Arkadios Wealth Advisors
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1800798
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$6.6B
incl. option notional
Equity Holdings
ⓘ$6.5B
Option Notional
ⓘ$96.1M
$82.7M puts / $13.4M calls
Holdings
1,765
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Arkadios Wealth Advisors disclosed 1,765 positions worth $6.6B in its Form 13F-HR for Q2 2026 — $6.5B in common stock plus $96.1M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 3.1% of the equity portfolio, followed by $NVDA. During the quarter the fund opened 198 new positions and exited 126. The portfolio is most concentrated in Other (47.2% of disclosed assets). All figures are sourced directly from Arkadios Wealth Advisors’s Form 13F-HR filing with the SEC under CIK 1800798.
AI Fund Analysis
Concentrating
$AAPL3.1% weight
Held 10 quarters
$NVDA2.6% weight
Held 10 quarters
ISHARES CORE S&P 500 ETF -
1.9% weight
Held 10 quarters
$AMZN1.5% weight
Held 10 quarters
$MSFT1.4% weight
Held 10 quarters
$NVDA9 quarters accumulating
ISHARES CORE S&P 500 ETF -
9 quarters accumulating
$MSFT9 quarters accumulating
$GOOG9 quarters accumulating
$JPM9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$SPYPUT$53M notional
$QQQPUT$28M notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$199.0M687,770 sh - 85.9#5
Quality
$170.3M851,189 sh ISHARES CORE S&P 500 ETF - ETF
—Quality
$124.4M166,177 sh- 68.7
Quality
$95.1M399,200 sh - 79.8
Quality
$90.4M242,396 sh - 78.2
Quality
$89.6M250,782 sh ISHARES S&P 500 GROWTH ETF - ETF
—Quality
$80.9M588,050 sh- —
Quality
$71.3M95,475 sh - 70.7
Quality
$68.3M208,806 sh - —
Quality
$63.2M85,817 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $199.0M | 687,770 |
| NVIDIA CORP$NVDA | 85.9#5 | $170.3M | 851,189 |
| ISHARES CORE S&P 500 ETF - ETF | — | $124.4M | 166,177 |
| AMAZON COM INC$AMZN | 68.7 | $95.1M | 399,200 |
| MICROSOFT CORP$MSFT | 79.8 | $90.4M | 242,396 |
| Alphabet Inc.$GOOG | 78.2 | $89.6M | 250,782 |
| ISHARES S&P 500 GROWTH ETF - ETF | — | $80.9M | 588,050 |
 SPDR S&P 500 ETF TRUST$SPY | — | $71.3M | 95,475 |
| JPMORGAN CHASE & CO$JPM | 70.7 | $68.3M | 208,806 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $63.2M | 85,817 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Arkadios Wealth Advisors's 1,765 positions.
Showing top 10 of 1,765 holdings.
Sector Allocation
Other
$3.1B
Technology
$1.2B
Financials
$783.5M
Industrials
$340.5M
Healthcare
$274.5M
Consumer Discretionary
$263.1M
Energy
$162.7M
Consumer Staples
$116.9M
Top Holdings — Arkadios Wealth Advisors (Q2 2026)
Top 150 of 1,765 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $199.0M | 3.1% | -1% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $170.3M | 2.6% | +1% | 85.9 |
| 3 | — | ISHARES CORE S&P 500 ETF - ETF | $124.4M | 1.9% | +2% | — |
| 4 | $AMZN | AMAZON COM INC | $95.1M | 1.5% | +6% | 68.7 |
| 5 | $MSFT | MICROSOFT CORP | $90.4M | 1.4% | +2% | 79.8 |
| 6 | $GOOG | Alphabet Inc. | $89.6M | 1.4% | +0% | 78.2 |
| 7 | — | ISHARES S&P 500 GROWTH ETF - ETF | $80.9M | 1.2% | +19% | — |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $71.3M | 1.1% | +15% | — |
