investor
Arq Wealth Advisors, LLC @arqwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001811827).
Record
- Tracked since 2025-06-30 (477 days), 257 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months +2.9% · 1 year +2.4% · all +2.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072885 · 3.3% · long · since 2025-06-30
- 46436E403 · 3.1% · long · since 2025-06-30
- 19761L706 · 2.6% · long · since 2025-06-30
- 46654Q559 · 2.4% · long · since 2026-06-30
- 37954Y574 · 2.2% · long · since 2025-06-30
- 233051820 · 2.2% · long · since 2025-06-30
- 025072877 · 2.1% · long · since 2025-06-30
- 46641Q779 · 2.1% · long · since 2025-06-30
- 46641Q647 · 2.1% · long · since 2026-06-30
- 921910840 · 2.1% · long · since 2025-06-30
- 47103U845 · 2.1% · long · since 2026-06-30
- 46138J742 · 2.1% · long · since 2025-06-30