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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, IVV, AMZN, and represent 10.82% of Arkadios Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp (+$28M), VUG (+$25M), IWF (+$25M), FLQL (+$17M), RUSC (+$16M), IVW (+$13M), AIRR (+$10M), VO (+$10M), CORO (+$8.6M), ALAI (+$8.4M).
Started 187 new stock positions in UMAR, RYAAY, EXP, FGD, HRB, EVTR, ENS, ARMK, CPAY, SPCX.
Reduced shares in these 10 stocks: SYFI (-$44M), JPIE (-$42M), , JMEE (-$27M), UCON (-$26M), JEPI (-$25M), HYFI (-$24M), KNG (-$23M), JGRO (-$19M), SDVY (-$18M).
Sold out of its positions in LOWV, HIDV, HYFI, LRGC, PPLT, SIXP, Alpha Architect Tail Risk Etf, AVSF, AR, Arisz Acquisition Corp.
Arkadios Wealth Advisors was a net seller of stock by $-124M.
Arkadios Wealth Advisors has $6.6B in assets under management (AUM), dropping by 7.76%.
Central Index Key (CIK): 0001800798

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Portfolio Holdings for Arkadios Wealth Advisors

Arkadios Wealth Advisors holds 1680 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Arkadios Wealth Advisors has 1680 total positions. Only the first 250 positions are shown.

Sign up to view all of the Arkadios Wealth Advisors June 30, 2026 positions
Download the Arkadios Wealth Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.0	$199M		688k	289.36	View chart
Nvidia Corporation Stock (NVDA)	2.6	$171M		854k	200.09	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.9	$125M	+6%	168k	746.76	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.9	$124M		166k	748.89	View chart
Amazon Stock (AMZN)	1.4	$95M	+5%	400k	238.34	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$92M		125k	736.39	View chart
Microsoft Corp Stock (MSFT)	1.4	$91M	+2%	243k	373.02	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.4	$90M		252k	357.37	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	1.2	$81M	+18%	588k	137.53	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$68M	+2%	209k	327.33	View chart
Micron Technology Stock (MU)	0.9	$62M		53k	1154.28	View chart
Alger Ai Enablers & Adopters Etf Etf (ALAI)	0.9	$61M	+15%	1.3M	45.64	View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)	0.9	$60M	+40%	767k	78.28	View chart
Angel Oak Income Etf Etf (CARY)	0.9	$60M	-18%	2.9M	20.78	View chart
Fidelity Total Bond Etf Etf (FBND)	0.9	$60M	+6%	1.3M	45.49	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.8	$56M	-4%	150k	370.04	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.8	$55M	+17%	257k	212.77	View chart
Lam Research Corp Stock (LRCX)	0.8	$54M	+4%	124k	433.33	View chart
Broadcom Stock (AVGO)	0.8	$53M	-2%	141k	377.75	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.8	$53M	+10%	768k	68.54	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$49M	-4%	140k	353.33	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.7	$49M	+7%	816k	60.29	View chart
Optimized Equity Income Etf Etf (OEI)	0.7	$43M	+18%	1.7M	25.68	View chart
Avory Foundational Etf Etf (AVRY)	0.6	$43M	+19%	1.8M	23.93	View chart
Eli Lilly & Co Stock (LLY)	0.6	$39M	+10%	32k	1199.47	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.6	$39M	+2%	244k	158.03	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.6	$38M	+12%	907k	41.43	View chart
Angel Oak High Yield Opportunities Etf Etf (AOHY)	0.6	$37M	-12%	3.4M	11.01	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.5	$35M	+19%	462k	75.77	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.5	$35M	-5%	691k	50.35	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$34M	+276%	270k	124.17	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$33M	+2%	48k	686.83	View chart
Walmart Stock (WMT)	0.5	$32M	-4%	279k	113.26	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$32M	-8%	56k	563.29	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.5	$30M	+5%	265k	114.19	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$30M	-6%	59k	500.40	View chart
Johnson & Johnson Stock (JNJ)	0.4	$29M		115k	253.97	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.4	$29M	+589%	336k	86.14	View chart
Mfs Active Value Etf Etf (MFSV)	0.4	$29M	+18%	1.0M	28.57	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.4	$29M	+19%	324k	87.88	View chart
Exxonmobil Holdings Corp Stock	0.4	$28M	NEW	208k	136.72	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$28M	-7%	191k	148.31	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.4	$28M		128k	217.93	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$25M		329k	77.11	View chart
Chevron Corporation Stock (CVX)	0.4	$25M	-3%	150k	165.76	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.4	$25M	-5%	348k	71.25	View chart
Cisco Sys Stock (CSCO)	0.4	$25M	-5%	209k	117.46	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.4	$25M	-5%	128k	190.52	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	0.4	$24M	+54%	664k	36.60	View chart
