ARQ WEALTH ADVISORS, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 5, 2024
Value $
$231M
Signature - Title
Gregory Yocum - Managing Member & Chief Compliance Officer
Location
14500 N. Northsight Boulevard, Suite 200, Scottsdale, AZ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 83 $231M +$21.7M -$22.9M -$1.3M QUAL, SPDW, AVUS, MGV, JMOM 13F-HR 8/2/2024, 05:42 PM
Q1 2024 86 $230M +$65.4M -$14.8M +$50.6M QUAL, SPDW, AVUS, AVDE, AVUV 13F-HR 5/23/2024, 12:24 PM
Q4 2023 66 $168M +$26.4M -$5.26M +$21.1M SPDW, QUAL, MTUM, AVDE, AVUS 13F-HR 2/26/2024, 07:09 PM
Q3 2023 56 $134M +$8.16M -$22.6M -$14.5M SPDW, QUAL, AVDE, MTUM, AVUS 13F-HR 11/30/2023, 11:36 AM
Q2 2023 56 $154M +$39.4M -$27.3M +$12.1M SPDW, QUAL, MTUM, AVDE, AVUV 13F-HR 8/18/2023, 04:51 PM
Q1 2023 52 $136M +$6.55M -$30M -$23.4M SPDW, QUAL, MTUM, VTI, LGLV 13F-HR 5/9/2023, 10:10 AM
Q4 2022 49 $153M +$14.9M -$3.79M +$11.2M SPDW, MTUM, QUAL, MBB, LGLV 13F-HR 2/7/2023, 08:36 PM
Q3 2022 48 $129M +$4.95M -$6.06M -$1.12M SPDW, MTUM, QUAL, LGLV, VTI 13F-HR 10/13/2022, 08:08 PM
Q2 2022 51 $140M +$15.8M -$3.36M +$12.5M SPDW, MTUM, QUAL, LGLV, VTI 13F-HR 8/5/2022, 01:42 PM
Q1 2022 48 $149M +$30.7M -$15.4M +$15.3M SPDW, MTUM, QUAL, SPMD, LGLV 13F-HR 5/11/2022, 06:46 PM
Q4 2021 48 $141M +$1.53M -$24.8M -$23.3M SPDW, SPMD, MTUM, QUAL, VTI 13F-HR 2/8/2022, 05:43 PM
Q3 2021 48 $156M +$26M -$26.2M -$266K SPDW, MTUM, SPMD, QUAL, EFAV 13F-HR 11/5/2021, 02:31 PM
Q2 2021 49 $156M +$14M -$20.7M -$6.66M SPDW, MTUM, SPMD, AOR, SPLG 13F-HR 7/13/2021, 08:46 PM
Q1 2021 47 $155M +$5.33M -$16.4M -$11M SPDW, SPLG, SPMD, MTUM, AOR 13F-HR 5/28/2021, 09:41 AM
Q4 2020 49 $159M +$45.3M -$2.88M +$42.4M SPDW, MBB, SPLG, MTUM, SPMD 13F-HR 2/1/2021, 06:38 PM
Q3 2020 42 $104M +$3.21M -$8.21M -$5M SPDW, SPLG, MTUM, AOR, SPMD 13F-HR 10/23/2020, 05:03 PM
Q2 2020 41 $103M +$9.67M -$7.95M +$1.72M SPDW, SPLG, MTUM, AOR, LMBS 13F-HR 7/8/2020, 05:52 PM
Q1 2020 39 $87.9M $0 $0 SPDW, SPLG, AOR, MTUM, SPMD 13F-HR 5/13/2020, 03:14 PM