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Archetype Wealth Partners

Latest statistics and disclosures from Arkos Global Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, IEFA, IEF, VCIT, SPY, and represent 46.81% of Arkos Global Advisors's stock portfolio.
Added to shares of these 10 stocks: SILJ (+$11M), XLU (+$7.7M), VCIT (+$5.5M), BND, IEFA, IEF, RSP, FBTC, IJH, IEMG.
Started 3 new stock positions in TPLC, HYT, SILJ.
Reduced shares in these 10 stocks: SLV, SPY, VOO, UCON, MUB, VCSH, MSFT, NVDA, AMZN, .
Sold out of its positions in ARKK, ABT, ADBE, ABNB, ANET, BAC, BX, BLK, BKNG, BN.
Arkos Global Advisors was a net seller of stock by $-11M.
Arkos Global Advisors has $783M in assets under management (AUM), dropping by -0.29%.
Central Index Key (CIK): 0001769089

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Positions held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arkos Global Advisors

Arkos Global Advisors holds 124 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	14.3	$112M	-2%	179k	627.13	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	11.9	$93M	+3%	1.0M	89.46	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	7.3	$58M	+5%	598k	96.16	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	6.7	$53M	+11%	630k	83.75	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	6.5	$51M	-7%	75k	681.93	View chart
Vanguard Total Bond Market Etf Etf (BND)	6.4	$50M	+10%	679k	74.07	View chart
Ishares National Muni Bond Etf Etf (MUB)	6.4	$50M	-4%	468k	107.11	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	3.6	$28M	+2%	428k	66.00	View chart
Spdr Gold Shares Etf (GLD)	3.3	$26M	-2%	65k	396.30	View chart
Ishares Gold Trust Etf (IAU)	3.3	$26M		315k	81.17	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	2.5	$20M	+2%	295k	67.22	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	2.2	$17M		120k	143.52	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.2	$17M	+2%	141k	120.18	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	1.9	$15M		167k	90.00	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	1.8	$14M	+114%	338k	42.69	View chart
Vanguard Mid-cap Etf Etf (VO)	1.5	$12M		40k	290.22	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	1.4	$11M		288k	37.87	View chart
Amplify Junior Silver Miners Etf Etf (SILJ)	1.4	$11M	NEW	386k	27.67	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.0	$8.1M		117k	69.42	View chart
Vanguard Small-cap Etf Etf (VB)	1.0	$7.6M		30k	257.96	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	1.0	$7.6M	+10%	99k	76.23	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.8	$6.4M		71k	89.19	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.8	$6.3M	+14%	33k	191.58	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.7	$5.7M	-27%	71k	79.73	View chart
Invesco Preferred Etf Etf (PGX)	0.6	$4.5M	-10%	403k	11.24	View chart
Apple Stock (AAPL)	0.5	$4.0M	-12%	15k	271.88	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.4	$3.4M	-10%	24k	141.50	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.4	$3.1M		37k	85.76	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$3.1M	-7%	10k	313.03	View chart
Ishares Global Reit Etf Etf (REET)	0.4	$3.1M		124k	24.95	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.3	$2.6M	+8%	84k	30.96	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.2	$1.9M	+5%	49k	38.32	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$1.8M	-13%	3.8k	487.99	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.2	$1.7M		51k	33.01	View chart
Amazon Stock (AMZN)	0.2	$1.6M	-44%	6.8k	230.75	View chart
Microsoft Corp Stock (MSFT)	0.2	$1.6M	-50%	3.2k	483.49	View chart
Walmart Stock (WMT)	0.2	$1.6M	-14%	14k	111.42	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$1.4M		29k	47.01	View chart
Broadcom Stock (AVGO)	0.2	$1.3M	-43%	3.8k	346.09	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$1.3M		2.1k	614.18	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$1.2M		1.6k	753.86	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.2	$1.2M		30k	39.46	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.2M	-78%	18k	64.40	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$1.1M	-21%	3.3k	322.04	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.1	$1.0M		9.3k	110.17	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.0M		13k	75.44	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.0M	+11%	8.3k	120.36	View chart
Nvidia Corporation Stock (NVDA)	0.1	$958k	-57%	5.1k	186.56	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$804k	-5%	13k	62.47	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$772k	+29%	2.3k	335.21	View chart
Tesla Stock (TSLA)	0.1	$768k	+5%	1.7k	449.91	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$763k	+11%	885.00	862.15	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$760k		15k	51.62	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$752k		1.6k	480.82	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$733k	-9%	1.5k	502.40	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$700k		9.5k	73.49	View chart
State Street Spdr Dow Jones Global Real Estate Etf Etf (RWO)	0.1	$675k	-8%	15k	45.01	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$657k		7.5k	87.11	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$657k	-8%	8.1k	80.64	View chart
Chevron Corporation Stock (CVX)	0.1	$649k	+12%	4.3k	152.42	View chart
Canadian Imperial Bank Of Comm Stock (CM)	0.1	$638k		7.0k	90.57	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$634k		1.4k	444.29	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$628k	+4%	917.00	684.84	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$626k		21k	30.09	View chart
Duke Energy Corp Stock (DUK)	0.1	$615k	-11%	5.2k	117.19	View chart
Southern Stock (SO)	0.1	$586k	-4%	6.7k	87.20	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$549k		11k	49.45	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.1	$524k		2.3k	226.06	View chart
Williams Cos Stock (WMB)	0.1	$522k	-6%	8.7k	60.10	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.1	$517k		4.4k	118.61	View chart
Eli Lilly & Co Stock (LLY)	0.1	$514k	-59%	478.00	1075.31	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$496k		15k	32.63	View chart
Dominion Energy Stock (D)	0.1	$496k	-21%	8.5k	58.64	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$473k		3.4k	139.20	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.1	$467k		14k	33.46	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.1	$452k		7.1k	64.10	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.1	$439k	-8%	3.1k	139.45	View chart
Coca Cola Stock (KO)	0.1	$428k	-6%	6.1k	69.97	View chart
Procter & Gamble Stock (PG)	0.1	$411k	-21%	2.9k	143.16	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$401k	-30%	607.00	660.63	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$389k		7.1k	54.73	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$384k	+100%	8.6k	44.72	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$383k		4.0k	96.04	View chart
Boston Scientific Corp Stock (BSX)	0.0	$378k	-57%	4.0k	95.41	View chart
Home Depot Stock (HD)	0.0	$377k	-9%	1.1k	344.29	View chart
American Express Stock (AXP)	0.0	$361k	-27%	976.00	369.88	View chart
Pepsico Stock (PEP)	0.0	$356k	-38%	2.5k	143.66	View chart
Vanguard Value Etf Etf (VTV)	0.0	$355k		1.9k	190.76	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$351k	-11%	11k	32.05	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$350k		1.7k	211.99	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$348k	-10%	3.7k	95.19	View chart
Applied Matls Stock (AMAT)	0.0	$344k	-10%	1.3k	257.29	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$334k	-73%	1.1k	313.62	View chart
Bank Montreal Medium Stock (BMO)	0.0	$332k		2.6k	129.84	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$330k	-6%	1.9k	177.99	View chart
Royal Bk Cda Stock (RY)	0.0	$303k		1.8k	170.22	View chart
Verizon Communications Stock (VZ)	0.0	$298k	-27%	7.3k	40.73	View chart
Bny Mellon Strategic Muns Cef (LEO)	0.0	$290k	-4%	46k	6.36	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$282k	-3%	3.4k	82.77	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$282k		946.00	298.10	View chart
Uveen Dividend Adv Com Sh Ben Int Cef (NZF)	0.0	$280k	-13%	22k	12.58	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$278k	-13%	23k	12.00	View chart
Starbucks Corp Stock (SBUX)	0.0	$271k	-50%	3.2k	84.16	View chart
Targa Res Corp Stock (TRGP)	0.0	$271k	-2%	1.5k	184.48	View chart
Nike Inc Cl B Stock (NKE)	0.0	$268k		4.2k	63.60	View chart
Vaneck Oil Refiners Etf Etf (CRAK)	0.0	$267k		7.1k	37.52	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST)	0.0	$265k	-8%	2.7k	96.61	View chart
Intel Corp Stock (INTC)	0.0	$265k	+3%	7.2k	36.87	View chart
Goldman Sachs Group Stock (GS)	0.0	$254k	-70%	289.00	878.89	View chart
Healthcare Rlty Tr Cl A Reit (HR)	0.0	$253k		15k	16.92	View chart
Salesforce Stock (CRM)	0.0	$250k	-21%	945.00	264.55	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$248k	-16%	20k	12.67	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$245k	-19%	6.4k	38.39	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$232k	-47%	553.00	419.53	View chart
Pimco 1-5 Year Us Tips Index Exchange-traded Fund Etf (STPZ)	0.0	$229k		4.3k	53.57	View chart
Visa Inc Com Cl A Stock (V)	0.0	$226k	-70%	644.00	350.93	View chart
Philip Morris Intl Stock (PM)	0.0	$216k	-50%	1.3k	160.48	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$211k	-13%	1.7k	123.18	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.0	$211k	NEW	4.6k	45.47	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$209k	+2%	2.6k	80.20	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.0	$205k	-6%	4.3k	47.70	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$204k	-38%	671.00	304.02	View chart
Nuveen Mun High Income Opportu Cef (NMZ)	0.0	$166k	-47%	16k	10.19	View chart
Blackrock Corpor Hi Yld Cef (HYT)	0.0	$116k	NEW	13k	8.92	View chart

