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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, SPY, MUB, and represent 45.97% of Arkos Global Advisors's stock portfolio.
Added to shares of these 10 stocks: XLU (+$14M), IEFA (+$12M), IAU (+$7.8M), IJH (+$5.4M), RSP, FBTC, IEF, IEMG, MSFT, AMZN.
Started 40 new stock positions in SNPS, ANET, HLN, ACN, BX, TJX, STPZ, CSCO, XLU, V.
Reduced shares in these 10 stocks: MUB (-$18M), BND (-$16M), SLV (-$6.1M), VOO, VCSH, SPY, PGX, VUG, VYM, GLD.
Sold out of its positions in NET, FCX, MRK, PTEN.
Arkos Global Advisors was a net buyer of stock by $24M.
Arkos Global Advisors has $785M in assets under management (AUM), dropping by 8.95%.
Central Index Key (CIK): 0001769089

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Portfolio Holdings for Arkos Global Advisors

Arkos Global Advisors holds 167 positions in its portfolio as reported in the September 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	$113M	-2%	184k	612.38	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	11.2	$88M	+16%	1.0M	87.31	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	7.0	$55M	+4%	569k	96.46	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	6.9	$54M	-3%	81k	666.18	View chart
Ishares National Muni Bond Etf Etf (MUB)	6.6	$52M	-25%	488k	106.49	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	6.0	$47M		564k	84.11	View chart
Vanguard Total Bond Market Etf Etf (BND)	5.8	$46M	-26%	616k	74.37	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	3.5	$27M	+24%	417k	65.26	View chart
Spdr Gold Shares Etf (GLD)	3.0	$24M		67k	355.47	View chart
Ishares Gold Trust Etf (IAU)	2.9	$23M	+51%	315k	72.77	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	2.4	$19M	+11%	287k	65.92	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	2.2	$17M		122k	140.95	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.1	$16M		138k	118.83	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	1.8	$14M	+5%	168k	84.68	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	1.8	$14M	NEW	158k	87.21	View chart
Vanguard Mid-cap Etf Etf (VO)	1.5	$12M		40k	293.73	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	1.4	$11M		282k	38.29	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	1.1	$8.9M	+44%	90k	99.81	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.0	$8.0M		118k	68.08	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.0	$7.9M	-21%	98k	79.93	View chart
Vanguard Small-cap Etf Etf (VB)	1.0	$7.6M		30k	254.28	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.8	$6.6M		72k	90.49	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.7	$5.5M	+107%	29k	189.72	View chart
Invesco Preferred Etf Etf (PGX)	0.7	$5.2M	-22%	452k	11.60	View chart
Apple Stock (AAPL)	0.5	$4.3M	+18%	17k	254.66	View chart
Ishares Silver Trust Etf (SLV)	0.5	$3.7M	-62%	87k	42.36	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.5	$3.7M		26k	138.23	View chart
Microsoft Corp Stock (MSFT)	0.4	$3.4M	+129%	6.6k	517.86	View chart
Ishares Global Reit Etf Etf (REET)	0.4	$3.2M	-4%	124k	25.56	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.4	$2.8M	-2%	37k	76.41	View chart
Amazon Stock (AMZN)	0.3	$2.7M	+109%	12k	219.55	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$2.7M	+14%	11k	243.07	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.3	$2.5M		98k	25.18	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.3	$2.5M	-8%	78k	31.62	View chart
Nvidia Corporation Stock (NVDA)	0.3	$2.3M	+109%	12k	186.60	View chart
Broadcom Stock (AVGO)	0.3	$2.2M	+87%	6.7k	329.96	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$2.1M	-16%	4.4k	479.56	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.2	$1.8M	+15%	47k	38.02	View chart
Walmart Stock (WMT)	0.2	$1.7M	-2%	16k	103.06	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.2	$1.5M		51k	29.62	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$1.4M		29k	46.94	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$1.3M	+29%	4.2k	315.44	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$1.3M		2.1k	600.29	View chart
Oracle Corp Stock (ORCL)	0.2	$1.2M	NEW	4.4k	281.26	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$1.2M		1.6k	746.45	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$1.1M		30k	36.54	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.1	$1.0M	-2%	9.3k	110.54	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$985k		13k	73.50	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$973k	NEW	4.0k	243.55	View chart
