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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, VCIT, and represent 47.30% of Arkos Global Advisors's stock portfolio.
Added to shares of these 10 stocks: VO (+$9.5M), IEFA (+$6.8M), IEMG, IJH, IJR, VUG, IAU, FBTC, RSP, XLU.
Started 9 new stock positions in SPCX, CAT, PH, TXN, XLB, AMD, CMI, Exxon Mobil Corp, NET.
Reduced shares in these 10 stocks: BND, MUB, VCSH, IEF, PGX, , INTC, SBUX, , .
Sold out of its positions in AFL, BTAL, T, ARKK, MO, BUD, NLY, APA, BAC, BSM.
Arkos Global Advisors was a net buyer of stock by $14M.
Arkos Global Advisors has $845M in assets under management (AUM), dropping by 5.98%.
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 June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	14.6	$123M		180k	686.81	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	13.3	$113M	+6%	1.2M	96.58	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	6.6	$56M	-2%	589k	94.57	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	6.5	$55M		74k	746.77	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	6.3	$53M		639k	82.65	View chart
Vanguard Total Bond Market Etf Etf (BND)	5.4	$46M	-6%	624k	73.41	View chart
Ishares National Muni Bond Etf Etf (MUB)	5.4	$46M	-3%	425k	107.62	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	4.5	$38M	+6%	491k	77.11	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	3.5	$30M	+14%	357k	82.84	View chart
Ishares Gold Trust Etf (IAU)	3.1	$26M	+5%	343k	75.51	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.9	$24M	+9%	164k	148.31	View chart
Spdr Gold Shares Etf (GLD)	2.8	$23M		63k	368.38	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	2.3	$20M	+2%	125k	158.03	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	2.0	$17M	+2%	176k	98.20	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	1.9	$16M	+6%	356k	45.34	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	1.5	$13M		299k	43.50	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	1.5	$13M	+298%	158k	80.57	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.1	$9.0M		119k	75.79	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	1.0	$8.8M		29k	303.11	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.0	$8.6M	+13%	41k	212.78	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.9	$8.0M	+16%	157k	51.05	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.9	$7.8M		73k	107.82	View chart
Apple Stock (AAPL)	0.5	$4.6M	+2%	16k	289.33	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$4.1M	+2%	11k	357.32	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.4	$3.7M	-33%	47k	79.04	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.4	$3.7M		24k	156.96	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.4	$3.4M	+10%	113k	30.49	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.3	$2.8M		37k	75.45	View chart
Ishares Global Reit Etf Etf (REET)	0.3	$2.7M	+6%	96k	27.62	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.3	$2.7M		141k	18.87	View chart
Invesco Preferred Etf Etf (PGX)	0.3	$2.4M	-27%	225k	10.84	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.3	$2.4M	+4%	57k	43.14	View chart
Amazon Stock (AMZN)	0.2	$2.0M	-7%	8.4k	238.36	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.2	$1.9M	+500%	22k	86.15	View chart
Global X Ai Semiconductor & Quantum Etf Etf (CHPX)	0.2	$1.8M	+9%	17k	106.29	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$1.7M	+5%	2.4k	736.55	View chart
Walmart Stock (WMT)	0.2	$1.6M		15k	113.27	View chart
Microsoft Corp Stock (MSFT)	0.2	$1.6M	-10%	4.4k	372.99	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.2	$1.5M		51k	30.17	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$1.5M		29k	51.85	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.2	$1.4M	+7%	9.9k	146.16	View chart
Broadcom Stock (AVGO)	0.2	$1.4M	-12%	3.7k	377.70	View chart
Nvidia Corporation Stock (NVDA)	0.2	$1.4M	-8%	6.8k	200.06	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$1.4M	+5%	25k	53.10	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.2	$1.3M		32k	41.44	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.1M		13k	85.48	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.0M	+2%	1.1k	935.92	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.1	$1.0M		9.2k	110.29	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.1	$973k	+2%	2.6k	370.10	View chart
Applied Matls Stock (AMAT)	0.1	$950k		1.3k	723.53	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$891k		13k	71.22	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$883k	+272%	11k	83.06	View chart
Ishares Silver Trust Etf (SLV)	0.1	$843k		16k	53.47	View chart
Chevron Corporation Stock (CVX)	0.1	$843k	+2%	5.1k	165.72	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$823k		15k	56.50	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$818k	-4%	2.5k	327.46	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$817k		1.6k	522.04	View chart
