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 351–400 of 1,475
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KHC | KRAFT HEINZ CO COM | 27K | $500K+ | SH |
| EOG | EOG RES INC COM | 6K | $500K+ | SH |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | 9K | $500K+ | SH |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | 18K | $500K+ | SH |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 17K | $500K+ | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 8K | $500K+ | SH |
| TTE | TOTALENERGIES SE ACT | 10K | $500K+ | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 8K | $500K+ | SH |
| ARCC | ARES CAPITAL CORP COM | 31K | $500K+ | SH |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 7K | $500K+ | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 2K | $500K+ | SH |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 6K | $500K+ | SH |
| EMR | EMERSON ELEC CO COM | 5K | $500K+ | SH |
| BDX | BECTON DICKINSON & CO COM | 3K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC COM | 2K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC COM | 5K | $500K+ | SH |
| XEL | XCEL ENERGY INC COM | 8K | $500K+ | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 5K | $500K+ | SH |
| VTHR | VANGUARD RUSSELL 3000 ETF | 2K | $500K+ | SH |
| SMB | VANECK SHORT MUNI ETF | 35K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW CL A | 20K | $500K+ | SH |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | 15K | $500K+ | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 3K | $500K+ | SH |
| FLXR | TCW FLEXIBLE INCOME ETF | 15K | $500K+ | SH |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 8K | $500K+ | SH |
| CME | CME GROUP INC COM | 2K | $500K+ | SH |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | 19K | $500K+ | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 3K | $500K+ | SH |
| ETR | ENTERGY CORP NEW COM | 6K | $500K+ | SH |
| OEF | ISHARES S&P 100 ETF | 2K | $500K+ | SH |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 18K | $500K+ | SH |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 10K | $500K+ | SH |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | 16K | $500K+ | SH |
| TYL | TYLER TECHNOLOGIES INC COM | 1K | $500K+ | SH |
| ALL | ALLSTATE CORP COM | 3K | $500K+ | SH |
| PBTP | INVESCO 0-5 YR US TIPS ETF | 22K | $500K+ | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 2K | $500K+ | SH |
| DLR | DIGITAL RLTY TR INC COM | 4K | $500K+ | SH |
| USEP | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER | 15K | $500K+ | SH |
| ICVT | ISHARES CONVERTIBLE BOND ETF | 6K | $500K+ | SH |
| IXN | ISHARES GLOBAL TECH ETF | 5K | $500K+ | SH |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | 13K | $500K+ | SH |
| VDE | VANGUARD ENERGY ETF | 4K | $500K+ | SH |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 7K | $500K+ | SH |
| FANG | DIAMONDBACK ENERGY INC COM | 4K | $500K+ | SH |
| RSPR | INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF | 16K | $500K+ | SH |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | 9K | $500K+ | SH |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 5K | $500K+ | SH |
| KR | KROGER CO COM | 9K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 2K | $500K+ | SH |