Universe · entity
Arkadios Wealth Advisors
Institutional manager (13F) · CIK 1800798
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC COM | $176M | 691,690 |
| 2 | NVIDIA CORPORATION COM | $147M | 844,995 |
| 3 | ISHARES CORE S&P 500 ETF | $107M | 163,612 |
| 4 | MICROSOFT CORP COM | $88M | 237,463 |
| 5 | AMAZON COM INC COM | $79M | 377,441 |
| 6 | ANGEL OAK INCOME ETF | $74M | 3,562,484 |
| 7 | ALPHABET INC CAP STK CL A | $72M | 250,469 |
| 8 | JPMORGAN CHASE & CO COM | $60M | 203,911 |
| 9 | ISHARES S&P 500 GROWTH ETF | $56M | 496,194 |
| 10 | FIDELITY TOTAL BOND ETF | $56M | 1,223,952 |
| 11 | JPMORGAN INCOME ETF | $55M | 1,203,036 |
| 12 | STATE STREET SPDR S&P 500 ETF | $54M | 82,917 |
| 13 | INVESCO QQQ TRUST SERIES I | $51M | 88,372 |
| 14 | VANGUARD TOTAL STOCK MARKET ETF | $50M | 157,372 |
| 15 | AB SHORT DURATION HIGH YIELD ETF | $46M | 1,299,942 |
| 16 | BROADCOM INC COM | $45M | 144,888 |
| 17 | ANGEL OAK HIGH YIELD OPPORTUNITIES ETF | $42M | 3,857,687 |
| 18 | ALPHABET INC CAP STK CL C | $42M | 146,501 |
| 19 | FIDELITY HIGH DIVIDEND ETF | $42M | 760,005 |
| 20 | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $42M | 697,082 |
| 21 | INVESCO S&P 500 EQUAL WEIGHT ETF | $42M | 218,344 |
| 22 | EXXON MOBIL CORP COM | $40M | 235,091 |
| 23 | ALGER AI ENABLERS & ADOPTERS ETF | $38M | 1,155,852 |
| 24 | WISDOMTREE FLOATING RATE TREASURY FUND | $37M | 735,163 |
| 25 | FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | $37M | 546,687 |
| 26 | WALMART INC COM | $36M | 291,100 |
| 27 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $35M | 238,986 |
| 28 | OPTIMIZED EQUITY INCOME ETF | $35M | 1,423,436 |
| 29 | META PLATFORMS INC CL A | $35M | 60,803 |
| 30 | JPMORGAN EQUITY PREMIUM INCOME ETF | $34M | 606,352 |
| 31 | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $34M | 807,215 |
| 32 | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $34M | 861,728 |
| 33 | AVORY FOUNDATIONAL ETF | $32M | 1,506,450 |
| 34 | CHEVRON CORPORATION COM | $32M | 155,177 |
| 35 | ISHARES RUSSELL 1000 GROWTH ETF | $31M | 71,603 |
| 36 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $31M | 63,678 |
| 37 | JOHNSON & JOHNSON COM | $29M | 116,837 |
| 38 | VANGUARD S&P 500 ETF | $28M | 46,839 |
| 39 | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $27M | 399,950 |
| 40 | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $27M | 407,600 |
| 41 | INVESCO LARGE CAP VALUE ETF | $27M | 387,000 |
| 42 | ELI LILLY & CO COM | $27M | 29,156 |
| 43 | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $26M | 1,062,860 |
| 44 | PALANTIR TECHNOLOGIES INC CL A | $26M | 178,296 |
| 45 | ISHARES CORE S&P SMALL CAP ETF | $26M | 206,141 |
| 46 | ISHARES MSCI USA EQUAL WEIGHTED ETF | $26M | 251,323 |
| 47 | LAM RESEARCH CORP COM NEW | $25M | 118,181 |
| 48 | VANGUARD VALUE ETF | $25M | 127,983 |
| 49 | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $25M | 506,073 |
| 50 | AB HIGH YIELD ETF | $24M | 656,146 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.