Archetype Wealth Partners

Arkos Global Advisors as of June 30, 2025

Portfolio Holdings for Arkos Global Advisors

Arkos Global Advisors holds 131 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 14.8 $107M 188k 568.03
Ishares Core Msci Eafe Etf Etf (IEFA) 10.0 $72M 864k 83.48
Ishares National Muni Bond Etf Etf (MUB) 9.4 $68M 652k 104.48
Vanguard Total Bond Market Etf Etf (BND) 8.5 $62M 836k 73.63
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 7.3 $52M 547k 95.77
Spdr S&p 500 Etf Trust Etf (SPY) 7.2 $52M 83k 617.84
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 6.4 $46M 559k 82.92
Ishares Core S&p Mid-cap Etf Etf (IJH) 2.9 $21M 335k 62.02
Spdr Gold Shares Etf (GLD) 2.9 $21M 67k 304.83
Vanguard High Dividend Yield Index Etf Etf (VYM) 2.3 $17M 124k 133.31
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 2.1 $15M 257k 60.03
Ishares Core S&p Small Cap Etf Etf (IJR) 2.1 $15M 137k 109.29
Ishares Gold Trust Etf (IAU) 1.8 $13M 208k 62.36
Vanguard International High Dividend Yield Etf Etf (VYMI) 1.8 $13M 159k 80.11
Vanguard Mid-cap Etf Etf (VO) 1.6 $11M 41k 279.84
First Trust North American Energy Infrastructure Fund Etf (EMLP) 1.5 $11M 284k 37.51
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.4 $10M 125k 79.50
Ishares Silver Trust Etf (SLV) 1.1 $7.6M 232k 32.81
Ishares Core Dividend Growth Etf Etf (DGRO) 1.0 $7.5M 117k 63.94
Vanguard Small-cap Etf Etf (VB) 1.0 $7.1M 30k 236.98
Invesco Preferred Etf Etf (PGX) 0.9 $6.5M 582k 11.13
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.8 $6.1M 74k 82.66
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.8 $5.8M 62k 93.98
Ishares Msci Acwi Etf Etf (ACWI) 0.5 $3.4M 26k 128.60
Ishares Global Reit Etf Etf (REET) 0.4 $3.2M 130k 24.70
Apple Stock (AAPL) 0.4 $2.9M 14k 205.19
Ishares Preferred & Income Securities Etf Etf (PFF) 0.4 $2.6M 85k 30.67
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $2.5M 14k 181.75
First Trust Smith Unconstrained Bond Etf Etf (UCON) 0.3 $2.4M 97k 24.89
Vanguard Growth Etf Etf (VUG) 0.3 $2.3M 5.2k 438.43
Vaneck Gold Miners Etf Etf (GDX) 0.3 $2.0M 38k 52.06
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $1.7M 9.5k 176.25
Walmart Stock (WMT) 0.2 $1.6M 17k 97.81
Microsoft Corp Stock (MSFT) 0.2 $1.4M 2.9k 497.38
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.2 $1.4M 40k 35.28
Alerian Mlp Etf Etf (AMLP) 0.2 $1.4M 29k 48.88
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.2 $1.3M 51k 25.35
Amazon Stock (AMZN) 0.2 $1.3M 5.9k 219.35
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $1.2M 2.1k 551.84
Vanguard Information Technology Etf Etf (VGT) 0.1 $1.1M 1.6k 663.17
Ishares Short Treasury Bond Etf Etf (SHV) 0.1 $1.1M 9.6k 110.40
Ishares International Select Dividend Etf Etf (IDV) 0.1 $1.0M 30k 34.50
Broadcom Stock (AVGO) 0.1 $989k 3.6k 275.72
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.1 $989k 12k 80.62
Jpmorgan Chase & Co Stock (JPM) 0.1 $948k 3.3k 290.00
Nvidia Corporation Stock (NVDA) 0.1 $916k 5.8k 157.93
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $915k 13k 69.10
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $833k 1.9k 440.74
Exxon Mobil Corp Stock (XOM) 0.1 $786k 7.3k 107.80
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $768k 8.7k 88.26
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $742k 15k 50.12
Spdr Dow Jones Global Real Estate Etf Etf (RWO) 0.1 $738k 17k 44.15
Shell Plc Spon Ads Adr (SHEL) 0.1 $711k 10k 70.36
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $708k 12k 56.99
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $706k 1.5k 485.56
Costco Whsl Corp Stock (COST) 0.1 $696k 703.00 990.04
First Trust Large Cap Core Alphadex Fund Etf (FEX) 0.1 $680k 6.2k 109.89
Boston Scientific Corp Stock (BSX) 0.1 $647k 6.0k 107.42
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.1 $599k 55k 10.92
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $583k 21k 28.04
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $566k 1.4k 396.64
