Arkos Global Advisors

Q1 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
199
Total value ($000)
$796,824
Net value change ($000)
+13,892 (1.8%)
New positions
79
Sold out positions
4
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEFA 5,938 6.4%
PSLV 3,429 NEW
IAU 2,994 11.7%
IJH 2,787 9.9%
EMLP 1,925 17.7%
IEMG 1,906 9.6%
IJR 1,600 9.4%
GLD 1,561 6.0%
VYMI 1,230 8.2%
XLE 1,099 286.2%
Top Reduces (Value $000, Stocks/ETFs)
SILJ -7,919 -100.0%
VOO -4,443 -4.0%
MUB -3,044 -6.1%
SPY -2,873 -5.6%
PGX -1,124 -24.8%
BND -1,008 -2.0%
REET -831 -26.8%
XOM -680 -67.9%
VCIT -395 -0.7%
VGT -349 -28.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type