Arkos Global Advisors

Registered adviser

CIK

1769089

Location

HOUSTON, TX

Portfolio Value

Small $844,497,081

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,806 / 8,827 ▼ 73

Top Industry

Asset Management 15.3%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 287466

Roster of Nov 1, 2026

Regulatory AUM

$1,154,934,615

Main clients

Individuals and high net worth (89% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,154,934,615	Individuals and high net worth (89%)
Apr 2025 to Mar 2026	$1,109,378,000	Individuals and high net worth (82%)
Apr 2024 to Mar 2025	$939,425,000	Individuals and high net worth (79%)
May 2023 to Mar 2024	$889,566,032	Individuals and high net worth (82%)
Apr 2023	$889,566,032	Individuals and high net worth (82%)
May 2022 to Mar 2023	$686,456,423	Individuals and high net worth (74%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 89.1% of the book (60%+)

Turnover

Low turnover

16.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.6 quarters (12+), a floor since 39.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 86.6%; sector active share 81.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

124 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

39.1%

+3.4 pts

Top 5

75.3%

+2.8 pts

Top 10

89.1%

+1.1 pts

HHI

2,003

Moderately concentrated+257

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.8%	$800,245,366	68
Financial Services	1.5%	$12,318,304	13
Technology	1.4%	$12,237,842	12
Communication Services	0.6%	$4,931,759	4
Consumer Defensive	0.5%	$4,035,468	6
Energy	0.4%	$3,647,316	7
Consumer Cyclical	0.4%	$3,082,777	3
Utilities	0.2%	$1,837,885	3
Industrials	0.1%	$941,701	4
Healthcare	0.1%	$482,925	2
Basic Materials	0.1%	$430,607	1
Real Estate	0.0%	$305,131	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	+118,373	158,081	$12,736,586
IEFA	iShares Core MSCI EAFE ETF	+70,524	1,164,620	$112,478,999
IEMG	iShares Trust	+45,504	357,114	$29,583,323
IJH	iShares Core S&P Mid-Cap ETF	+32,043	491,224	$37,878,282
FBTC	Fidelity Wise Origin Bitcoin Fund	+21,976	156,831	$8,006,222
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+21,909	355,959	$16,139,181
VUG	VANGUARD GROWTH INDEX FUND	+18,420	22,102	$1,903,866
IAU	Ishares Gold Trust	+18,288	342,456	$25,858,852
IJR	iShares Core S&P Small-Cap ETF	+14,859	163,985	$24,320,615
PFF	iShares Preferred and Income Securities ETF	+10,272	112,693	$3,436,009
—		+7,780	10,631	$883,117
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+7,144	8,571	$708,136
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+6,543	638,941	$52,808,473
REET	iShares Global REIT ETF	+6,194	96,381	$2,662,043
EMLP	First Trust North American Energy Infrastructure Fund	+5,309	299,059	$13,009,066
RSP	Victory Portfolios II	+4,908	40,620	$8,642,717
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+3,446	175,499	$17,234,001
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+3,103	125,071	$19,764,970
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	+2,393	56,537	$2,439,006
CHPX	Global X AI Semiconductor & Quantum ETF	+1,502	16,775	$1,783,350
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+1,232	25,443	$1,351,277
EPD	Enterprise Products Partners L.P.	+908	12,310	$452,515
COIN	Coinbase Global, Inc.	+703	9,852	$1,440,263
AAPL	Apple Inc.	+313	15,930	$4,609,504
KO	Coca Cola Co	+304	6,421	$521,834
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PGX	Invesco Ltd.	−87,497	225,179	$2,440,940
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−45,147	623,847	$45,796,608
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−23,803	46,688	$3,689,752
MUB	iShares National Muni Bond ETF	−17,720	425,326	$45,773,584
IEF	iShares 7-10 Year Treasury Bond ETF	−12,747	588,479	$55,652,459
INTC	Intel Corp	−3,562	3,625	$506,158
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	−2,634	5,509	$440,554
EZU	iShares Trust	−2,597	4,454	$309,553
DGRO	iShares Core Dividend Growth ETF	−1,315	118,916	$9,012,643
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	−997	72,474	$7,814,146
AMZN	Amazon Com Inc	−683	8,420	$2,006,822
NVDA	Nvidia Corp	−633	6,788	$1,358,210
GOOG	Alphabet Inc.	−581	622	$219,771
MSFT	Microsoft Corp	−540	4,421	$1,649,121
AVGO	Broadcom Inc.	−527	3,651	$1,379,165
V	Visa Inc.	−492	788	$270,354
VOO	VANGUARD 500 INDEX FUND	−412	179,471	$123,262,477
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−409	10,693	$537,109
GLD	Spdr Gold Trust	−362	63,245	$23,298,193
HD	Home Depot, Inc.	−280	928	$327,287
SPY	Spdr S&P 500 ETF Trust	−267	73,993	$55,255,752
LRCX	Lam Research Corp	−258	702	$304,197
VB	Vanguard Index Funds	−233	29,112	$8,824,429
RWO	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF	−221	14,701	$730,786
VZ	Verizon Communications Inc	−202	6,868	$290,791
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	841	$488,545
—		9,500	$482,885
CAT	Caterpillar Inc	266	$283,263
SPCX	Space Exploration Technologies Corp	1,443	$246,550
CMI	Cummins Inc	295	$210,396
NET	Cloudflare, Inc.	849	$208,242
TXN	Texas Instruments Inc	678	$202,091
PH	Parker-Hannifin Corp	206	$201,492
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	1,251	$872,847
SBUX	Starbucks Corp	4,254	$381,115
XLF	State Street Corp	7,107	$350,872
VIS	VANGUARD INDUSTRIALS INDEX FUND	946	$295,360
BSX	Boston Scientific Corp	3,962	$248,615
ORCL	Oracle Corp	1,667	$245,232
PLTR	Palantir Technologies Inc.	1,602	$234,340
NZF	Nuveen Municipal Credit Income Fund	18,890	$230,080
NAD	Nuveen Quality Municipal Income Fund	19,668	$226,182
UBER	Uber Technologies, Inc	3,103	$223,198
NKE	NIKE, Inc.	4,164	$219,942
NOW	ServiceNow, Inc.	1,816	$189,862
BIV	Vanguard Bond Index Funds	2,426	$187,238
NEE	Nextera Energy Inc	1,966	$182,602
SHOP	Shopify Inc.	1,533	$181,844
NVG	Nuveen AMT-Free Municipal Credit Income Fund	14,698	$181,226
SPLV	Invesco S&P 500 Low Volatility ETF	2,457	$179,704
MRK	Merck & Co., Inc.	1,463	$175,984
NUMG	Nuveen ESG Mid-Cap Growth ETF	4,278	$175,740
AFL	Aflac Inc	1,595	$174,987
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	1,559	$172,830
YUM	Yum Brands Inc	1,098	$170,717
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	1,137	$166,695
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	6,399	$160,390
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	2,886	$155,988
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

