Authentikos Wealth Advisory, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Listed Fds Tr Trueshares Struc with a value of $8.46B, Innovator Etfs Tr Uncapped Acc with a value of $7.93B, Innovator Etfs Tr Equity Manag with a value of $6.84B, Aim ETF Tr Allianzim Us Lg Cap with a value of $6.82B, and Simpl Exch Traded Fds Sht Term with a value of $6.81B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $101B to 119B.

Authentikos Wealth Advisory, LLC is based out at Morgan Hill, CA

Below you can find more details about Authentikos Wealth Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Billion
ETFs: $41.6 Billion
Technology: $11.3 Billion
Communication Services: $1.02 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $119 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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