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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, MUB, IEFA, BND, SPY, and represent 52.48% of Arkos Global Advisors's stock portfolio.
Added to shares of these 10 stocks: VCIT (+$23M), IEF (+$9.8M), MUB (+$7.2M), VOO, SLV, IEFA, IEMG, GLD, IJH, IJR.
Started 6 new stock positions in SIZE, TRGP, IEF, VTV, JCI, TSLA.
Reduced shares in these 10 stocks: USFR (-$8.3M), VCSH, SPY, SRLN, VYM, WMT, SPLV, GDX, BNDX, AEM.
Sold out of its positions in AFL, AEM, AXP, SPLV, SRLN, SNOW, VLO, BNDX.
Arkos Global Advisors was a net buyer of stock by $37M.
Arkos Global Advisors has $690M in assets under management (AUM), dropping by 11.60%.
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 128 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	14.8	$102M	+4%	193k	527.67	View chart
Ishares National Muni Bond Etf Etf (MUB)	11.2	$77M	+10%	712k	108.63	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	9.3	$64M	+2%	823k	78.05	View chart
Vanguard Total Bond Market Etf Etf (BND)	9.1	$63M		840k	75.11	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	8.0	$55M	-2%	96k	573.75	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	7.2	$50M	-6%	627k	79.42	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	3.6	$25M		196k	128.20	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	3.4	$23M	+3588%	277k	83.75	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.8	$20M	+3%	314k	62.32	View chart
Spdr Gold Shares Etf (GLD)	2.6	$18M	+4%	74k	243.06	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	2.1	$15M	+8%	252k	57.41	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.1	$14M	+4%	122k	116.96	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	1.7	$12M		158k	73.42	View chart
Vanguard Mid-cap Etf Etf (VO)	1.6	$11M		43k	263.84	View chart
Ishares Gold Trust Etf (IAU)	1.6	$11M	+3%	221k	49.70	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	1.4	$9.8M	NEW	100k	98.12	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	1.3	$9.2M		274k	33.60	View chart
Invesco Preferred Etf Etf (PGX)	1.2	$8.2M		661k	12.35	View chart
Vanguard Small-cap Etf Etf (VB)	1.1	$7.7M		32k	237.22	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.1	$7.3M	+4%	117k	62.69	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.8	$5.4M		70k	76.58	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.6	$4.2M	-2%	35k	119.54	View chart
Ishares Silver Trust Etf (SLV)	0.5	$3.6M	+890%	127k	28.41	View chart
Apple Stock (AAPL)	0.5	$3.5M		15k	232.99	View chart
Ishares Global Reit Etf Etf (REET)	0.5	$3.4M		126k	26.69	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$3.0M	-4%	17k	179.18	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	0.4	$2.8M		113k	25.13	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$2.8M	+6%	7.2k	383.89	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.4	$2.5M	-2%	23k	106.21	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.3	$1.9M	-15%	48k	39.83	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.3	$1.8M		14k	128.31	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$1.7M		10k	165.80	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$1.6M		8.1k	198.00	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$1.5M	+39%	46k	33.22	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.2	$1.5M		14k	110.62	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$1.4M		29k	47.15	View chart
Walmart Stock (WMT)	0.2	$1.3M	-25%	17k	80.76	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.2	$1.3M	-7%	108k	12.38	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.2	$1.3M		24k	55.52	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.2	$1.2M	+21%	34k	36.39	View chart
Microsoft Corp Stock (MSFT)	0.1	$1.0M	-9%	2.3k	430.22	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$1.0M		33k	30.22	View chart
Amazon Stock (AMZN)	0.1	$985k	+8%	5.3k	186.27	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$978k		12k	80.31	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$962k		1.6k	586.59	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$944k	+77%	9.6k	98.11	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.1	$908k		76k	11.96	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$885k	-22%	14k	64.77	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$871k		4.1k	210.84	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.1	$860k		66k	13.10	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$836k		16k	51.11	View chart
Spdr Dow Jones Global Real Estate Etf Etf (RWO)	0.1	$833k		18k	47.53	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$821k	+3%	1.4k	576.95	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$800k	-6%	1.9k	423.28	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$796k		1.6k	488.04	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$684k		8.2k	83.04	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$669k	-16%	1.5k	460.11	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.1	$668k		6.4k	104.15	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$666k	-8%	10k	65.91	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$656k	+27%	12k	52.80	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$617k	-2%	13k	49.27	View chart
