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ARQ WEALTH ADVISORS, LLC

Q1 2025 · 13F-HR

ARQ WEALTH ADVISORS, LLCholdings as filed

Filed 2025-05-05 · accession 0001085146-25-002592

$269.6M
Reported value
99
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
025072885AVUSAMERICAN CENTY ETF TR$11.9M4.40%128,330CommonNONE
921910840MGVVANGUARD WORLD FD$11.2M4.14%86,568CommonNONE
46436E403GARPISHARES TR$10.7M3.96%209,457CommonNONE
46138J742IUSINVESCO EXCH TRD SLF IDX FD$10.3M3.81%208,138CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$10.1M3.76%116,241CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$10.0M3.70%156,817CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$9.7M3.60%171,997CommonNONE
78463X434QEFASPDR INDEX SHS FDS$9.6M3.56%121,380CommonNONE
46432F339QUALISHARES TR$8.8M3.25%51,336CommonNONE
233051200DBEFDBX ETF TR$8.2M3.02%188,292CommonNONE
78464A854SPYMSPDR SER TR$8.0M2.96%121,311CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$7.6M2.81%240,997CommonNONE
233051820DBAWDBX ETF TR$7.5M2.79%212,399CommonNONE
19761L706RECSCOLUMBIA ETF TR I$7.1M2.64%214,206CommonNONE
922908769VTIVANGUARD INDEX FDS$6.9M2.57%25,255CommonNONE
82889N764HEQTSIMPLIFY EXCHANGE TRADED FUN$6.9M2.55%240,950CommonNONE
37954Y574AUSFGLOBAL X FDS$6.6M2.45%151,150CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$6.4M2.38%176,038CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$5.9M2.18%88,722CommonNONE
78464A847SPMDSPDR SER TR$5.7M2.12%111,567CommonNONE
78468R812QUSSPDR SER TR$5.3M1.97%33,953CommonNONE
46434G889EMGFISHARES INC$4.7M1.73%99,577CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$4.4M1.64%73,487CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.3M1.59%84,405CommonNONE
19762B202XCEMCOLUMBIA ETF TR II$3.9M1.45%132,419CommonNONE
037833100AAPLAPPLE INC$3.6M1.34%16,292CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$3.5M1.30%55,033CommonNONE
46434G764EMXCISHARES INC$3.2M1.20%58,743CommonNONE
46432F396MTUMISHARES TR$3.2M1.20%15,999CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$3.0M1.10%75,425CommonNONE
37954Y673PAVEGLOBAL X FDS$2.8M1.04%74,142CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$2.8M1.04%40,960CommonNONE
37954Y483QYLDGLOBAL X FDS$2.7M0.99%159,876CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$2.6M0.97%109,947CommonNONE
33738R308FTHIFIRST TR EXCHANGE TRADED FD$2.6M0.95%117,263CommonNONE
006212104ADXADAMS DIVERSIFIED EQUITY FD$2.6M0.95%134,567CommonNONE
594918104MSFTMICROSOFT CORP$2.3M0.87%6,260CommonNONE
69374H881COWZPACER FDS TR$2.3M0.86%42,171CommonNONE
67066G104NVDANVIDIA CORPORATION$2.1M0.79%19,693CommonNONE
132061300FYLDCAMBRIA ETF TR$2.0M0.75%74,794CommonNONE
922908652VXFVANGUARD INDEX FDS$1.9M0.72%11,272CommonNONE
46641Q746JPMBJ P MORGAN EXCHANGE TRADED F$1.9M0.71%49,779CommonNONE
464287200IVVISHARES TR$1.9M0.69%3,331CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$1.8M0.65%46,920CommonNONE
78463X418QWLDSPDR INDEX SHS FDS$1.7M0.62%13,150CommonNONE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$1.7M0.61%91,096CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.5M0.57%7,903CommonNONE
464287507IJHISHARES TR$1.2M0.46%21,364CommonNONE
922908736VUGVANGUARD INDEX FDS$1.2M0.45%3,270CommonNONE
78464A706DGTSPDR SER TR$981,8470.36%7,023CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$933,3300.35%1,668CommonNONE
92189F643MOATVANECK ETF TRUST$918,5440.34%10,438CommonNONE
886364231GRNYTIDAL ETF TR$905,3520.34%49,813CommonNONE
02079K107GOOGALPHABET INC$802,8660.30%5,139CommonNONE
86280R803SSUSSTRATEGY SHS$708,2730.26%17,398CommonNONE
023135106AMZNAMAZON COM INC$653,7340.24%3,436CommonNONE
438516106HONHONEYWELL INTL INC$623,6040.23%2,945CommonNONE
26922A222ACIOETF SER SOLUTIONS$596,3290.22%15,413CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$595,6900.22%5,111CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$569,9630.21%9,047CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$564,0800.21%5,601CommonNONE
37954Y632AIQGLOBAL X FDS$562,1820.21%15,453CommonNONE
464287408IVEISHARES TR$554,3980.21%2,909CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$549,4990.20%581CommonNONE
464287465EFAISHARES TR$543,9140.20%6,655CommonNONE
78464A839MDYVSPDR SER TR$536,1910.20%6,959CommonNONE
464287655IWMISHARES TR$490,3470.18%2,458CommonNONE
78468R804LGLVSPDR SER TR$477,2180.18%2,742CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$460,7950.17%23,296CommonNONE
30303M102METAMETA PLATFORMS INC$452,4430.17%785CommonNONE
464287614IWFISHARES TR$440,5300.16%1,220CommonNONE
464287622IWBISHARES TR$433,1170.16%1,412CommonNONE
45783Y178IBUFINNOVATOR ETFS TRUST$403,7410.15%15,224CommonNONE
33740F243BUFSFIRST TR EXCHNG TRADED FD VI$380,5380.14%18,792CommonNONE
78464A805SPTMSPDR SER TR$374,8720.14%5,512CommonNONE
45783Y160QBUFINNOVATOR ETFS TRUST$368,8160.14%13,958CommonNONE
92826C839VVISA INC$354,6660.13%1,012CommonNONE
922908363VOOVANGUARD INDEX FDS$351,5150.13%684CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$338,4320.13%6,169CommonNONE
760759100RSGREPUBLIC SVCS INC$332,9700.12%1,375CommonNONE
58733R102MELIMERCADOLIBRE INC$325,7960.12%167CommonNONE
532457108LLYELI LILLY & CO$318,8020.12%386CommonNONE
464287606IJKISHARES TR$312,3000.12%3,750CommonNONE
02079K305GOOGLALPHABET INC$298,5350.11%1,931CommonNONE
88160R101TSLATESLA INC$295,9610.11%1,142CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$295,6040.11%5,545CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$273,2140.10%513CommonNONE
46435G516ESGDISHARES TR$237,8000.09%2,911CommonNONE
45783Y210EBUFINNOVATOR ETFS TRUST$232,8110.09%8,782CommonNONE
64110L106NFLXNETFLIX INC$232,2000.09%249CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$231,1740.09%1,334CommonNONE
46434V316GLOFISHARES TR$224,5060.08%5,243CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$220,9010.08%3,330CommonNONE
46435G425ESGUISHARES TR$217,1220.08%1,781CommonNONE
464287168DVYISHARES TR$214,8640.08%1,600CommonNONE
82889N848SPBCSIMPLIFY EXCHANGE TRADED FUN$210,4530.08%5,796CommonNONE
78464A474SPSBSPDR SER TR$202,3330.08%6,722CommonNONE
808524607SCHASCHWAB STRATEGIC TR$201,2640.07%8,590CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$136,8950.05%10,434CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.