CIK 1800798
Arkadios Wealth Advisors
Institutional 13F holdings & portfolio
Holdings
1,475
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 851–900 of 1,475
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EMD | WESTERN ASSET EMERGING MKTS DE COM | 11K | $100K–$500K | SH |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | 6K | $100K–$500K | SH |
| OKLO | OKLO INC COM CL A | 2K | $100K–$500K | SH |
| HIMS | HIMS & HERS HEALTH INC COM CL A | 4K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP COM SHS | 2K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC COM CL A | 534 | $100K–$500K | SH |
| EWS | ISHARES MSCI SINGAPORE ETF | 4K | $100K–$500K | SH |
| FSS | FEDERAL SIGNAL CORP COM | 1K | $100K–$500K | SH |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | 3K | $100K–$500K | SH |
| KB | KB FINL GROUP INC SPONSORED ADR | 1K | $100K–$500K | SH |
| CLX | CLOROX CO DEL COM | 1K | $100K–$500K | SH |
| SONY | SONY GROUP CORP SPONSORED ADR | 5K | $100K–$500K | SH |
| LAD | LITHIA MTRS INC COM | 355 | $100K–$500K | SH |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | 752 | $100K–$500K | SH |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | 6K | $100K–$500K | SH |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 2K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 305 | $100K–$500K | SH |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 5K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC COM | 858 | $100K–$500K | SH |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 2K | $100K–$500K | SH |
| GSBD | GOLDMAN SACHS BDC INC SHS | 12K | $100K–$500K | SH |
| PNR | PENTAIR PLC SHS | 1K | $100K–$500K | SH |
| PPL | PPL CORP COM | 3K | $100K–$500K | SH |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 1K | $100K–$500K | SH |
| RS | RELIANCE INC COM | 398 | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC COM | 563 | $100K–$500K | SH |
| ETSY | ETSY INC COM | 2K | $100K–$500K | SH |
| RMD | RESMED INC COM | 477 | $100K–$500K | SH |
| BEP | BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT | 4K | $100K–$500K | SH |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | 7K | $100K–$500K | SH |
| G | GENPACT LIMITED SHS | 2K | $100K–$500K | SH |
| CIEN | CIENA CORP COM NEW | 488 | $100K–$500K | SH |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 1K | $100K–$500K | SH |
| MAA | MID-AMER APT CMNTYS INC COM | 818 | $100K–$500K | SH |
| VFH | VANGUARD FINANCIALS ETF | 842 | $100K–$500K | SH |
| JKHY | HENRY JACK & ASSOC INC COM | 613 | $100K–$500K | SH |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 936 | $100K–$500K | SH |
| AFLG | FIRST TRUST ACTIVE FACTOR LARGE CAP ETF | 3K | $100K–$500K | SH |
| PTC | PTC INC COM | 638 | $100K–$500K | SH |
| CLB | CORE LABORATORIES INC COM | 7K | $100K–$500K | SH |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | 678 | $100K–$500K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 2K | $100K–$500K | SH |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 1K | $100K–$500K | SH |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | 1K | $100K–$500K | SH |
| FISV | FISERV INC COM | 2K | $100K–$500K | SH |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | 2K | $100K–$500K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 1K | $100K–$500K | SH |
| DHI | D R HORTON INC COM | 757 | $100K–$500K | SH |
| ISCF | ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF | 3K | $100K–$500K | SH |
| NLR | VANECK URANIUM AND NUCLEAR ETF | 876 | $100K–$500K | SH |