Arkadios Wealth Advisors
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$6.13B
Q ending 2026-03-31
Prior quarter
$5.16B
Q ending 2025-12-31
Change
+18.8% QoQ · +131.5% YoY
Positions
1,694
reported holdings
Largest positions
Top 100 of 1,694 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc Com | AAPL | Shares | $175.5M | 692K |
| Nvidia Corporation Com | NVDA | Shares | $147.4M | 845K |
| Ishares Core S&P 500 Etf | IVV | Shares | $106.9M | 164K |
| Microsoft Corp Com | MSFT | Shares | $87.9M | 237K |
| Amazon Com Inc Com | AMZN | Shares | $78.6M | 377K |
| Angel Oak Income Etf | CARY | Shares | $74.0M | 3.6M |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $72.0M | 250K |
| Jpmorgan Chase & Co Com | JPM | Shares | $60.0M | 204K |
| Ishares S&P 500 Growth Etf | IVW | Shares | $56.1M | 496K |
| Fidelity Total Bond Etf | FBND | Shares | $55.8M | 1.2M |
| Jpmorgan Income Etf | JPIE | Shares | $55.4M | 1.2M |
| State Street Spdr S&P 500 Etf | SPY | Shares | $53.9M | 83K |
| Invesco Qqq Trust Series I | QQQ | Shares | $51.0M | 88K |
| Vanguard Total Stock Market Etf | VTI | Shares | $50.5M | 157K |
| State Street Spdr S&P 500 Etf | SPY | Put | $46.6M | 72K |
| Ab Short Duration High Yield Etf | SYFI | Shares | $46.2M | 1.3M |
| Broadcom Inc Com | AVGO | Shares | $44.8M | 145K |
| Angel Oak High Yield Opportunities | AOHY | Shares | $42.2M | 3.9M |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $42.0M | 147K |
| Fidelity High Dividend Etf | FDVV | Shares | $42.0M | 760K |
| Invesco Russell 1000 Dynamic Multi | OMFL | Shares | $41.9M | 697K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $41.9M | 218K |
| Exxon Mobil Corp Com | XOM | Shares | $39.9M | 235K |
| Alger Ai Enablers & Adopters Etf | ALAI | Shares | $38.2M | 1.2M |
| Wisdomtree Floating Rate Treasury | USFR | Shares | $37.0M | 735K |
| Franklin U.S. Large Cap Multifacto | FLQL | Shares | $37.0M | 547K |
| Walmart Inc Com | WMT | Shares | $36.2M | 291K |
| Vanguard High Dividend Yield Index | VYM | Shares | $35.4M | 239K |
| Optimized Equity Income Etf | OEI | Shares | $34.9M | 1.4M |
| Meta Platforms Inc Cl A | META | Shares | $34.8M | 61K |
| Jpmorgan Equity Premium Income Etf | JEPI | Shares | $34.4M | 606K |
| Ishares International Select Divid | IDV | Shares | $34.4M | 807K |
| First Trust Smid Cap Rising Divide | SDVY | Shares | $34.0M | 862K |
| Avory Foundational Etf | AVRY | Shares | $32.2M | 1.5M |
| Chevron Corporation Com | CVX | Shares | $32.1M | 155K |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $30.5M | 72K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $30.5M | 64K |
| Johnson & Johnson Com | JNJ | Shares | $28.6M | 117K |
| Vanguard S&P 500 Etf | VOO | Shares | $28.0M | 47K |
| First Trust Rising Dividend Achiev | RDVY | Shares | $27.3M | 400K |
| Jpmorgan Small & Mid Cap Enhanced | JMEE | Shares | $27.2M | 408K |
| Invesco Large Cap Value Etf | PWV | Shares | $27.0M | 387K |
| Eli Lilly & Co Com | LLY | Shares | $26.8M | 29K |
| First Trust Smith Unconstrained Bo | UCON | Shares | $26.3M | 1.1M |
| Palantir Technologies Inc Cl A | PLTR | Shares | $26.1M | 178K |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $25.6M | 206K |
| Ishares Msci Usa Equal Weighted Et | EUSA | Shares | $25.6M | 251K |
| Lam Research Corp Com New | LRCX | Shares | $25.3M | 118K |
