13F filer

Arkadios Wealth Advisors

As of Jun 30, 2026 Filed Aug 10, 2026 CIK 1800798 SEC filings ↗
13F Value
$6.60B
Positions
1,765
Top Position
AAPL3.0%
Top 5
10.3%

Latest filing changes

vs Mar 31, 2026
Holdings1,765
# Trend (4Q)
1 AAPL 3.0% $199.0M -0.6% 687.8K 2.9% Common Stock
2 NVDA 2.6% $170.3M +0.7% 851.2K 2.4% Common Stock
3 IVV 1.9% $124.4M +1.6% 166.2K 1.7% ETF
4 AMZN 1.4% $95.1M +5.8% 399.2K 1.3% Common Stock
5 MSFT 1.4% $90.4M +2.1% 242.4K 1.4% Common Stock
6 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 250,782 reported quantity $89,621,892 reported value
1.4% $89.6M +0.1% 250.8K 1.2% Common Stock
7 IVW 1.2% $80.9M +18.5% 588.0K 0.9% ETF
8 SPY 1.1% $71.3M +15.1% 95.5K 0.9% ETF
9 JPM 1.0% $68.3M +2.4% 208.8K 1.0% Common Stock
10 QQQ 1.0% $63.2M -2.9% 85.8K 0.8% ETF
11 MU 0.9% $61.4M -1.4% 53.2K 0.3% Common Stock
12 ALAI 0.9% $61.2M +15.9% 1.34M 0.6% ETF
13 FLQL 0.9% $60.1M +40.3% 767.3K 0.6% ETF
14 CARY 0.9% $60.0M -18.9% 2.89M 1.2% ETF
15 FBND 0.9% $59.5M +6.8% 1.31M 0.9% ETF
16 VTI 0.8% $55.6M -4.5% 150.3K 0.8% ETF
17 RSP 0.8% $54.4M +17.2% 255.9K 0.7% ETF
18 LRCX
Filing details
  • 512807306 Jun 30, 2026 123,593 reported quantity $53,556,640 reported value
0.8% $53.6M +4.6% 123.6K 0.4% Common Stock
19 AVGO 0.8% $53.4M -2.4% 141.4K 0.7% Common Stock
20 OMFL 0.8% $52.7M +10.2% 768.4K 0.7% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing134
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.