Arkadios Wealth Advisors
Arkadios Wealth Advisors is an independent, Atlanta-based registered investment adviser (RIA) founded in 2016. With approximately 150-190 employees as of 2025, the firm offers wealth management, financial planning, and advisory services primarily to individual investors, including high net worth clients and other accounts. Arkadios serves clients across the U.S., delivering customized investment strategies and holistic financial advice. Its focus is on building long-term relationships with both investors and advisory representatives.
Investment Strategy
Arkadios Wealth Advisors provides personalized wealth management and investment advisory services, tailoring portfolios to individual client risk profiles and objectives. The firm primarily serves individual investors and high net worth individuals, allocating across a diversified mix of equities, fixed income, ETFs, and alternative investments. Their approach includes both discretionary and consultative advisory services, focusing on long-term growth, capital preservation, and optimizing asset allocation for client goals.
Latest 13F Filing Activity
Arkadios Wealth Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 1,224 equity positions and 79 options positions with a total 13F market value of $3B. The fund increased holdings in Nvidia Corporation Com, Microsoft Corp. Com, Fidelity High Dividend Etf among other positions. Arkadios Wealth Advisors reduced exposure to Harbor Dividend Growth Leaders Etf, Ishares Core S&P Small Cap Etf, Fidelity Msci Utilities Index Etf among others.
Top Holdings
Equity Positions (1,224)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 3.10% | $105.3M | 666,333 | $64.39 | $157.99 | +$39.7M |
A AAPL | APPLE INC COM | 2.46% | $83.6M | 407,457 | $162.76 | $205.17 | -$386.2K |
M MSFT | MICROSOFT CORP COM | 2.09% | $71.0M | 142,668 | $331.00 | $497.41 | +$21.5M |
I IVV | ISHARES CORE S&P 500 ETF | 1.97% | $67.0M | 107,839 | $559.12 | $620.90 | +$13.2M |
A AMZN | AMAZON COM INC COM | 1.68% | $56.9M | 259,491 | $152.63 | $219.39 | +$7.9M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TRUST | Bought | Put | $29.1M | 471 | $617.85 | $611.15 | +417 | +$26.1M |
Q QQQ | INVESCO QQQ TRUST SERIES I | Bought | Put | $10.4M | 189 | $551.64 | $550.76 | +187 | +$10.3M |
R RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | New | Put | $4.0M | 222 | $181.74 | $181.74 | +222 | +$4.0M |
P PLTR | PALANTIR TECHNOLOGIES INC CL A | Bought | Call | $1.6M | 119 | $136.32 | $135.88 | +118 | +$1.6M |
C C | CITIGROUP INC COM NEW | Bought | Call | $1.5M | 172 | $85.12 | $81.34 | +126 | +$1.1M |