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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, BND, IEFA, SPY, and represent 51.85% of Arkos Global Advisors's stock portfolio.
Added to shares of these 10 stocks: VCIT (+$25M), IEF (+$18M), SLV, MUB, GDX, PFF, PHYS, SCHM, NKE, SCHG.
Started 9 new stock positions in DUK, SBUX, SO, PHYS, AXP, SNOW, FCX, NKE, D.
Reduced shares in these 10 stocks: VCSH (-$34M), SUB, SPY, INTC, PGX, NAD, CCI, GLD, SHV, RSP.
Sold out of its positions in CCI, EIM, INTC, SUB, SIZE, KHC, LLY, USFR.
Arkos Global Advisors was a net buyer of stock by $9.0M.
Arkos Global Advisors has $686M in assets under management (AUM), dropping by -0.52%.
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 129 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	15.2	$104M		194k	538.81	View chart
Ishares National Muni Bond Etf Etf (MUB)	11.3	$78M	+2%	728k	106.55	View chart
Vanguard Total Bond Market Etf Etf (BND)	8.8	$61M		844k	71.91	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	8.5	$58M		827k	70.28	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	8.0	$55M	-2%	94k	586.08	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	6.8	$47M	+110%	581k	80.27	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	3.9	$27M	+191%	291k	92.45	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	3.6	$25M		194k	127.59	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.9	$20M		318k	62.31	View chart
Spdr Gold Shares Etf (GLD)	2.5	$17M	-2%	72k	242.13	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	2.1	$15M	-70%	185k	78.01	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.1	$14M		124k	115.22	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.9	$13M		253k	52.22	View chart
Vanguard Mid-cap Etf Etf (VO)	1.6	$11M		42k	264.14	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	1.6	$11M		161k	67.88	View chart
Ishares Gold Trust Etf (IAU)	1.6	$11M		219k	49.51	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	1.4	$9.8M		274k	35.65	View chart
Vanguard Small-cap Etf Etf (VB)	1.1	$7.7M		32k	240.27	View chart
Invesco Preferred Etf Etf (PGX)	1.0	$7.2M	-6%	620k	11.53	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.0	$7.1M		117k	61.34	View chart
Ishares Silver Trust Etf (SLV)	1.0	$6.8M	+102%	257k	26.33	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.8	$5.5M		71k	77.90	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.6	$3.9M	-5%	33k	117.49	View chart
Apple Stock (AAPL)	0.5	$3.7M		15k	250.40	View chart
Ishares Global Reit Etf Etf (REET)	0.5	$3.1M	+2%	129k	23.97	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$3.0M		7.2k	410.42	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.4	$2.9M	+78%	86k	33.90	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	0.4	$2.8M		114k	24.65	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$2.6M	-12%	15k	175.23	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.3	$2.1M	+10%	26k	81.59	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.3	$2.1M	+43%	66k	31.44	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$1.8M	-3%	9.7k	189.25	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$1.6M		8.1k	195.78	View chart
Walmart Stock (WMT)	0.2	$1.5M	-2%	16k	90.32	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$1.4M		29k	48.15	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.2	$1.4M	-19%	11k	124.93	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.2	$1.3M	+4%	35k	35.85	View chart
Amazon Stock (AMZN)	0.2	$1.1M	-2%	5.2k	219.46	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.2	$1.1M	-25%	10k	110.13	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.0M		1.6k	621.95	View chart
Microsoft Corp Stock (MSFT)	0.1	$1.0M	+2%	2.4k	421.29	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$958k		12k	78.67	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$937k	+12%	1.8k	511.18	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.1	$821k	-34%	70k	11.66	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$813k		14k	58.91	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$804k		1.9k	425.40	View chart
Broadcom Stock (AVGO)	0.1	$803k	+2%	3.5k	231.81	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$792k	-4%	16k	50.96	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.1	$765k	-10%	68k	11.27	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$763k	-22%	3.2k	239.79	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$760k	-9%	8.7k	87.34	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.1	$754k	-5%	62k	12.17	View chart
Spdr Dow Jones Global Real Estate Etf Etf (RWO)	0.1	$723k	-3%	17k	42.88	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$688k	-24%	25k	27.36	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.1	$669k		6.4k	104.30	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$659k		1.5k	453.23	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$633k		10k	62.64	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$594k		12k	47.81	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$593k	+32%	5.5k	107.51	View chart
