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Arkadios Wealth Advisors

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

Top 5 stock holdings are AAPL, NVDA, SPY, MSFT, IVV, and represent 12.78% of Arkadios Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$59M), SPY (+$36M), OEI (+$30M), MSFT (+$24M), NVDA (+$21M), IWY (+$20M), VTV (+$18M), CSHI (+$17M), GOOGL (+$17M), Angel Oak Funds Trust (+$16M).
Started 182 new stock positions in AMCR, AGL, SOLS, UYLD, IDVO, DFGP, UNOV, LYFT, TXRH, DFIC.
Reduced shares in these 10 stocks: KNG (-$12M), SPDN (-$8.6M), ANET (-$8.5M), Guaranty Bancshares (-$7.7M), PSQ (-$6.6M), TFC (-$5.9M), HGER (-$5.3M), OMFL, , DOG.
Sold out of its positions in ARKW, Anew Med, ASH, AVT, BRBR, BSY, Blackrock Income Tr, BKHY, SAM, KMX.
Arkadios Wealth Advisors was a net buyer of stock by $946M.
Arkadios Wealth Advisors has $5.2B in assets under management (AUM), dropping by 23.74%.
Central Index Key (CIK): 0001800798

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Portfolio Holdings for Arkadios Wealth Advisors

Arkadios Wealth Advisors holds 1475 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Arkadios Wealth Advisors has 1475 total positions. Only the first 250 positions are shown.