| 9 | $JPM | JPMORGAN CHASE & CO | $68.3M | 1.1% | +2% | 70.7 |
| 10 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $63.2M | 1.0% | -3% | — |
| 11 |  $MU | MICRON TECHNOLOGY INC | $61.4M | 0.9% | -1% | 86.2 |
| 12 | — | ALGER AI ENABLERS & ADOPTERS ETF - ETF | $61.2M | 0.9% | +16% | — |
| 13 | — | FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF - ETF | $60.1M | 0.9% | +40% | — |
| 14 | — | ANGEL OAK INCOME ETF - ETF | $60.0M | 0.9% | -19% | — |
| 15 | — | FIDELITY TOTAL BOND ETF - ETF | $59.5M | 0.9% | +7% | — |
| 16 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | $55.6M | 0.8% | -5% | — |
| 17 |  $IVZ | Invesco Ltd. | $54.4M | 0.8% | +17% | — |
| 18 |  $LRCX | LAM RESEARCH CORP | $53.6M | 0.8% | +5% | 79.4 |
| 19 |  $AVGO | Broadcom Inc. | $53.4M | 0.8% | -2% | 84.5 |
| 20 | $IVZ | Invesco Ltd. | $52.7M | 0.8% | +10% | — |
| 21 | $SPYPUT | SPDR S&P 500 ETF TRUST | $52.6M | — | -2% | — |
| 22 |  $GOOGL | Alphabet Inc. | $49.3M | 0.8% | -5% | 78.2 |
| 23 | — | FIDELITY HIGH DIVIDEND ETF - ETF | $49.2M | 0.8% | +7% | — |
| 24 | — | OPTIMIZED EQUITY INCOME ETF - ETF | $43.3M | 0.7% | +18% | — |
| 25 | — | AVORY FOUNDATIONAL ETF - ETF | $42.9M | 0.7% | +19% | — |
| 26 |  $LLY | ELI LILLY & Co | $38.7M | 0.6% | +11% | 87.5 |
| 27 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $38.6M | 0.6% | +2% | — |
| 28 | — | ISHARES INTERNATIONAL SELECT DIVIDEND ETF - ETF | $37.6M | 0.6% | +12% | — |
| 29 | — | ANGEL OAK HIGH YIELD OPPORTUNITIES ETF - ETF | $37.2M | 0.6% | -12% | — |
| 30 | $IVZ | Invesco Ltd. | $35.0M | 0.5% | +19% | — |
| 31 |  $WT | WisdomTree, Inc. | $34.8M | 0.5% | -6% | 59.9 |
| 32 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $33.5M | 0.5% | +277% | — |
| 33 | — | VANGUARD S&P 500 ETF - ETF | $32.9M | 0.5% | +2% | — |
| 34 |  $WMT | Walmart Inc. | $31.6M | 0.5% | -4% | 60.2 |
| 35 |  $META | Meta Platforms, Inc. | $31.4M | 0.5% | -8% | 79.6 |
| 36 | — | ISHARES MSCI USA EQUAL WEIGHTED ETF - ETF | $30.2M | 0.5% | +5% | — |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $29.6M | 0.5% | -7% | 73.8 |
| 38 |  $JNJ | JOHNSON & JOHNSON | $29.1M | 0.5% | -2% | 69 |
| 39 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | $29.0M | 0.5% | +590% | — |
| 40 | — | MFS ACTIVE VALUE ETF - ETF | $29.0M | 0.4% | +18% | — |
| 41 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $28.5M | 0.4% | +19% | — |
| 42 |  $XOM.R34088 | EXXON MOBIL CORP | $28.4M | 0.4% | -12% | 57.9 |
| 43 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $28.3M | 0.4% | -7% | — |
| 44 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | $27.9M | 0.4% | +0% | — |
| 45 | $QQQPUT | INVESCO QQQ TRUST, SERIES 1 | $27.8M | — | +10% | — |
| 46 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $25.4M | 0.4% | -1% | — |
| 47 |  $CVX | CHEVRON CORP | $24.9M | 0.4% | -3% | 62.8 |
| 48 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $24.8M | 0.4% | -6% | — |
| 49 |  $CSCO | CISCO SYSTEMS, INC. | $24.5M | 0.4% | -5% | 70.3 |
| 50 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $24.5M | 0.4% | -6% | — |