Ishares Ultra Short-term Bond Active Etf Etf (ICSH)	0.1	$591k		12k	50.41	View chart
Costco Whsl Corp Stock (COST)	0.1	$584k		637.00	916.80	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$576k	+152%	21k	27.71	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$551k	-9%	11k	48.46	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$542k	-35%	920.00	589.13	View chart
Boston Scientific Corp Stock (BSX)	0.1	$538k	-5%	6.0k	89.32	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$522k		1.4k	365.80	View chart
Nvidia Corporation Stock (NVDA)	0.1	$513k	+19%	3.8k	134.36	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.1	$492k	-2%	14k	34.37	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$477k		8.4k	56.83	View chart
Williams Cos Stock (WMB)	0.1	$470k		8.7k	54.12	View chart
Canadian Imperial Bk Comm Stock (CM)	0.1	$462k		7.3k	63.25	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$455k		3.4k	132.19	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	0.1	$451k		3.7k	121.69	View chart
Goldman Sachs Group Stock (GS)	0.1	$441k		770.00	572.73	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.1	$424k	NEW	21k	20.13	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$424k	+300%	15k	27.89	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$399k		1.4k	289.76	View chart
Nuveen Mun High Income Opportu Cef (NMZ)	0.1	$398k		37k	10.81	View chart
Merck & Co Stock (MRK)	0.1	$386k	-3%	3.9k	99.46	View chart
Coca Cola Stock (KO)	0.1	$384k		6.2k	62.26	View chart
Cummins Stock (CMI)	0.1	$372k		1.1k	348.97	View chart
Tesla Stock (TSLA)	0.1	$369k	+12%	914.00	403.72	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$367k		627.00	585.33	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST)	0.1	$358k	-8%	4.3k	83.08	View chart
Vanguard Value Etf Etf (VTV)	0.1	$348k		2.1k	169.10	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$347k	+3%	7.2k	48.38	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$338k		11k	31.36	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$338k	+16%	4.3k	78.94	View chart
Salesforce Stock (CRM)	0.0	$336k	-3%	1.0k	334.33	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$333k		7.1k	47.23	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$323k		1.3k	253.53	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$319k		1.7k	191.13	View chart
Nike Inc Cl B Stock (NKE)	0.0	$319k	NEW	4.2k	75.70	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$314k		4.2k	75.63	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$313k		4.1k	76.12	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$313k	-11%	1.3k	248.22	View chart
Philip Morris Intl Stock (PM)	0.0	$304k		2.5k	120.44	View chart
Home Depot Stock (HD)	0.0	$298k	+2%	765.00	389.54	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$289k	-12%	3.5k	81.94	View chart
Bny Mellon Strategic Muns Cef (LEO)	0.0	$288k		48k	6.03	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$286k		23k	12.26	View chart
Cisco Sys Stock (CSCO)	0.0	$284k	-2%	4.8k	59.25	View chart
Disney Walt Stock (DIS)	0.0	$280k		2.5k	111.38	View chart
Chevron Corp Stock (CVX)	0.0	$279k		1.9k	144.94	View chart
Duke Energy Corp Stock (DUK)	0.0	$263k	NEW	2.4k	107.70	View chart
Targa Res Corp Stock (TRGP)	0.0	$262k		1.5k	178.35	View chart
Bank Montreal Que Stock (BMO)	0.0	$259k		2.7k	96.93	View chart
Healthcare Rlty Tr Cl A Reit (HR)	0.0	$253k		15k	16.92	View chart
Pimco 1-5 Year Us Tips Index Exchange-traded Fund Etf (STPZ)	0.0	$252k	-40%	4.8k	52.26	View chart
Procter And Gamble Stock (PG)	0.0	$252k		1.5k	167.55	View chart
Starbucks Corp Stock (SBUX)	0.0	$247k	NEW	2.7k	91.14	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$241k		946.00	254.76	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$240k	+8%	2.8k	85.62	View chart
Verizon Communications Stock (VZ)	0.0	$237k	-3%	5.9k	39.92	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.0	$236k	-2%	5.0k	47.29	View chart
Pepsico Stock (PEP)	0.0	$231k	-24%	1.5k	151.87	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$230k		1.1k	211.79	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$228k		978.00	233.13	View chart
Royal Bk Cda Stock (RY)	0.0	$227k		1.9k	120.42	View chart
Southern Stock (SO)	0.0	$227k	NEW	2.8k	82.40	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$225k	NEW	5.9k	38.14	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$223k		2.2k	101.64	View chart
Dominion Energy Stock (D)	0.0	$212k	NEW	3.9k	53.89	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$209k	NEW	1.4k	154.36	View chart
American Express Stock (AXP)	0.0	$200k	NEW	675.00	296.30	View chart
Bny Mellon Strategic Mun Bd Cef (DSM)	0.0	$198k	-5%	34k	5.82	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.0	$192k	-13%	32k	5.98	View chart
Nuveen Dynamic Mun Opportuniti Cef (NDMO)	0.0	$140k		14k	10.00	View chart
Amarin Corp Plc Spons Adr (AMRN)	0.0	$5.0k		10k	0.50	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 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
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

View all past filings

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