Arkadios Wealth Advisors - Portfolio overview

Arkadios Wealth Advisors has 1746 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. NVDA - NVIDIA CORPORATION COM, 2.63%
  2. AAPL - APPLE INC COM, 2.27%
  3. IVV - ISHARES CORE S&P 500 ETF, 1.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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