Arkadios Wealth Advisors: 13F holdings
CIK 18007982026Q2
| Positions | 1,680 |
|---|
| Reported value | $6.6bn |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 1,680 (+62 vs prior quarter) |
|---|
| Reported value | $6.6bn (+7.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC COM | 687,770 | $199.0m | 3.0% |
| NVDA NVIDIA CORPORATION COM | 851,189 | $170.3m | 2.6% |
| IVV ISHARES CORE S&P 500 ETF | 166,177 | $124.4m | 1.9% |
| AMZN AMAZON COM INC COM | 399,200 | $95.1m | 1.4% |
| MSFT MICROSOFT CORP COM | 242,396 | $90.4m | 1.4% |
| GOOGL ALPHABET INC CAP STK CL A | 250,782 | $89.6m | 1.4% |
| IWF ISHARES S&P 500 GROWTH ETF | 588,050 | $80.9m | 1.2% |
| SPY STATE STREET SPDR S&P 500 ETF | 95,475 | $71.3m | 1.1% |
| JPM JPMORGAN CHASE & CO COM | 208,806 | $68.3m | 1.0% |
| QQQ INVESCO QQQ TRUST SERIES I | 85,817 | $63.2m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800798")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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