Arkadios Wealth Advisors
Arkadios Wealth Advisors reported 1,680 stocks worth $6.5B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AAPL (3.1%), NVDA (2.6%) and IVV (1.9%). Compared with Q1 2026, the fund opened new positions in XOM and RUSC, added to NVDA, IVV and AMZN, trimmed AAPL, QQQ and MU and sold out of XOM, JMEE and HYFI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $199M | 3.1% | 688K | −3,920 (−1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $170M | 2.6% | 851K | +6,194 (+1%) | 8 of 8 | |
| 3 |  IVV Ishares TR | $124M | 1.9% | 166K | +2,565 (+2%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $95.1M | 1.5% | 399K | +22K (+6%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $90.4M | 1.4% | 242K | +4,933 (+2%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $89.6M | 1.4% | 251K | +313 (+0%) | 8 of 8 | |
| 7 |  IVW Ishares TR | $80.9M | 1.2% | 588K | +92K (+19%) | 8 of 8 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $71.3M | 1.1% | 95K | +13K (+15%) | 8 of 8 | |
| 9 |  JPM Jpmorgan Chase & Co. | $68.3M | 1.1% | 209K | +4,895 (+2%) | 8 of 8 | |
| 10 |  QQQ Invesco Qqq TR | $63.2M | 1.0% | 86K | −2,555 (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $39.9M | 235K |
 JMEE Jpmorgan Small Mid CP | $27.2M | 408K |
 HYFI AB Active Etfs Inc | $24.4M | 656K |
 FID First Trust | $15.3M | 730K |
 LOWV AB Active Etfs Inc | $11.6M | 157K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
SPY Spdr S&P 500 ETF TR | Put | $52.6M | 70K | −1,200 |
QQQ Invesco Qqq TR | Put | $27.8M | 38K | +3,300 |
SPY Spdr S&P 500 ETF TR | Call | $1.3M | 1,800 | −700 |
 PLTR Palantir Technologies Inc | Call | $1.1M | 9,400 | +400 |
 REGN Regeneron Pharmaceutical | Call | $1.1M | 1,700 | +400 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Arkadios Wealth Advisors 13F FAQ
What does Arkadios Wealth Advisors own?
Arkadios Wealth Advisors reported 1,680 stocks worth $6.5B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AAPL (3.1%), NVDA (2.6%) and IVV (1.9%). The table above lists every position in the filing (the top 10 without an account).
What did Arkadios Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 187 new positions, 719 added to, 700 trimmed and 125 sold out. New positions include XOM and RUSC. It sold all of XOM, JMEE and HYFI.
When will Arkadios Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Arkadios Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $6.5B in US stocks ($6.6B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.