Arkadios Wealth Advisors Top Holdings and 13F Report (2026)

About Arkadios Wealth Advisors

Investment Activity

Arkadios Wealth Advisors has $6.13 billion in total holdings as of March 31, 2026.
Arkadios Wealth Advisors owns shares of 1,618 different stocks, but just 339 companies or ETFs make up 80% of its holdings.
Approximately 21.16% of the portfolio was purchased this quarter.
About 3.95% of the portfolio was sold this quarter.
This quarter, Arkadios Wealth Advisors has purchased 1,475 new stocks and bought additional shares in 854 stocks.
Arkadios Wealth Advisors sold shares of 491 stocks and completely divested from 91 stocks this quarter.

Largest Holdings

Apple: $175,544,119
NVIDIA: $147,715,985
iShares Core S&P 500 ETF: $106,872,970
SPDR S&P 500 ETF Trust: $102,114,194
Microsoft: $87,901,516

Largest New Holdings this Quarter

02072Q218 - AVORY FOUNDATIONAL ETF: $32,185,305 Holding
46641Q118 - JPMorgan Small & Mid Cap Enhanced Equity ETF: $27,215,473 Holding
00039J608 - AB High Yield ETF: $24,402,088 Holding
33738R688 - First Trust S&P International Dividend Aristocrats ETF: $15,298,946 Holding
09290C764 - ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF: $13,793,476 Holding

