Arkadios Wealth Advisors

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
5/18/2026
Form type
13F-HR
Num holdings
1,694
Total value ($000)
$6,129,406
Net value change ($000)
+971,202 (18.8%)
New positions
234
Sold out positions
90
Turnover %
7.0%
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)
SYFI 43,580 1680.0%
JPIE 41,543 299.3%
AVRY 32,185 NEW
JEPI 27,287 385.4%
JMEE 27,215 NEW
USFR 26,050 237.7%
UCON 25,499 3079.6%
HYFI 24,402 NEW
SDVY 22,647 199.9%
KNG 21,099 594.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -14,957 -14.5%
NVDA -7,190 -4.7%
CRM -6,491 -41.0%
IQLT -6,481 -71.3%
UNG -6,451 -100.0%
BRK-B -6,325 -17.2%
VTV -5,896 -19.0%
ENVA -5,328 -100.0%
ITW -5,278 -49.6%
IDCC -5,003 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 82,682 (1.3% of total reported value)
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