Advanced Micro Devices Stock (AMD)	0.4	$24M	-15%	42k	580.91	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.4	$24M	-6%	99k	242.43	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$24M	+31%	752k	31.71	View chart
Angel Oak Total Return Etf Etf (TRBF)	0.4	$24M	+36%	481k	49.35	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.4	$24M	+73%	178k	133.25	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.3	$23M		78k	290.64	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$22M	+2%	192k	116.67	View chart
Caterpillar Stock (CAT)	0.3	$22M	-16%	21k	1064.91	View chart
Palo Alto Networks Stock (PANW)	0.3	$22M	-5%	64k	341.02	View chart
Costco Wholesale Corporation Stock (COST)	0.3	$21M	-2%	23k	935.52	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.3	$21M	-35%	259k	81.06	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.3	$21M		44k	477.58	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	0.3	$21M	+5%	337k	62.11	View chart
Visa Inc Com Cl A Stock (V)	0.3	$21M		61k	343.09	View chart
Ishares Total Return Active Etf Etf (BRTR)	0.3	$21M	+49%	415k	50.33	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.3	$20M	+35%	295k	68.01	View chart
Southern Stock (SO)	0.3	$20M	+3%	209k	95.71	View chart
Applied Matls Stock (AMAT)	0.3	$20M	+13%	27k	722.99	View chart
Home Depot Stock (HD)	0.3	$20M	-8%	56k	352.69	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.3	$19M		44k	431.46	View chart
Procter & Gamble Stock (PG)	0.3	$19M	+7%	129k	146.64	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.3	$19M	+5%	295k	63.85	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.3	$19M	-49%	435k	43.14	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$19M	+7%	321k	57.62	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$18M		80k	227.07	View chart
Merck & Co Stock (MRK)	0.3	$18M	-3%	142k	128.50	View chart
Amphenol Corp Cl A Stock (APH)	0.3	$18M	+40%	103k	176.32	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.3	$18M	-11%	180k	100.81	View chart
Neos Enhanced Income 1-3 Month T-bill Etf Etf (CSHI)	0.3	$18M	+5%	362k	49.81	View chart
Western Digital Corp Stock (WDC)	0.3	$18M	-11%	28k	638.72	View chart
Spdr Gold Shares Etf (GLD)	0.3	$17M	+3%	46k	368.39	View chart
Nextera Energy Stock (NEE)	0.3	$17M	+7%	190k	87.77	View chart
Bank Of Amer Corp Stock (BAC)	0.3	$17M	+11%	291k	56.98	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.3	$17M	+21%	336k	49.28	View chart
Abbvie Stock (ABBV)	0.3	$17M	-8%	66k	251.64	View chart
Coca Cola Stock (KO)	0.2	$17M	-3%	203k	81.27	View chart
Citigroup Stock (C)	0.2	$17M	+3%	118k	139.96	View chart
Russell Investments U.s. Small Cap Equity Etf Etf (RUSC)	0.2	$16M	NEW	402k	39.04	View chart
Tesla Stock (TSLA)	0.2	$16M	-3%	37k	420.61	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.2	$16M		148k	105.16	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$15M	+2%	94k	164.27	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$15M	+84%	51k	300.46	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.2	$15M	-3%	402k	36.53	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$15M		171k	85.49	View chart
Rtx Corporation Stock (RTX)	0.2	$14M	-7%	75k	189.73	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.2	$14M	+6%	226k	62.20	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.2	$14M	-4%	184k	75.79	View chart
Jpmorgan Income Etf Etf (JPIE)	0.2	$14M	-74%	302k	46.05	View chart
Quanta Svcs Stock (PWR)	0.2	$14M	+5%	19k	719.97	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$14M	-5%	56k	242.43	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$13M	-10%	57k	236.61	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$13M	-20%	182k	73.41	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$13M	+4%	137k	96.58	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.2	$13M	+304%	164k	80.57	View chart
Gilead Sciences Stock (GILD)	0.2	$13M		104k	126.34	View chart
Netflix Stock (NFLX)	0.2	$13M		181k	71.40	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$13M		17k	763.16	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.2	$13M	+3%	807k	15.88	View chart
Intuitive Surgical Stock (ISRG)	0.2	$13M	+19%	32k	397.67	View chart
Union Pac Corp Stock (UNP)	0.2	$13M	+10%	47k	272.00	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$13M	-3%	142k	89.85	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$13M	+3%	80k	158.66	View chart
Qualcomm Stock (QCOM)	0.2	$12M	-31%	67k	184.79	View chart
Ishares Core 10 Year Usd Bond Etf Etf (ILTB)	0.2	$12M	+169%	248k	49.25	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.2	$12M	+5%	84k	144.61	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.2	$12M	+3%	209k	58.20	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$12M	-6%	204k	59.69	View chart