Largest Purchases this Quarter

AB SHORT DURATION HIGH YIELD ETF: 1,227,733 shares (about $43.61M)
JPMorgan Income ETF: 903,176 shares (about $41.61M)
AVORY FOUNDATIONAL ETF: 1,506,450 shares (about $32.19M)
JPMorgan Equity Premium Income ETF: 482,640 shares (about $27.36M)
JPMorgan Small & Mid Cap Enhanced Equity ETF: 407,600 shares (about $27.22M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 26,518 shares (about $17.25M)
Vanguard Value ETF: 34,363 shares (about $6.74M)
iShares MSCI Intl Quality Factor ETF: 143,583 shares (about $6.64M)
Illinois Tool Works: 22,600 shares (about $5.88M)
Antero Resources: 129,143 shares (about $5.48M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$175,544,119	$10,974,394 â–²	6.7%	691,690	2.9%	Computer and Technology
NVDA NVIDIA	$147,715,985	$1,059,132 â–²	0.7%	846,995	2.4%	Computer and Technology
IVV iShares Core S&P 500 ETF	$106,872,970	$13,485,517 â–²	14.4%	163,612	1.7%	ETF
SPY SPDR S&P 500 ETF Trust	$102,114,194	$17,245,675 â–¼	-14.4%	157,017	1.7%	Finance
MSFT Microsoft	$87,901,516	$9,172,055 â–²	11.7%	237,463	1.4%	Computer and Technology
AMZN Amazon.com	$78,838,902	$5,582,689 â–²	7.6%	378,541	1.3%	Retail/Wholesale
ANGEL OAK INCOME ETF	$74,003,121	$8,906,277 â–²	13.7%	3,562,484	1.2%	ETF
GOOGL Alphabet	$72,226,132	$1,734,849 â–²	2.5%	251,169	1.2%	Computer and Technology
QQQ Invesco QQQ	$71,207,941	$2,951,702 â–²	4.3%	123,372	1.2%	Finance
JPM JPMorgan Chase & Co.	$59,982,244	$3,345,175 â–²	5.9%	203,911	1.0%	Finance
IVW iShares S&P 500 Growth ETF	$56,124,446	$13,887,405 â–²	32.9%	496,194	0.9%	ETF
FBND Fidelity Total Bond ETF	$55,836,682	$9,946,071 â–²	21.7%	1,223,952	0.9%	ETF
JPIE JPMorgan Income ETF	$55,423,862	$41,609,313 â–²	301.2%	1,203,036	0.9%	ETF
VTI Vanguard Total Stock Market ETF	$50,486,502	$19,581,597 â–²	63.4%	157,372	0.8%	ETF
AB SHORT DURATION HIGH YIELD ETF	$46,173,934	$43,609,071 â–²	1,700.2%	1,299,942	0.8%	ETF
AVGO Broadcom	$44,844,374	$2,111,481 â–²	4.9%	144,888	0.7%	Computer and Technology
ANGEL OAK HIGH YIELD OPPORTUNITIES ETF	$42,164,521	$4,619,532 â–²	12.3%	3,857,687	0.7%	ETF
GOOG Alphabet	$42,082,539	$1,926,547 â–²	4.8%	146,701	0.7%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$42,077,188	$4,517,976 â–²	12.0%	219,244	0.7%	ETF
FDVV Fidelity High Dividend ETF	$41,982,671	$9,363,566 â–²	28.7%	760,005	0.7%	ETF
OMFL Invesco Russell 1000 Dynamic Multifactor ETF	$41,908,613	$3,902,453 â–²	10.3%	697,082	0.7%	ETF
XOM ExxonMobil	$40,733,754	$5,605,724 â–²	16.0%	240,091	0.7%	Energy
ALGER AI ENABLERS & ADOPTERS ETF	$38,189,343	$10,092,264 â–²	35.9%	1,155,852	0.6%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$37,008,074	$26,046,146 â–²	237.6%	735,163	0.6%	Finance
FLQL Franklin U.S. Large Cap Multifactor Index ETF	$36,977,882	$19,163,480 â–²	107.6%	546,687	0.6%	ETF
WALMART INC COM	$36,177,892	$3,467,783 â–²	10.6%	291,100	0.6%	Stock
VYM Vanguard High Dividend Yield ETF	$35,393,825	$4,999,115 â–²	16.4%	238,986	0.6%	Financial Services
OPTIMIZED EQUITY INCOME ETF	$34,904,782	$6,189,545 â–²	21.6%	1,423,436	0.6%	ETF
META Meta Platforms	$34,786,797	$3,104,912 â–²	9.8%	60,803	0.6%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$34,367,998	$27,356,009 â–²	390.1%	606,352	0.6%	ETF
IDV iShares International Select Dividend ETF	$34,355,052	$2,109,315 â–²	6.5%	807,215	0.6%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$33,977,970	$22,318,941 â–²	191.4%	861,728	0.6%	ETF
AVORY FOUNDATIONAL ETF	$32,185,305	$32,185,305 â–²	New Holding	1,506,450	0.5%	ETF
CVX Chevron	$32,106,116	$1,293,952 â–²	4.2%	155,177	0.5%	Energy
BRK.B Berkshire Hathaway	$30,610,792	$4,606,618 â–¼	-13.1%	63,878	0.5%	Finance
IWF iShares Russell 1000 Growth ETF	$30,531,790	$1,211,840 â–¼	-3.8%	71,603	0.5%	ETF
JNJ Johnson & Johnson	$28,584,064	$1,046,691 â–²	3.8%	116,937	0.5%	Medical
VOO Vanguard S&P 500 ETF	$27,988,951	$120,706 â–²	0.4%	46,839	0.5%	ETF
PALANTIR TECHNOLOGIES INC CL A	$27,529,303	$1,304,232 â–²	5.0%	188,196	0.4%	Stock
RDVY First Trust Rising Dividend Achievers ETF	$27,308,582	$12,231,404 â–²	81.1%	399,950	0.4%	Manufacturing
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF	$27,215,473	$27,215,473 â–²	New Holding	407,600	0.4%	ETF
PWV Invesco Large Cap Value ETF	$26,977,781	$15,783,954 â–²	141.0%	387,000	0.4%	ETF
LLY Eli Lilly and Company	$26,816,760	$1,253,644 â–²	4.9%	29,156	0.4%	Medical
UCON First Trust TCW Unconstrained Plus Bond ETF	$26,327,045	$25,512,632 â–²	3,132.6%	1,062,860	0.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$25,625,353	$376,162 â–¼	-1.4%	206,141	0.4%	ETF
EUSA iShares MSCI USA Equal Weighted ETF	$25,577,117	$1,267,748 â–²	5.2%	251,323	0.4%	ETF
LAM RESEARCH CORP COM NEW	$25,250,469	$1,370,624 â–²	5.7%	118,181	0.4%	Stock
VTV Vanguard Value ETF	$25,110,258	$6,742,019 â–¼	-21.2%	127,983	0.4%	ETF
