13F Insight
DOSSIER · 13F-HR · Q2 2026

Arkadios Wealth Advisors

$6.6B in tracked AUM across 3,515 positions as of Q2 2026.

AW
CIK 0001800798 · last filed Jun 30, 2026
Total AUM
$6.6B
as of Q2 2026
Holdings
3,515
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Arkadios Wealth Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$199M688K3.0%02
NVDA
NVIDIA CORPORATION COM
$171M854K2.6%03
SPY
STATE STREET SPDR S&P 500 ETF
$125M168K1.9%04
IVV
ISHARES CORE S&P 500 ETF
$124M166K1.9%05
AMZN
AMAZON COM INC COM
$95M400K1.4%06
QQQ
INVESCO QQQ TRUST SERIES I
$92M125K1.4%07
MSFT
MICROSOFT CORP COM
$91M243K1.4%08
GOOGL
ALPHABET INC CAP STK CL A
$90M251K1.4%09
IVW
ISHARES S&P 500 GROWTH ETF
$81M588K1.2%10
JPM
JPMORGAN CHASE & CO COM
$68M209K1.0%

Filing history

2026Q2Jun 30
$6.6B▲ 7.8%
3,515 positionsView →2026Q1Mar 31
$6.1B▲ 18.8%
3,368 positionsView →2025Q4Dec 31
$5.2B▲ 23.7%
3,150 positionsView →2025Q3Sep 30
$4.2B▲ 22.9%
2,973 positionsView →2025Q2Jun 30
$3.4B▲ 154.6%
2,540 positionsLocked2025Q1Mar 31
$1.3B▼ 27.4%
1,157 positionsLocked2024Q4Dec 31
$1.8B▲ 3.8%
940 positionsLocked2024Q3Sep 30
$1.8B▲ 19.1%
932 positionsLocked2024Q2Jun 30
$1.5B▲ 14.9%
859 positionsLocked2024Q1Mar 31
$1.3B▲ 9.1%
731 positionsLocked2023Q4Dec 31
$1.2B▲ 12.2%
741 positionsLocked2023Q3Sep 30
$1.1B▲ 22.6%
718 positionsLocked
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