Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Arkadios Wealth Advisors (CIK 1800798) reported $6.60B across 1,680 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($199.0M, 3.01%), NVDA ($170.8M, 2.59%), SPY ($125.2M, 1.90%), IVV ($124.4M, 1.88%), AMZN ($95.4M, 1.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $199.0M | 3.01% | 687,770 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION COM | $170.8M | 2.59% | 853,589 | Added |
| 3 | SPY | STATE STREET SPDR S&P 500 ETF | $125.2M | 1.90% | 167,675 | Added |
| 4 | IVV | ISHARES CORE S&P 500 ETF | $124.4M | 1.88% | 166,177 | Added |
| 5 | AMZN | AMAZON COM INC COM | $95.4M | 1.44% | 400,300 | Added |
| 6 | QQQ | INVESCO QQQ TRUST SERIES I | $91.7M | 1.39% | 124,517 | Added |
| 7 | MSFT | MICROSOFT CORP COM | $90.6M | 1.37% | 242,796 | Added |
| 8 | GOOGL | ALPHABET INC CAP STK CL A | $89.9M | 1.36% | 251,482 | Added |
| 9 | IVW | ISHARES S&P 500 GROWTH ETF | $80.9M | 1.22% | 588,050 | Added |
| 10 | JPM | JPMORGAN CHASE & CO COM | $68.3M | 1.03% | 208,806 | Added |
| 11 | MU | MICRON TECHNOLOGY INC COM | $61.5M | 0.93% | 53,308 | Trimmed |
| 12 | ALAI | ALGER AI ENABLERS & ADOPTERS ETF | $61.2M | 0.93% | 1.3M | Added |
| 13 | FLQL | FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | $60.1M | 0.91% | 767,264 | Added |
| 14 | CARY | ANGEL OAK INCOME ETF | $60.0M | 0.91% | 2.9M | Trimmed |
| 15 | FBND | FIDELITY TOTAL BOND ETF | $59.5M | 0.90% | 1.3M | Added |
| 16 | VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $55.6M | 0.84% | 150,267 | Trimmed |
| 17 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $54.6M | 0.83% | 256,784 | Added |
| 18 | LRCX | LAM RESEARCH CORP COM NEW | $53.6M | 0.81% | 123,693 | Added |
| 19 | AVGO | BROADCOM INC COM | $53.4M | 0.81% | 141,370 | Trimmed |
| 20 | OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $52.7M | 0.80% | 768,374 | Added |
| 21 | FDVV | FIDELITY HIGH DIVIDEND ETF | $49.2M | 0.75% | 816,312 | Added |
| 22 | GOOG | ALPHABET INC CAP STK CL C | $49.4M | 0.75% | 139,781 | Trimmed |
| 23 | OEI | OPTIMIZED EQUITY INCOME ETF | $43.3M | 0.66% | 1.7M | Added |
| 24 | AVRY | AVORY FOUNDATIONAL ETF | $42.9M | 0.65% | 1.8M | Added |
| 25 | LLY | ELI LILLY & CO COM | $38.7M | 0.59% | 32,277 | Added |
Source: SEC Form 13F filings · as of 2026-06-30