Loading portfolio…

Arkadios Wealth Advisors | Tormere

Arkadios Wealth Advisors

Est. AUM

$4.31B

13F long equity, this entity only

Positions

1,675

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC COM	Stock	$106.3M	418673	2.46%	SOLE
2	NVIDIA CORPORATION COM	Stock	$80.4M	461210	1.86%	SOLE
3	ISHARES CORE S&P 500 ETF	ETF	$59.0M	90327	1.37%	SOLE
4	JPMORGAN INCOME ETF	ETF	$55.3M	1199507	1.28%	SOLE
5	MICROSOFT CORP COM	Stock	$51.1M	138177	1.19%	SOLE
6	ANGEL OAK INCOME ETF	ETF	$46.0M	2216171	1.07%	SOLE
7	ISHARES S&P 500 GROWTH ETF	ETF	$45.6M	403192	1.06%	SOLE
8	FIDELITY TOTAL BOND ETF	ETF	$44.7M	979637	1.04%	SOLE
9	AB SHORT DURATION HIGH YIELD ETF	ETF	$44.1M	1242044	1.02%	SOLE
10	AMAZON COM INC COM	Stock	$42.9M	205829	0.99%	SOLE
11	ALPHABET INC CAP STK CL A	Stock	$41.3M	143507	0.96%	SOLE
12	VANGUARD TOTAL STOCK MARKET ETF	ETF	$37.5M	116992	0.87%	SOLE
13	WISDOMTREE FLOATING RATE TREASURY FUND	ETF	$36.3M	721898	0.84%	SOLE
14	FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF	ETF	$36.0M	531806	0.83%	SOLE
15	JPMORGAN CHASE & CO COM	Stock	$32.2M	109561	0.75%	SOLE
16	INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF	ETF	$31.2M	518722	0.72%	SOLE
17	STATE STREET SPDR S&P 500 ETF	ETF	$31.2M	47947	0.72%	SOLE
18	INVESCO QQQ TRUST SERIES I	ETF	$30.3M	52419	0.70%	SOLE
19	BROADCOM INC COM	Stock	$29.4M	94985	0.68%	SOLE
20	JPMORGAN EQUITY PREMIUM INCOME ETF	ETF	$29.3M	517114	0.68%	SOLE
21	ISHARES INTERNATIONAL SELECT DIVIDEND ETF	ETF	$28.3M	665553	0.66%	SOLE
22	FIDELITY HIGH DIVIDEND ETF	ETF	$28.0M	506523	0.65%	SOLE
23	OPTIMIZED EQUITY INCOME ETF	ETF	$27.9M	1138349	0.65%	SOLE
24	JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF	ETF	$27.2M	407515	0.63%	SOLE
25	ANGEL OAK HIGH YIELD OPPORTUNITIES ETF	ETF	$26.0M	2378935	0.60%	SOLE
26	FIRST TRUST SMITH UNCONSTRAINED BOND ETF	ETF	$25.6M	1035315	0.59%	SOLE
27	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$25.3M	131676	0.59%	SOLE
28	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$25.0M	168500	0.58%	SOLE
29	AB HIGH YIELD ETF	ETF	$24.4M	656109	0.57%	SOLE
30	ALPHABET INC CAP STK CL C	Stock	$23.0M	80270	0.53%	SOLE
31	FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	ETF	$23.0M	583733	0.53%	SOLE
32	FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF	ETF	$22.7M	466103	0.53%	SOLE
33	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$22.5M	52652	0.52%	SOLE
34	ALGER AI ENABLERS & ADOPTERS ETF	ETF	$22.0M	666206	0.51%	SOLE
35	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$21.7M	339234	0.50%	SOLE
36	AVORY FOUNDATIONAL ETF	ETF	$21.3M	995149	0.49%	SOLE
37	VANGUARD S&P 500 ETF	ETF	$21.0M	35081	0.49%	SOLE
38	ISHARES MSCI USA EQUAL WEIGHTED ETF	ETF	$20.8M	203968	0.48%	SOLE
39	EXXON MOBIL CORP COM	Stock	$20.5M	121035	0.48%	SOLE
40	PALANTIR TECHNOLOGIES INC CL A	Stock	$20.4M	139243	0.47%	SOLE
41	INVESCO LARGE CAP VALUE ETF	ETF	$20.2M	289523	0.47%	SOLE
42	VANGUARD VALUE ETF	ETF	$19.0M	96831	0.44%	SOLE
43	META PLATFORMS INC CL A	Stock	$18.9M	33008	0.44%	SOLE
44	WALMART INC COM	Stock	$18.9M	151726	0.44%	SOLE
45	CHEVRON CORPORATION COM	Stock	$18.7M	90355	0.43%	SOLE
46	ISHARES RUSSELL TOP 200 GROWTH ETF	ETF	$18.7M	75020	0.43%	SOLE
47	LAM RESEARCH CORP COM NEW	Stock	$18.5M	86577	0.43%	SOLE
48	STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$18.2M	238286	0.42%	SOLE
49	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	ETF	$18.1M	265249	0.42%	SOLE
50	FS CREDIT OPPORTUNITIES CORP COMMON STOCK	CEF	$17.9M	3504003	0.41%	SOLE

1–50 of 1,675

1 / 34

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.