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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, IVV, SPY, MSFT, and represent 10.12% of Arkadios Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SYFI (+$44M), JPIE (+$42M), Ea Series Trust (+$32M), JEPI (+$27M), JMEE (+$27M), USFR (+$26M), UCON (+$26M), HYFI (+$24M), SDVY (+$22M), KNG (+$21M).
Started 234 new stock positions in ITUB, BAPR, ETG, FTI, JBLU, ILF, PNFP, BBN, TX, IGE.
Reduced shares in these 10 stocks: SPY (-$17M), VTV (-$6.7M), IQLT (-$6.6M), UNG (-$6.5M), ITW (-$5.9M), AR (-$5.5M), ENVA (-$5.3M), , IWM, CPER.
Sold out of its positions in OUSM, Agilon Health, AA, AMPH, AIEQ, AstraZeneca, TEAM, BCS, BELFB, BBY.
Arkadios Wealth Advisors was a net buyer of stock by $1.1B.
Arkadios Wealth Advisors has $6.1B in assets under management (AUM), dropping by 18.83%.
Central Index Key (CIK): 0001800798

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Portfolio Holdings for Arkadios Wealth Advisors

Arkadios Wealth Advisors holds 1618 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Arkadios Wealth Advisors has 1618 total positions. Only the first 250 positions are shown.

Sign up to view all of the Arkadios Wealth Advisors March 31, 2026 positions
Download the Arkadios Wealth Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	2.9	$176M	+6%	692k	253.79	View chart
Nvidia Corporation Stock (NVDA)	2.4	$148M		847k	174.40	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.7	$107M	+14%	164k	653.21	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.7	$102M	-14%	157k	650.34	View chart
Microsoft Corp Stock (MSFT)	1.4	$88M	+11%	238k	370.17	View chart
Amazon Stock (AMZN)	1.3	$79M	+7%	379k	208.27	View chart
Angel Oak Income Etf Etf (CARY)	1.2	$74M	+13%	3.6M	20.77	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$72M	+2%	251k	287.56	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.2	$71M	+4%	123k	577.18	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$60M	+5%	204k	294.16	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.9	$56M	+32%	496k	113.11	View chart
Fidelity Total Bond Etf Etf (FBND)	0.9	$56M	+21%	1.2M	45.62	View chart
Jpmorgan Income Etf Etf (JPIE)	0.9	$55M	+301%	1.2M	46.07	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.8	$51M	+63%	157k	320.81	View chart
Ab Short Duration High Yield Etf Etf (SYFI)	0.8	$46M	+1700%	1.3M	35.52	View chart
Broadcom Stock (AVGO)	0.7	$45M	+4%	145k	309.51	View chart
Angel Oak High Yield Opportunities Etf Etf (AOHY)	0.7	$42M	+12%	3.9M	10.93	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$42M	+4%	147k	286.86	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.7	$42M	+12%	219k	191.92	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.7	$42M	+28%	760k	55.24	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.7	$42M	+10%	697k	60.12	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$41M	+15%	240k	169.66	View chart
Alger Ai Enablers & Adopters Etf Etf (ALAI)	0.6	$38M	+35%	1.2M	33.04	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.6	$37M	+237%	735k	50.34	View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)	0.6	$37M	+107%	547k	67.64	View chart
Walmart Stock (WMT)	0.6	$36M	+10%	291k	124.28	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.6	$35M	+16%	239k	148.10	View chart
Optimized Equity Income Etf Etf (OEI)	0.6	$35M	+21%	1.4M	24.52	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$35M	+9%	61k	572.12	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.6	$34M	+390%	606k	56.68	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.6	$34M	+6%	807k	42.56	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.6	$34M	+191%	862k	39.43	View chart
Avory Foundational Etf Etf	0.5	$32M	NEW	1.5M	21.36	View chart
Chevron Corporation Stock (CVX)	0.5	$32M	+4%	155k	206.90	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$31M	-13%	64k	479.21	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$31M	-3%	72k	426.41	View chart