Sign up to view all of the Arkadios Wealth Advisors Dec. 31, 2025 positions
Download the Arkadios Wealth Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.4	$176M	+50%	648k	271.86	View chart
Nvidia Corporation Stock (NVDA)	3.0	$157M	+15%	841k	186.50	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.4	$125M	+40%	184k	681.93	View chart
Microsoft Corp Stock (MSFT)	2.0	$103M	+29%	213k	483.62	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.9	$98M	+12%	143k	684.94	View chart
Amazon Stock (AMZN)	1.6	$81M	+19%	352k	230.82	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.5	$77M	+27%	245k	313.00	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$73M	+17%	118k	614.32	View chart
Angel Oak Income Etf Etf (CARY)	1.3	$65M	+7%	3.1M	20.83	View chart
Jpmorgan Chase & Co Stock (JPM)	1.2	$62M	+28%	193k	322.22	View chart
Broadcom Stock (AVGO)	0.9	$48M	+12%	138k	346.10	View chart
Fidelity Total Bond Etf Etf (FBND)	0.9	$46M	+35%	1.0M	46.04	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.9	$46M	+27%	373k	123.26	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.9	$44M	+30%	140k	313.80	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.7	$39M	-10%	632k	61.13	View chart
Angel Oak High Yield Opportunities Etf Etf (AOHY)	0.7	$38M	+15%	3.4M	11.10	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.7	$38M		196k	191.56	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$37M	+44%	74k	502.66	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$37M	+15%	55k	660.09	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.7	$35M	+76%	74k	473.30	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.6	$34M	+7%	591k	56.69	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$32M	+25%	96k	335.27	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.6	$32M		179k	177.75	View chart
Vanguard Value Etf Etf (VTV)	0.6	$31M	+137%	162k	190.99	View chart
Alger Ai Enablers & Adopters Etf Etf (ALAI)	0.6	$31M	+18%	850k	36.11	View chart
Optimized Equity Income Etf Etf (OEI)	0.6	$30M	NEW	1.2M	25.60	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.6	$30M	+5%	758k	39.45	View chart
Eli Lilly & Co Stock (LLY)	0.6	$30M	+29%	28k	1074.69	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.6	$30M	+7%	205k	143.52	View chart
Walmart Stock (WMT)	0.6	$29M	+17%	263k	111.41	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$29M	+13%	47k	627.10	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$25M	+42%	209k	120.18	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$25M	+12%	207k	120.34	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.5	$25M		239k	103.37	View chart
Johnson & Johnson Stock (JNJ)	0.5	$23M	+41%	113k	206.95	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$23M	+64%	47k	487.87	View chart
Chevron Corp Stock (CVX)	0.4	$23M	+19%	149k	152.41	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.4	$22M	+42%	105k	210.34	View chart
Spdr Gold Shares Etf (GLD)	0.4	$21M	-6%	54k	396.31	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.4	$21M	+1262%	76k	276.93	View chart
Costco Wholesale Corporation Stock (COST)	0.4	$21M	+85%	24k	862.36	View chart
Visa Inc Com Cl A Stock (V)	0.4	$20M	+27%	58k	350.70	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.4	$20M	-3%	197k	100.34	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.4	$20M	+114%	136k	143.97	View chart
Lam Research Corp Stock (LRCX)	0.4	$19M	+13%	112k	171.18	View chart
Mfs Active Value Etf Etf (MFSV)	0.4	$19M	+28%	704k	26.54	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$19M	+17%	280k	66.00	View chart
Home Depot Stock (HD)	0.4	$18M	+7%	53k	344.10	View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)	0.4	$18M	+60%	263k	69.33	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.3	$18M	+76%	253k	69.42	View chart
Neos Enhanced Income 1-3 Month T-bill Etf Etf (CSHI)	0.3	$17M	NEW	344k	49.73	View chart
Procter & Gamble Stock (PG)	0.3	$17M	+36%	116k	143.31	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$16M	+174%	73k	219.79	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$16M	+22%	75k	212.06	View chart
Salesforce Stock (CRM)	0.3	$16M	+3%	60k	264.91	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$16M	+17%	291k	53.94	View chart
Micron Technology Stock (MU)	0.3	$16M	+57%	55k	285.41	View chart
Abbvie Stock (ABBV)	0.3	$16M	+40%	68k	228.49	View chart
Angel Oak Total Return Etf Etf	0.3	$16M	NEW	312k	49.94	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.3	$15M	+422%	192k	80.22	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.3	$15M		221k	69.47	View chart
Cisco Sys Stock (CSCO)	0.3	$15M	+20%	197k	77.03	View chart
Tesla Stock (TSLA)	0.3	$15M	+21%	34k	449.74	View chart
Netflix Stock (NFLX)	0.3	$15M	+1636%	159k	93.76	View chart
Merck & Co Stock (MRK)	0.3	$15M	+75%	142k	105.26	View chart
Rtx Corporation Stock (RTX)	0.3	$14M	+30%	78k	183.40	View chart
Qualcomm Stock (QCOM)	0.3	$14M	+29%	84k	171.05	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.3	$14M	-5%	96k	148.69	View chart
Caterpillar Stock (CAT)	0.3	$14M	+8%	25k	572.87	View chart
Coca Cola Stock (KO)	0.3	$14M	+16%	202k	69.91	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$14M	+63%	157k	89.46	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	0.3	$14M	+14%	256k	54.84	View chart
Jpmorgan Income Etf Etf (JPIE)	0.3	$14M	+19%	300k	46.28	View chart
Nextera Energy Stock (NEE)	0.3	$14M	+38%	170k	80.28	View chart
Citigroup Stock (C)	0.3	$14M	+6%	116k	116.69	View chart
Southern Stock (SO)	0.3	$13M	+6%	154k	87.20	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.3	$13M	+12%	209k	62.47	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.3	$13M	+3%	43k	303.89	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.3	$13M	+2226%	142k	91.86	View chart
Bank America Corp Stock (BAC)	0.2	$13M	+14%	233k	55.00	View chart
Boeing Stock (BA)	0.2	$13M	+85%	59k	217.12	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$12M	+61%	163k	75.44	View chart
