I literally don’t even have the website for this post…but we’re here, so let’s go.
It’s in development as of this weekend.
SERV this week announced that it is moving into hospitals.
I recently wrote Investor Relations to ask if they had considered hospitals and retirement communities, so I’m claiming all credit. Seriously, it is a positive development. I mentioned to a friend that I would much rather have a SERV delivery bot handle my parents’ prescriptions than a human… same thought process with food: I do not believe that humans, as a whole, have earned the trust level to handle food or medicine, at least not over a robot.
New Position
ARKVX has been added to the Hindsight 50/50 Fund.
Venture Fund (ARKVX) is an actively managed “interval fund” designed to provide everyday investors with access to the venture capital market, a space traditionally reserved for institutional players and accredited investors. Launched by Cathie Wood’s ARK Invest in late 2022, the fund targets “disruptive innovation” across both public and private markets, allowing retail investors to own stakes in high-profile, pre-IPO companies.
Investment Strategy & Themes
The fund’s primary objective is long-term capital appreciation. Unlike standard ARK ETFs that focus mainly on liquid public stocks, ARKVX allocates a significant portion of its portfolio—often over 80%—to private companies. It focuses on several “big ideas,” including:
Artificial Intelligence: Companies like OpenAI and xAI.
Space Exploration: Most notably a large position in SpaceX.
Robotics & Tech: Including Figure AI and Shield AI.
Genomics & Fintech: Innovations in DNA sequencing and blockchain.
Key Holdings
As of early 2026, the fund is highly concentrated in top-tier private tech. SpaceX remains its largest and most famous holding, often representing 12-13% of the total weight. Other significant private positions include OpenAI, Anthropic, and Epic Games, alongside public growth stocks like NVIDIA and Tesla to provide some baseline liquidity.
Fees and Liquidity
Investors should note that ARKVX is not a standard ETF. It carries a relatively high management fee of 2.75%, with a total net expense ratio typically around 2.90%.
Furthermore, because it invests in illiquid private assets, you cannot sell your shares instantly on an exchange. Instead, the fund offers quarterly liquidity, where it typically allows investors to redeem up to 5% of the fund’s total net asset value (NAV) each quarter. This structure is intended to prevent “run-on-the-fund” scenarios that could force the premature sale of private holdings.
Risk Profile
ARKVX is a high-risk, high-reward vehicle. While it offers rare access to the next generation of tech giants before they hit the public market, it is subject to the high failure rates of startups and the valuation volatility of the broader tech sector.