account_balance
Investment manager · 13F filer · SEC CIK 1800798
Arkadios Wealth Advisors
Reported value$6.51Bas of Jun 30, 2026
Positions1,680 186 new, 124 sold out
Top 10 weight16.2%AAPL alone is 3%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc Com
3.1%
NVDANvidia Corporation Com
2.6%
IVViShares Core S&P 500 ETF
1.9%
AMZNAmazon Com Inc Com
1.5%Added +6%
MSFTMicrosoft Corp Com
1.4%Added +2%
GOOGLAlphabet Inc Cap STK Cl A
1.4%
IVWiShares S&P 500 Growth ETF
1.2%Added +19%
SPYState Street SPDR S&P 500 ETF
1.1%Added +15%
JPMJPMorgan Chase & Co Com
1.1%Added +2%
QQQInvesco QQQ Trust Series I
1.0%Trimmed −3%
MUMicron Technology Inc Com
0.9%
ALAIAlger Ai Enablers & Adopters ETF
0.9%Added +16%
AAPLApple Inc Com
3.1%
NVDANvidia Corporation Com
2.6%
IVViShares Core S&P 500 ETF
1.9%
AMZNAmazon Com Inc Com
1.5%Added +6%
MSFTMicrosoft Corp Com
1.4%Added +2%
GOOGL1.4%IVW1.2%
SPY1.1%JPM1.1%QQQ1.0%
MU0.9%ALAI0.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc Com 3.1% HeldNVDA Nvidia Corporation Com 2.6% Held
IVV iShares Core S&P 500 ETF 1.9% Held
AMZN Amazon Com Inc Com 1.5% Added +6%MSFT Microsoft Corp Com 1.4% Added +2%GOOGL Alphabet Inc Cap STK Cl A 1.4% HeldIVW iShares S&P 500 Growth ETF 1.2% Added +19%
SPY State Street SPDR S&P 500 ETF 1.1% Added +15%JPM JPMorgan Chase & Co Com 1.1% Added +2%QQQ Invesco QQQ Trust Series I 1.0% Trimmed −3%
MU Micron Technology Inc Com 0.9% HeldALAI Alger Ai Enablers & Adopters ETF 0.9% Added +16%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- RUSC $15.7M
- IALT $5.89M
- ACYN $5.03M
- TKO $4.72M
arrow_upwardAdded
- VUG +590%
- VO +304%
- IWF +277%
- IWM +84%
arrow_downwardTrimmed
- JPIE −75%
- SDVY −49%
- RDVY −35%
- BND −20%
remove_circleSold out
- JMEE $27.2M
- HYFI $24.4M
- FID $15.3M
- LOWV $11.6M