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 101–150 of 1,475
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO COM | 8K | $1M+ | SH |
| BLK | BLACKROCK INC COM | 3K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 4 | $1M+ | SH |
| EUSA | ISHARES MSCI USA EQUAL WEIGHTED ETF | 29K | $1M+ | SH |
| MDT | MEDTRONIC PLC SHS | 31K | $1M+ | SH |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | 11K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP COM | 17K | $1M+ | SH |
| IAU | ISHARES GOLD TRUST | 36K | $1M+ | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 89K | $1M+ | SH |
| HON | HONEYWELL INTL INC COM | 15K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC COM | 23K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 53K | $1M+ | SH |
| NOW | SERVICENOW INC COM | 19K | $1M+ | SH |
| TJX | TJX COS INC NEW COM | 18K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 5K | $1M+ | SH |
| APH | AMPHENOL CORP NEW CL A | 21K | $1M+ | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 13K | $1M+ | SH |
| EVSM | EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | 55K | $1M+ | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 24K | $1M+ | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 20K | $1M+ | SH |
| ADBE | ADOBE INC COM | 8K | $1M+ | SH |
| RIFR | RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF | 106K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC COM | 46K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 34K | $1M+ | SH |
| UNP | UNION PAC CORP COM | 12K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 40K | $1M+ | SH |
| BAMG | BROOKSTONE GROWTH STOCK ETF | 66K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL COM | 96K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP COM | 22K | $1M+ | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 28K | $1M+ | SH |
| GE | GE AEROSPACE COM NEW | 8K | $1M+ | SH |
| COR | CENCORA INC COM | 8K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 34K | $1M+ | SH |
| PAYX | PAYCHEX INC COM | 22K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 17K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 10K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 42K | $1M+ | SH |
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 63K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 13K | $1M+ | SH |
| MCK | MCKESSON CORP COM | 3K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 18K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 7K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 11K | $1M+ | SH |
| WMB | WILLIAMS COS INC COM | 38K | $1M+ | SH |
| AMAT | APPLIED MATLS INC COM | 9K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 7K | $1M+ | SH |
| GSK | GSK PLC SPONSORED ADR | 44K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 19K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 13K | $1M+ | SH |
| COP | CONOCOPHILLIPS COM | 23K | $1M+ | SH |