EdgeMarket › What Arkadios Wealth Advisors reported owning
What Arkadios Wealth Advisors reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.1BPositions
1,694Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 175.5M | 2.9% | 691.7K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 147.4M | 2.4% | 845.0K | 214.72 | +22.4% |
| IVV iShares Core S&P 500 ETF | 106.9M | 1.7% | 163.6K | 769.31 | +20.0% |
| MSFT MICROSOFT CORP | 87.9M | 1.4% | 237.5K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 78.6M | 1.3% | 377.4K | 258.63 | +15.6% |
| CARY Angel Oak Income ETF | 74.0M | 1.2% | 3.6M | 20.70 | -1.0% |
| GOOGL Alphabet Inc. | 72.0M | 1.2% | 250.5K | 344.82 | +73.0% |
| JPM JPMORGAN CHASE & CO | 60.0M | 1.0% | 203.9K | 351.58 | +20.3% |
| IVW iShares S&P 500 Growth ETF | 56.1M | 0.9% | 496.2K | 138.83 | +22.2% |
| FBND Fidelity Total Bond ETF | 55.8M | 0.9% | 1.2M | 44.90 | -2.1% |
| JPIE JPMorgan Income ETF | 55.4M | 0.9% | 1.2M | 45.85 | -1.1% |
| SPY SPDR S&P 500 ETF TRUST | 53.9M | 0.9% | 82.9K | 765.72 | +20.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 51.0M | 0.8% | 88.4K | 713.44 | +26.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 50.5M | 0.8% | 157.4K | 378.24 | +20.5% |
| SYFI AB Short Duration High Yield ETF | 46.2M | 0.8% | 1.3M | 35.67 | -0.6% |
| AVGO Broadcom Inc. | 44.8M | 0.7% | 144.9K | 368.45 | +26.5% |
| AOHY Angel Oak High Yield Opportunities ETF | 42.2M | 0.7% | 3.9M | 11.06 | -0.8% |
| GOOG Alphabet Inc. | 42.0M | 0.7% | 146.5K | 341.75 | +70.7% |
| FDVV Fidelity High Dividend ETF | 42.0M | 0.7% | 760.0K | 63.13 | +15.6% |
| OMFL Invesco Russell 1000 Dynamic Multifactor ETF | 41.9M | 0.7% | 697.1K | 70.70 | +19.6% |
| RSP Invesco S&P 500 Equal Weight ETF | 41.9M | 0.7% | 218.3K | 221.67 | +18.8% |
| XOM ExxonMobil Holdings Corp | 39.9M | 0.7% | 235.1K | 165.11 | +52.1% |
| ALAI Alger AI Enablers & Adopters ETF | 38.2M | 0.6% | 1.2M | 44.62 | +36.6% |
| USFR WisdomTree Floating Rate Treasury Fund | 37.0M | 0.6% | 735.2K | 50.49 | +0.1% |
| FLQL Franklin U.S. Large Cap Multifactor Index ETF | 37.0M | 0.6% | 546.7K | 78.55 | +19.8% |
| WMT Walmart Inc. | 36.2M | 0.6% | 291.1K | 103.70 | +1.1% |
| VYM Vanguard High Dividend Yield ETF | 35.4M | 0.6% | 239.0K | 164.97 | +19.9% |
| OEI Optimized Equity Income ETF | 34.9M | 0.6% | 1.4M | 26.19 | — |
| META Meta Platforms, Inc. | 34.8M | 0.6% | 60.8K | 549.90 | -26.5% |
| JEPI JPMorgan Equity Premium Income ETF | 34.4M | 0.6% | 606.4K | 57.92 | +1.4% |
| IDV iShares International Select Dividend ETF | 34.4M | 0.6% | 807.2K | 45.09 | +22.4% |
| SDVY First Trust SMID Cap Rising Dividend Achievers | 34.0M | 0.6% | 861.7K | 43.87 | +18.6% |
| AVRY Avory Foundational ETF | 32.2M | 0.5% | 1.5M | 25.65 | — |
| CVX CHEVRON CORP | 32.1M | 0.5% | 155.2K | 205.27 | +34.0% |
| IWF iShares Russell 1000 Growth Fund | 30.5M | 0.5% | 71.6K | 122.39 | +11.2% |
| unmapped CUSIP 084670702 | 30.5M | 0.5% | 63.7K | — | — |
| JNJ JOHNSON & JOHNSON | 28.6M | 0.5% | 116.8K | 270.24 | +51.1% |
| VOO Vanguard S&P 500 ETF | 28.0M | 0.5% | 46.8K | 703.71 | +20.0% |
| RDVY First Trust Rising Dividend Achievers ETF | 27.3M | 0.4% | 399.9K | 81.95 | +26.6% |
| JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF | 27.2M | 0.4% | 407.6K | 77.85 | +27.6% |
| PWV Invesco Large Cap Value ETF | 27.0M | 0.4% | 387.0K | 82.22 | +29.2% |
| LLY ELI LILLY & Co | 26.8M | 0.4% | 29.2K | 1,255.40 | +78.0% |
| UCON First Trust Smith Unconstrained Bond ETF | 26.3M | 0.4% | 1.1M | 24.56 | -1.6% |
| PLTR Palantir Technologies Inc. | 26.1M | 0.4% | 178.3K | 179.94 | +15.3% |
| IJR iShares Core S&P Small-Cap ETF | 25.6M | 0.4% | 206.1K | 147.31 | +29.0% |
| EUSA iShares MSCI USA Equal Weighted ETF | 25.6M | 0.4% | 251.3K | 118.37 | +16.9% |
| LRCX LAM RESEARCH CORP | 25.3M | 0.4% | 118.2K | 314.00 | +216.7% |
| VTV Vanguard Morningstar Value ETF | 25.1M | 0.4% | 128.0K | 226.40 | +24.6% |
| KNG FT Vest S&P 500 Dividend Aristocrats Target In | 24.7M | 0.4% | 506.1K | 51.88 | +2.6% |
| HYFI AB High Yield ETF | 24.4M | 0.4% | 656.1K | 37.12 | -1.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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