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$24,650,832	$21,130,363 â–²	600.2%	506,073	0.4%	ETF
HYFI AB High Yield ETF	$24,402,088	$24,402,088 â–²	New Holding	656,146	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$23,609,224	$10,213,764 â–²	76.2%	368,434	0.4%	ETF
COST Costco Wholesale	$23,133,843	$735,357 â–¼	-3.1%	23,217	0.4%	Retail/Wholesale
MFS ACTIVE VALUE ETF	$22,880,260	$4,067,396 â–²	21.6%	855,977	0.4%	ETF
IWD iShares Russell 1000 Value ETF	$22,540,011	$207,901 â–²	0.9%	105,490	0.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$22,334,284	$3,404,923 â–²	18.0%	330,732	0.4%	ETF
VUG Vanguard Growth ETF	$21,305,979	$748,651 â–²	3.6%	48,779	0.3%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$20,805,790	$6,131,925 â–²	41.8%	271,829	0.3%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$20,531,704	$674,621 â–²	3.4%	204,154	0.3%	ETF
HD Home Depot	$20,106,574	$2,641,015 â–²	15.1%	61,134	0.3%	Retail/Wholesale
SO Southern	$19,539,887	$4,659,331 â–²	31.3%	202,443	0.3%	Utilities
IWY iShares Russell Top 200 Growth ETF	$19,327,274	$338,171 â–²	1.8%	77,670	0.3%	ETF
GLD SPDR Gold Shares	$19,140,788	$3,894,165 â–¼	-16.9%	44,483	0.3%	Finance
MU Micron Technology	$18,231,229	$268,583 â–¼	-1.5%	53,964	0.3%	Computer and Technology
FSCO FS Credit Opportunities	$18,174,008	$17,613,834 â–²	3,144.4%	3,563,531	0.3%	Financial Services
BMY Bristol Myers Squibb	$18,147,952	$507,216 â–²	2.9%	299,224	0.3%	Medical
XLK Technology Select Sector SPDR Fund	$18,099,451	$7,177 â–²	0.0%	136,188	0.3%	ETF
V Visa	$18,063,978	$625,637 â–²	3.6%	59,767	0.3%	Business Services
MRK Merck & Co., Inc.	$17,674,293	$616,966 â–²	3.6%	146,931	0.3%	Medical
SCHD Schwab US Dividend Equity ETF	$17,546,416	$6,998,864 â–²	66.4%	571,918	0.3%	ETF
ANGEL OAK TOTAL RETURN ETF	$17,442,275	$2,021,805 â–²	13.1%	352,537	0.3%	ETF
NFLX Netflix	$17,412,104	$2,085,783 â–²	13.6%	181,093	0.3%	Consumer Discretionary
CAT Caterpillar	$17,401,465	$111,230 â–¼	-0.6%	24,562	0.3%	Industrials
PG Procter & Gamble	$17,307,015	$512,475 â–²	3.1%	119,821	0.3%	Consumer Staples
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF	$17,132,245	$35,294 â–²	0.2%	344,159	0.3%	ETF
CSCO Cisco Systems	$17,086,054	$1,827,783 â–²	12.0%	220,210	0.3%	Computer and Technology
BND Vanguard Total Bond Market ETF	$16,774,592	$4,957,022 â–²	41.9%	227,791	0.3%	ETF
IVE iShares S&P 500 Value ETF	$16,747,240	$937,288 â–²	5.9%	79,315	0.3%	ETF
VZ Verizon Communications	$16,685,684	$2,758,391 â–²	19.8%	332,384	0.3%	Computer and Technology
NEE NextEra Energy	$16,362,387	$546,970 â–²	3.5%	176,167	0.3%	Utilities
JGRO JPMorgan Active Growth ETF	$16,326,713	$16,063,180 â–²	6,095.3%	193,170	0.3%	ETF
FBCG Fidelity Blue Chip Growth ETF	$15,972,474	$3,152,745 â–²	24.6%	318,685	0.3%	ETF
KO CocaCola	$15,932,470	$585,813 â–²	3.8%	209,500	0.3%	Consumer Staples
ABBV AbbVie	$15,634,218	$807,538 â–²	5.4%	71,885	0.3%	Medical
RTX RTX	$15,607,977	$479,165 â–²	3.2%	80,912	0.3%	Aerospace
FID First Trust S&P International Dividend Aristocrats ETF	$15,298,946	$15,298,946 â–²	New Holding	730,434	0.2%	Manufacturing
TSM Taiwan Semiconductor Manufacturing	$14,803,376	$302,461 â–²	2.1%	43,804	0.2%	Computer and Technology
GILD Gilead Sciences	$14,418,770	$7,921,355 â–²	121.9%	103,457	0.2%	Medical
TSLA Tesla	$14,332,397	$1,891,506 â–²	15.2%	38,553	0.2%	Auto/Tires/Trucks
BUFR FT Vest Laddered Buffer ETF	$14,025,176	$6,987,379 â–²	99.3%	415,315	0.2%	ETF
ISHARES TOTAL RETURN ACTIVE ETF	$13,894,601	$9,833,376 â–²	242.1%	276,840	0.2%	ETF
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF	$13,793,476	$13,793,476 â–²	New Holding	428,995	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$13,684,658	$1,966,933 â–¼	-12.6%	63,632	0.2%	ETF
IWX iShares Russell Top 200 Value ETF	$13,554,923	$401,817 â–²	3.1%	146,271	0.2%	ETF
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$13,494,892	$2,606,642 â–²	23.9%	779,151	0.2%	Manufacturing
DGRO iShares Core Dividend Growth ETF	$13,463,680	$4,288,699 â–¼	-24.2%	191,845	0.2%	ETF
COWZ Pacer US Cash Cows 100 ETF	$13,225,868	$1,203,159 â–²	10.0%	211,410	0.2%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$13,105,476	$572,280 â–¼	-4.2%	92,014	0.2%	ETF
RPG Invesco S&P 500 Pure Growth ETF	$13,034,128	$1,093,200 â–²	9.2%	278,865	0.2%	ETF
VXUS Vanguard Total International Stock ETF	$12,992,007	$452,946 â–²	3.6%	168,486	0.2%	ETF
C Citigroup	$12,942,936	$257,328 â–¼	-1.9%	114,125	0.2%	Financial Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Arkadios Wealth Advisors Top Holdings and 13F Report (2026)

About Arkadios Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Arkadios Wealth Advisors Top Holdings and 13F Report (2026)

About Arkadios Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofArkadios Wealth Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools