Arkadios Wealth Advisors
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,158,204
- Description
- Atlanta Georgia based planning integrated investment advisor with an independent operating structure and a disciplined and process driven investment mandate. The approach emphasizes long duration private asset evaluation, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through downside sensitivity mapping and portfolio discipline.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 1,566 | 5,158,204 | 13F-HR | Arkadios Wealth Advisors |
| Q3 2025 | 10/29/2025 | 1,473 | 4,168,502 | 13F-HR | Arkadios Wealth Advisors |
| Q2 2025 | 8/4/2025 | 1,321 | 3,391,493 | 13F-HR | Arkadios Wealth Advisors |
| Q1 2025 | 5/8/2025 | 1,134 | 2,647,399 | 13F-HR | Arkadios Wealth Advisors |
| Q4 2024 | 1/15/2025 | 940 | 1,833,570 | 13F-HR | Arkadios Wealth Advisors |
| Q3 2024 | 10/24/2024 | 931 | 1,765,619 | 13F-HR | Arkadios Wealth Advisors |
| Q2 2024 | 7/29/2024 | 858 | 1,482,642 | 13F-HR | Arkadios Wealth Advisors |
| Q1 2024 | 4/30/2024 | 731 | 1,290,199 | 13F-HR | Arkadios Wealth Advisors |
| Q4 2023 | 1/24/2024 | 739 | 1,182,661 | 13F-HR | Arkadios Wealth Advisors |
| Q3 2023 | 10/13/2023 | 716 | 1,053,900 | 13F-HR | Arkadios Wealth Advisors |
| Q2 2023 | 7/26/2023 | 604 | 859,950 | 13F-HR | Arkadios Wealth Advisors |
| Q1 2023 | 5/2/2023 | 604 | 839,797 | 13F-HR | Arkadios Wealth Advisors |
| Q4 2022 | 1/11/2023 | 564 | 754,396 | 13F-HR | Arkadios Wealth Advisors |
| Q3 2022 | 10/21/2022 | 525 | 659,805 | 13F-HR | Arkadios Wealth Advisors |
| Q2 2022 | 7/14/2022 | 543 | 672,187 | 13F-HR | Arkadios Wealth Advisors |
| Q1 2022 | 5/2/2022 | 554 | 763,506 | 13F-HR | Arkadios Wealth Advisors |
| Q4 2021 | 2/3/2022 | 575 | 755,062 | 13F-HR | Arkadios Wealth Advisors |
| Q3 2021 | 10/19/2021 | 1,952 | 693,607 | 13F-HR | Arkadios Wealth Advisors |
| Q2 2021 | 7/28/2021 | 2,028 | 820,860 | 13F-HR | Arkadios Wealth Advisors |
| Q1 2021 | 4/26/2021 | 1,740 | 607,069 | 13F-HR | Arkadios Wealth Advisors |
| Q4 2020 | 2/9/2021 | 1,472 | 476,638 | 13F-HR | Arkadios Wealth Advisors |
| Q3 2020 | 11/10/2020 | 1,103 | 199,388 | 13F-HR | Arkadios Wealth Advisors |
| Q2 2020 | 8/10/2020 | 1,005 | 180,290 | 13F-HR | Arkadios Wealth Advisors |
| Q1 2020 | 5/14/2020 | 1,204 | 156,892 | 13F-HR | Arkadios Wealth Advisors |
| Q4 2019 | 2/14/2020 | 989 | 166,945 | 13F-HR | Arkadios Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
116.7 K
(2.3% of total reported value)
· QoQ Δ:
+24.87 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.642 M | 52.4% | 443.6 K | 0 | 443.6 K |
| ETFs | 2.4 M | 47.6% | 521.2 K | 0 | 521.2 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
5,158,204
Holdings
1566
QoQ value change ($000)
989,702
(23.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.