Johnson & Johnson Stock (JNJ)	0.5	$29M	+3%	117k	244.44	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$28M		47k	597.56	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$28M	+4%	188k	146.28	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.4	$27M	+81%	400k	68.28	View chart
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)	0.4	$27M	NEW	408k	66.76	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.4	$27M	+141%	387k	69.71	View chart
Eli Lilly & Co Stock (LLY)	0.4	$27M	+4%	29k	919.74	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.4	$26M	+3132%	1.1M	24.77	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$26M		206k	124.31	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.4	$26M	+5%	251k	101.77	View chart
Lam Research Corp Stock (LRCX)	0.4	$25M	+5%	118k	213.66	View chart
Vanguard Value Etf Etf (VTV)	0.4	$25M	-21%	128k	196.20	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.4	$25M	+600%	506k	48.71	View chart
Ab High Yield Etf Etf (HYFI)	0.4	$24M	NEW	656k	37.19	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.4	$24M	+76%	368k	64.08	View chart
Costco Wholesale Corporation Stock (COST)	0.4	$23M	-3%	23k	996.44	View chart
Mfs Active Value Etf Etf (MFSV)	0.4	$23M	+21%	856k	26.73	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.4	$23M		106k	213.67	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$22M	+17%	331k	67.53	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$21M	+3%	49k	436.79	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.3	$21M	+41%	272k	76.54	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.3	$21M	+3%	204k	100.57	View chart
Home Depot Stock (HD)	0.3	$20M	+15%	61k	328.89	View chart
Southern Stock (SO)	0.3	$20M	+31%	202k	96.52	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.3	$19M		78k	248.82	View chart
Spdr Gold Shares Etf (GLD)	0.3	$19M	-16%	45k	430.30	View chart
Micron Technology Stock (MU)	0.3	$18M		54k	337.84	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.3	$18M	+3144%	3.6M	5.10	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$18M	+2%	299k	60.65	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$18M		136k	132.90	View chart
Visa Inc Com Cl A Stock (V)	0.3	$18M	+3%	60k	302.24	View chart
Merck & Co Stock (MRK)	0.3	$18M	+3%	147k	120.29	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$18M	+66%	572k	30.68	View chart
Angel Oak Total Return Etf Etf (TRBF)	0.3	$17M	+13%	353k	49.48	View chart
Netflix Stock (NFLX)	0.3	$17M	+13%	181k	96.15	View chart
Caterpillar Stock (CAT)	0.3	$17M		25k	708.49	View chart
Procter & Gamble Stock (PG)	0.3	$17M	+3%	120k	144.44	View chart
Neos Enhanced Income 1-3 Month T-bill Etf Etf (CSHI)	0.3	$17M		344k	49.78	View chart
Cisco Sys Stock (CSCO)	0.3	$17M	+11%	220k	77.59	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$17M	+41%	228k	73.64	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$17M	+5%	79k	211.14	View chart
Verizon Communications Stock (VZ)	0.3	$17M	+19%	332k	50.20	View chart
Nextera Energy Stock (NEE)	0.3	$16M	+3%	176k	92.88	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.3	$16M	+6095%	193k	84.51	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	0.3	$16M	+24%	319k	50.12	View chart
Coca Cola Stock (KO)	0.3	$16M	+3%	210k	76.05	View chart
Abbvie Stock (ABBV)	0.3	$16M	+5%	72k	217.49	View chart
Rtx Corporation Stock (RTX)	0.3	$16M	+3%	81k	192.90	View chart
First Trust S&p International Dividend Aristocrats Etf Etf (FID)	0.2	$15M	NEW	730k	20.95	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.2	$15M	+2%	44k	337.94	View chart
Gilead Sciences Stock (GILD)	0.2	$14M	+121%	104k	139.37	View chart
Tesla Stock (TSLA)	0.2	$14M	+15%	39k	371.76	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.2	$14M	+99%	415k	33.77	View chart