| Vanguard Value Etf | VTV | Shares | $25.1M | 128K |
| Ft Vest S&P 500 Dividend Aristocra | KNG | Shares | $24.7M | 506K |
| Ab High Yield Etf | HYFI | Shares | $24.4M | 656K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $23.6M | 368K |
| Costco Wholesale Corporation Com | COST | Shares | $23.1M | 23K |
| Mfs Active Value Etf | MFSV | Shares | $22.9M | 856K |
| Ishares Russell 1000 Value Etf | IWD | Shares | $22.5M | 105K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $22.3M | 331K |
| Vanguard Growth Etf | VUG | Shares | $21.3M | 49K |
| State Street Spdr Portfolio S&P 50 | SPYM | Shares | $20.8M | 272K |
| Pimco Enhanced Short Maturity Acti | MINT | Shares | $20.5M | 204K |
| Home Depot Inc Com | HD | Shares | $20.1M | 61K |
| Invesco Qqq Trust Series I | QQQ | Put | $19.9M | 34K |
| Southern Co Com | SO | Shares | $19.5M | 202K |
| Ishares Russell Top 200 Growth Etf | IWY | Shares | $19.3M | 78K |
| Spdr Gold Shares | GLD | Shares | $19.1M | 44K |
| Micron Technology Inc Com | MU | Shares | $18.2M | 54K |
| Fs Credit Opportunities Corp Commo | FSCO | Shares | $18.2M | 3.6M |
| Bristol-Myers Squibb Co Com | BMY | Shares | $18.1M | 299K |
| State Street Technology Select Sec | XLK | Shares | $18.1M | 136K |
| Visa Inc Com Cl A | V | Shares | $18.1M | 60K |
| Merck & Co Inc Com | MRK | Shares | $17.6M | 146K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $17.5M | 572K |
| Angel Oak Total Return Etf | TRBF | Shares | $17.4M | 353K |
| Netflix Inc. Com | NFLX | Shares | $17.4M | 181K |
| Procter & Gamble Co Com | PG | Shares | $17.3M | 120K |
| Neos Enhanced Income 1-3 Month T-B | CSHI | Shares | $17.1M | 344K |
| Cisco Sys Inc Com | CSCO | Shares | $17.1M | 220K |
| Vanguard Total Bond Market Etf | BND | Shares | $16.8M | 228K |
| Ishares S&P 500 Value Etf | IVE | Shares | $16.7M | 79K |
| Caterpillar Inc Com | CAT | Shares | $16.7M | 24K |
| Verizon Communications Inc Com | VZ | Shares | $16.7M | 332K |
| Nextera Energy Inc Com | NEE | Shares | $16.4M | 176K |
| Jpmorgan Active Growth Etf | JGRO | Shares | $16.3M | 193K |
| Fidelity Blue Chip Growth Etf | FBCG | Shares | $16.0M | 319K |
| Coca Cola Co Com | KO | Shares | $15.9M | 210K |
| Abbvie Inc Com | ABBV | Shares | $15.6M | 72K |
| Rtx Corporation Com | RTX | Shares | $15.6M | 81K |
| First Trust S&P International Divi | FID | Shares | $15.3M | 730K |
| Taiwan Semiconductor Manufact Spon | TSM | Shares | $14.8M | 44K |
| Gilead Sciences Inc Com | GILD | Shares | $14.4M | 103K |
| Tesla Inc Com | TSLA | Shares | $14.3M | 39K |
| Ft Vest Laddered Buffer Etf | BUFR | Shares | $14.0M | 415K |
| Ishares Total Return Active Etf | BRTR | Shares | $13.9M | 277K |
| Ishares International Country Rota | CORO | Shares | $13.8M | 429K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $13.7M | 64K |
| Ishares Russell Top 200 Value Etf | IWX | Shares | $13.6M | 146K |
| Invesco Optimum Yield Diversified | PDBC | Shares | $13.5M | 779K |
| Ishares Core Dividend Growth Etf | DGRO | Shares | $13.5M | 192K |
| Pacer Us Cash Cows 100 Etf | COWZ | Shares | $13.2M | 211K |
| Ishares Core S&P Total U.S. Stock | ITOT | Shares | $13.1M | 92K |
| Invesco S&P 500 Pure Growth Etf | RPG | Shares | $13.0M | 279K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.