Arkos Global Advisors

Q3 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
131
Total value ($000)
$847,545
Net value change ($000)
+3,047 (0.4%)
New positions
12
Sold out positions
5
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
RSP 11,661 134.9%
IAU 7,580 29.3%
FBTC 4,872 60.9%
IEMG 4,704 15.9%
GLDM 2,601 NEW
IWF 2,505 NEW
EMLP 1,621 12.5%
CHPX 1,325 74.3%
AAPL 1,183 25.7%
MSFT 1,152 69.9%
Top Reduces (Value $000, Stocks/ETFs)
IEF -21,634 -38.9%
MUB -5,511 -12.0%
BND -3,293 -7.2%
VCIT -3,081 -5.8%
XLU -1,754 -10.9%
IJR -1,702 -7.0%
IJH -1,256 -3.3%
VOO -1,102 -0.9%
VO -1,053 -8.3%
IEFA -1,006 -0.9%
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