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $563k 906.00 621.41
Goldman Sachs Group Stock (GS) 0.1 $561k 792.00 708.33
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $558k 11k 50.26
Vanguard Mega Cap Value Etf Etf (MGV) 0.1 $547k 4.2k 131.21
Williams Cos Stock (WMB) 0.1 $546k 8.7k 62.87
Johnson Ctls Intl Stock (JCI) 0.1 $538k 5.1k 105.61
Pepsico Stock (PEP) 0.1 $521k 3.9k 131.93
Canadian Imperial Bk Comm Stock (CM) 0.1 $517k 7.3k 70.78
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $506k 2.5k 204.78
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF) 0.1 $503k 42k 11.93
Chevron Corp Stock (CVX) 0.1 $503k 3.5k 143.10
Coinbase Global Inc Com Cl A Stock (COIN) 0.1 $501k 1.4k 350.59
Nuveen Quality Muncp Income Cef (NAD) 0.1 $496k 44k 11.28
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $494k 1.6k 304.19
Tesla Stock (TSLA) 0.1 $467k 1.5k 317.90
Spdr S&p Dividend Etf Etf (SDY) 0.1 $467k 3.4k 135.68
Procter And Gamble Stock (PG) 0.1 $465k 2.9k 159.47
Philip Morris Intl Stock (PM) 0.1 $451k 2.5k 182.15
Ishares Esg Optimized Msci Usa Etf Etf (SUSA) 0.1 $449k 3.5k 126.73
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $448k 14k 31.73
Duke Energy Corp Stock (DUK) 0.1 $446k 3.8k 117.99
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $444k 15k 29.21
Coca Cola Stock (KO) 0.1 $433k 6.1k 70.79
Meta Platforms Inc Cl A Stock (META) 0.1 $421k 571.00 737.30
Ishares Msci Eurozone Etf Etf (EZU) 0.1 $419k 7.1k 59.42
Southern Stock (SO) 0.1 $417k 4.5k 91.73
Enterprise Prods Partners Stock (EPD) 0.1 $384k 12k 30.98
Dominion Energy Stock (D) 0.1 $380k 6.7k 56.54
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $376k 7.2k 52.43
Home Depot Stock (HD) 0.1 $364k 992.00 366.94
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.1 $364k 4.1k 89.26
Nuveen Mun High Income Opportu Cef (NMZ) 0.0 $359k 35k 10.38
Ishares Msci Eafe Etf Etf (EFA) 0.0 $356k 4.0k 89.27
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $348k 4.1k 84.84
Cummins Stock (CMI) 0.0 $327k 998.00 327.66
Vanguard Value Etf Etf (VTV) 0.0 $324k 1.8k 176.95
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $323k 1.7k 195.64
Eli Lilly & Co Stock (LLY) 0.0 $320k 411.00 778.59
Vanguard Health Care Etf Etf (VHT) 0.0 $316k 1.3k 248.04
Intuit Stock (INTU) 0.0 $316k 401.00 788.03
Verizon Communications Stock (VZ) 0.0 $315k 7.3k 43.25
Disney Walt Stock (DIS) 0.0 $312k 2.5k 124.11
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST) 0.0 $308k 3.5k 88.05
Nike Inc Cl B Stock (NKE) 0.0 $299k 4.2k 70.95
Bank Montreal Que Stock (BMO) 0.0 $296k 2.7k 110.78
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $292k 3.5k 82.79
Bny Mellon Strategic Muns Cef (LEO) 0.0 $283k 48k 5.93
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $281k 2.1k 136.14
Salesforce Stock (CRM) 0.0 $279k 1.0k 272.46
Nuveen Amt Free Mun Cr Cef (NVG) 0.0 $278k 23k 11.92
Merck & Co Stock (MRK) 0.0 $276k 3.5k 79.04
Vanguard Industrials Etf Etf (VIS) 0.0 $265k 946.00 280.13
American Express Stock (AXP) 0.0 $264k 829.00 318.46
Mongodb Inc Cl A Stock (MDB) 0.0 $260k 1.2k 210.36
Targa Res Corp Stock (TRGP) 0.0 $256k 1.5k 174.27
Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $256k 5.9k 43.39
Royal Bk Cda Stock (RY) 0.0 $248k 1.9k 131.56
Starbucks Corp Stock (SBUX) 0.0 $248k 2.7k 91.51
Applied Matls Stock (AMAT) 0.0 $245k 1.3k 183.25
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $240k 1.1k 218.58
Healthcare Rlty Tr Cl A Reit (HR) 0.0 $237k 15k 15.85
Blackrock Stock (BLK) 0.0 $236k 225.00 1048.89
Vaneck Oil Refiners Etf Etf (CRAK) 0.0 $233k 7.1k 32.74
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $233k 4.8k 48.50
Cloudflare Inc Cl A Stock (NET) 0.0 $231k 1.2k 195.76
Amplify Cybersecurity Etf Etf (HACK) 0.0 $219k 2.5k 86.42
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $218k 2.0k 109.88
3M Stock (MMM) 0.0 $204k 1.3k 152.24
Uber Technologies Stock (UBER) 0.0 $203k 2.2k 93.16
Patterson-uti Energy Stock (PTEN) 0.0 $72k 12k 5.95