| 51 | — | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF - ETF | $24.3M | 0.4% | +55% | — |
| 52 |  $AMD | ADVANCED MICRO DEVICES INC | $24.0M | 0.4% | -16% | 79.8 |
| 53 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $23.9M | 0.4% | -7% | — |
| 54 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $23.9M | 0.4% | +32% | — |
| 55 | — | ANGEL OAK TOTAL RETURN ETF - ETF | $23.7M | 0.4% | +36% | — |
| 56 | — | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF - ETF | $23.7M | 0.4% | +73% | — |
| 57 | — | ISHARES RUSSELL TOP 200 GROWTH ETF - ETF | $22.6M | 0.3% | +0% | — |
| 58 |  $PANW | Palo Alto Networks Inc | $21.8M | 0.3% | -5% | 65.5 |
| 59 |  $CAT | CATERPILLAR INC | $21.5M | 0.3% | -14% | 66.5 |
| 60 |  $PLTR | Palantir Technologies Inc. | $21.3M | 0.3% | +3% | 84.6 |
| 61 |  $COST | COSTCO WHOLESALE CORP /NEW | $21.2M | 0.3% | -3% | 66.2 |
| 62 | — | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - ETF | $21.0M | 0.3% | -35% | — |
| 63 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $21.0M | 0.3% | +0% | — |
| 64 | — | FIDELITY BLUE CHIP GROWTH ETF - ETF | $21.0M | 0.3% | +6% | — |
| 65 |  $V | VISA INC. | $20.9M | 0.3% | +2% | 82.9 |
| 66 | — | ISHARES TOTAL RETURN ACTIVE ETF - ETF | $20.9M | 0.3% | +50% | — |
| 67 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF | $20.0M | 0.3% | +35% | — |
| 68 |  $SO | SOUTHERN CO | $20.0M | 0.3% | +3% | 62 |
| 69 |  $AMAT | APPLIED MATERIALS INC /DE | $19.8M | 0.3% | +14% | 72.3 |
| 70 |  $HD | HOME DEPOT, INC. | $19.7M | 0.3% | -9% | 60.3 |
| 71 |  $DELL | Dell Technologies Inc. | $19.0M | 0.3% | +1% | 71.2 |
| 72 |  $PG | PROCTER & GAMBLE Co | $18.8M | 0.3% | +7% | 64.6 |
| 73 | $IVZ | Invesco Ltd. | $18.8M | 0.3% | +6% | — |
| 74 | — | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF - ETF | $18.8M | 0.3% | -49% | — |
| 75 |  $BMY | BRISTOL MYERS SQUIBB CO | $18.5M | 0.3% | +7% | 70.4 |
| 76 | — | ISHARES S&P 500 VALUE ETF - ETF | $18.2M | 0.3% | +1% | — |
| 77 |  $APH | AMPHENOL CORP /DE/ | $18.1M | 0.3% | +40% | 79.3 |
| 78 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF | $18.1M | 0.3% | -12% | — |
| 79 |  $MRK | Merck & Co., Inc. | $18.1M | 0.3% | -4% | 59.9 |
| 80 | — | NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF - ETF | $18.0M | 0.3% | +5% | — |
| 81 |  $WDC | WESTERN DIGITAL CORP | $17.9M | 0.3% | -12% | 80.7 |
| 82 |  $GLD | SPDR GOLD TRUST | $16.9M | 0.3% | +3% | — |
| 83 |  $NEE | NEXTERA ENERGY INC | $16.6M | 0.3% | +8% | 64.6 |
| 84 | — | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $16.6M | 0.3% | +21% | — |
| 85 |  $ABBV | AbbVie Inc. | $16.5M | 0.3% | -9% | 72.6 |
| 86 |  $KO | COCA COLA CO | $16.5M | 0.3% | -3% | 69.5 |
| 87 |  $BAC | BANK OF AMERICA CORP /DE/ | $16.3M | 0.3% | +11% | 67.6 |
| 88 | — | RUSSELL INVESTMENTS U.S. SMALL CAP EQUITY ETF - ETF | $15.7M | 0.2% | NEW | — |
| 89 |  $TSLA | Tesla, Inc. | $15.6M | 0.2% | -4% | 53.9 |
| 90 | — | ISHARES RUSSELL TOP 200 VALUE ETF - ETF | $15.6M | 0.2% | +1% | — |
| 91 |  $C | CITIGROUP INC | $15.6M | 0.2% | +3% | 65 |
| 92 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $15.4M | 0.2% | +2% | — |
