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Arkos Global Advisors

Portfolio Manager
Arkos Global Advisors
Performance
+1.65% (2025 Q4)
AUM (13F)
$796.82M
# of Holdings
199
Performance Rank
Allocation (Top 20)
86.08%

Arkos Global Advisors Holdings Map

Top 50 Arkos Global Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD S&P 500 ETF
13.49%179.9K$107.5M
+0.78%(+1.40K)
2025-Q1: 196.0K shares2025-Q2: 188.0K shares2025-Q3: 183.9K shares2025-Q4: 178.5K shares2026-Q1: 179.9K shares
$410.66(+67.47%)
2026-03-31
IEFA
ISHARES CORE MSCI EAFE ETF
12.43%1.09M$99.0M
+5.12%(+53.29K)
2025-Q1: 802.7K shares2025-Q2: 863.9K shares2025-Q3: 1.01M shares2025-Q4: 1.04M shares2026-Q1: 1.09M shares
$72.34(+33.97%)
2026-03-31
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
7.2%601.2K$57.4M
+0.49%(+2.95K)
2025-Q1: 293.3K shares2025-Q2: 546.8K shares2025-Q3: 568.7K shares2025-Q4: 598.3K shares2026-Q1: 601.2K shares
$95.52(-1.32%)
2026-03-31
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
6.57%632.4K$52.3M
+0.45%(+2.83K)
2025-Q1: 589.4K shares2025-Q2: 559.3K shares2025-Q3: 564.0K shares2025-Q4: 629.6K shares2026-Q1: 632.4K shares
$82.17(+0.35%)
2026-03-31
BND
VANGUARD TOTAL BOND MARKET ETF
6.18%669.0K$49.3M
-1.43%(-9.73K)
2025-Q1: 853.4K shares2025-Q2: 836.1K shares2025-Q3: 615.5K shares2025-Q4: 678.7K shares2026-Q1: 669.0K shares
$79.40(-7.86%)
2026-03-31
SPY
STATE STREET SPDR S&P 500 ETF
6.06%74.3K$48.3M
-1.03%(-773)
2025-Q1: 92.3K shares2025-Q2: 83.4K shares2025-Q3: 80.8K shares2025-Q4: 75.0K shares2026-Q1: 74.3K shares
$298.62(+150.54%)
2026-03-31
MUB
ISHARES NATIONAL MUNI BOND ETF
5.9%443.0K$47.0M
-5.23%(-24.45K)
2025-Q1: 722.8K shares2025-Q2: 651.6K shares2025-Q3: 487.7K shares2025-Q4: 467.5K shares2026-Q1: 443.0K shares
$105.80(+0.81%)
2026-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
3.89%459.2K$31.0M
+7.38%(+31.57K)
2025-Q1: 312.4K shares2025-Q2: 334.8K shares2025-Q3: 416.8K shares2025-Q4: 427.6K shares2026-Q1: 459.2K shares
$56.17(+30.75%)
2026-03-31
IAU
ISHARES GOLD TRUST
3.59%324.2K$28.6M
+2.84%(+8.96K)
2025-Q1: 219.2K shares2025-Q2: 208.2K shares2025-Q3: 314.7K shares2025-Q4: 315.2K shares2026-Q1: 324.2K shares
$48.52(+80.41%)
2026-03-31
GLD
SPDR GOLD SHARES
3.43%63.6K$27.4M
-2.33%(-1.51K)
2025-Q1: 68.0K shares2025-Q2: 67.4K shares2025-Q3: 66.6K shares2025-Q4: 65.1K shares2026-Q1: 63.6K shares
$154.32(+176.83%)
2026-03-31

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