Boston Scientific Corp Stock (BSX)	0.1	$914k	+55%	9.4k	97.61	View chart
Eli Lilly & Co Stock (LLY)	0.1	$905k	+188%	1.2k	763.07	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$844k	+2%	7.5k	112.77	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$815k	+9%	14k	59.92	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$811k	+11%	1.6k	502.48	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.1	$791k	+64%	2.3k	337.46	View chart
Goldman Sachs Group Stock (GS)	0.1	$784k	+24%	984.00	796.75	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$774k		15k	52.29	View chart
Visa Inc Com Cl A Stock (V)	0.1	$753k	NEW	2.2k	341.34	View chart
Spdr Dow Jones Global Real Estate Etf Etf (RWO)	0.1	$747k	-2%	16k	45.79	View chart
Costco Whsl Corp Stock (COST)	0.1	$737k	+13%	796.00	925.88	View chart
Duke Energy Corp Stock (DUK)	0.1	$733k	+56%	5.9k	123.75	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$725k	-17%	1.6k	463.56	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$723k	-27%	8.9k	81.19	View chart
Tesla Stock (TSLA)	0.1	$720k	+10%	1.6k	444.44	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$707k	NEW	1.2k	569.24	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$694k	-4%	9.7k	71.58	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$674k	-13%	7.5k	89.37	View chart
Southern Stock (SO)	0.1	$664k	+54%	7.0k	94.78	View chart
Dominion Energy Stock (D)	0.1	$656k	+59%	11k	61.16	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$641k	NEW	4.3k	148.59	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$640k	+52%	871.00	734.79	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$621k		1.4k	435.18	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$616k		21k	29.62	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$593k	+5%	5.4k	109.88	View chart
Williams Cos Stock (WMB)	0.1	$591k	+7%	9.3k	63.30	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$588k	-2%	879.00	668.94	View chart
Chevron Corp Stock (CVX)	0.1	$585k	+7%	3.8k	155.21	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$584k	+9%	1.8k	328.27	View chart
Canadian Imperial Bank Of Comm Stock (CM)	0.1	$563k	-3%	7.0k	79.93	View chart
Procter And Gamble Stock (PG)	0.1	$563k	+25%	3.7k	153.53	View chart
Pepsico Stock (PEP)	0.1	$563k		4.0k	140.40	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$562k		11k	50.62	View chart
Starbucks Corp Stock (SBUX)	0.1	$556k	+142%	6.6k	84.65	View chart
Servicenow Stock (NOW)	0.1	$531k	NEW	577.00	920.28	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.1	$513k	-29%	4.4k	116.88	View chart
Abbott Labs Stock (ABT)	0.1	$509k	NEW	3.8k	133.81	View chart
Home Depot Stock (HD)	0.1	$492k	+22%	1.2k	405.27	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$485k		15k	31.91	View chart
Netflix Stock (NFLX)	0.1	$484k	NEW	404.00	1198.02	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$482k		3.4k	140.03	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.1	$475k		14k	33.70	View chart
Uber Technologies Stock (UBER)	0.1	$474k	+122%	4.8k	97.95	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.1	$467k	-2%	3.4k	135.80	View chart
Intuit Stock (INTU)	0.1	$466k	+70%	682.00	683.28	View chart
Disney Walt Stock (DIS)	0.1	$460k	+59%	4.0k	114.60	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$456k	NEW	3.1k	146.44	View chart
American Express Stock (AXP)	0.1	$446k	+62%	1.3k	331.85	View chart
Verizon Communications Stock (VZ)	0.1	$442k	+38%	10k	43.96	View chart
Philip Morris Intl Stock (PM)	0.1	$438k	+9%	2.7k	162.22	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.1	$437k		7.1k	61.98	View chart
Coca Cola Stock (KO)	0.1	$435k	+7%	6.6k	66.33	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.1	$430k	-31%	38k	11.40	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.1	$423k	-26%	3.1k	137.83	View chart
Cummins Stock (CMI)	0.1	$422k		998.00	422.85	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$400k	NEW	1.6k	246.76	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$388k		12k	31.31	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$386k		7.2k	53.82	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$384k	+4%	4.3k	89.45	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$379k		4.1k	92.94	View chart