Canadian Imperial Bank Of Comm Stock (CM)	0.1	$810k		7.0k	114.99	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$772k	-6%	1.5k	500.65	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$754k		21k	36.86	View chart
Tesla Stock (TSLA)	0.1	$749k	+3%	1.8k	420.79	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$746k		9.6k	77.54	View chart
State Street Spdr Dow Jones Global Real Estate Etf Etf (RWO)	0.1	$731k		15k	49.72	View chart
Southern Stock (SO)	0.1	$709k		7.4k	95.69	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$708k	+500%	8.6k	82.60	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$685k		915.00	748.63	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$653k		7.6k	86.36	View chart
Williams Cos Stock (WMB)	0.1	$650k		8.7k	74.32	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.1	$611k		4.4k	139.88	View chart
Dominion Energy Stock (D)	0.1	$581k		8.5k	68.31	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.1	$565k		14k	40.69	View chart
Duke Energy Corp Stock (DUK)	0.1	$548k		4.3k	126.59	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$537k	-3%	11k	50.22	View chart
Coca Cola Stock (KO)	0.1	$522k	+4%	6.4k	81.30	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$519k		3.4k	152.24	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$515k		15k	33.85	View chart
Intel Corp Stock (INTC)	0.1	$506k	-49%	3.6k	139.59	View chart
Advanced Micro Devices Stock (AMD)	0.1	$489k	NEW	841.00	581.45	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.1	$483k	NEW	9.5k	50.84	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.1	$467k		3.0k	154.18	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$453k	+7%	12k	36.80	View chart
Bank Montreal Medium Stock (BMO)	0.1	$452k		2.6k	176.77	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$441k	-32%	5.5k	80.05	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.1	$431k	+2%	6.8k	62.95	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$416k		4.0k	104.00	View chart
Targa Res Corp Stock (TRGP)	0.0	$396k		1.5k	268.47	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.0	$384k		1.8k	218.18	View chart
Royal Bk Cda Stock (RY)	0.0	$368k		1.8k	206.74	View chart
Eli Lilly & Co Stock (LLY)	0.0	$367k	-38%	306.00	1199.35	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$364k		3.5k	102.88	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$344k	+7%	610.00	563.93	View chart
American Express Stock (AXP)	0.0	$340k		1.0k	337.97	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$334k		1.5k	227.06	View chart
Home Depot Stock (HD)	0.0	$327k	-23%	928.00	352.37	View chart
Pepsico Stock (PEP)	0.0	$315k	-3%	2.3k	135.60	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$312k		654.00	477.06	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$310k	-36%	4.5k	69.60	View chart
Healthcare Rlty Tr Cl A Reit (HR)	0.0	$305k		15k	20.16	View chart
Lam Research Corp Stock (LRCX)	0.0	$304k	-26%	702.00	433.05	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$297k		6.4k	46.54	View chart
Goldman Sachs Group Stock (GS)	0.0	$293k		290.00	1010.34	View chart
Verizon Communications Stock (VZ)	0.0	$291k	-2%	6.9k	42.37	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST)	0.0	$285k		2.7k	106.78	View chart
Caterpillar Stock (CAT)	0.0	$283k	NEW	266.00	1063.91	View chart
Cisco Sys Stock (CSCO)	0.0	$271k		2.3k	117.47	View chart
Procter & Gamble Stock (PG)	0.0	$270k		1.8k	146.50	View chart
Visa Inc Com Cl A Stock (V)	0.0	$270k	-38%	788.00	342.64	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$268k		2.9k	93.35	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$267k		2.5k	104.95	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$266k	-4%	3.2k	81.97	View chart
Exxonmobil Holdings Corp Stock	0.0	$263k	NEW	1.9k	136.62	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$247k	NEW	1.4k	171.17	View chart
Philip Morris Intl Stock (PM)	0.0	$244k		1.3k	181.28	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.0	$243k		4.8k	50.44	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.0	$240k		1.7k	144.40	View chart
Pimco 1-5 Year Us Tips Index Exchange-traded Fund Etf (STPZ)	0.0	$230k		4.3k	53.44	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$222k		1.6k	137.63	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$220k	-48%	622.00	353.70	View chart
Cummins Stock (CMI)	0.0	$210k	NEW	295.00	711.86	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$208k	NEW	849.00	244.99	View chart
Texas Instrs Stock (TXN)	0.0	$202k	NEW	678.00	297.94	View chart
Parker-hannifin Corp Stock (PH)	0.0	$201k	NEW	206.00	975.73	View chart
Absci Corporation Stock (ABSI)	0.0	$116k		10k	11.60	View chart
Blackrock Corpor Hi Yld Cef (HYT)	0.0	$113k		13k	8.54	View chart

Past Filings by Arkos Global Advisors

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

Arkos Global Advisors 2026 Q2 filed Aug. 14, 2026
Arkos Global Advisors 2026 Q1 filed May 13, 2026
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

View all past filings

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