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CIK: 0001769089
Total reported value
$844.5M
$844.5M
129 檔
41.7%
In Q1 2025, Arkos Global Advisors's U.S. equity holdings reached a combined market value of $844.5M, distributed across 129 disclosed stock positions.
In Q1 2025, Arkos Global Advisors displayed an active expansion posture, initiating 129 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.80% | +1.11% | +1.33% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 11.20% | -0.48% | -0.71% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 9.21% | -0.76% | +1.11% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.92% | +0.89% | -2.97% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.58% | +0.48% | -2.04% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.08% | -0.32% | +1.38% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.11% | -0.61% | +0.99% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.82% | +0.07% | +4.13% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.88% | -0.67% | -5.61% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.68% | +0.60% | -1.79% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.97% | +0.77% | -1.95% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.95% | +0.55% | +2.66% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.90% | -0.53% | -0.07% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.82% | -0.26% | -15.27% | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.78% | +0.01% | +2.52% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.56% | +0.08% | -2.44% | |
| 17 | EMLP | First Trust North American E | ETF-Other | 1.55% | -0.07% | +2.70% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.10% | +0.01% | +3.70% | |
| 19 | PGX | Invesco Preferred ETF | ETF-Other | 1.02% | -0.14% | -0.12% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.01% | +0.08% | -3.00% | |
| 21 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.83% | +0.09% | +3.93% | |
| 22 | SLV | Ishares Silver Trust | ETF-Commodities | 0.61% | -0.04% | -48.09% | |
| 23 | REET | Ishares Global Reit ETF | ETF-Other | 0.49% | +0.04% | +6.11% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.05% | -1.26% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.44% | +0.03% | -23.13% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-Other | 0.37% | +0.02% | +25.83% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.37% | +0.16% | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.03% | -6.96% | |
| 29 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.35% | — | -16.49% | |
| 30 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.32% | -0.05% | +15.94% | |
| 31 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.26% | -0.09% | -54.98% | |
| 32 | AMLP | Alerian Mlp ETF | ETF-Other | 0.22% | -0.01% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.08% | -2.28% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.02% | +0.74% | |
| 35 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.18% | +0.02% | +6.36% | |
| 36 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.18% | -0.05% | +143.45% | |
| 37 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.18% | — | -14.99% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | — | +12.76% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.01% | -3.54% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.14% | -0.03% | +0.80% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | -0.03% | +7.60% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.13% | -0.11% | EXIT | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | +0.01% | -1.15% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | +0.05% | -2.84% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.12% | +0.01% | — | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.12% | — | — | |
| 47 | IDV | Ishares International Select | ETF-Other | 0.11% | -0.01% | -0.55% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | -0.01% | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | -3.83% | |
| 50 | SHEL | Shell Plc-adr | Stock-Energy | 0.11% | -0.02% | — |
According to official SEC Form 13F filings, Arkos Global Advisors reported a total U.S. public equity portfolio value of $844.5M across 129 disclosed positions in Q1 2025.
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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 VOO, MUB, BND) accounted for 41.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $100.7M
During Q1 2025, Arkos Global Advisors's top holdings by market value included VOO (14.8%)、MUB (11.2%)、BND (9.2%). The largest single position, VOO, represented 14.8% of total portfolio value.
In Q1 2025, Arkos Global Advisors made 129 total portfolio adjustments, initiating 129 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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