Arkadios Wealth Advisors

Name: Arkadios Wealth Advisors — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001800798 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗

Arkadios Wealth Advisors reported 1,765 positions worth $6.60B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AAPL (3.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$6.60B

2026 Q2

Positions

1,765

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

15.9%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 1765 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	AAPL	APPLE INC COM	SH	$199.0M	3.01%	687,770	—	—
▸ 2	NVDA	NVIDIA CORPORATION COM	SH	$170.3M	2.58%	851,189	—	—
▸ 3	IVV	ISHARES CORE S&P 500 ETF	SH	$124.4M	1.88%	166,177	—	—
▸ 4	AMZN	AMAZON COM INC COM	SH	$95.1M	1.44%	399,200	—	—
▸ 5	MSFT	MICROSOFT CORP COM	SH	$90.4M	1.37%	242,396	—	—
▸ 6	GOOGL	ALPHABET INC CAP STK CL A	SH	$89.6M	1.36%	250,782	—	—
▸ 7	IVW	ISHARES S&P 500 GROWTH ETF	SH	$80.9M	1.22%	588,050	—	—
▸ 8	SPY	STATE STREET SPDR S&P 500 ETF	SH	$71.3M	1.08%	95,475	—	—
▸ 9	JPM	JPMORGAN CHASE & CO COM	SH	$68.3M	1.03%	208,806	—	—
▸ 10	QQQ	INVESCO QQQ TRUST SERIES I	SH	$63.2M	0.96%	85,817	—	—

The free plan shows the top 10 positions. The remaining 1755 positions, the full portfolio and quarter changes unlock with Pro.

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Arkadios Wealth Advisors hold as of Q2 2026?

Arkadios Wealth Advisors reported 1765 positions worth $6.60B in its Q2 2026 13F filing. Largest positions: AAPL (3.0%), NVDA (2.6%), IVV (1.9%), AMZN (1.4%) and MSFT (1.4%).

What did Arkadios Wealth Advisors buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Arkadios Wealth Advisors sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.