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 $6.13B across 1,539 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($175.5M, 2.86%), NVDA ($147.7M, 2.41%), IVV ($106.9M, 1.74%), SPY ($102.1M, 1.67%), MSFT ($87.9M, 1.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $175.5M | 2.86% | 691,690 | Added |
| 2 | NVDA | NVIDIA CORPORATION COM | $147.7M | 2.41% | 846,995 | Added |
| 3 | IVV | ISHARES CORE S&P 500 ETF | $106.9M | 1.74% | 163,612 | Added |
| 4 | SPY | STATE STREET SPDR S&P 500 ETF | $102.1M | 1.67% | 157,017 | Trimmed |
| 5 | MSFT | MICROSOFT CORP COM | $87.9M | 1.43% | 237,463 | Added |
| 6 | AMZN | AMAZON COM INC COM | $78.8M | 1.29% | 378,541 | Added |
| 7 | CARY | ANGEL OAK INCOME ETF | $74.0M | 1.21% | 3.6M | Added |
| 8 | GOOGL | ALPHABET INC CAP STK CL A | $72.2M | 1.18% | 251,169 | Added |
| 9 | QQQ | INVESCO QQQ TRUST SERIES I | $71.2M | 1.16% | 123,372 | Added |
| 10 | JPM | JPMORGAN CHASE & CO COM | $60.0M | 0.98% | 203,911 | Added |
| 11 | IVW | ISHARES S&P 500 GROWTH ETF | $56.1M | 0.92% | 496,194 | Added |
| 12 | FBND | FIDELITY TOTAL BOND ETF | $55.8M | 0.91% | 1.2M | Added |
| 13 | JPIE | JPMORGAN INCOME ETF | $55.4M | 0.90% | 1.2M | Added |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $50.5M | 0.82% | 157,372 | Added |
| 15 | SYFI | AB SHORT DURATION HIGH YIELD ETF | $46.2M | 0.75% | 1.3M | Added |
| 16 | AVGO | BROADCOM INC COM | $44.8M | 0.73% | 144,888 | Added |
| 17 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $42.1M | 0.69% | 219,244 | Added |
| 18 | AOHY | ANGEL OAK HIGH YIELD OPPORTUNITIES ETF | $42.2M | 0.69% | 3.9M | Added |
| 19 | GOOG | ALPHABET INC CAP STK CL C | $42.1M | 0.69% | 146,701 | Added |
| 20 | OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $41.9M | 0.68% | 697,082 | Added |
| 21 | FDVV | FIDELITY HIGH DIVIDEND ETF | $42.0M | 0.68% | 760,005 | Added |
| 22 | XOM | EXXON MOBIL CORP COM | $40.7M | 0.66% | 240,091 | Added |
| 23 | ALAI | ALGER AI ENABLERS & ADOPTERS ETF | $38.2M | 0.62% | 1.2M | Added |
| 24 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $37.0M | 0.60% | 735,163 | Added |
| 25 | FLQL | FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | $37.0M | 0.60% | 546,687 | Added |
Source: SEC Form 13F filings · as of 2026-03-31