Ishares Total Return Active Etf Etf (BRTR)	0.2	$14M	+242%	277k	50.19	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	0.2	$14M	NEW	429k	32.15	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$14M	-12%	64k	215.05	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.2	$14M	+3%	146k	92.67	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.2	$14M	+23%	779k	17.32	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.2	$14M	-24%	192k	70.18	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.2	$13M	+10%	211k	62.56	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$13M	-4%	92k	142.43	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.2	$13M	+9%	279k	46.74	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$13M	+3%	169k	77.11	View chart
Citigroup Stock (C)	0.2	$13M		114k	113.41	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$13M	+48%	59k	218.75	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$13M	+12%	262k	48.75	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.2	$13M	+136%	218k	58.18	View chart
Qualcomm Stock (QCOM)	0.2	$13M	+15%	97k	128.78	View chart
Intuitive Surgical Stock (ISRG)	0.2	$12M	+30%	27k	460.99	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$12M		20k	604.40	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$12M		197k	61.26	View chart
International Business Machs Stock (IBM)	0.2	$12M	+30%	49k	242.40	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$12M	-16%	132k	90.53	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.2	$12M		202k	58.54	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.2	$12M	+231%	278k	42.54	View chart
Altria Group Stock (MO)	0.2	$12M	+15%	179k	65.99	View chart
Boeing Stock (BA)	0.2	$12M		59k	199.03	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$12M	-4%	217k	54.05	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$12M	+41%	158k	74.35	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$12M	+4%	41k	287.18	View chart
Ab Us Low Volatility Equity Etf Etf (LOWV)	0.2	$12M	NEW	157k	73.88	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$12M	+57%	466k	24.75	View chart
Pfizer Stock (PFE)	0.2	$12M	+5%	411k	28.08	View chart
Neos Enhanced Income Credit Select Etf Etf	0.2	$11M		231k	49.48	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.2	$11M	+46%	103k	110.78	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.2	$11M	+566%	126k	89.32	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$11M	+2%	77k	146.61	View chart
American Century U.s. Quality Growth Etf Etf (QGRO)	0.2	$11M	+113%	106k	105.02	View chart
Mcdonalds Corp Stock (MCD)	0.2	$11M	+7%	35k	310.78	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$11M	+3%	113k	97.13	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$11M	+12%	22k	499.64	View chart
Palo Alto Networks Stock (PANW)	0.2	$11M	+12%	68k	160.32	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$11M		15.00	718140.00	View chart
Proshares Short S&p500 Etf (SH)	0.2	$11M	NEW	284k	37.93	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$11M		106k	100.67	View chart
Goldman Sachs Group Stock (GS)	0.2	$11M	+14%	13k	846.03	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.2	$11M	+80%	225k	47.03	View chart
Medtronic Stock (MDT)	0.2	$10M		119k	86.65	View chart
Union Pac Corp Stock (UNP)	0.2	$10M	+6%	43k	242.63	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.2	$10M	+3%	137k	75.41	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.2	$10M	+108%	221k	46.19	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$10M		145k	69.75	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$10M	-2%	302k	33.53	View chart
Philip Morris Intl Stock (PM)	0.2	$10M	+14%	61k	165.34	View chart
Advanced Micro Devices Stock (AMD)	0.2	$10M	+24%	49k	203.43	View chart
Uber Technologies Stock (UBER)	0.2	$10M	-7%	139k	71.93	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.2	$10M	+241%	436k	22.91	View chart
Salesforce Stock (CRM)	0.2	$9.9M	-11%	53k	186.67	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.2	$9.9M	-3%	269k	36.76	View chart