Russell Investments Global Infrastructure Etf Etf (RIFR)	0.2	$12M	+23%	427k	28.49	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$12M		146k	82.84	View chart
Verizon Communications Stock (VZ)	0.2	$12M	-14%	283k	42.34	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$12M	+12%	63k	188.08	View chart
Uber Technologies Stock (UBER)	0.2	$12M	+17%	164k	72.16	View chart
Altria Group Stock (MO)	0.2	$12M	-8%	163k	71.95	View chart
Corning Stock (GLW)	0.2	$12M	+71%	46k	255.42	View chart
Ge Vernova Stock (GEV)	0.2	$12M	+8%	9.9k	1174.78	View chart
Goldman Sachs Group Stock (GS)	0.2	$12M	-8%	11k	1011.33	View chart
Marvell Technology Stock (MRVL)	0.2	$12M	-19%	39k	297.89	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$12M	-2%	111k	103.88	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.2	$11M	+2%	138k	82.63	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$11M	+28%	337k	33.84	View chart
Boeing Stock (BA)	0.2	$11M	-11%	53k	216.47	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.2	$11M	+5%	144k	79.09	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$11M	-12%	406k	27.70	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$11M		15.00	748850.00	View chart
Ge Aerospace Stock (GE)	0.2	$11M	-3%	30k	373.74	View chart
International Business Machs Stock (IBM)	0.2	$11M	-19%	39k	281.21	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.2	$11M		266k	41.73	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.2	$11M	-9%	114k	96.31	View chart
Unitedhealth Group Stock (UNH)	0.2	$11M	+3%	26k	415.62	View chart
Medtronic Stock (MDT)	0.2	$11M	+17%	140k	78.23	View chart
Philip Morris Intl Stock (PM)	0.2	$11M	-2%	60k	180.91	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$11M		106k	100.66	View chart
Invesco Fundamental Investment Grade Corporate Bond Etf Etf (PFIG)	0.2	$11M	+59%	446k	23.92	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.2	$11M	+8%	258k	41.25	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$11M		198k	53.11	View chart
Williams Cos Stock (WMB)	0.2	$11M	+7%	141k	74.34	View chart
State Str Corp Stock (STT)	0.2	$10M	+10%	61k	169.60	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.2	$10M		76k	136.68	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.2	$10M		43k	243.00	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$10M		20k	509.48	View chart
Invesco International Buyback Achievers Etf Etf (IPKW)	0.2	$10M	+5%	181k	56.33	View chart
Pfizer Stock (PFE)	0.2	$9.9M		412k	24.08	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$9.9M		434k	22.78	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$9.8M	-71%	173k	56.48	View chart
Blackstone Stock (BX)	0.1	$9.8M	+10%	83k	117.67	View chart
Zurn Elkay Water Solns Corp Stock (ZWS)	0.1	$9.7M	+316%	193k	50.53	View chart
Amgen Stock (AMGN)	0.1	$9.7M		27k	362.10	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$9.6M	-5%	209k	46.15	View chart
Paychex Stock (PAYX)	0.1	$9.6M	+34%	98k	98.33	View chart
Metlife Stock (MET)	0.1	$9.5M	+11%	112k	84.61	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.1	$9.4M	-11%	139k	67.79	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$9.2M	-18%	18k	513.58	View chart
State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	0.1	$9.1M	+17%	321k	28.39	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$9.1M	-5%	285k	31.97	View chart
Darden Restaurants Stock (DRI)	0.1	$8.9M	+10%	43k	206.01	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.1	$8.9M		96k	93.63	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$8.9M	-5%	92k	96.43	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$8.9M	-9%	166k	53.61	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$8.9M	+53%	94k	94.57	View chart
Air Products And Chemicals Stock (APD)	0.1	$8.8M	+10%	30k	293.19	View chart
Cummins Stock (CMI)	0.1	$8.8M		12k	713.24	View chart
Arista Networks Stock (ANET)	0.1	$8.6M	+9%	51k	169.89	View chart
Oracle Corp Stock (ORCL)	0.1	$8.6M	+12%	59k	146.55	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$8.6M	+62%	53k	161.54	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$8.6M		87k	98.98	View chart
Mcdonalds Corp Stock (MCD)	0.1	$8.6M	-9%	32k	270.31	View chart
Salesforce Stock (CRM)	0.1	$8.6M	+2%	55k	156.66	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.1	$8.5M	+10%	168k	50.78	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$8.4M	-7%	92k	91.64	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$8.3M	+9%	355k	23.44	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$8.3M	+15%	119k	69.90	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$8.2M	-2%	153k	54.03	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$8.2M	+77%	4.1k	1989.66	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$8.0M	-3%	54k	147.73	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$7.9M	+3%	297k	26.50	View chart