Parker-hannifin Corp Stock (PH)	0.0	$374k	NEW	493.00	758.62	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$372k		4.0k	93.28	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$363k	-3%	2.0k	182.60	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$355k	NEW	996.00	356.43	View chart
Vanguard Value Etf Etf (VTV)	0.0	$347k		1.9k	186.46	View chart
Idexx Labs Stock (IDXX)	0.0	$346k	NEW	541.00	639.56	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$344k	NEW	5.0k	68.66	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$341k		1.7k	206.54	View chart
Msci Stock (MSCI)	0.0	$334k	NEW	588.00	568.03	View chart
Bank Montreal Que Stock (BMO)	0.0	$333k	-4%	2.6k	130.23	View chart
Blackrock Stock (BLK)	0.0	$332k	+26%	285.00	1164.91	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$331k		1.3k	259.81	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$329k	-14%	1.1k	310.67	View chart
Nuveen Mun High Income Opportu Cef (NMZ)	0.0	$327k	-10%	31k	10.59	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.0	$321k	-39%	26k	12.54	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$317k	-40%	1.5k	215.50	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$313k	-39%	27k	11.69	View chart
Cisco Sys Stock (CSCO)	0.0	$313k	NEW	4.6k	68.37	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$306k	NEW	1.1k	279.71	View chart
Applied Matls Stock (AMAT)	0.0	$305k	+11%	1.5k	204.84	View chart
Sony Group Corp Adr (SONY)	0.0	$305k	NEW	11k	28.79	View chart
Ing Groep Adr (ING)	0.0	$303k	NEW	12k	26.06	View chart
Bank America Corp Stock (BAC)	0.0	$302k	NEW	5.9k	51.56	View chart
Nike Inc Cl B Stock (NKE)	0.0	$298k		4.3k	69.84	View chart
Bny Mellon Strategic Muns Cef (LEO)	0.0	$298k		48k	6.24	View chart
Adobe Stock (ADBE)	0.0	$296k	NEW	840.00	352.38	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$293k		3.5k	83.07	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$287k		23k	12.31	View chart
Salesforce Stock (CRM)	0.0	$285k	+17%	1.2k	236.51	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST)	0.0	$282k	-13%	3.0k	93.69	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$280k		946.00	295.98	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$274k	NEW	8.0k	34.37	View chart
Healthcare Rlty Tr Cl A Reit (HR)	0.0	$270k		15k	18.06	View chart
Synopsys Stock (SNPS)	0.0	$270k	NEW	547.00	493.60	View chart
Tjx Cos Stock (TJX)	0.0	$262k	NEW	1.8k	144.83	View chart
Royal Bk Cda Stock (RY)	0.0	$262k	-5%	1.8k	147.19	View chart
Vaneck Oil Refiners Etf Etf (CRAK)	0.0	$261k		7.1k	36.68	View chart
Targa Res Corp Stock (TRGP)	0.0	$251k	+2%	1.5k	167.44	View chart
Blackstone Stock (BX)	0.0	$251k	NEW	1.5k	170.75	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$240k		2.0k	120.97	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$235k		1.1k	214.03	View chart
Intel Corp Stock (INTC)	0.0	$233k	NEW	6.9k	33.59	View chart
Arista Networks Stock (ANET)	0.0	$232k	NEW	1.6k	145.55	View chart
Pimco 1-5 Year Us Tips Index Exchange-traded Fund Etf (STPZ)	0.0	$232k	NEW	4.3k	54.28	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$231k	NEW	1.9k	121.20	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.0	$225k	-3%	4.6k	48.72	View chart
Cameco Corp Stock (CCJ)	0.0	$222k	NEW	2.6k	84.03	View chart
Booking Holdings Stock (BKNG)	0.0	$222k	NEW	41.00	5414.63	View chart
Nextera Energy Stock (NEE)	0.0	$221k	NEW	2.9k	75.45	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$221k		2.5k	86.91	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$218k	NEW	904.00	241.15	View chart
Lowes Cos Stock (LOW)	0.0	$213k	NEW	847.00	251.48	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$210k	NEW	2.4k	86.46	View chart
3M Stock (MMM)	0.0	$208k		1.3k	155.22	View chart
Costar Group Stock (CSGP)	0.0	$208k	NEW	2.5k	84.31	View chart
Credicorp Stock (BAP)	0.0	$205k	NEW	769.00	266.58	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$204k	NEW	3.3k	62.54	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$131k	NEW	15k	8.96	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 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
Archetype Wealth Partners 2021 Q4 filed Feb. 14, 2022

View all past filings

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