Quanta Svcs Stock (PWR)	0.2	$9.8M	-9%	18k	549.00	View chart
Russell Investments Global Infrastructure Etf Etf (RIFR)	0.2	$9.7M	+28%	347k	28.02	View chart
Ishares Gold Trust Etf (IAU)	0.2	$9.7M		110k	88.16	View chart
Invesco International Buyback Achievers Etf Etf (IPKW)	0.2	$9.6M	+7%	171k	56.26	View chart
Williams Cos Stock (WMB)	0.2	$9.6M	+12%	132k	72.78	View chart
Proshares Short Dow30 Etf (DOG)	0.2	$9.6M	NEW	392k	24.42	View chart
Proshares Short Qqq Etf (PSQ)	0.2	$9.5M	NEW	296k	32.19	View chart
Bank New York Mellon Corp Stock (BK)	0.2	$9.5M	+3%	80k	118.63	View chart
Amgen Stock (AMGN)	0.2	$9.3M		27k	351.85	View chart
Jpmorgan Activebuilders Emerging Markets Equity Etf Etf (JEMA)	0.2	$9.3M	NEW	179k	52.03	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.2	$9.3M	-6%	239k	38.96	View chart
Amphenol Corp Cl A Stock (APH)	0.2	$9.3M	-3%	73k	126.35	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$9.2M	+3%	43k	217.26	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.1	$9.2M	+35%	135k	68.15	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$9.2M	-3%	146k	62.68	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$9.1M	-2%	77k	118.45	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$9.1M	-23%	100k	91.64	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.1	$9.1M		157k	58.05	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$9.0M	-16%	183k	49.37	View chart
At&t Stock (T)	0.1	$9.0M	+48%	311k	28.99	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$8.8M	+71%	159k	55.52	View chart
Ge Aerospace Stock (GE)	0.1	$8.8M	+23%	31k	283.76	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$8.7M	+9%	98k	88.70	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$8.6M	+93%	56k	155.07	View chart
Blackstone Stock (BX)	0.1	$8.6M	+34%	75k	114.99	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$8.6M	+517%	87k	99.27	View chart
Western Digital Corp Stock (WDC)	0.1	$8.6M	-17%	32k	270.49	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.1	$8.4M	NEW	111k	75.70	View chart
Bluerock Pvt Real Estate Cef (BPRE)	0.1	$8.4M		506k	16.61	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$8.4M	+20%	97k	86.69	View chart
Duke Energy Corp Stock (DUK)	0.1	$8.3M	+53%	63k	130.94	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.1	$8.3M	-27%	174k	47.72	View chart
Applied Matls Stock (AMAT)	0.1	$8.3M	-6%	24k	341.80	View chart
Pimco Mun Income Fd Ii Cef (PML)	0.1	$8.2M	NEW	1.1M	7.57	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$8.1M		159k	51.39	View chart
Ge Vernova Stock (GEV)	0.1	$8.0M	+3%	9.1k	872.83	View chart
Air Products And Chemicals Stock (APD)	0.1	$8.0M		27k	290.48	View chart
State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	0.1	$7.8M	NEW	273k	28.66	View chart
Blackrock Stock (BLK)	0.1	$7.8M	+2%	8.1k	961.67	View chart
Darden Restaurants Stock (DRI)	0.1	$7.7M	+4%	39k	196.03	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.1	$7.7M	-10%	152k	50.71	View chart
Oracle Corp Stock (ORCL)	0.1	$7.7M	+23%	52k	147.11	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$7.7M	+2654%	288k	26.61	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$7.7M	+38%	263k	29.13	View chart
Honeywell Intl Stock (HON)	0.1	$7.6M		34k	226.03	View chart
Newmont Corp Stock (NEM)	0.1	$7.6M	-25%	70k	108.25	View chart
Phillips 66 Stock (PSX)	0.1	$7.5M	-3%	41k	182.17	View chart
Ab Us Large Cap Strategic Equities Etf Etf (LRGC)	0.1	$7.5M	NEW	103k	73.50	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$7.5M	-3%	323k	23.32	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$7.5M		56k	132.49	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$7.5M	+373%	157k	47.53	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$7.4M	-6%	32k	234.03	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$7.4M	+941%	282k	26.20	View chart
