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CIK: 0001769089
Total reported value
$844.5M
$844.5M
167 檔
42.7%
At the close of Q3 2025, Arkos Global Advisors disclosed equity holdings valued at approximately $844.5M, spread across 167 reported holdings.
In Q3 2025, Arkos Global Advisors displayed an active expansion posture, initiating 45 new positions and adding to 60 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 | 14.34% | +1.11% | -2.17% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 11.18% | +0.89% | +16.38% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 6.99% | -0.61% | +4.00% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.85% | +0.48% | -3.19% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 6.61% | -0.48% | -25.15% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.04% | -0.32% | +0.83% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 5.83% | -0.76% | -26.39% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.46% | +0.60% | +24.50% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.02% | -0.67% | -1.20% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.92% | -0.53% | +51.19% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.41% | +0.77% | +11.75% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.19% | +0.07% | -1.90% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.09% | +0.55% | +0.98% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.81% | +0.01% | +5.76% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.75% | -0.01% | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.50% | +0.08% | -0.96% | |
| 17 | EMLP | First Trust North American E | ETF-Other | 1.38% | -0.07% | -0.60% | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.14% | -0.05% | +44.11% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.02% | +0.01% | +0.44% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.00% | -0.26% | -21.50% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.96% | +0.08% | -1.19% | |
| 22 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.83% | +0.09% | -1.98% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | +0.16% | +107.67% | |
| 24 | PGX | Invesco Preferred ETF | ETF-Other | 0.67% | -0.14% | -22.23% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.05% | +18.30% | |
| 26 | SLV | Ishares Silver Trust | ETF-Commodities | 0.47% | -0.04% | -62.61% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.47% | +0.03% | +0.54% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.03% | +129.10% | |
| 29 | REET | Ishares Global Reit ETF | ETF-Other | 0.40% | +0.04% | -4.66% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.36% | -0.09% | -2.74% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | — | +109.66% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.08% | +14.78% | |
| 33 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.31% | — | +1.14% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.31% | +0.02% | -8.12% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | — | +109.00% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | — | +87.06% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | +0.03% | -16.09% | |
| 38 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.23% | +0.02% | +15.64% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.02% | -2.25% | |
| 40 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.19% | -0.05% | — | |
| 41 | AMLP | Alerian Mlp ETF | ETF-Other | 0.17% | -0.01% | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | +29.37% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.05% | +0.53% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.16% | -0.03% | EXIT | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.15% | -0.11% | EXIT | |
| 46 | IDV | Ishares International Select | ETF-Other | 0.14% | -0.01% | -0.30% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.13% | -0.01% | -2.96% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.13% | +0.01% | +1.22% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | -0.01% | — | |
| 50 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.12% | -0.03% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | +2.9% | +4.00% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +2.3% | +16.38% | Add |
| 3 | IAU | Ishares Gold Trust | +1% | +51.19% | Add |
| 4 | FBTC | Fidelity Wise Origin Bitcoin | +0.8% | +44.11% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.8% | +24.50% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.4% | +11.75% | Add |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +107.67% | Add |
| 8 | MSFT | Microsoft CORP | +0.3% | +129.10% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | +109.00% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +87.06% | Add |
| 11 | AMZN | Amazon.com Inc | +0.2% | +109.66% | Add |
| 12 | GLD | Spdr Gold Shares | +0.1% | -1.20% | Trim |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.98% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.78% | Add |
| 15 | GDX | Vaneck Gold Miners ETF | +0.1% | -2.74% | Trim |
| 16 | AAPL | Apple Inc | +0.1% | +18.30% | Add |
| 17 | LLY | Eli Lilly & Co | +0.1% | +188.56% | Add |
| 18 | COIN | Coinbase Global Inc -class A | +0.1% | +64.03% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +29.37% | Add |
| 20 | SDVY | First Trust Smid Cap Rising | 0% | +15.64% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.53% | Add |
| 22 | GS | Goldman Sachs Group Inc | 0% | +24.24% | Add |
| 23 | TSLA | Tesla Inc | 0% | +10.28% | Add |
| 24 | PEP | Pepsico Inc | 0% | +1.54% | Add |
| 25 | VYMI | Vanguard Int High Dvd Yld In | 0% | +5.76% | Add |
| 26 | ACWI | Ishares Msci Acwi ETF | 0% | +0.54% | Add |
| 27 | IDV | Ishares International Select | 0% | -0.30% | Add |
| 28 | PG | Procter & Gamble Co/the | 0% | +25.75% | Add |
| 29 | D | Dominion Energy Inc | 0% | +59.59% | Add |
| 30 | META | Meta Platforms Inc-class A | 0% | +52.54% | Add |
| 31 | BSX | Boston Scientific CORP | 0% | +55.47% | Add |
| 32 | SBUX | Starbucks CORP | 0% | +142.36% | Add |
| 33 | AXP | American Express Co | 0% | +62.12% | Add |
| 34 | VGT | Vanguard Info Tech ETF | 0% | — | Trim |
| 35 | DUK | Duke Energy CORP | 0% | +56.69% | Add |
| 36 | SO | Southern Co/the | 0% | +54.11% | Add |
| 37 | CVX | Chevron CORP | 0% | +7.23% | Add |
| 38 | DIS | Walt Disney Co/the | 0% | +59.67% | Add |
| 39 | INTU | Intuit Inc | 0% | +70.07% | Add |
| 40 | JNJ | Johnson & Johnson | 0% | +5.95% | Add |
| 41 | VZ | Verizon Communications Inc | 0% | +38.03% | Add |
| 42 | PHYS | Sprott Physical Gold Trust | 0% | — | Unchanged |
| 43 | XOM | Exxon Mobil CORP | 0% | +2.65% | Add |
| 44 | VTI | Vanguard Total Stock Mkt ETF | 0% | +9.54% | Add |
| 45 | HD | Home Depot Inc | 0% | +22.38% | Add |
| 46 | VEA | Vanguard Ftse Developed ETF | 0% | +9.47% | Add |
| 47 | CM | Can Imperial Bk Of Commerce | 0% | -3.56% | Trim |
| 48 | VOOG | Vanguard S&p 500 Growth ETF | 0% | — | Unchanged |
| 49 | VXUS | Vanguard Total Intl Stock | 0% | +1.22% | Trim |
| 50 | BLK | Blackrock Inc | 0% | +26.67% | Add |
According to official SEC Form 13F filings, Arkos Global Advisors reported a total U.S. public equity portfolio value of $844.5M across 167 disclosed positions in Q3 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 VOO, IEFA, IEF) accounted for 42.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
XLU
市值: $13.8M
Top Position Liquidated / Trimmed
MRK
前期市值: $337.0K
During Q3 2025, Arkos Global Advisors's top holdings by market value included VOO (14.3%)、IEFA (11.2%)、IEF (7.0%). The largest single position, VOO, represented 14.3% of total portfolio value.
In Q3 2025, Arkos Global Advisors made 158 total portfolio adjustments, initiating 45 new buys, adding to 60 positions, trimming 46 holdings, and fully liquidating 7 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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