Arkadios Wealth Advisors
CIK 1800798
13F filing for Q2 2026・No. 754
- Holdings
- US$6.6B
- Quarter change
- +US$475.48M
- Entries
- 3,515
- Net bought (estimate)
- −US$198.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 187
- Sold out 125
- Cut 709
- Added 741
- Corporate actions 18
- Unchanged 43
Largest holdings
1,680 stocks worth US$6.51B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleStock | Cut | 687,770 | US$199.01M | 3.06% |
| NVDANvidiaStock | Added | 851,189 | US$170.31M | 2.62% |
| IVVISHARES CORE S&P 500 ETFETF | Added | 166,177 | US$124.45M | 1.91% |
| AMZNAmazonStock | Added | 399,200 | US$95.15M | 1.46% |
| MSFTMicrosoftStock | Added | 242,396 | US$90.42M | 1.39% |
| GOOGLAlphabetStock | Added | 250,782 | US$89.62M | 1.38% |
| ISHARES S&P 500 GROWTH ETFETF | Added | 588,050 | US$80.87M | 1.24% |
| SPYSTATE STREET SPDR S&P 500 ETFETF | Added | 95,475 | US$71.3M | 1.10% |
| JPMJPMORGAN CHASE & CO COMStock | Added | 208,806 | US$68.35M | 1.05% |
| QQQInvesco QQQETF | Cut | 85,817 | US$63.2M | 0.97% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.