StockDriftsStockDriftsTop 50 Arkadios Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 3.06% | 687.8K | $199.0M | -0.57%(-3.92K) | $201.39(+51.64%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.62% | 851.2K | $170.3M | +0.73%(+6.19K) | $89.42(+152.83%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 1.91% | 166.2K | $124.4M | +1.57%(+2.56K) | $592.34(+31.50%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 1.46% | 399.2K | $95.1M | +5.76%(+21.76K) | $178.26(+47.27%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 1.39% | 242.4K | $90.4M | +2.08%(+4.93K) | $391.32(+24.21%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.38% | 250.8K | $89.6M | +0.12%(+313) | $180.33(+91.16%) | 2026-06-30 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 1.24% | 588.0K | $80.9M | +18.51%(+91.86K) | $108.48(+30.55%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.1% | 95.5K | $71.3M | +15.15%(+12.56K) | $585.24(+32.48%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 1.05% | 208.8K | $68.3M | +2.40%(+4.89K) | $238.24(+53.09%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 0.97% | 85.8K | $63.2M | -2.89%(-2.56K) | $452.02(+62.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.06% | +73.06% | +10.21% | +62.57% |
| Top 20 Holdings Unweighted | +19.74% | +71.69% | +9.28% | +55.86% |
Arkadios Wealth Advisors reports $6.60B in US-listed equity holdings across 1,680 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.1%), NVDA (2.6%) and IVV (1.9%). The top 20 holdings account for 24.95% of reported assets. Its disclosed equity book has returned +73.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Arkadios Wealth Advisors, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Arkadios Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800798). View Arkadios Wealth Advisors’s 13F filings on SEC