Arkadios Wealth Advisors
1,621 holdingsFiling period: 2026-03-31Current AUM: $6.82Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 691.7K | $175.5M | $213.7M | 3.13% | +43.2K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION COM | 847.0K | $147.7M | $170.0M | 2.49% | +6.1K | 2026-03-31 |
| 3 | IVV | ISHARES CORE S&P 500 ETF | 163.6K | $106.9M | $122.8M | 1.80% | +20.6K | 2026-03-31 |
| 4 | SPY | STATE STREET SPDR S&P 500 ETF | 157.0K | $102.1M | $117.3M | 1.72% | -26,518 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP COM | 237.5K | $87.9M | $110.4M | 1.62% | +24.8K | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC COM | 378.5K | $78.8M | $102.8M | 1.51% | +26.8K | 2026-03-31 |
| 7 | CARY | ANGEL OAK INCOME ETF | 3.56M | $74.0M | $73.5M | 1.08% | +428.7K | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC CAP STK CL A | 251.2K | $72.2M | $89.4M | 1.31% | +6.0K | 2026-03-31 |
| 9 | QQQ | INVESCO QQQ TRUST SERIES I | 123.4K | $71.2M | $84.9M | 1.24% | +5.1K | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO COM | 203.9K | $60.0M | $71.7M | 1.05% | +11.4K | 2026-03-31 |
| 11 | IVW | ISHARES S&P 500 GROWTH ETF | 496.2K | $56.1M | $67.1M | 0.98% | +122.8K | 2026-03-31 |
| 12 | FBND | FIDELITY TOTAL BOND ETF | 1.22M | $55.8M | $54.7M | 0.80% | +218.0K | 2026-03-31 |
| 13 | JPIE | JPMORGAN INCOME ETF | 1.20M | $55.4M | $55.1M | 0.81% | +903.2K | 2026-03-31 |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 157.4K | $50.5M | $57.9M | 0.85% | +61.0K | 2026-03-31 |
| 15 | SYFI | AB SHORT DURATION HIGH YIELD ETF | 1.30M | $46.2M | $46.4M | 0.68% | +1.23M | 2026-03-31 |
| 16 | AVGO | BROADCOM INC COM | 144.9K | $44.8M | $56.4M | 0.83% | +6.8K | 2026-03-31 |
| 17 | AOHY | ANGEL OAK HIGH YIELD OPPORTUNITIES ETF | 3.86M | $42.2M | $42.3M | 0.62% | +422.6K | 2026-03-31 |
| 18 | GOOG | ALPHABET INC CAP STK CL C | 146.7K | $42.1M | $52.3M | 0.77% | +6.7K | 2026-03-31 |
| 19 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 219.2K | $42.1M | $47.1M | 0.69% | +23.5K | 2026-03-31 |
| 20 | FDVV | FIDELITY HIGH DIVIDEND ETF | 760.0K | $42.0M | $47.5M | 0.70% | +169.5K | 2026-03-31 |
| 21 | OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | 697.1K | $41.9M | $48.2M | 0.71% | +64.9K | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP COM | 240.1K | $40.7M | $37.3M | 0.55% | +33.0K | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP COM | 240.1K | $40.7M | $37.3M | 0.55% | +33.0K | 2026-03-31 |
| 24 | ALAI | ALGER AI ENABLERS & ADOPTERS ETF | 1.16M | $38.2M | $49.7M | 0.73% | +305.5K | 2026-03-31 |
| 25 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 735.2K | $37.0M | $37.0M | 0.54% | +517.4K | 2026-03-31 |
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