Archetype Wealth Partners

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

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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 199 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 13.5 $108M 180k 597.55
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Ishares Core Msci Eafe Etf Etf (IEFA) 12.4 $99M +5% 1.1M 90.53
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Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 7.2 $57M 601k 95.44
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 6.6 $52M 632k 82.75
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Vanguard Total Bond Market Etf Etf (BND) 6.2 $49M 669k 73.64
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State Street Spdr S&p 500 Etf Etf (SPY) 6.1 $48M 74k 650.34
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Ishares National Muni Bond Etf Etf (MUB) 5.9 $47M -5% 443k 106.15
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Ishares Core S&p Mid-cap Etf Etf (IJH) 3.9 $31M +7% 459k 67.53
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Ishares Gold Trust Etf (IAU) 3.6 $29M +2% 324k 88.16
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Spdr Gold Shares Etf (GLD) 3.4 $27M -2% 64k 430.28
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 2.7 $22M +5% 312k 69.75
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Ishares Core S&p Small Cap Etf Etf (IJR) 2.3 $19M +5% 149k 124.31
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Vanguard High Dividend Yield Index Etf Etf (VYM) 2.3 $18M 122k 148.10
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Vanguard International High Dividend Yield Etf Etf (VYMI) 2.0 $16M +3% 172k 94.24
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State Street Utilities Select Sector Spdr Etf Etf (XLU) 1.9 $15M 334k 45.89
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First Trust North American Energy Infrastructure Fund Etf (EMLP) 1.6 $13M +2% 294k 43.66
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Vanguard Mid-cap Etf Etf (VO) 1.4 $11M 40k 287.17
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Ishares Core Dividend Growth Etf Etf (DGRO) 1.1 $8.4M +2% 120k 70.18
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Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 1.0 $8.0M +36% 135k 59.03
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Vanguard Small-cap Etf Etf (VB) 1.0 $7.7M 29k 261.92
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.9 $6.9M +8% 36k 191.92
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State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.8 $6.7M +2% 74k 91.52
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.7 $5.6M 71k 79.27
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Apple Stock (AAPL) 0.5 $4.0M +5% 16k 253.76
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Sprott Asset Management Lp Physical Silver Cef (PSLV) 0.4 $3.4M NEW 141k 24.39
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Invesco Preferred Etf Etf (PGX) 0.4 $3.4M -22% 313k 10.88
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Vaneck Gold Miners Etf Etf (GDX) 0.4 $3.4M 37k 91.76
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Ishares Msci Acwi Etf Etf (ACWI) 0.4 $3.3M 24k 138.36
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $3.2M +10% 11k 287.58
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Ishares Preferred & Income Securities Etf Etf (PFF) 0.4 $3.1M +21% 102k 30.32
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Ishares Global Reit Etf Etf (REET) 0.3 $2.3M -27% 90k 25.15
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First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.3 $2.1M +9% 54k 39.43
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Amazon Stock (AMZN) 0.2 $1.9M +33% 9.1k 208.28
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Microsoft Corp Stock (MSFT) 0.2 $1.8M +54% 5.0k 370.09
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Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.2 $1.8M 51k 35.43
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Walmart Stock (WMT) 0.2 $1.8M +2% 14k 124.27
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Vanguard Growth Etf Etf (VUG) 0.2 $1.6M -2% 3.7k 436.72
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Coinbase Global Inc Com Cl A Stock (COIN) 0.2 $1.6M +294% 9.1k 174.66
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Alerian Mlp Etf Etf (AMLP) 0.2 $1.5M 29k 52.65
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State Street Energy Select Sector Spdr Etf Etf (XLE) 0.2 $1.5M +181% 24k 61.25
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Ishares International Select Dividend Etf Etf (IDV) 0.2 $1.3M +5% 32k 42.56
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Invesco Qqq Trust Series I Etf (QQQ) 0.2 $1.3M +6% 2.2k 577.21
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Nvidia Corporation Stock (NVDA) 0.2 $1.3M +44% 7.4k 174.37
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Broadcom Stock (AVGO) 0.2 $1.3M +10% 4.2k 309.48
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Ishares Silver Trust Etf (SLV) 0.1 $1.1M -12% 16k 68.14
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Costco Wholesale Corporation Stock (COST) 0.1 $1.1M +22% 1.1k 996.30
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Chevron Corporation Stock (CVX) 0.1 $1.0M +16% 5.0k 206.83
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Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV) 0.1 $1.0M 9.3k 110.39
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Vanguard Total International Stock Etf Etf (VXUS) 0.1 $975k -5% 13k 77.13