| 93 | — | ISHARES RUSSELL 2000 ETF - ETF | $15.2M | 0.2% | +84% | — |
| 94 | — | FT VEST LADDERED BUFFER ETF - ETF | $14.7M | 0.2% | -3% | — |
| 95 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $14.6M | 0.2% | +1% | — |
| 96 |  $RTX | RTX Corp | $14.1M | 0.2% | -8% | 73.2 |
| 97 | — | PACER US CASH COWS 100 ETF - ETF | $14.0M | 0.2% | +7% | — |
| 98 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | $13.9M | 0.2% | -4% | — |
| 99 | — | JPMORGAN INCOME ETF - ETF | $13.9M | 0.2% | -75% | — |
| 100 |  $PWR | QUANTA SERVICES, INC. | $13.5M | 0.2% | +5% | 72.1 |
| 101 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF | $13.5M | 0.2% | -6% | — |
| 102 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $13.4M | 0.2% | -11% | — |
| 103 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | $13.4M | 0.2% | -20% | — |
| 104 | — | ISHARES CORE MSCI EAFE ETF - ETF | $13.3M | 0.2% | +4% | — |
| 105 | — | VANGUARD MORNINGSTAR MID-CAP ETF - ETF | $13.2M | 0.2% | +304% | — |
| 106 |  $GILD | GILEAD SCIENCES, INC. | $13.2M | 0.2% | +1% | 57.4 |
| 107 |  $NFLX | NETFLIX INC | $12.9M | 0.2% | +0% | 78.8 |
| 108 | $IVZ | Invesco Ltd. | $12.8M | 0.2% | +4% | — |
| 109 |  $ISRG | INTUITIVE SURGICAL INC | $12.8M | 0.2% | +19% | 79.9 |
| 110 |  $UNP | UNION PACIFIC CORP | $12.8M | 0.2% | +11% | 69.7 |
| 111 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - ETF | $12.7M | 0.2% | -3% | — |
| 112 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF | $12.7M | 0.2% | +4% | — |
| 113 |  $QCOM | QUALCOMM INC/DE | $12.3M | 0.2% | -32% | 70.5 |
| 114 | — | ISHARES CORE 10 YEAR USD BOND ETF - ETF | $12.2M | 0.2% | +170% | — |
| 115 |  $BNY | Bank of New York Mellon Corp | $12.2M | 0.2% | +5% | 74.1 |
| 116 | — | VANGUARD SHORT-TERM TREASURY ETF - ETF | $12.2M | 0.2% | +3% | — |
| 117 |  $CRWD | CrowdStrike Holdings, Inc. | $12.2M | 0.2% | -2% | 67.7 |
| 118 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $12.2M | 0.2% | -6% | — |
| 119 | — | RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF - ETF | $12.2M | 0.2% | +23% | — |
| 120 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $12.1M | 0.2% | +1% | — |
| 121 |  $VZ | VERIZON COMMUNICATIONS INC | $12.0M | 0.2% | -15% | 65.8 |
| 122 | — | ISHARES CORE S&P U.S. GROWTH ETF - ETF | $11.8M | 0.2% | +13% | — |
| 123 |  $MO | ALTRIA GROUP, INC. | $11.7M | 0.2% | -9% | 67.4 |
| 124 |  $GLW | CORNING INC /NY | $11.7M | 0.2% | +71% | 73.7 |
| 125 |  $GEV | GE Vernova Inc. | $11.6M | 0.2% | +8% | 81.1 |
| 126 |  $UBER | Uber Technologies, Inc | $11.5M | 0.2% | +17% | 73.5 |
| 127 |  $GS | GOLDMAN SACHS GROUP INC | $11.5M | 0.2% | -9% | 73.5 |
| 128 | — | ISHARES MSCI EAFE ETF - ETF | $11.5M | 0.2% | -2% | — |
| 129 |  $MRVL | Marvell Technology, Inc. | $11.5M | 0.2% | -19% | 76.5 |
| 130 | — | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF - ETF | $11.4M | 0.2% | +2% | — |
| 131 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | $11.4M | 0.2% | +28% | — |
| 132 | — | CAMBRIA SHAREHOLDER YIELD ETF - ETF | $11.4M | 0.2% | +5% | — |