Uber Technologies Stock (UBER)	0.2	$12M	+35%	150k	81.71	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$12M	+95%	227k	53.76	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.2	$12M	+10%	220k	54.77	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.2	$12M	+6%	256k	46.68	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.2	$12M	+3%	130k	91.38	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$12M	-13%	161k	74.07	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.2	$12M		201k	58.73	View chart
Intuitive Surgical Stock (ISRG)	0.2	$12M	+8%	21k	566.36	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$12M	+109%	47k	246.16	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$12M	+7%	75k	154.80	View chart
Neos Enhanced Income Credit Select Etf Etf	0.2	$12M	NEW	231k	50.33	View chart
Medtronic Stock (MDT)	0.2	$12M	+7%	121k	96.06	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.2	$12M	-6%	192k	60.17	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.2	$11M	+3%	296k	38.32	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$11M	+11%	39k	290.22	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$11M	+36%	15.00	754800.00	View chart
Verizon Communications Stock (VZ)	0.2	$11M	+21%	277k	40.73	View chart
International Business Machs Stock (IBM)	0.2	$11M	+18%	38k	296.21	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$11M	+27%	20k	570.90	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.2	$11M		241k	45.80	View chart
Palo Alto Networks Stock (PANW)	0.2	$11M	+19%	60k	184.20	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$11M	+217%	218k	50.32	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$11M		152k	71.45	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.2	$11M	+50%	161k	66.52	View chart
Illinois Tool Wks Stock (ITW)	0.2	$11M	+8%	43k	246.30	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.2	$11M	+17%	278k	38.03	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$11M	+130%	110k	96.03	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$11M	-18%	105k	100.39	View chart
Amphenol Corp New Cl A Stock (APH)	0.2	$10M	+6%	76k	135.14	View chart
Mcdonalds Corp Stock (MCD)	0.2	$10M	+20%	33k	305.63	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$9.8M	+3%	20k	483.68	View chart
Ishares Silver Trust Etf (SLV)	0.2	$9.8M	-22%	152k	64.42	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$9.8M	+9%	145k	67.22	View chart
Pfizer Stock (PFE)	0.2	$9.7M	+80%	390k	24.90	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.2	$9.7M	+13%	255k	38.11	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$9.7M	+70%	20k	480.63	View chart
Goldman Sachs Group Stock (GS)	0.2	$9.6M	+8%	11k	879.11	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$9.4M	+7%	344k	27.43	View chart
Newmont Corp Stock (NEM)	0.2	$9.4M	-12%	94k	99.84	View chart
Union Pac Corp Stock (UNP)	0.2	$9.2M	+25%	40k	231.32	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.2	$9.1M	+7%	132k	69.52	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.2	$9.1M	+71%	34k	269.18	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.2	$9.1M		200k	45.45	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.2	$9.0M	+26%	158k	56.93	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$9.0M	+115%	201k	44.71	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.2	$9.0M	+175%	79k	113.72	View chart
Bank New York Mellon Corp Stock (BK)	0.2	$8.9M	+10%	77k	116.09	View chart
Altria Group Stock (MO)	0.2	$8.9M	+6%	155k	57.66	View chart
Ishares Gold Trust Etf (IAU)	0.2	$8.9M	+19%	110k	81.17	View chart
Invesco International Buyback Achievers Etf Etf (IPKW)	0.2	$8.8M	+6%	159k	55.57	View chart
Amgen Stock (AMGN)	0.2	$8.8M	+23%	27k	327.31	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$8.7M	+61%	41k	211.78	View chart
Blackstone Stock (BX)	0.2	$8.6M	+26%	56k	154.14	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.2	$8.6M	+21%	169k	50.65	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$8.5M	+2%	310k	27.49	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$8.5M	+10%	40k	214.68	View chart
Advanced Micro Devices Stock (AMD)	0.2	$8.5M	+43%	40k	214.16	View chart
Philip Morris Intl Stock (PM)	0.2	$8.5M	+9%	53k	160.40	View chart
Blackrock Stock (BLK)	0.2	$8.5M	+8%	7.9k	1070.47	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.2	$8.3M	+8%	629k	13.25	View chart
Quanta Svcs Stock (PWR)	0.2	$8.3M		20k	422.13	View chart
Oracle Corp Stock (ORCL)	0.2	$8.3M	+7%	43k	194.91	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$8.0M	+36%	112k	71.41	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.2	$8.0M	+22%	336k	23.67	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.2	$7.9M	+17%	90k	88.49	View chart
Paypal Hldgs Stock (PYPL)	0.2	$7.8M	-2%	134k	58.38	View chart
Ge Aerospace Stock (GE)	0.1	$7.7M	+11%	25k	308.04	View chart
Paychex Stock (PAYX)	0.1	$7.6M	+14%	68k	112.18	View chart
Bluerock Pvt Real Estate Cef (BPRE)	0.1	$7.6M	NEW	505k	15.00	View chart
American Express Stock (AXP)	0.1	$7.4M	+23%	20k	369.97	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$7.3M	+313%	56k	131.59	View chart
Adobe Stock (ADBE)	0.1	$7.3M	-16%	21k	349.99	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$7.3M	+12%	16k	468.77	View chart
Unitedhealth Group Stock (UNH)	0.1	$7.3M		22k	330.09	View chart
Booking Holdings Stock (BKNG)	0.1	$7.2M		1.3k	5351.27	View chart
Metlife Stock (MET)	0.1	$7.2M	+10%	91k	78.94	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$7.1M	+15%	208k	34.26	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$7.1M		295k	24.04	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$7.1M	+15%	124k	57.24	View chart
Williams Cos Stock (WMB)	0.1	$7.0M	+18%	117k	60.11	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$7.0M	+4%	80k	87.16	View chart
Russell Investments Global Infrastructure Etf Etf (RIFR)	0.1	$6.9M	NEW	269k	25.79	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.1	$6.9M	+7%	99k	69.74	View chart
