Arkadios Wealth Advisors
•CIK: 1800798•Filing: Q4 2025
Arkadios Wealth Advisors, with $4.6B in AUM, is known for its concentrated tech-heavy portfolio, prominently featuring AAPL, NVDA, and MSFT. Recently, the fund has made notable moves by adding high-growth positions like IWY and SPYM, while exiting SPDN and GNTYUSD, reflecting a strategy focused on tech and growth sectors.
Total AUM
$4.6B
+ $31.7M in options
QoQ Performance
+23.4%
Positions
1,434
+ 41 options
Top 10 Concentration
27.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.8%
NVDA3.3%
MSFT2.2%
IVV2.1%
AMZN1.7%
CARY1.4%
JPM1.3%
AVGO1.0%
📈 Biggest Buys
📉 Biggest Sells
ANET
ARISTA NETWORKS INC COM SHS
-58.5%
0.1% of portfolio
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
-10.8%
0.8% of portfolio
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-35.1%
0.1% of portfolio
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-18.2%
0.2% of portfolio
BND
VANGUARD TOTAL BOND MARKET ETF
-13.2%
0.3% of portfolio
Sector Breakdown
Other58.1%
Technology18.5%
Consumer5.8%
Financial5.2%
ETF4.0%
Healthcare3.8%
Industrial1.0%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+1189 more exited positions
Changes from Q3 2025
NEW8 new positions
↑171 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023