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Shell Plc Spon Ads Adr (SHEL) 0.1 $886k 9.5k 93.02
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Global X Ai Semiconductor & Quantum Etf Etf (CHPX) 0.1 $876k NEW 15k 57.36
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Vanguard Information Technology Etf Etf (VGT) 0.1 $873k -22% 1.3k 697.84
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Vanguard Total Stock Market Etf Etf (VTI) 0.1 $824k +11% 2.6k 320.62
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $800k -2% 13k 64.06
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $789k +12% 1.6k 479.34
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Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $772k 15k 52.55
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Jpmorgan Chase & Co Stock (JPM) 0.1 $767k -21% 2.6k 294.10
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Southern Stock (SO) 0.1 $726k +11% 7.5k 96.54
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State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $724k 1.6k 462.92
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State Street Spdr Dow Jones Global Real Estate Etf Etf (RWO) 0.1 $683k 15k 45.77
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Canadian Imperial Bank Of Comm Stock (CM) 0.1 $667k 7.0k 94.69
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Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $653k 7.5k 86.70
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Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.1 $648k 8.1k 79.58
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Tesla Stock (TSLA) 0.1 $640k 1.7k 371.66
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Williams Cos Stock (WMB) 0.1 $632k 8.7k 72.77
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Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $631k 20k 30.94
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Ishares Core S&p 500 Etf Etf (IVV) 0.1 $596k 913.00 652.79
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Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $582k 1.4k 407.85
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Duke Energy Corp Stock (DUK) 0.1 $559k -18% 4.3k 130.85
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Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $555k 11k 49.99
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First Trust Large Cap Core Alphadex Fund Etf (FEX) 0.1 $532k 4.4k 122.05
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Dominion Energy Stock (D) 0.1 $523k 8.5k 61.83
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Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $501k 14k 35.92
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State Street Spdr S&p Dividend Etf Etf (SDY) 0.1 $496k 3.4k 145.97
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Coca Cola Stock (KO) 0.1 $465k 6.1k 76.02
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Eli Lilly & Co Stock (LLY) 0.1 $457k +3% 497.00 919.52
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Applied Matls Stock (AMAT) 0.1 $449k 1.3k 341.96
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Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $443k 15k 29.14
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Ishares Msci Eurozone Etf Etf (EZU) 0.1 $442k 7.1k 62.69
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Enterprise Prods Partners Stock (EPD) 0.1 $431k +4% 11k 37.80
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Ishares Esg Optimized Msci Usa Etf Etf (SUSA) 0.1 $403k -3% 3.0k 132.22
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Home Depot Stock (HD) 0.0 $397k +10% 1.2k 328.64
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Freeport Mcmoran Inc Cl B Stock (FCX) 0.0 $394k NEW 6.7k 58.74
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Visa Inc Com Cl A Stock (V) 0.0 $387k +98% 1.3k 302.34
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Ishares Msci Eafe Etf Etf (EFA) 0.0 $385k 4.0k 97.03
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Starbucks Corp Stock (SBUX) 0.0 $381k +32% 4.3k 89.56
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Pepsico Stock (PEP) 0.0 $374k -2% 2.4k 155.12
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Targa Res Corp Stock (TRGP) 0.0 $368k 1.5k 250.51
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Verizon Communications Stock (VZ) 0.0 $355k -3% 7.1k 50.21
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State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $351k 7.1k 49.39
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Bank Montreal Medium Stock (BMO) 0.0 $346k 2.6k 135.31
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $345k +12% 1.2k 286.78
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Vanguard Value Etf Etf (VTV) 0.0 $344k -5% 1.8k 196.01
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Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $341k -2% 3.6k 95.63
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Slb Limited Com Stk Stock (SLB) 0.0 $328k 6.4k 51.39
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Meta Platforms Inc Cl A Stock (META) 0.0 $325k -6% 568.00 572.18
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Exxon Mobil Corp Stock (XOM) 0.0 $322k -77% 1.9k 169.83
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Intel Corp Stock (INTC) 0.0 $317k 7.2k 44.11
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Ishares S&p 500 Value Etf Etf (IVE) 0.0 $309k -11% 1.5k 210.92
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American Express Stock (AXP) 0.0 $304k +3% 1.0k 302.19