Darden Restaurants Stock (DRI)	0.1	$6.9M	+9%	38k	184.02	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$6.9M	-16%	52k	132.47	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.1	$6.9M	+3%	70k	98.32	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$6.8M	+5%	68k	99.91	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.1	$6.8M		95k	72.01	View chart
Honeywell Intl Stock (HON)	0.1	$6.7M	+6%	34k	195.09	View chart
Air Prods & Chems Stock (APD)	0.1	$6.6M	+11%	27k	247.01	View chart
State Str Corp Stock (STT)	0.1	$6.6M	+11%	51k	129.01	View chart
Applied Matls Stock (AMAT)	0.1	$6.6M	+16%	26k	256.98	View chart
Western Digital Corp Stock (WDC)	0.1	$6.6M		38k	172.27	View chart
Fidelity Magellan Etf Etf (FMAG)	0.1	$6.6M	+19%	193k	34.13	View chart
Tjx Cos Stock (TJX)	0.1	$6.5M	+9%	42k	153.61	View chart
United States Natural Gas Fund Etf (UNG)	0.1	$6.5M	NEW	526k	12.26	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.1	$6.4M	-18%	62k	103.35	View chart
Cummins Stock (CMI)	0.1	$6.3M		12k	510.37	View chart
Glacier Bancorp Stock (GBCI)	0.1	$6.3M	NEW	142k	44.03	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$6.2M	+4%	190k	32.62	View chart
Abbott Labs Stock (ABT)	0.1	$6.1M	+50%	49k	125.29	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$6.1M	-40%	123k	49.65	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$6.1M	+77%	44k	139.16	View chart
Arista Networks Stock (ANET)	0.1	$6.1M	-58%	46k	131.03	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.1	$6.0M	+11%	141k	42.87	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$6.0M	+13%	157k	38.38	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.1	$6.0M	-35%	65k	92.51	View chart
Cencora Stock (COR)	0.1	$6.0M	+5%	18k	337.73	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$5.9M	+709%	61k	96.88	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.1	$5.9M	+22%	477k	12.43	View chart
Capital One Finl Corp Stock (COF)	0.1	$5.7M	+32%	24k	242.37	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$5.7M	+75%	75k	76.92	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.1	$5.7M		124k	46.08	View chart
Ge Vernova Stock (GEV)	0.1	$5.7M	+7%	8.8k	653.48	View chart
Gilead Sciences Stock (GILD)	0.1	$5.7M		47k	122.74	View chart
Disney Walt Stock (DIS)	0.1	$5.7M	+4%	50k	113.77	View chart
Abrdn Physical Platinum Shares Etf Etf (PPLT)	0.1	$5.7M	-26%	31k	186.43	View chart
Servicenow Stock (NOW)	0.1	$5.7M	+446%	37k	153.19	View chart
American Century U.s. Quality Growth Etf Etf (QGRO)	0.1	$5.7M		50k	114.53	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$5.6M	+90%	92k	60.81	View chart
Phillips 66 Stock (PSX)	0.1	$5.6M	+5%	43k	129.04	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$5.5M	-8%	59k	94.16	View chart
Lowes Cos Stock (LOW)	0.1	$5.5M	+3%	23k	241.16	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$5.4M	+7%	43k	125.88	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$5.4M	+16%	93k	58.12	View chart
Monster Beverage Corp Stock (MNST)	0.1	$5.4M	-5%	70k	76.67	View chart
Enova Intl Stock (ENVA)	0.1	$5.3M	+8%	34k	157.20	View chart
Progressive Corp Stock (PGR)	0.1	$5.3M	+3%	23k	227.71	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$5.3M		27k	199.68	View chart
General Dynamics Corp Stock (GD)	0.1	$5.3M	+31%	16k	336.68	View chart
GSK Adr (GSK)	0.1	$5.3M	+59%	107k	49.04	View chart
At&t Stock (T)	0.1	$5.2M	+17%	210k	24.84	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$5.2M	+1138%	51k	102.52	View chart
United Rentals Stock (URI)	0.1	$5.2M	-2%	6.4k	809.36	View chart
Mckesson Corp Stock (MCK)	0.1	$5.1M		6.2k	820.36	View chart
Deere & Co Stock (DE)	0.1	$5.0M	+5%	11k	465.59	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.1	$5.0M	+291%	36k	138.46	View chart
Interdigital Stock (IDCC)	0.1	$5.0M	+2%	16k	318.38	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$4.9M	+115%	35k	141.16	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$4.9M	+18%	106k	46.54	View chart
S&p Global Stock (SPGI)	0.1	$4.9M	+17%	9.3k	522.51	View chart
State Street Health Care Select Sector Spdr Premium Income Etf Etf (XLVI)	0.1	$4.9M	NEW	184k	26.43	View chart
Conocophillips Stock (COP)	0.1	$4.8M	+5%	52k	93.61	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$4.8M	+11%	8.4k	579.33	View chart
Duke Energy Corp Stock (DUK)	0.1	$4.8M	+13%	41k	117.21	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$4.8M	+1315%	29k	167.95	View chart
Wells Fargo Stock (WFC)	0.1	$4.8M	+18%	52k	93.20	View chart
Novartis Adr (NVS)	0.1	$4.8M	+10%	35k	137.87	View chart
Morgan Stanley Stock (MS)	0.1	$4.8M		27k	177.53	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$4.7M		33k	141.11	View chart
Welltower Reit (WELL)	0.1	$4.7M	+28%	25k	185.60	View chart
United States Copper Index Fund Etf (CPER)	0.1	$4.7M	-4%	134k	34.96	View chart
T-mobile Us Stock (TMUS)	0.1	$4.7M	+31%	23k	203.04	View chart
Antero Resources Corp Stock (AR)	0.1	$4.6M	NEW	135k	34.46	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$4.6M	-7%	6.2k	753.82	View chart
3M Stock (MMM)	0.1	$4.6M	-5%	29k	160.09	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$4.6M	-4%	17k	268.32	View chart
American Elec Pwr Stock (AEP)	0.1	$4.6M	+9%	40k	115.31	View chart
Pepsico Stock (PEP)	0.1	$4.6M	+22%	32k	143.53	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$4.6M	+91%	18k	257.92	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$4.6M	+6%	29k	155.13	View chart
Leidos Holdings Stock (LDOS)	0.1	$4.5M	+4%	25k	180.40	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$4.5M	+99%	21k	219.72	View chart
Us Bancorp Del Stock (USB)	0.1	$4.5M	+49%	85k	53.36	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$4.5M	+69%	85k	52.77	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$4.5M		20k	224.66	View chart
Truist Finl Corp Stock (TFC)	0.1	$4.4M	-57%	90k	49.21	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$4.4M	+12%	61k	71.72	View chart

