Arkadios Wealth Advisors Portfolio Holdings - 13F Filings | 13F Fund Database
Arkadios Wealth Advisors 13F Holdings
CIK 0001800798 · ATLANTA, GA
As of Sep 30, 2025, Arkadios Wealth Advisors reported
2,973 positions worth $2.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| NVIDIA CORP | NVDA | Technology | 724,347 |
|
35.1M5.71% |
| APPLE INC | AAPL | Technology | 430,724 |
09.7M | 4.63% |
| ISHARES CORE S&P 500 ETF | IVV | — | 127,416 | $85.3M | 3.60% |
| MICROSOFT CORP | MSFT | Technology | 164,077 | $85.0M | 3.59% |
| AMAZON.COM INC | AMZN | Equity | 292,041 | $64.1M | 2.71% |
| ANGEL OAK FUNDS TRUST | — | — | 2,906,625 | $60.8M | 2.57% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 149,432 | $47.1M | 1.99% |
| ALPHABET INC | GOOGL | Equity | 191,612 | $46.6M | 1.97% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 73,563 | $44.2M | 1.87% |
| BROADCOM INC | AVGO | Technology | 122,804 | $40.5M | 1.71% |
| OPPENHEIMER RUSSELL 1000 DYNAMIC MULTIFAC | OMFL | — | 645,188 | $38.9M | 1.64% |
| SPDR S&P 500 ETF TRUST | SPY | — | 57,746 | $38.5M | 1.63% |
| META PLATFORMS INC | META | Communication Services | 48,051 | $35.3M | 1.49% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 292,201 | $35.3M | 1.49% |
| FIDELITY TOTAL BOND ETF | FBND | — | 742,577 | $34.3M | 1.45% |
| ANGEL OAK FUNDS TRUST | — | — | 2,973,660 | $33.3M | 1.41% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 173,328 | $32.9M | 1.39% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 156,453 | $28.5M | 1.21% |
| FIDELITY HIGH DIVIDEND ETF | FDVV | — | 491,959 | $27.4M | 1.16% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 191,566 | $27.0M | 1.14% |
| ALPHABET INC | GOOG | Equity | 106,089 | $25.8M | 1.09% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 50,332 | $25.3M | 1.07% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 76,506 | $25.1M | 1.06% |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | IDV | — | 663,916 | $24.3M | 1.03% |
| ALGER AI ENABLERS & ADOPTERS ETF | ALAI | — | 621,846 | $23.3M | 0.99% |