Invesco Variable Rate Investment Grade Etf Etf (VRIG)	0.1	$7.4M	+193%	295k	25.04	View chart
Ab Us High Dividend Etf Etf (HIDV)	0.1	$7.4M	NEW	95k	77.67	View chart
Paypal Hldgs Stock (PYPL)	0.1	$7.3M	+19%	161k	45.23	View chart
Devon Energy Corp Stock (DVN)	0.1	$7.2M	+21%	144k	50.32	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$7.2M	+2%	44k	164.14	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.1	$7.2M		95k	76.02	View chart
Metlife Stock (MET)	0.1	$7.1M	+11%	101k	70.72	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$7.0M	+13%	70k	100.62	View chart
State Str Corp Stock (STT)	0.1	$7.0M	+7%	55k	126.56	View chart
Conocophillips Stock (COP)	0.1	$7.0M	+2%	53k	132.00	View chart
Fidelity Magellan Etf Etf (FMAG)	0.1	$7.0M	+14%	221k	31.62	View chart
Unitedhealth Group Stock (UNH)	0.1	$6.9M	+15%	26k	270.57	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.1	$6.8M	+2%	64k	107.38	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$6.8M	-41%	28k	248.01	View chart
Royal Bk Cda Stock (RY)	0.1	$6.8M	+106%	42k	161.78	View chart
Tjx Cos Stock (TJX)	0.1	$6.8M		42k	159.70	View chart
Invesco Fundamental Investment Grade Corporate Bond Etf Etf (PFIG)	0.1	$6.7M	+182%	279k	24.03	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$6.7M	-28%	14k	463.13	View chart
Paychex Stock (PAYX)	0.1	$6.7M	+6%	73k	92.12	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$6.7M	+10%	17k	390.42	View chart
Fidelity Emerging Markets Multifactor Etf Etf (FDEM)	0.1	$6.6M	+113%	208k	31.58	View chart
Cummins Stock (CMI)	0.1	$6.5M	-2%	12k	538.07	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$6.5M	+106%	34k	191.80	View chart
Pimco Dynamic Income Cef (PDI)	0.1	$6.5M	+2177%	380k	17.11	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$6.4M	+51%	103k	62.45	View chart
American Express Stock (AXP)	0.1	$6.4M	+5%	21k	302.47	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$6.4M		68k	93.98	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$6.4M	+43%	123k	51.93	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.1	$6.4M	+6%	150k	42.31	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$6.3M	+69%	84k	75.10	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$6.3M	-2%	43k	145.94	View chart
Deere & Co Stock (DE)	0.1	$6.2M	+2%	11k	563.23	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$6.2M	+481%	104k	59.22	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$6.0M	+46%	12k	491.49	View chart
GSK Adr (GSK)	0.1	$6.0M		108k	55.19	View chart
Ishares Silver Trust Etf (SLV)	0.1	$6.0M	-42%	87k	68.14	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$5.9M	+489%	60k	97.92	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$5.9M	+13%	57k	102.28	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$5.8M	+125%	61k	95.44	View chart
Pepsico Stock (PEP)	0.1	$5.8M	+15%	37k	155.30	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$5.7M	NEW	55k	103.48	View chart
Arista Networks Stock (ANET)	0.1	$5.7M		46k	122.78	View chart
First Trust Nasdaq Bank Etf Etf (FTXO)	0.1	$5.7M	NEW	158k	36.15	View chart
Lowes Cos Stock (LOW)	0.1	$5.6M	+4%	24k	236.28	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$5.6M	+11%	83k	67.59	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$5.6M	+2%	60k	92.74	View chart
Novartis Adr (NVS)	0.1	$5.5M	+3%	36k	152.75	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.1	$5.5M	+4%	497k	11.06	View chart
Booking Holdings Stock (BKNG)	0.1	$5.5M	-3%	1.3k	4214.52	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$5.4M	+17%	39k	138.33	View chart
Cencora Stock (COR)	0.1	$5.4M	-3%	17k	314.16	View chart
Illinois Tool Wks Stock (ITW)	0.1	$5.4M	-52%	21k	260.30	View chart

Past Filings by Arkadios Wealth Advisors

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

Arkadios Wealth Advisors 2026 Q1 filed May 18, 2026
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

View all past filings

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