| 133 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | $11.2M | 0.2% | -13% | — |
| 134 |  $BRK.A | BERKSHIRE HATHAWAY INC | $11.2M | 0.2% | +0% | 73.8 |
| 135 |  $GE | GENERAL ELECTRIC CO | $11.2M | 0.2% | -3% | 73.8 |
| 136 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $11.1M | 0.2% | -20% | 70 |
| 137 | — | DIMENSIONAL US HIGH PROFITABILITY ETF - ETF | $11.1M | 0.2% | -1% | — |
| 138 | $WT | WisdomTree, Inc. | $11.0M | 0.2% | -9% | 59.9 |
| 139 |  $MDT | Medtronic plc | $10.9M | 0.2% | +17% | 68.7 |
| 140 |  $BA | BOEING CO | $10.9M | 0.2% | -11% | 61.6 |
| 141 |  $PM | Philip Morris International Inc. | $10.8M | 0.2% | -2% | 75.9 |
| 142 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | $10.7M | 0.2% | +0% | — |
| 143 |  $UNH | UNITEDHEALTH GROUP INC | $10.7M | 0.2% | +4% | 62.7 |
| 144 | — | INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF - ETF | $10.7M | 0.2% | +60% | — |
| 145 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF | $10.6M | 0.2% | +8% | — |
| 146 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $10.5M | 0.2% | +0% | — |
| 147 |  $WMB | WILLIAMS COMPANIES, INC. | $10.5M | 0.2% | +7% | 64.3 |
| 148 |  $STT | STATE STREET CORP | $10.4M | 0.2% | +11% | 71.5 |
| 149 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF - ETF | $10.4M | 0.2% | -2% | — |
| 150 | — | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF | $10.4M | 0.2% | +0% | — |
New Positions (198)
RUSSELL INVESTMENTS U.S. SMALL CAP EQUITY ETF - ETF$15.7M
ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF - ETF$5.9M
FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF - ETF$5.0M
$TKO TKO Group Holdings, Inc.$4.7M
$SFBS ServisFirst Bancshares, Inc.$4.4M
$RNG RingCentral, Inc.$4.3M NATIONAL SECURITY EMERGING MARKETS INDEX ETF - ETF$3.9M
FT VEST U.S. EQUITY QUARTERLY 2.5 TO 15 BUFFER ETF - ETF$3.9M
$HONA Honeywell Aerospace Inc.$3.6M MILITIA LONG/SHORT EQUITY ETF - ETF$3.6M
F/M US TREASURY 3 MONTH BILL FUND - ETF$3.4M
ETC 6 MERIDIAN HEDGED EQUITY INDEX OPTION ETF - ETF$3.2M
FIRST TRUST BLOOMBERG R&D LEADERS ETF - ETF$2.8M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$2.7M
$AAAU Goldman Sachs Physical Gold ETF$2.5MExited Positions (126)
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF - ETF
AB HIGH YIELD ETF - ETF
FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF - ETF
AB US LOW VOLATILITY EQUITY ETF - ETF
PROSHARES SHORT S&P500 - ETF
PROSHARES SHORT DOW30 - ETF
PROSHARES SHORT QQQ - ETF
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF - ETF
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF - ETF
$PML PIMCO MUNICIPAL INCOME FUND II AB US LARGE CAP STRATEGIC EQUITIES ETF - ETF
AB US HIGH DIVIDEND ETF - ETF
FIRST TRUST NASDAQ BANK ETF - ETF
$IIM Invesco Value Municipal Income Trust
$PPLT abrdn Platinum ETF TrustBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Arkadios Wealth Advisors
13F Pro is an AI hedge fund tracker and stock research platform. For Arkadios Wealth Advisors (SEC CIK: 1800798), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Arkadios Wealth Advisors's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.