Authentikos Wealth Advisory, LLC
All 13F Filings
- Location
- Morgan Hill, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 151,150
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 2/6/2026 | 66 | 151,150 | 13F-HR | Authentikos Wealth Advisory, LLC |
| Q3 2025 | 2/26/2026 | 59 | 151,244 | 13F-HR/A - RESTATEMENT | Authentikos Wealth Advisory, LLC |
| Q3 2025 | 11/5/2025 | 59 | 151,244 | 13F-HR | Authentikos Wealth Advisory, LLC |
| Q2 2025 | 2/26/2026 | 55 | 143,728 | 13F-HR/A - RESTATEMENT | Authentikos Wealth Advisory, LLC |
| Q2 2025 | 8/7/2025 | 50 | 131,779 | 13F-HR | Authentikos Wealth Advisory, LLC |
| Q1 2025 | 2/26/2026 | 59 | 127,973 | 13F-HR/A - RESTATEMENT | Authentikos Wealth Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.6 K | 94.3% | 0 | 1.425 K | -1.425 K |
| ETFs | 7.115 K | 4.7% | 2.226 K | 0 | 2.226 K |
| Debt | 1.474 K | 1.0% | 0 | 896 | -896 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
151,150
Holdings
66
QoQ value change ($000)
-94
(-0.1%)
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.