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CIK: 0001800798
Total reported value
$6.6B
$6.6B
1242 檔
5.9%
During the Q2 2025 filing period, Arkadios Wealth Advisors (CIK: 0001800798) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.6B across 1242 reported positions.
In Q2 2025, Arkadios Wealth Advisors displayed an active expansion posture, initiating 9 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.12% | +0.18% | +10.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.48% | +0.15% | +8.22% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | -0.06% | +8.14% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.97% | +0.14% | +12.74% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.89% | +0.23% | +166.23% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.15% | +1.25% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.47% | +0.23% | +41.19% | |
| 8 | CARY | Angel Oak Income ETF | ETF-Other | 1.41% | -0.30% | +1.66% | |
| 9 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.14% | +0.12% | +0.86% | |
| 10 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 1.13% | +0.04% | +6.14% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | +0.05% | +10.27% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.01% | +0.14% | +86.44% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.99% | +0.30% | +14.21% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.09% | +6.15% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.08% | -5.62% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.18% | +7.73% | |
| 17 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.77% | +0.07% | +369.21% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.76% | -0.11% | +33.17% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.05% | +19.98% | |
| 20 | AOHY | Angel Oak High Yild Oppo ETF | ETF-Other | 0.70% | -0.13% | +11.19% | |
| 21 | IDV | Ishares International Select | ETF-Other | 0.69% | +0.01% | -0.87% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.68% | — | +15.82% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | +0.02% | +32.31% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.04% | +11.58% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.61% | -0.07% | -2.88% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.11% | +15.28% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.06% | +18.20% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.56% | -0.03% | +13.36% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.66% | EXIT | |
| 30 | ALAI | Alger Ai Enable & Adopt ETF | ETF-Other | 0.50% | +0.31% | — | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.49% | +0.07% | -18.16% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.03% | +19.66% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.01% | -3.84% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.14% | +9.12% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.05% | +11.06% | |
| 36 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.44% | -0.36% | -10.23% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | +0.01% | -11.42% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.15% | +43.24% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.03% | +27.04% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.40% | +0.02% | +5.13% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-Other | 0.40% | -0.13% | +3.19% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.35% | -0.02% | +10.58% | |
| 43 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.35% | +0.04% | +15.84% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.34% | -0.04% | +16.20% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.03% | +23.35% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | +0.01% | +23.78% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.33% | -0.01% | +60.86% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.33% | -0.02% | -2.23% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.09% | +22.91% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | +19.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.1% | +166.23% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | +10.18% | Add |
| 3 | FDVV | Fidelity High Dividend ETF | +0.6% | +369.21% | Add |
| 4 | ALAI | Alger Ai Enable & Adopt ETF | +0.5% | NEW | New buy |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +86.44% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +41.19% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | +33.17% | Add |
| 8 | MSFT | Microsoft CORP | +0.2% | +8.14% | Add |
| 9 | NEM | Newmont CORP | +0.2% | NEW | New buy |
| 10 | FBCG | Fidelity Blue Chip Grow ETF | +0.2% | NEW | New buy |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +109.12% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | -5.62% | Trim |
| 13 | 37M | Mrc Global Inc | +0.2% | +1211.62% | Add |
| 14 | PPLT | Abrdn Physical Platinum Shrs | +0.2% | NEW | New buy |
| 15 | C | Citigroup Inc | +0.2% | +128.51% | Add |
| 16 | XSMO | Invesco S&p Smallcap Momentu | +0.2% | +774.77% | Add |
| 17 | TTD | Trade Desk Inc/the -class A | +0.1% | +1060.06% | Add |
| 18 | STT | State Street CORP | +0.1% | NEW | New buy |
| 19 | VT | Vanguard Tot World Stk ETF | +0.1% | NEW | New buy |
| 20 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | +0.1% | NEW | New buy |
| 21 | PSQ | Proshares Short Qqq | +0.1% | NEW | New buy |
| 22 | DKNG | Draftkings Inc-cl A | +0.1% | +1006.08% | Add |
| 23 | ZWS | Zurn Elkay Water Solutions C | +0.1% | NEW | New buy |
| 24 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +32.31% | Add |
| 25 | RTX | Rtx CORP | +0.1% | +80.12% | Add |
| 26 | KMI | Kinder Morgan, Inc. | +0.1% | +85.33% | Add |
| 27 | IWD | Ishares Russell 1000 Value E | +0.1% | +60.86% | Add |
| 28 | CAT | Caterpillar Inc | +0.1% | +62.38% | Add |
| 29 | ORCL | Oracle CORP | +0.1% | +12.25% | Add |
| 30 | PM | Philip Morris International | +0.1% | +58.62% | Add |
| 31 | SLV | Ishares Silver Trust | +0.1% | +52.14% | Add |
| 32 | COST | Costco Wholesale CORP | +0.1% | +48.44% | Add |
| 33 | BAC | Bank Of America CORP | +0.1% | +46.50% | Add |
| 34 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +14.21% | Add |
| 35 | META | Meta Platforms Inc-class A | +0.1% | +6.15% | Add |
| 36 | ANET | Arista Networks Inc | +0.1% | +14.53% | Add |
| 37 | FBND | Fidelity Total Bond ETF | +0.1% | +53.20% | Add |
| 38 | GOOG | Alphabet Inc-cl C | 0% | +18.20% | Add |
| 39 | LLY | Eli Lilly & Co | 0% | +43.24% | Add |
| 40 | JPM | Jpmorgan Chase & Co | 0% | +10.27% | Add |
| 41 | WMT | Walmart Inc | 0% | +15.28% | Add |
| 42 | VOO | Vanguard S&p 500 ETF | 0% | +11.58% | Add |
| 43 | GOOGL | Alphabet Inc-cl A | 0% | +7.73% | Add |
| 44 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +15.82% | Add |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.1% | +12.74% | Add |
| 46 | EUSA | Ishares Msci USA Equal Weigh | -0.2% | +6.14% | Add |
| 47 | AMZN | Amazon.com Inc | -0.2% | +1.25% | Add |
| 48 | IJR | Ishares Core S&p Small-cap E | -0.2% | -34.29% | Trim |
| 49 | ARTY | Ishares Future Ai & Tech ETF | -0.2% | -81.61% | Trim |
| 50 | GDIV | Harbor Dividend Growth Leade | -0.8% | -91.84% | Trim |
According to official SEC Form 13F filings, Arkadios Wealth Advisors reported a total U.S. public equity portfolio value of $6.6B across 1242 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 5.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
ALAI
市值: $16.8M
Top Position Liquidated / Trimmed
GDIV
前期市值: $21.1M
During Q2 2025, Arkadios Wealth Advisors's top holdings by market value included NVDA (3.1%)、AAPL (2.5%)、MSFT (2.1%). The largest single position, NVDA, represented 3.1% of total portfolio value.
In Q2 2025, Arkadios Wealth Advisors made 50 total portfolio adjustments, initiating 9 new buys, adding to 37 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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