Arkadios Wealth Advisors

Arkadios Wealth Advisors reported 3,515 holdings worth US$6.6B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Arkadios Wealth Advisors reported 3,515 holdings worth US$6.6B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 10, 2026 (Form 13F).

Holdings
3,515
Value as reported
US$6.6B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc688KUS$199M3.0%
Nvidia Corporation851KUS$170M2.6%
Alphabet Inc (google) Class C389KUS$139M2.1%
Amazon.com, Inc.399KUS$95.1M1.4%
Microsoft Corp.242KUS$90.4M1.4%
Jp Morgan Chase & Co.209KUS$68.3M1.0%
Micron Technology, Inc.53,208US$61.4M0.93%
Lam Research Corporation124KUS$53.6M0.81%
Broadcom Inc.141KUS$53.4M0.81%
Berkshire Hathaway Inc.81,676US$40.9M0.62%
Eli Lilly And Company32,277US$38.7M0.59%
Walmart Inc.279KUS$31.6M0.48%
Meta Platforms, Inc.55,656US$31.4M0.47%
Johnson & Johnson115KUS$29.1M0.44%
Chevron Corporation150KUS$24.9M0.38%
Cisco Systems, Inc.209KUS$24.5M0.37%
Advanced Micro Devices Inc41,382US$24M0.36%
Palo Alto Networks, Inc.63,860US$21.8M0.33%
Caterpillar, Inc.20,184US$21.5M0.33%
Palantir Technologies Inc.183KUS$21.3M0.32%
Costco Wholesale Corporation22,635US$21.2M0.32%
Taiwan Semiconductor Manufacturing Co., Ltd.43,938US$21M0.32%
Visa Inc.60,859US$20.9M0.32%
Southern Company (the)209KUS$20M0.30%
Applied Materials, Inc.27,411US$19.8M0.30%
Home Depot, Inc. (the)55,880US$19.7M0.30%
Dell Technologies Inc.43,924US$19M0.29%
Procter & Gamble Company (the)129KUS$18.8M0.29%
Bristol-myers Squibb Company321KUS$18.5M0.28%
Amphenol Corporation103KUS$18.1M0.27%
Merck & Company, Inc.141KUS$18.1M0.27%
Western Digital Corporation27,972US$17.9M0.27%
Nextera Energy, Inc.190KUS$16.6M0.25%
Bank Of America Corporation291KUS$16.6M0.25%
Abbvie Inc.65,660US$16.5M0.25%
Coca-cola Company (the)203KUS$16.5M0.25%
Tesla, Inc.37,118US$15.6M0.24%
Citigroup, Inc.111KUS$15.6M0.24%
Rtx Corporation74,467US$14.1M0.21%
Quanta Services, Inc.18,730US$13.5M0.20%
Gilead Sciences, Inc.104KUS$13.2M0.20%
Netflix, Inc.181KUS$12.9M0.20%
Intuitive Surgical, Inc.32,217US$12.8M0.19%
Union Pacific Corporation47,032US$12.8M0.19%
Qualcomm Incorporated66,490US$12.3M0.19%
The Bank Of New York Mellon Corporation84,181US$12.2M0.18%
Crowdstrike Holdings, Inc.15,935US$12.2M0.18%
Verizon Communications Inc.283KUS$12M0.18%
Altria Group, Inc.163KUS$11.7M0.18%
Corning Incorporated45,811US$11.7M0.18%
Ge Vernova Inc.9,881US$11.6M0.18%
Uber Technologies, Inc.160KUS$11.5M0.17%
Goldman Sachs Group, Inc. (the)11,409US$11.5M0.17%
Marvell Technology, Inc.38,483US$11.5M0.17%
Ge Aerospace29,835US$11.2M0.17%
International Business Machines Corporation39,435US$11.1M0.17%
Boeing Company (the)50,254US$10.9M0.16%
Philip Morris International Inc59,489US$10.8M0.16%
Unitedhealth Group Incorporated25,742US$10.7M0.16%
Williams Companies, Inc. (the)141KUS$10.5M0.16%
State Street Corporation61,426US$10.4M0.16%
Lockheed Martin Corporation20,135US$10.3M0.16%
Pfizer, Inc.412KUS$9.91M0.15%
Blackstone Inc.82,869US$9.75M0.15%
Zurn Elkay Water Solutions Corporation193KUS$9.74M0.15%
Amgen Inc.26,885US$9.74M0.15%
Paychex, Inc.97,779US$9.61M0.15%
Metlife, Inc.112KUS$9.51M0.14%
Mastercard Incorporated17,897US$9.19M0.14%
Kinder Morgan, Inc.285KUS$9.11M0.14%
Darden Restaurants, Inc.43,419US$8.94M0.14%
Air Products And Chemicals, Inc.30,143US$8.84M0.13%
Cummins Inc.12,337US$8.8M0.13%
Arista Networks, Inc.50,816US$8.63M0.13%
Mcdonald's Corporation31,766US$8.59M0.13%
Oracle Corporation56,791US$8.32M0.13%
Asml Holding Nv4,128US$8.21M0.12%
Salesforce, Inc.50,708US$7.94M0.12%
Intel Corporation55,704US$7.78M0.12%
Deere & Company11,797US$7.48M0.11%
Intercontinental Exchange Inc.60,219US$7.41M0.11%
Texas Instruments Incorporated24,539US$7.31M0.11%
Vertiv Holdings, Llc21,795US$7.3M0.11%
Royal Bank Of Canada35,130US$7.27M0.11%
Monster Beverage Corporation75,147US$7.22M0.11%
United Rentals, Inc.6,353US$7.2M0.11%
Phillips 6641,098US$6.95M0.11%
Devon Energy Corporation166KUS$6.87M0.10%
Tjx Companies, Inc. (the)45,207US$6.85M0.10%
American Express Company19,960US$6.75M0.10%
Kla Corporation21,922US$6.61M0.10%
Newmont Corporation69,796US$6.52M0.10%
Paypal Holdings, Inc.149KUS$6.45M0.10%
Novartis Ag39,601US$6.21M0.09%
Blackrock, Inc.6,423US$6.18M0.09%
Lowe's Companies, Inc.27,505US$6.06M0.09%
Morgan Stanley28,638US$5.99M0.09%
Duke Energy Corporation (holding Company)45,451US$5.75M0.09%
Amneal Pharmaceuticals, Inc.330KUS$5.71M0.09%
Gsk Plc108KUS$5.66M0.09%

Every holding of Arkadios Wealth Advisors

Source

View original at SEC

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