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Vanguard Industrials Etf Etf (VIS) 0.0 $295k 946.00 311.84
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Royal Bk Cda Stock (RY) 0.0 $288k 1.8k 161.80
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $281k 3.4k 82.48
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Procter & Gamble Stock (PG) 0.0 $265k -36% 1.8k 144.49
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Healthcare Rlty Tr Cl A Reit (HR) 0.0 $254k 15k 16.99
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Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST) 0.0 $250k 2.7k 92.42
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Boston Scientific Corp Stock (BSX) 0.0 $249k 4.0k 62.85
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Oracle Corp Stock (ORCL) 0.0 $245k NEW 1.7k 146.97
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Goldman Sachs Group Stock (GS) 0.0 $244k 289.00 844.29
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Ishares Msci Japan Etf Etf (EWJ) 0.0 $242k NEW 2.9k 84.47
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State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.0 $234k NEW 2.9k 82.08
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Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $234k -13% 1.6k 146.07
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Pimco 1-5 Year Us Tips Index Exchange-traded Fund Etf (STPZ) 0.0 $231k 4.3k 54.19
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Nuveen Mun Cr Income Fd Com Sh Ben Int Cef (NZF) 0.0 $230k -15% 19k 12.18
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Nuveen Quality Muncp Income Cef (NAD) 0.0 $226k -15% 20k 11.49
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Philip Morris Intl Stock (PM) 0.0 $223k 1.3k 165.68
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Uber Technologies Stock (UBER) 0.0 $223k NEW 3.1k 71.87
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Taiwan Semiconductor Manufact Adr (TSM) 0.0 $221k -2% 654.00 337.92
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Nike Inc Cl B Stock (NKE) 0.0 $220k 4.2k 52.83
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Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC) 0.0 $220k +2% 4.7k 46.47
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Lam Research Corp Stock (LRCX) 0.0 $205k NEW 960.00 213.54
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First Trust Small Cap Core Alphadex Fund Etf (FYX) 0.0 $198k NEW 1.7k 119.49
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Ishares Msci Emerging Markets Asia Etf Etf (EEMA) 0.0 $194k NEW 2.0k 95.52
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Amplify Cybersecurity Etf Etf (HACK) 0.0 $191k -2% 2.5k 75.08
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Servicenow Stock (NOW) 0.0 $190k NEW 1.8k 104.63
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Vanguard Intermediate-term Bond Etf Etf (BIV) 0.0 $187k NEW 2.4k 77.08
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Nextera Energy Stock (NEE) 0.0 $183k NEW 2.0k 93.08
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Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $182k NEW 1.5k 118.72
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Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $182k -5% 1.6k 112.90
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Nuveen Amt Free Mun Cr Cef (NVG) 0.0 $181k -24% 15k 12.31
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Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.0 $180k NEW 2.5k 73.26
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Cisco Sys Stock (CSCO) 0.0 $179k NEW 2.3k 77.59
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Merck & Co Stock (MRK) 0.0 $176k NEW 1.5k 120.30
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Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $176k 4.3k 41.14
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Aflac Stock (AFL) 0.0 $175k NEW 1.6k 109.72
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State Street Communication Services Select Sector Spdr Etf Etf (XLC) 0.0 $173k NEW 1.6k 110.97
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Yum Brands Stock (YUM) 0.0 $171k NEW 1.1k 155.74
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State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $167k NEW 1.1k 146.88
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Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $160k NEW 6.4k 25.00
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $156k NEW 2.9k 54.05
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United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $154k NEW 1.6k 98.47
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Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.0 $149k NEW 3.1k 47.39
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Nuveen Esg Small-cap Etf Etf (NUSC) 0.0 $148k NEW 3.3k 45.16
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Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $142k NEW 1.0k 141.01
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Zoetis Inc Cl A Stock (ZTS) 0.0 $139k NEW 1.2k 117.90
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First Trust Mid Cap Core Alphadex Fund Etf (FNX) 0.0 $136k NEW 1.1k 128.54
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Matador Res Stock (MTDR) 0.0 $133k NEW 2.1k 63.33
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Xtrackers Msci Europe Hedged Equity Etf Etf (DBEU) 0.0 $125k NEW 2.6k 48.56
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Bank Of Amer Corp Stock (BAC) 0.0 $123k NEW 2.5k 48.81
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Ark Innovation Etf Etf (ARKK) 0.0 $121k NEW 1.8k 67.86
