13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001769089
Total reported value
$844.5M
$844.5M
199 檔
43.3%
According to the latest 13F quarterly dataset, Arkos Global Advisors managed an equity portfolio of $844.5M at the end of Q1 2026, spanning 199 distinct U.S. exchange-listed positions.
In Q1 2026, Arkos Global Advisors displayed an active expansion posture, initiating 79 new positions and adding to 42 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 | 13.49% | +1.11% | +0.78% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.43% | +0.89% | +5.12% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.20% | -0.61% | +0.49% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.57% | -0.32% | +0.45% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.18% | -0.76% | -1.43% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.06% | +0.48% | -1.03% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 5.90% | -0.48% | -5.23% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.89% | +0.60% | +7.38% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 3.59% | -0.53% | +2.84% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 3.43% | -0.67% | -2.33% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.73% | +0.77% | +5.63% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.33% | +0.55% | +5.81% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.27% | +0.07% | +1.31% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.03% | +0.01% | +3.35% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.92% | -0.01% | -1.17% | |
| 16 | EMLP | First Trust North American E | ETF-Other | 1.61% | -0.07% | +2.06% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.43% | +0.08% | -0.76% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.06% | +0.01% | +2.81% | |
| 19 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.00% | -0.05% | +36.08% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.96% | +0.08% | -1.05% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | +0.16% | +8.36% | |
| 22 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.84% | +0.09% | +2.86% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.70% | -0.26% | -1.17% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.05% | +5.86% | |
| 25 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.43% | -0.12% | — | |
| 26 | PGX | Invesco Preferred ETF | ETF-Other | 0.43% | -0.14% | -22.35% | |
| 27 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.42% | -0.09% | — | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.41% | +0.03% | -0.30% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.08% | +10.90% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-Other | 0.39% | +0.02% | +21.72% | |
| 31 | REET | Ishares Global Reit ETF | ETF-Other | 0.28% | +0.04% | -27.39% | |
| 32 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.27% | +0.02% | +9.95% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | — | +33.79% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.03% | +54.55% | |
| 35 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.23% | -0.05% | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.02% | +2.61% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.20% | +0.03% | -2.77% | |
| 38 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.20% | -0.03% | +294.69% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-Other | 0.19% | -0.01% | — | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.19% | -0.03% | +181.98% | |
| 41 | IDV | Ishares International Select | ETF-Other | 0.17% | -0.01% | +5.52% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.05% | +6.24% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | — | +44.52% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | — | +10.30% | |
| 45 | SLV | Ishares Silver Trust | ETF-Commodities | 0.14% | -0.04% | -12.67% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | +22.03% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.13% | -0.03% | +16.84% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.13% | -0.01% | — | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | +0.01% | -5.68% | |
| 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 199 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 VOO, IEFA, IEF) accounted for 43.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
PSLV
市值: $3.4M
Top Position Liquidated / Trimmed
SILJ
前期市值: $10.7M
During Q1 2026, Arkos Global Advisors's top holdings by market value included VOO (13.5%)、IEFA (12.4%)、IEF (7.2%). The largest single position, VOO, represented 13.5% of total portfolio value.
In Q1 2026, Arkos Global Advisors made 174 total portfolio adjustments, initiating 79 new buys, adding to 42 positions, trimming 49 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.