Institutional Fund
Arkadios Wealth Advisors
Atlanta, GACIK 18007985 filings on record
Portfolio Value
$6.05B
Q1 2026
Holdings
1,618
Reported positions
New Buys
234
Opened this quarter
QoQ Change
+19.9%
from $5.04B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc2.9%
- Nvidia Corporation2.4%
- Ishares Tr1.8%
- Microsoft Corp1.5%
- Amazon Com Inc1.3%
- Angel Oak Funds Trust1.2%
- Other88.9%
Portfolio Holdings
1,618 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 691.7K | $175.54M | 2.9% | +43.2K | Added |
| 2 | Nvidia Corporation | 845.0K | $147.37M | 2.4% | +16.3K | Added |
| 3 | Ishares Tr | 163.6K | $106.87M | 1.8% | +20.6K | Added |
| 4 | Microsoft Corp | 237.5K | $87.90M | 1.5% | +24.8K | Added |
| 5 | Amazon Com Inc | 377.4K | $78.61M | 1.3% | +27.0K | Added |
| 6 | Angel Oak Funds Trust | 3.56M | $74.00M | 1.2% | +428.7K | Added |
| 7 | Alphabet Inc | 250.5K | $72.02M | 1.2% | +6.0K | Added |
| 8 | Jpmorgan Chase & Co. | 203.9K | $59.98M | 1.0% | +11.4K | Added |
| 9 | Ishares Tr | 496.2K | $56.12M | 0.9% | +122.8K | Added |
| 10 | Fidelity Merrimack Str Tr | 1.22M | $55.84M | 0.9% | +218.0K | Added |
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