Ishares Ultra Short-term Bond Active Etf Etf (ICSH)	0.1	$595k		12k	50.75	View chart
Broadcom Stock (AVGO)	0.1	$585k	+717%	3.4k	172.52	View chart
Costco Whsl Corp Stock (COST)	0.1	$565k	+7%	637.00	886.97	View chart
Boston Scientific Corp Stock (BSX)	0.1	$534k		6.4k	83.78	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.1	$504k	-3%	15k	34.46	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$493k		1.4k	345.48	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$491k		3.5k	142.15	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$486k		4.2k	117.11	View chart
Intel Corp Stock (INTC)	0.1	$476k	-7%	20k	23.47	View chart
Merck & Co Stock (MRK)	0.1	$458k	-7%	4.0k	113.56	View chart
Canadian Imperial Bk Comm Stock (CM)	0.1	$448k		7.3k	61.34	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	0.1	$446k		3.7k	120.35	View chart
Coca Cola Stock (KO)	0.1	$445k		6.2k	71.89	View chart
Nuveen Mun High Income Opportu Cef (NMZ)	0.1	$434k		37k	11.67	View chart
Pimco 1-5 Year Us Tips Index Exchange-traded Fund Etf (STPZ)	0.1	$432k	-28%	8.2k	52.88	View chart
Crown Castle Reit (CCI)	0.1	$431k		3.6k	118.73	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$401k	-16%	8.4k	47.57	View chart
Williams Cos Stock (WMB)	0.1	$396k		8.7k	45.60	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$396k		3.8k	104.21	View chart
Nvidia Corporation Stock (NVDA)	0.1	$389k	+15%	3.2k	121.30	View chart
Goldman Sachs Just Us Large Cap Eq Etf Etf (JUST)	0.1	$387k	-7%	4.7k	82.01	View chart
Goldman Sachs Group Stock (GS)	0.1	$383k		774.00	494.83	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$383k		1.4k	283.07	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.1	$372k		7.1k	52.25	View chart
Vanguard Value Etf Etf (VTV)	0.1	$365k	NEW	2.1k	174.72	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$360k		1.3k	282.57	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$359k	+14%	627.00	572.57	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$347k	+2%	4.2k	83.57	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$347k		4.1k	84.18	View chart
Cummins Stock (CMI)	0.1	$345k		1.1k	323.64	View chart
Pepsico Stock (PEP)	0.0	$344k		2.0k	170.13	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$335k		4.0k	83.19	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$329k	-3%	1.7k	197.12	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$315k		24k	13.41	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$314k		11k	29.14	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$313k		6.9k	45.30	View chart
Bny Mellon Strategic Municipals Cef (LEO)	0.0	$312k		48k	6.50	View chart
Philip Morris Intl Stock (PM)	0.0	$306k	-3%	2.5k	121.24	View chart
Home Depot Stock (HD)	0.0	$303k	-35%	747.00	405.62	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$287k	-96%	5.7k	50.25	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$286k	NEW	3.7k	77.68	View chart
Chevron Corp Stock (CVX)	0.0	$286k		1.9k	147.35	View chart
Salesforce Stock (CRM)	0.0	$285k	+4%	1.0k	273.78	View chart
Verizon Communications Stock (VZ)	0.0	$278k		6.2k	44.95	View chart
Healthcare Rlty Tr Cl A Reit (HR)	0.0	$271k		15k	18.12	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$264k		978.00	269.94	View chart
Procter And Gamble Stock (PG)	0.0	$262k	+6%	1.5k	173.17	View chart
Kraft Heinz Stock (KHC)	0.0	$260k	-8%	7.4k	35.15	View chart
Cisco Sys Stock (CSCO)	0.0	$260k		4.9k	53.14	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$255k		1.4k	178.32	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$246k		946.00	260.04	View chart
Disney Walt Stock (DIS)	0.0	$241k	-3%	2.5k	96.05	View chart
Bank Montreal Que Stock (BMO)	0.0	$241k		2.7k	90.19	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.0	$241k		37k	6.51	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$237k		1.1k	218.23	View chart
Royal Bk Cda Stock (RY)	0.0	$235k		1.9k	124.67	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.0	$231k		5.1k	44.90	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$227k	-36%	2.6k	87.71	View chart
Bny Mellon Strategic Muni Bond Cef (DSM)	0.0	$224k		36k	6.22	View chart
Targa Res Corp Stock (TRGP)	0.0	$217k	NEW	1.5k	147.72	View chart
Tesla Stock (TSLA)	0.0	$212k	NEW	809.00	262.05	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$210k	-6%	2.2k	95.72	View chart
Ishares Msci Usa Size Factor Etf Etf (SIZE)	0.0	$208k	NEW	1.4k	148.89	View chart
Eli Lilly & Co Stock (LLY)	0.0	$202k	-17%	228.00	885.96	View chart
Eaton Vance Mun Bd Cef (EIM)	0.0	$172k		16k	10.75	View chart
Nuveen Dynamic Mun Opportuniti Cef (NDMO)	0.0	$157k		14k	11.21	View chart
Amarin Corp Plc Spons Adr (AMRN)	0.0	$6.0k		10k	0.60	View chart

Past Filings by Arkos Global Advisors

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

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
Archetype Wealth Partners 2021 Q3 filed Nov. 12, 2021
Archetype Wealth Partners 2021 Q2 filed Aug. 13, 2021
Archetype Wealth Partners 2021 Q1 filed April 30, 2021
Archetype Wealth Partners 2020 Q4 filed Feb. 12, 2021

View all past filings

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