Arkadios Wealth Advisors Portfolio Holdings
Arkadios Wealth Advisors
- $3.83 Billion
- Q3 2025
Arkadios Wealth Advisors has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.83 Billion distributed in 2973 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $135M, Apple Inc. with a value of $110M, Ishares Core S&P 500 ETF with a value of $85.3M, Microsoft Corp with a value of $85M, and Amazon Com Inc with a value of $64.1M.
Examining the 13F form we can see an increase of $674M in the current position value, from $3.16B to 3.83B.
Below you can find more details about Arkadios Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$3.83 Billion
ETFs: $1.67 Billion
Technology: $662 Million
Financial Services: $338 Million
Consumer Cyclical: $213 Million
Industrials: $200 Million
Healthcare: $176 Million
Communication Services: $169 Million
Consumer Defensive: $118 Million
Other: $256 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 2,973
- Current Value $3.83 Billion
- Prior Value $3.16 Billion
- Filing
- Period Q3 2025
- Filing Date October 29, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 198 stocks
- Additional Purchases 818 stocks
- Sold out of 0 stocks
- Reduced holdings in 310 stocks