Arkos Global Advisors

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$797K
Q ending 2026-03-31
Prior quarter
$783K
Q ending 2025-12-31
Change
+1.8% QoQ · +17.1% YoY
Positions
199
reported holdings

Largest positions

Top 100 of 199 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.
HoldingTickerTypeValueShares
Vanguard S&P 500 EtfVOOShares$107K180K
Ishares Core Msci Eafe EtfIEFAShares$99K1.1M
Ishares 7-10 Year Treasury Bond EtIEFShares$57K601K
Vanguard Intermediate-Term CorporaVCITShares$52K632K
Vanguard Total Bond Market EtfBNDShares$49K669K
State Street Spdr S&P 500 EtfSPYShares$48K74K
Ishares National Muni Bond EtfMUBShares$47K443K
Ishares Core S&P Mid-Cap EtfIJHShares$31K459K
Ishares Gold TrustIAUShares$29K324K
Spdr Gold SharesGLDShares$27K64K
Ishares Core Msci Emerging MarketsIEMGShares$22K312K
Ishares Core S&P Small Cap EtfIJRShares$19K149K
Vanguard High Dividend Yield IndexVYMShares$18K122K
Vanguard International High DivideVYMIShares$16K172K
State Street Utilities Select SectXLUShares$15K334K
First Trust North American Energy EMLPShares$13K294K
Vanguard Mid-Cap EtfVOShares$11K40K
Ishares Core Dividend Growth EtfDGROShares$8K120K
Fidelity Wise Origin Bitcoin FundFBTCShares$8K135K
Vanguard Small-Cap EtfVBShares$8K29K
Invesco S&P 500 Equal Weight EtfRSPShares$7K36K
State Street Spdr Bloomberg ConverCWBShares$7K73K
Vanguard Short-Term Corporate BondVCSHShares$6K70K
Apple Inc ComAAPLShares$4K16K
Sprott Asset Management Lp PhysicaPSLVShares$3K141K
Invesco Preferred EtfPGXShares$3K313K
Vaneck Gold Miners EtfGDXShares$3K37K
Ishares Msci Acwi EtfACWIShares$3K24K
Alphabet Inc Cap Stk Cl AGOOGLShares$3K11K
Ishares Preferred & Income SecuritPFFShares$3K102K
Ishares Global Reit EtfREETShares$2K90K
First Trust Smid Cap Rising DivideSDVYShares$2K54K
Amazon Com Inc ComAMZNShares$2K9K
Microsoft Corp ComMSFTShares$2K5K
Sprott Asset Management Lp PhysicaPHYSShares$2K51K
Walmart Inc ComWMTShares$2K14K
Vanguard Growth EtfVUGShares$2K4K
Coinbase Global Inc Com Cl ACOINShares$2K9K
Alerian Mlp EtfAMLPShares$2K29K
State Street Energy Select Sector XLEShares$1K24K
Ishares International Select DividIDVShares$1K32K
Invesco Qqq Trust Series IQQQShares$1K2K
Nvidia Corporation ComNVDAShares$1K7K
Broadcom Inc ComAVGOShares$1K4K
Ishares Silver TrustSLVShares$1K16K
Costco Wholesale Corporation ComCOSTShares$1K1K
Chevron Corporation ComCVXShares$1K5K
Ishares Trust Ishares 0-1 Year TreSHVShares$1K9K
Vanguard Total International StockVXUSShares$97513K
Shell Plc Spon AdsSHELShares$88610K
Global X Ai Semiconductor & QuantuCHPXShares$87615K
Vanguard Information Technology EtVGTShares$8731K
Vanguard Total Stock Market EtfVTIShares$8243K
Vanguard Ftse Developed Markets EtVEAShares$80012K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$7892K
Wisdomtree U.S. Midcap Dividend FuDONShares$77215K
Jpmorgan Chase & Co ComJPMShares$7673K
Southern Co ComSOShares$7268K
State Street Spdr Dow Jones IndustDIAShares$7242K
State Street Spdr Dow Jones GlobalRWOShares$68315K
Canadian Imperial Bank Of Comm ComCMShares$6677K
Ishares 20 Year Treasury Bond EtfTLTShares$6538K
Ishares Iboxx $ High Yield CorporaHYGShares$6488K
Tesla Inc ComTSLAShares$6402K
Williams Cos Inc ComWMBShares$6329K
Schwab U.S. Mid-Cap EtfSCHMShares$63120K
Ishares Core S&P 500 EtfIVVShares$596913
Vanguard S&P 500 Growth EtfVOOGShares$5821K
Duke Energy Corp New Com NewDUKShares$5594K
Vanguard Short-Term Inflation-ProtVTIPShares$55511K
First Trust Large Cap Core AlphadeFEXShares$5324K
Dominion Energy Inc ComDShares$5238K
Wisdomtree U.S. Smallcap Dividend DESShares$50114K
State Street Spdr S&P Dividend EtfSDYShares$4963K
Coca Cola Co ComKOShares$4656K
Eli Lilly & Co ComLLYShares$457497
Applied Matls Inc ComAMATShares$4491K
Schwab U.S. Large-Cap Growth EtfSCHGShares$44315K
Ishares Msci Eurozone EtfEZUShares$4427K
Enterprise Prods Partners L P ComEPDShares$43111K
Ishares Esg Optimized Msci Usa EtfSUSAShares$4033K
Home Depot Inc ComHDShares$3971K
Freeport Mcmoran Inc Cl BFCXShares$3947K
Visa Inc Com Cl AVShares$3871K
Ishares Msci Eafe EtfEFAShares$3854K
Starbucks Corp ComSBUXShares$3814K
Pepsico Inc ComPEPShares$3742K
Targa Res Corp ComTRGPShares$3681K
Verizon Communications Inc ComVZShares$3557K
State Street Financial Select SectXLFShares$3517K
Bank Montreal Medium ComBMOShares$3463K
Alphabet Inc Cap Stk Cl CGOOGShares$3451K
Vanguard Value EtfVTVShares$3442K
Ishares Esg Aware Msci Eafe EtfESGDShares$3414K
Slb Limited Com StkSLBShares$3286K
Meta Platforms Inc Cl AMETAShares$325568
Exxon Mobil Corp ComXOMShares$3222K
Intel Corp ComINTCShares$3177K
Ishares S&P 500 Value EtfIVEShares$3091K
American Express Co ComAXPShares$3041K

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.