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CIK: 0001769089
Total reported value
$844.5M
$844.5M
128 檔
42.9%
During the Q3 2024 filing period, Arkos Global Advisors (CIK: 0001769089) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $844.5M across 128 reported positions.
During Q3 2024, Arkos Global Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.79% | +1.11% | +4.34% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 11.21% | -0.48% | +10.20% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.31% | +0.89% | +2.49% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 9.15% | -0.76% | +0.89% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.02% | +0.48% | -2.14% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.21% | -0.26% | -6.94% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.65% | +0.07% | -1.86% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.36% | -0.32% | +3588.91% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.84% | +0.60% | +3.42% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.60% | -0.67% | +4.29% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.10% | +0.77% | +8.90% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.06% | +0.55% | +4.71% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.68% | +0.01% | +1.55% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.64% | +0.08% | -0.84% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.59% | -0.53% | +3.16% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.42% | -0.61% | — | |
| 17 | EMLP | First Trust North American E | ETF-Other | 1.33% | -0.07% | -0.87% | |
| 18 | PGX | Invesco Preferred ETF | ETF-Other | 1.18% | -0.14% | +0.53% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.12% | +0.08% | -0.79% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.06% | +0.01% | +4.39% | |
| 21 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.78% | +0.09% | -0.01% | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.61% | +0.03% | -2.93% | |
| 23 | SLV | Ishares Silver Trust | ETF-Commodities | 0.52% | -0.04% | +890.04% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.05% | -1.43% | |
| 25 | REET | Ishares Global Reit ETF | ETF-Other | 0.49% | +0.04% | +0.77% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | +0.16% | -4.02% | |
| 27 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.41% | — | +1.68% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.03% | +6.59% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.36% | — | -2.23% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.28% | -0.09% | -15.63% | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.26% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.08% | +0.11% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | — | — | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.22% | +0.02% | +39.77% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.22% | -0.01% | -1.66% | |
| 36 | AMLP | Alerian Mlp ETF | ETF-Other | 0.20% | -0.01% | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.02% | -25.27% | |
| 38 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.19% | -0.03% | EXIT | |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.19% | -0.05% | +1.05% | |
| 40 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.18% | +0.02% | +21.26% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.03% | -9.40% | |
| 42 | IDV | Ishares International Select | ETF-Other | 0.15% | -0.01% | -1.60% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | — | +8.01% | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.14% | -0.03% | -0.94% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.14% | -0.11% | EXIT | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.14% | — | +77.99% | |
| 47 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.13% | -0.01% | EXIT | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.13% | +0.01% | -22.21% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | -1.85% | |
| 50 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.12% | -0.03% | EXIT |
According to official SEC Form 13F filings, Arkos Global Advisors reported a total U.S. public equity portfolio value of $844.5M across 128 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, MUB, IEFA) accounted for 42.9% of total reported equity market value during Q3 2024.
During Q3 2024, Arkos Global Advisors's top holdings by market value included VOO (14.8%)、MUB (11.2%)、IEFA (9.3%). The largest single position, VOO, represented 14.8% of total portfolio value.
In Q3 2024, Arkos Global Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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