Intel Corp Stock (INTC)	0.1	$7.8M	-21%	56k	139.63	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.1	$7.6M	+8%	188k	40.23	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$7.5M		14k	522.44	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.1	$7.5M	+3%	66k	113.82	View chart
Deere & Co Stock (DE)	0.1	$7.5M	+6%	12k	634.41	View chart
Intercontinental Exchange Stock (ICE)	0.1	$7.4M	+219%	60k	123.11	View chart
Texas Instrs Stock (TXN)	0.1	$7.3M	+22%	25k	298.08	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$7.3M	-10%	62k	117.50	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$7.3M	+52%	22k	334.83	View chart
American Century U.s. Quality Growth Etf Etf (QGRO)	0.1	$7.3M	-41%	62k	118.06	View chart
Royal Bk Cda Stock (RY)	0.1	$7.3M	-16%	35k	206.98	View chart
Monster Beverage Corp Stock (MNST)	0.1	$7.2M	+15%	75k	96.12	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$7.2M	+2%	86k	83.75	View chart
United Rentals Stock (URI)	0.1	$7.2M		6.4k	1133.38	View chart
Fidelity Emerging Markets Multifactor Etf Etf (FDEM)	0.1	$7.1M	-5%	196k	36.33	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$7.0M		104k	67.56	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$7.0M	+138%	56k	124.42	View chart
Phillips 66 Stock (PSX)	0.1	$6.9M		41k	169.05	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$6.9M	+9%	63k	110.14	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$6.9M	-6%	148k	46.49	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.1	$6.9M	+7%	162k	42.41	View chart
Devon Energy Corp Stock (DVN)	0.1	$6.9M	+15%	166k	41.32	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$6.8M	+6%	131k	52.34	View chart
Tjx Cos Stock (TJX)	0.1	$6.8M	+6%	45k	151.50	View chart
American Express Stock (AXP)	0.1	$6.8M	-6%	20k	338.24	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$6.7M	-6%	56k	118.98	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$6.7M	-10%	30k	219.43	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$6.7M	-20%	77k	86.42	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$6.7M	+3%	37k	178.61	View chart
Kla Corp Stock (KLAC)	0.1	$6.6M	+911%	22k	301.70	View chart
Newmont Corp Stock (NEM)	0.1	$6.6M		70k	93.40	View chart
Paypal Hldgs Stock (PYPL)	0.1	$6.6M	-5%	152k	43.18	View chart
Bluerock Pvt Real Estate Cef (BPRE)	0.1	$6.5M		503k	13.01	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$6.5M		43k	152.18	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$6.5M	+15%	64k	102.15	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$6.5M	-33%	105k	61.46	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$6.5M	-46%	84k	76.55	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$6.3M		40k	156.95	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$6.2M	-25%	24k	264.72	View chart
Novartis Adr (NVS)	0.1	$6.2M	+9%	40k	156.72	View chart
Blackrock Stock (BLK)	0.1	$6.2M	-21%	6.4k	961.48	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$6.1M	-9%	76k	80.82	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$6.1M	+648%	51k	119.52	View chart
Lowes Cos Stock (LOW)	0.1	$6.1M	+15%	28k	220.48	View chart
Morgan Stanley Stock (MS)	0.1	$6.0M	+6%	29k	209.04	View chart
State Street Health Care Select Sector Spdr Premium Income Etf Etf (XLVI)	0.1	$6.0M	+11%	226k	26.36	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$5.9M	+175%	48k	124.44	View chart
Ishares Systematic Alternatives Active Etf Etf (IALT)	0.1	$5.9M	NEW	210k	28.05	View chart
Icon Pub Stock (ICLR)	0.1	$5.9M	+13%	34k	173.71	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$5.8M	+92%	78k	74.90	View chart
Duke Energy Corp Stock (DUK)	0.1	$5.8M	-28%	46k	126.58	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$5.7M	+2%	72k	79.41	View chart
Amneal Pharmaceuticals Inc Com Stk Cl A Stock (AMRX)	0.1	$5.7M		330k	17.31	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.1	$5.7M	+118%	142k	40.13	View chart
GSK Adr (GSK)	0.1	$5.7M		108k	52.42	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$5.6M		20k	285.58	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.1	$5.6M	-48%	117k	48.18	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$5.6M	-42%	5.8k	964.68	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$5.6M		8.5k	655.92	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.1	$5.6M	+29%	138k	40.21	View chart
Illinois Tool Wks Stock (ITW)	0.1	$5.5M		20k	270.48	View chart
Applovin Corp Com Cl A Stock (APP)	0.1	$5.5M	-4%	11k	515.19	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.1	$5.4M	-4%	18k	303.14	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$5.4M	+19%	112k	48.66	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$5.4M	-6%	56k	96.46	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$5.4M		94k	57.67	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 Q2 filed Aug. 10, 2026
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

View all past filings

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