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Ark & TLK Investments, LLC

CIK:0002013188
Investment Adviser
$284M AUM
116 holdings
Oklahoma City, OK, US
Latest filing:Jun 30, 2025

ARK & TLK INVESTMENTS, LLC is an investment advisory firm headquartered in Oklahoma City, Oklahoma. As registered with the SEC (CIK: 0002013188), the firm manages a portfolio of public securities and files 13F reports, indicating it serves institutional or high-net-worth clients. Specifics regarding founding year, employee count, and detailed profile are not publicly available, but it operates primarily in the asset management and investment advisory space.

Investment Strategy

While direct details of ARK & TLK INVESTMENTS, LLC's investment strategy are not available, their 13F filings and reported holdings suggest a diversified approach across multiple sectors using public equity securities. Portfolio performance data and allocations point to active management rather than index tracking, typical of registered investment advisers serving institutional and high net worth clients.

Top Buys
D
DFACDFA US Core Equity 2 ETF
+$7.5M
D
DFICDFA International Core Equity 2 ETF
+$2.9M
D
DFUSDFA Tax-Managed US Equity ETF
+$2.9M
S
SMCSUMMIT MIDSTREAM ORD
+$2.7M
I
IWFIshares Tr Russell
+$1.5M
Top Sells
T
TFLOiShares Treasury Floating Rate Bond ETF
-$1.0M
I
IVVISHARES TRUST S&P 500 INDEX FUND
-$276.5K
V
VCSHVanguard S/T. Corp. Bond ETF
-$252.8K
X
XOMExxon Mobil Corporation
-$185.5K
A
AAPLApple Computer Inc
-$143.4K

Top Holdings

D
DFACDFA US Core Equity 2 ETF
+23.4%$72.9M
D
DFUSDFA Tax-Managed US Equity ETF
+10.4%$32.3M
D
DFICDFA International Core Equity 2 ETF
+9.1%$28.5M
T
TFLOiShares Treasury Floating Rate Bond ETF
+4.0%$12.5M
D
DFAXDFA Tax-Managed World ex US Core Equity 2 ETF
+3.7%$11.7M

Equity Positions (116)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
D
DFAC
DFA US Core Equity 2 ETF23.38%$72.9M2,032,769$32.35$35.84+$7.5M
D
DFUS
DFA Tax-Managed US Equity ETF10.38%$32.3M482,598$51.83$67.02+$2.9M
D
DFIC
DFA International Core Equity 2 ETF9.15%$28.5M916,623$25.59$31.09+$2.9M
T
TFLO
iShares Treasury Floating Rate Bond ETF4.00%$12.5M246,155$50.47$50.65-$1.0M
D
DFAX
DFA Tax-Managed World ex US Core Equity 2 ETF3.75%$11.7M397,523$24.42$29.37+$1.2M

Industry Allocation

NATURAL GAS TRANSMISSION
+1.1%
PETROLEUM REFINING
+0.8%
NATIONAL COMMERCIAL BANKS
+0.6%
SEMICONDUCTORS & RELATED DEVICES
+0.5%
ELECTRONIC COMPUTERS
+0.4%