Arkadios Wealth Advisors
SEC Form 13F institutional filer · CIK 0001800798
13F-HR · 443 reported holdings · 2026-03-31
Wealth management firm.
Reported long-US-equity value
$3.47B
Top-10 concentration
36.1%
Arkadios Wealth Advisors — $3.47B AUM allocation strategy
Arkadios Wealth Advisors files SEC Form 13F and reports $3.47B of long US equity value across 443 reported holdings for 2026-03-31.
Its largest sector bet is Financials 13.3%, followed by Information Technology 13.1% and Communication Services 3.3%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Arkadios Wealth Advisors — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$3.47B
total across 443 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +1.21M sh · +$47.6M+$SCHW +850K sh · +$23.9M+$IVV +571K sh · +$34.4M
Biggest trims (shares)
−$XLF −37.1K sh · −$3.02M−$HPQ −31.6K sh · −$859K−$ITW −22.6K sh · −$5.28M
Exited to nil (held last quarter, gone now)
$PTC ($1.4M last qtr)$BBY ($528K last qtr)$ACGL ($411K last qtr)$FSLR ($268K last qtr)$VRSK ($259K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks8.5%—
- Semiconductors5.5%—
- Technology Hardware, Storage & Peripherals5.0%—
- Interactive Media & Services3.3%—
- Systems Software2.5%—
- Broadline Retail2.3%—
- Diversified Banks1.7%—
- Investment Banking & Brokerage1.7%—
- Other holdings69.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 692K | $176M | +43.2K | 5.1% |
| $IVZ | Invesco Ltd | 3.13M | $160M | +1.21M | 4.6% |
| $NVDA | NVIDIA Corporation | 845K | $147M | +16.3K | 4.2% |
| $BLK | BlackRock Inc | 1.04M | $90.5M | +327K | 2.6% |
| $MSFT | Microsoft Corporation | 237K | $87.9M | +24.8K | 2.5% |
| $AMZN | Amazon.com Inc | 377K | $78.6M | +27K | 2.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 250K | $72M | +6.03K | 2.1% |
…and 436 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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