Past Filings by Arkos Global Advisors

SEC 13F filings are viewable for Arkos Global Advisors going back to 2018

Arkos Global Advisors 2025 Q4 filed Feb. 13, 2026
Arkos Global Advisors 2025 Q3 filed Nov. 14, 2025
Arkos Global Advisors 2025 Q2 filed Aug. 14, 2025
Arkos Global Advisors 2025 Q1 filed May 15, 2025
Arkos Global Advisors 2024 Q4 filed Feb. 14, 2025
Arkos Global Advisors 2024 Q3 filed Nov. 15, 2024
Arkos Global Advisors 2024 Q2 filed Aug. 15, 2024
Arkos Global Advisors 2024 Q1 filed May 15, 2024
Arkos Global Advisors 2023 Q4 filed Feb. 15, 2024
Arkos Global Advisors 2023 Q3 filed Nov. 13, 2023
Arkos Global Advisors 2023 Q2 filed Aug. 15, 2023
Arkos Global Advisors 2023 Q1 filed May 10, 2023
Arkos Global Advisors 2022 Q4 filed Feb. 14, 2023
Arkos Global Advisors 2022 Q3 filed Nov. 14, 2022
Archetype Wealth Partners 2022 Q2 filed Aug. 15, 2022
Archetype Wealth Partners 2022 Q1 filed May 12, 2022

View all past filings

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