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Jpmorgan Betabuilders Japan Etf Etf (BBJP) 0.0 $120k NEW 1.7k 68.69
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Altria Group Stock (MO) 0.0 $114k NEW 1.7k 66.16
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Bristol-myers Squibb Stock (BMY) 0.0 $113k NEW 1.9k 60.85
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Blackrock Corpor Hi Yld Cef (HYT) 0.0 $111k 13k 8.54
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Schwab International Equity Etf Etf (SCHF) 0.0 $111k NEW 4.5k 24.84
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Costar Group Stock (CSGP) 0.0 $107k NEW 2.7k 40.23
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At&t Stock (T) 0.0 $107k NEW 3.7k 29.04
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Agf U.s. Market Neutral Anti-beta Fund Etf (BTAL) 0.0 $107k NEW 7.6k 14.03
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Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $102k NEW 1.1k 90.83
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Vaneck Oil Refiners Etf Etf (CRAK) 0.0 $89k -74% 1.8k 49.61
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Anheuser Busch Inbev Sa Nv Adr (BUD) 0.0 $87k NEW 1.3k 69.49
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First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.0 $86k NEW 1.7k 50.59
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Vanguard Total International Bond Etf Etf (BNDX) 0.0 $85k NEW 1.8k 47.97
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Apa Corporation Stock (APA) 0.0 $84k NEW 2.0k 42.21
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $83k NEW 1.4k 57.32
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Black Stone Minerals L P Com Unit Stock (BSM) 0.0 $79k NEW 5.3k 15.05
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Sofi Technologies Stock (SOFI) 0.0 $76k NEW 4.8k 15.83
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Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD) 0.0 $75k NEW 3.4k 22.12
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Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $73k NEW 2.2k 33.30
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Annaly Capital Management Reit (NLY) 0.0 $71k NEW 3.4k 21.01
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Halliburton Stock (HAL) 0.0 $67k NEW 1.7k 39.20
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Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.0 $64k NEW 1.4k 46.21
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Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $62k NEW 1.5k 40.23
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First Trust Preferred Securities & Income Etf Etf (FPE) 0.0 $60k NEW 3.4k 17.65
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Kinder Morgan Inc Del Stock (KMI) 0.0 $59k NEW 1.7k 33.81
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Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $58k NEW 5.2k 11.18
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Global X Uranium Etf Etf (URA) 0.0 $56k NEW 1.2k 48.23
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Pfizer Stock (PFE) 0.0 $56k NEW 2.0k 27.86
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Bluerock Pvt Real Estate Cef (BPRE) 0.0 $54k NEW 3.2k 16.76
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Yum China Hldgs Stock (YUMC) 0.0 $53k NEW 1.1k 49.07
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Iren Limited Ordinary Shares Stock (IREN) 0.0 $52k NEW 1.5k 34.60
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Firstenergy Corp Stock (FE) 0.0 $51k NEW 1.0k 51.00
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Pgim Ultra Short Bond Etf Etf (PULS) 0.0 $51k NEW 1.0k 49.95
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $42k NEW 2.2k 19.39
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Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $37k NEW 1.4k 25.91
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Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) 0.0 $33k NEW 1.9k 17.29
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Ford Mtr Stock (F) 0.0 $32k NEW 2.8k 11.48
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Nuveen Mun High Income Opportu Cef (NMZ) 0.0 $32k -81% 3.1k 10.36
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The Campbells Company Stock (CPB) 0.0 $32k NEW 1.4k 22.44
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Absci Corporation Stock (ABSI) 0.0 $30k NEW 10k 3.00
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Bny Mellon Strategic Mun Bd Cef (DSM) 0.0 $30k NEW 5.0k 5.95
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Biohaven Stock (BHVN) 0.0 $30k NEW 3.5k 8.57
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Chimera Invt Corp Reit (CIM) 0.0 $29k NEW 2.3k 12.39
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Putnam Managed Mun Income Tr Cef (PMM) 0.0 $23k NEW 3.8k 6.08
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Conagra Brands Stock (CAG) 0.0 $23k NEW 1.5k 15.64
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Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $18k NEW 1.2k 15.11
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Gh Research Plc Ordinary Shares Stock (GHRS) 0.0 $17k NEW 1.2k 14.41
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Compass Pathways Adr (CMPS) 0.0 $6.0k NEW 1.0k 6.00
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Health Catalyst Stock (HCAT) 0.0 $2.0k NEW 1.8k 1.13
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Past Filings by Arkos Global Advisors

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

View all past filings