§ 13F · FUND PROFILE
Arkadios Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.2B (13F)Positions · 2973Turnover · — · Q1Filed · May 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$332M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 419K | $106M | 1.7% | +7% |
| 2 | NVDA | NVIDIA CORPORATION COM | 461K | $80M | 1.3% | +1% |
| 3 | AAPL | APPLE INC COM | 273K | $69M | 1.1% | — |
| 4 | NVDA | NVIDIA CORPORATION COM | 384K | $67M | 1.1% | — |
| 5 | IVV | ISHARES CORE S&P 500 ETF | 90K | $59M | 1.0% | +14% |
| 6 | JPIE | JPMORGAN INCOME ETF | 1.20M | $55M | 0.9% | +301% |
| 7 | MSFT | MICROSOFT CORP COM | 138K | $51M | 0.8% | +12% |
| 8 | IVV | ISHARES CORE S&P 500 ETF | 73K | $48M | 0.8% | — |
| 9 | CARY | ANGEL OAK INCOME ETF | 2.22M | $46M | 0.8% | +14% |
| 10 | IVW | ISHARES S&P 500 GROWTH ETF | 403K | $46M | 0.7% | +33% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARKADIOS SIGNAL
AC read
Arkadios Wealth Advisors is a Other fund managing $4.2 billion in assets. The fund runs a massive portfolio of 2,973 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed