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Home > Institutional Investor > Arkadios Wealth Advisors > Profile

Instuitional Investor - Arkadios Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Arkadios Wealth Advisors
Portfolio Value $4,168,501,856
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 724,347 $135,148,750 3.24%
2.
Apple Inc.
 AAPL 430,724 $109,675,112 2.63%
3.
Ishares Trust
 IEF 127,416 $85,279,575 2.05%
4.
Microsoft Corp
 MSFT 164,077 $84,983,580 2.04%
5.
Amazon Com Inc
 AMZN 292,041 $64,123,431 1.54%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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