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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Ishares U.S. Thematic Rotation Active ETF
-
$0 0.0% of portfolio
-
Q2 2025 New
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
-
$0 0.0% of portfolio
-
Q2 2025 New
$149M
$71,000 0.0% of portfolio
11,303
Q2 2025 Reduced 10.14%
-
$0 0.0% of portfolio
-
Q2 2025 Added 75.56%
Ge Healthcare Technologies Inc Common Stock
-
$0 0.0% of portfolio
-
Q2 2025 Added 43.4%
Proshares Short Qqq
-
$0 0.0% of portfolio
-
Q2 2025 New
Pacer Us Large Cap Cash Cows Growth Leaders ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 33.02%
-
$0 0.0% of portfolio
-
Q2 2025 Added 10.55%
Nextracker Inc Class A Com
-
$0 0.0% of portfolio
-
Q2 2025 New
Ft Vest Us Equity Moderate Buffer ETF February
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.68%
Peakstone Realty Trust Common Shares
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 7.88%
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF March
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 16.41%
Wisdomtree U.S. Quality Growth Fund
-
$0 0.0% of portfolio
-
Q2 2025 Added 27.38%
Crane Company Common Stock
-
$0 0.0% of portfolio
-
Q2 2025 New
Fidelity Tactical Bond ETF
-
$0 0.0% of portfolio
-
Q2 2025 New
Ft Vest Djia Dogs 10 Target Income ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.76%
Ft Vest U.S. Equity Moderate Buffer ETF May
-
$0 0.0% of portfolio
-
Q2 2025 Added 23.59%
Knife River Corp Common Stock
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.5%
Ishares Flexible Income Active ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 39.55%
$466M
$13,000 0.0% of portfolio
10,100
Q2 2024 Added 1.0%
$0
$146,000 0.0% of portfolio
10,356
Q2 2025 New
Ft Vest U.S. Equity Moderate Buffer ETF June
-
$0 0.0% of portfolio
-
Q4 2024 New
Jacobs Solutions Inc Com
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.15%
-
$0 0.0% of portfolio
-
Q2 2025 Added 78.61%
Franklin Income Focus ETF Income Focus ETF
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.47%
Ft Vest U.S. Equity Moderate Buffer ETF July
-
$0 0.0% of portfolio
-
Q4 2024 New
Arm Holdings PLC Sponsored Ads
-
$0 0.0% of portfolio
-
Q2 2025 Added 20.09%
Ft Vest U.S. Equity Moderate Buffer ETF September
-
$0 0.0% of portfolio
-
Q2 2025 New
Veralto Corp Com Shs
-
$0 0.0% of portfolio
-
Q2 2025 New
Dimensional Ultrashort Fixed Income ETF
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 31.71%
Jpmorgan Hedged Equity Laddered Overlay ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.89%
Ft Vest Technology Dividend Target Income ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 9.22%
Ft Vest U.S. Equity Moderate Buffer ETF October
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 4.54%
Brookstone Growth Stock ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 9.35%
Brookstone Value Stock ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 10.55%
Liberty Global LTD Com Cl C
-
$0 0.0% of portfolio
-
Q2 2025 Added 13.91%
Ft Vest U.S. Equity Moderate Buffer ETF December
-
$0 0.0% of portfolio
-
Q2 2025 Added 103.28%
Fidelity Wise Origin Bitcoin Fund
-
$0 0.0% of portfolio
-
Q2 2025 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 108.54%
First Trust Core Investment Grade ETF
-
$0 0.0% of portfolio
-
Q2 2025 New
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF January
-
$0 0.0% of portfolio
-
Q1 2025 Added 12.44%
Core Scientific Inc New Com
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.01%
American Healthcare Reit Inc Com Shs
-
$0 0.0% of portfolio
-
Q2 2025 Added 10.79%
Neos Nasdaq 100 High Income ETF
-
$0 0.0% of portfolio
-
Q2 2025 New
Angel Oak High Yield Opportunities ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 11.19%
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF February
-
$0 0.0% of portfolio
-
Q1 2025 New
Reddit Inc Cl A
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.45%
Ft Vest U.S. Equity Max Buffer ETF March
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 11.3%
Ge Vernova Inc Com
-
$0 0.0% of portfolio
-
Q2 2025 Added 154.92%

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
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