Authentikos Wealth Advisory, LLC
All 13F Filings
- Location
- Morgan Hill, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 148,114
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 70 | 148,114 | 13F-HR | Authentikos Wealth Advisory, LLC |
| 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 | 55.34 K | 37.4% | 0 | 87.22 K | -87.22 K |
| ETFs | 91.42 K | 61.7% | 84.3 K | 0 | 84.3 K |
| Debt | 1.362 K | 0.9% | 0 | 112 | -112 |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
148,114
Holdings
70
QoQ value change ($000)
-3,036
(-2.0%)
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.