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CIK: 0001800798
Total reported value
$6.6B
$6.6B
1618 檔
9.4%
The Q1 2026 SEC filing reveals that Arkadios Wealth Advisors held a total portfolio value of $6.6B, covering 1618 public equity positions.
In Q1 2026, Arkadios Wealth Advisors displayed an active expansion posture, initiating 40 new positions and adding to 118 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1618 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.86% | +0.15% | +6.67% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | +0.18% | +0.72% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | +0.14% | +14.44% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | +0.23% | -14.45% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.06% | +11.65% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.15% | +7.62% | |
| 7 | CARY | Angel Oak Income ETF | ETF-Other | 1.21% | -0.30% | +13.68% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.18% | +2.46% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.16% | +0.23% | +4.32% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | +0.05% | +5.91% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | +0.30% | +32.88% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.91% | -0.01% | +21.67% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.90% | -0.69% | +301.20% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | +0.02% | +63.36% | |
| 15 | SYFI | AB Shrt Duration Hgh Yld ETF | ETF-Other | 0.75% | -0.71% | +1700.25% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.08% | +4.94% | |
| 17 | AOHY | Angel Oak High Yild Oppo ETF | ETF-Other | 0.69% | -0.13% | +12.30% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.06% | +4.80% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | +0.14% | +12.03% | |
| 20 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.68% | +0.07% | +28.71% | |
| 21 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.68% | +0.12% | +10.27% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.66% | EXIT | |
| 23 | ALAI | Alger Ai Enable & Adopt ETF | ETF-Other | 0.62% | +0.31% | +35.92% | |
| 24 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.60% | -0.07% | +237.61% | |
| 25 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.60% | +0.31% | +107.57% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.11% | +10.60% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.58% | — | +16.45% | |
| 28 | OEI | Optimize Equity Income ETF | ETF-Other | 0.57% | +0.09% | +21.55% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.09% | +9.80% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.56% | -0.41% | +390.13% | |
| 31 | IDV | Ishares International Select | ETF-Other | 0.56% | +0.01% | +6.54% | |
| 32 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.55% | -0.27% | +191.43% | |
| 33 | AVRY | Avory Foundational ETF | ETF-Other | 0.53% | +0.12% | — | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.14% | +4.20% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.05% | -13.08% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | +0.01% | -3.82% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.03% | +3.80% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.04% | +0.43% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | -0.11% | +4.97% | |
| 40 | RDVY | First Trust Rising Dividend | ETF-Other | 0.45% | -0.13% | +81.13% | |
| 41 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.44% | -0.44% | EXIT | |
| 42 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.44% | +0.09% | +141.01% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.15% | +4.90% | |
| 44 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.43% | -0.42% | +3132.64% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | +0.01% | -1.45% | |
| 46 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.42% | +0.04% | +5.22% | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.41% | +0.40% | +5.74% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | +0.01% | -21.17% | |
| 49 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.40% | -0.36% | +600.21% | |
| 50 | HYFI | AB High Yield ETF | ETF-High Yield | 0.40% | -0.40% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SYFI | AB Shrt Duration Hgh Yld ETF | +0.7% | +1700.25% | Add |
| 2 | JPIE | Jpmorgan Income ETF | +0.6% | +301.20% | Add |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +0.4% | +390.13% | Add |
| 4 | UCON | First Trust Smith Unconstrai | +0.4% | +3132.64% | Add |
| 5 | USFR | Wisdomtree Floating Rate Tre | +0.4% | +237.61% | Add |
| 6 | SDVY | First Trust Smid Cap Rising | +0.3% | +191.43% | Add |
| 7 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.3% | +600.21% | Add |
| 8 | FSCO | Fs Credit Opportunities CORP | +0.3% | +3144.35% | Add |
| 9 | JGRO | Jpmorgan Active Growth ETF | +0.3% | +6095.32% | Add |
| 10 | FLQL | Franklin U.s. Large Cap Mult | +0.3% | +107.57% | Add |
| 11 | PWV | Invesco Large Cap Value ETF | +0.2% | +141.01% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +63.36% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +15.96% | Add |
| 14 | RDVY | First Trust Rising Dividend | +0.2% | +81.13% | Add |
| 15 | BRTR | Ishares Total Return Act ETF | +0.2% | +242.13% | Add |
| 16 | DLN | Wisdomtree US Largecap Divid | +0.2% | +566.51% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +76.25% | Add |
| 18 | GILD | Gilead Sciences Inc | +0.1% | +121.92% | Add |
| 19 | CGDV | Cap Group Dividend Value | +0.1% | +231.06% | Add |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +66.36% | Add |
| 21 | SCHP | Schwab U.s. Tips ETF | +0.1% | +2654.90% | Add |
| 22 | AGG | Ishares Core U.s. Aggregate | +0.1% | +517.96% | Add |
| 23 | PYLD | Pimco Multisector Bond Actv | +0.1% | +941.54% | Add |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +136.21% | Add |
| 25 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +241.43% | Add |
| 26 | PDI | Pimco Dynamic Income Fund | +0.1% | +2177.63% | Add |
| 27 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +99.28% | Add |
| 28 | PRF | Invesco Rafi US 1000 ETF | +0.1% | +373.04% | Add |
| 29 | CVX | Chevron CORP | +0.1% | +4.20% | Add |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +481.33% | Add |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +489.19% | Add |
| 32 | QGRO | American Century US Quality | +0.1% | +113.89% | Add |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +108.46% | Add |
| 34 | VRIG | Invesco Variable Rate Invest | +0.1% | +193.69% | Add |
| 35 | SO | Southern Co/the | +0.1% | +31.31% | Add |
| 36 | PDBC | Invesco Optimum Yield Divers | +0.1% | +23.94% | Add |
| 37 | FVD | First Trust Value Line Dvd | +0.1% | +80.96% | Add |
| 38 | AIRR | First Trust Rba American Ind | +0.1% | +46.85% | Add |
| 39 | PFIG | Invesco Fundamental Investme | +0.1% | +182.06% | Add |
| 40 | DFUV | Dimensional US Marketwide Va | +0.1% | +299.26% | Add |
| 41 | VZ | Verizon Communications Inc | +0.1% | +19.81% | Add |
| 42 | SCHF | Schwab Intl Equity ETF | +0.1% | +57.90% | Add |
| 43 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +93.81% | Add |
| 44 | T | At&t Inc | +0.1% | +48.34% | Add |
| 45 | FDEM | Fidelity Emrg Mrkt Multifact | +0.1% | +113.76% | Add |
| 46 | DUK | Duke Energy CORP | +0.1% | +53.79% | Add |
| 47 | APP | Applovin Corp-class A | +0.1% | +674.70% | Add |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +268.31% | Add |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +439.27% | Add |
| 50 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +106.03% | Add |
According to official SEC Form 13F filings, Arkadios Wealth Advisors reported a total U.S. public equity portfolio value of $6.6B across 1618 disclosed positions in Q1 2026.
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, IVV) accounted for 9.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVRY
市值: $32.2M
Top Position Liquidated / Trimmed
UNG
前期市值: $6.5M
During Q1 2026, Arkadios Wealth Advisors's top holdings by market value included AAPL (2.9%)、NVDA (2.4%)、IVV (1.7%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q1 2026, Arkadios Wealth Advisors made 200 total portfolio adjustments, initiating 40 new buys, adding to 118 positions, trimming 37 holdings, and fully liquidating 5 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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