Past Filings by Arkadios Wealth Advisors

SEC 13F filings are viewable for Arkadios Wealth Advisors going back to 2019

Arkadios Wealth Advisors 2025 Q4 filed Feb. 13, 2026
Arkadios Wealth Advisors 2025 Q3 filed Oct. 29, 2025
Arkadios Wealth Advisors 2025 Q2 filed Aug. 4, 2025
Arkadios Wealth Advisors 2025 Q1 filed May 8, 2025
Arkadios Wealth Advisors 2024 Q4 filed Jan. 15, 2025
Arkadios Wealth Advisors 2024 Q3 filed Oct. 24, 2024
Arkadios Wealth Advisors 2024 Q2 filed July 29, 2024
Arkadios Wealth Advisors 2024 Q1 filed April 30, 2024
Arkadios Wealth Advisors 2023 Q4 filed Jan. 24, 2024
Arkadios Wealth Advisors 2023 Q3 filed Oct. 13, 2023
Arkadios Wealth Advisors 2023 Q2 filed July 26, 2023
Arkadios Wealth Advisors 2023 Q1 filed May 2, 2023
Arkadios Wealth Advisors 2022 Q4 filed Jan. 11, 2023
Arkadios Wealth Advisors 2022 Q3 filed Oct. 21, 2022
Arkadios Wealth Advisors 2022 Q2 filed July 14, 2022
Arkadios Wealth Advisors 2022 Q1 filed May 2, 2022

View all past filings

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