Arkadios Wealth Advisors Portfolio Holdings

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025

Arkadios Wealth Advisors has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.16 Billion distributed in 2540 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $105M, Apple Inc. with a value of $83.6M, Microsoft Corp with a value of $71M, Ishares Core S&P 500 ETF with a value of $67M, and Amazon Com Inc with a value of $56.9M.

Examining the 13F form we can see an increase of $673M in the current position value, from $2.49B to 3.16B.

Below you can find more details about Arkadios Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $3.16 Billion
ETFs: $1.37 Billion
Technology: $538 Million
Financial Services: $278 Million
Consumer Cyclical: $183 Million
Industrials: $166 Million
Healthcare: $151 Million
Communication Services: $132 Million
Consumer Defensive: $109 Million
Other: $214 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$1.88 Million 0.06% of portfolio
4,747
Q2 2025 Added 17.15%
$73B
$2.01 Million 0.06% of portfolio
4,777
Q2 2025 Added 3.58%
$154B
$1.76 Million 0.06% of portfolio
8,903
Q2 2025 Added 90.03%
$20.4B
$1.97 Million 0.06% of portfolio
13,393
Q2 2025 Added 6.82%
$156B
$1.93 Million 0.06% of portfolio
2,157
Q2 2025 Added 7.26%
$28.1B
$1.96 Million 0.06% of portfolio
80,013
Q2 2025 Added 31.19%
$124B
$2.01 Million 0.06% of portfolio
8,433
Q2 2025 Added 4.11%
$4.31B
$1.93 Million 0.06% of portfolio
32,591
Q2 2025 Added 2.0%
$315B
$1.87 Million 0.06% of portfolio
6,152
Q2 2025 Reduced 23.22%
$37.1B
$1.56 Million 0.05% of portfolio
14,503
Q2 2025 Added 5.3%
$46.7B
$1.63 Million 0.05% of portfolio
11,308
Q2 2025 Reduced 15.57%
$38.2B
$1.72 Million 0.05% of portfolio
40,892
Q2 2025 Added 6.3%
$125B
$1.59 Million 0.05% of portfolio
32,836
Q2 2025 Added 51.87%
$40.4B
$1.55 Million 0.05% of portfolio
12,042
Q2 2025 Added 23.0%
$39.1B
$1.69 Million 0.05% of portfolio
24,660
Q2 2025 Added 35.59%
$79.5B
$1.61 Million 0.05% of portfolio
12,859
Q2 2025 Added 411.7%
$129B
$1.6 Million 0.05% of portfolio
44,878
Q2 2025 Added 67.01%
$49.9B
$1.66 Million 0.05% of portfolio
3,106
Q2 2025 Reduced 63.99%
$3.49B
$1.59 Million 0.05% of portfolio
21,228
Q2 2025 Added 5.54%
$2.63B
$1.45 Million 0.05% of portfolio
14,038
Q2 2025 Added 41.21%
$7.9B
$1.52 Million 0.05% of portfolio
59,581
Q2 2025 Reduced 1.67%
$79.7B
$1.49 Million 0.05% of portfolio
9,702
Q2 2025 Added 5.03%
$72.5B
$1.54 Million 0.05% of portfolio
10,836
Q2 2025 Reduced 0.55%
$59.6B
$1.73 Million 0.05% of portfolio
39,985
Q2 2025 Added 1.25%
$90.3B
$1.7 Million 0.05% of portfolio
10,239
Q2 2025 Reduced 8.99%
$10.4B
$1.54 Million 0.05% of portfolio
18,009
Q2 2025 Added 19.16%
$40B
$1.71 Million 0.05% of portfolio
26,667
Q2 2025 Added 2.33%
$15.4B
$1.48 Million 0.05% of portfolio
10,182
Q2 2025 Added 30.07%
$1.3B
$1.46 Million 0.05% of portfolio
49,791
Q2 2025 Added 6.61%
$32.6B
$1.66 Million 0.05% of portfolio
4,717
Q2 2025 Added 5.01%
$3.29B
$1.46 Million 0.05% of portfolio
75,258
Q2 2025 New
$12B
$1.64 Million 0.05% of portfolio
7,078
Q2 2025 Reduced 2.87%
$150B
$1.72 Million 0.05% of portfolio
4,827
Q2 2025 Added 23.8%
$124B
$1.56 Million 0.05% of portfolio
22,660
Q2 2025 New
$8.41B
$1.47 Million 0.05% of portfolio
13,825
Q2 2025 Added 8.77%
$18.7B
$1.69 Million 0.05% of portfolio
4,171
Q2 2025 Reduced 39.52%
$50.5B
$1.54 Million 0.05% of portfolio
27,179
Q2 2025 Added 7.04%
$186B
$1.49 Million 0.05% of portfolio
12,880
Q2 2025 Added 7.6%
$30.8B
$1.65 Million 0.05% of portfolio
63,744
Q2 2025 Reduced 12.43%
$12.6B
$1.28 Million 0.04% of portfolio
33,288
Q2 2025 Added 220.08%
$83.6B
$1.18 Million 0.04% of portfolio
3,021
Q2 2025 Added 56.37%
$23.4B
$1.36 Million 0.04% of portfolio
11,858
Q2 2025 Added 4.73%
$39.4B
$1.32 Million 0.04% of portfolio
5,063
Q2 2025 Reduced 21.5%
$120B
$1.34 Million 0.04% of portfolio
3,501
Q2 2025 Added 0.6%
$84.1B
$1.37 Million 0.04% of portfolio
5,013
Q2 2025 Added 251.79%
$3.22B
$1.14 Million 0.04% of portfolio
24,450
Q2 2025 Reduced 7.65%
$111B
$1.27 Million 0.04% of portfolio
4,385
Q2 2025 Added 104.43%
$75.2B
$1.31 Million 0.04% of portfolio
16,952
Q2 2025 Added 6.0%
$61.6B
$1.17 Million 0.04% of portfolio
5,168
Q2 2025 Reduced 54.62%

Summary

  • Portfolio
  • No. of Stocks 2,540
  • Current Value $3.16 Billion
  • Prior Value $2.49 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 192 stocks
  • Additional Purchases 741 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 259 stocks
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email