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CIK: 0001800798
Total reported value
$6.6B
$6.6B
1475 檔
10.0%
In Q4 2025, Arkadios Wealth Advisors's U.S. equity holdings reached a combined market value of $6.6B, distributed across 1475 disclosed stock positions.
In Q4 2025, Arkadios Wealth Advisors displayed an active expansion posture, initiating 8 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1475 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.42% | +0.15% | +50.55% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.04% | +0.18% | +15.65% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.43% | +0.23% | +40.91% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.06% | +29.63% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | +0.14% | +12.20% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.15% | +19.74% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.18% | +27.47% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.41% | +0.23% | +17.13% | |
| 9 | CARY | Angel Oak Income ETF | ETF-Other | 1.27% | -0.30% | +7.81% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | +0.05% | +28.85% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | +0.08% | +12.34% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.90% | -0.01% | +35.47% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.89% | +0.30% | +27.79% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.06% | +30.11% | |
| 15 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.75% | +0.12% | -10.75% | |
| 16 | AOHY | Angel Oak High Yild Oppo ETF | ETF-Other | 0.74% | -0.13% | +15.52% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.73% | +0.14% | +1.28% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.05% | +44.58% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.09% | +15.24% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | +0.01% | +76.54% | |
| 21 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.65% | +0.07% | +7.17% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.02% | +25.92% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.62% | -0.11% | +0.05% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.60% | +0.01% | +137.80% | |
| 25 | ALAI | Alger Ai Enable & Adopt ETF | ETF-Other | 0.60% | +0.31% | +18.62% | |
| 26 | OEI | Optimize Equity Income ETF | ETF-Other | 0.58% | +0.09% | — | |
| 27 | IDV | Ishares International Select | ETF-Other | 0.58% | +0.01% | +5.39% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.15% | +29.83% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | — | +7.13% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.11% | +17.28% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.04% | +13.36% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.01% | +42.43% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.66% | EXIT | |
| 34 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.48% | +0.04% | -0.85% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.03% | +41.59% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.09% | +64.55% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.14% | +19.06% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.43% | -0.01% | +42.66% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.05% | -6.65% | |
| 40 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.41% | +0.02% | +1262.94% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.06% | +85.58% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | +0.03% | +27.73% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.38% | -0.07% | -3.17% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.38% | +0.07% | +114.59% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.37% | +0.40% | +13.09% | |
| 46 | MFSV | Mfs Active Value | ETF-Other | 0.36% | +0.07% | +28.37% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.36% | +0.02% | +17.94% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.03% | +7.58% | |
| 49 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.35% | +0.31% | +60.28% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.34% | -0.01% | +76.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | +50.55% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +27.47% | Add |
| 3 | IWY | Ishares Russell Top 200 Grow | +0.4% | +1262.94% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +40.91% | Add |
| 5 | VTV | Vanguard Value ETF | +0.3% | +137.80% | Add |
| 6 | IWX | Ishares Russell Top 200 Valu | +0.2% | +2226.04% | Add |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +422.13% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +30.11% | Add |
| 9 | IWF | Ishares Russell 1000 Growth | +0.2% | +76.54% | Add |
| 10 | LLY | Eli Lilly & Co | +0.2% | +29.83% | Add |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +174.99% | Add |
| 12 | MU | Micron Technology Inc | +0.2% | +57.25% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +75.57% | Add |
| 14 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +217.63% | Add |
| 15 | VUG | Vanguard Growth ETF | +0.1% | +64.55% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +44.58% | Add |
| 17 | COST | Costco Wholesale CORP | +0.1% | +85.58% | Add |
| 18 | DGRO | Ishares Core Dividend Growth | +0.1% | +76.14% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | +41.59% | Add |
| 20 | IWM | Ishares Russell 2000 ETF | +0.1% | +109.18% | Add |
| 21 | EFA | Ishares Msci Eafe ETF | +0.1% | +130.77% | Add |
| 22 | BA | Boeing Co/the | +0.1% | +85.50% | Add |
| 23 | FBND | Fidelity Total Bond ETF | +0.1% | +35.47% | Add |
| 24 | FLQL | Franklin U.s. Large Cap Mult | +0.1% | +60.28% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +28.85% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +42.43% | Add |
| 27 | IWD | Ishares Russell 1000 Value E | +0.1% | +42.66% | Add |
| 28 | IVW | Ishares S&p 500 Growth ETF | 0% | +27.79% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | +25.92% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | +19.74% | Add |
| 31 | WMT | Walmart Inc | 0% | +17.28% | Add |
| 32 | QQQ | Invesco Qqq Trust Series 1 | 0% | +17.13% | Add |
| 33 | AVGO | Broadcom Inc | 0% | +12.34% | Add |
| 34 | MSFT | Microsoft CORP | -0.1% | +29.63% | Add |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.2% | +12.20% | Add |
| 36 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -40.05% | Trim |
| 37 | NVDA | Nvidia CORP | -0.2% | +15.65% | Add |
| 38 | ANET | Arista Networks Inc | -0.3% | -58.35% | Trim |
| 39 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.3% | -76.72% | Trim |
| 40 | OEI | Optimize Equity Income ETF | — | NEW | New buy |
| 41 | CSHI | Neos Enhanced Income 1-3 Mon | — | NEW | New buy |
| 42 | TRBF | Angel Oak Total Return ETF | — | NEW | New buy |
| 43 | ✓ | NEOS Enhanced Income Credit Select ETF | — | NEW | New buy |
| 44 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | — | EXIT | Sold out |
| 45 | GNTYUSD | Guaranty Bancshares Inc | — | EXIT | Sold out |
| 46 | BPRE | Bluerock Private Real Estate | — | NEW | New buy |
| 47 | RIFR | Russell Investments Global I | — | NEW | New buy |
| 48 | PSQ | Proshares Short Qqq | — | EXIT | Sold out |
| 49 | UNG | US Natural Gas Fund LP | — | NEW | New buy |
| 50 | GBCI | Glacier Bancorp Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Arkadios Wealth Advisors reported a total U.S. public equity portfolio value of $6.6B across 1475 disclosed positions in Q4 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 AAPL, NVDA, SPY) accounted for 10.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
OEI
市值: $30.0M
Top Position Liquidated / Trimmed
SPDN
前期市值: $8.6M
During Q4 2025, Arkadios Wealth Advisors's top holdings by market value included AAPL (3.4%)、NVDA (3.0%)、SPY (2.4%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q4 2025, Arkadios Wealth Advisors made 50 total portfolio adjustments, initiating 8 new buys, adding to 36 positions, trimming 3 holdings, and fully liquidating 3 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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