124 tracked positions · $844,497,081 total · filing declares 125 positions · $844,498 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 124 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Reduced	179,471	-412	$123,262,477	+14.7%	25	unpriced	14.60%
IEFA	iShares Core MSCI EAFE ETF	Added	1,164,620	+70,524	$112,478,999	+13.6%	26+	before history	13.32%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	588,479	-12,747	$55,652,459	−3.0%	8	unpriced	6.59%
SPY	Spdr S&P 500 ETF Trust	Reduced	73,993	-267	$55,255,752	+14.4%	26+	before history	6.54%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	638,941	+6,543	$52,808,473	+0.9%	10	$82.12	6.25%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	623,847	-45,147	$45,796,608	−7.0%	26+	before history	5.42%
MUB	iShares National Muni Bond ETF	Reduced	425,326	-17,720	$45,773,584	−2.7%	16	unpriced	5.42%
IJH	iShares Core S&P Mid-Cap ETF	Added	491,224	+32,043	$37,878,282	+22.2%	25	unpriced	4.49%
IEMG	iShares Trust	Added	357,114	+45,504	$29,583,323	—	26+	before history	3.50%
IAU	Ishares Gold Trust	Added	342,456	+18,288	$25,858,852	−9.5%	14	$50.01	3.06%
IJR	iShares Core S&P Small-Cap ETF	Added	163,985	+14,859	$24,320,615	+31.2%	17	unpriced	2.88%
GLD	Spdr Gold Trust	Reduced	63,245	-362	$23,298,193	−14.9%	26+	before history	2.76%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	125,071	+3,103	$19,764,970	+9.4%	25	$103.63	2.34%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	175,499	+3,446	$17,234,001	+6.3%	19	$66.39	2.04%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	355,959	+21,909	$16,139,181	+5.3%	4	unpriced	1.91%
EMLP	First Trust North American Energy Infrastructure Fund	Added	299,059	+5,309	$13,009,066	+1.4%	26+	before history	1.54%
VO	VANGUARD MID-CAP INDEX FUND	Added	158,081	+118,373	$12,736,586	+11.7%	26+	before history	1.51%
DGRO	iShares Core Dividend Growth ETF	Reduced	118,916	-1,315	$9,012,643	+6.8%	18	unpriced	1.07%
VB	Vanguard Index Funds	Reduced	29,112	-233	$8,824,429	+14.8%	26+	before history	1.04%
RSP	Victory Portfolios II	Added	40,620	+4,908	$8,642,717	+26.1%	26+	before history	1.02%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	156,831	+21,976	$8,006,222	+0.6%	10	$75.21	0.95%
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	Reduced	72,474	-997	$7,814,146	+16.2%	26+	before history	0.93%
AAPL	Apple Inc. Technology	Added	15,930	+313	$4,609,504	+16.3%	25	$135.48	0.55%
GOOGL	Alphabet Inc. Communication Services	Added	11,410	+286	$4,077,591	+27.5%	25	$128.80	0.48%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	46,688	-23,803	$3,689,752	−34.0%	26+	before history	0.44%
ACWI	iShares MSCI ACWI ETF	Reduced	23,464	-170	$3,683,144	+12.6%	26+	before history	0.44%
PFF	iShares Preferred and Income Securities ETF	Added	112,693	+10,272	$3,436,009	+10.6%	11	unpriced	0.41%
GDX	VanEck Gold Miners ETF	Held	36,673	0	$2,766,977	−17.8%	26+	before history	0.33%
REET	iShares Global REIT ETF	Added	96,381	+6,194	$2,662,043	+17.4%	15	unpriced	0.32%
PSLV	Sprott Physical Silver Trust Financial Services	Held	140,600	0	$2,653,122	−22.6%	2	$27.29	0.31%
PGX	Invesco Ltd. Financial Services	Reduced	225,179	-87,497	$2,440,940	−28.2%	26+	before history	0.29%
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	Added	56,537	+2,393	$2,439,006	+14.2%	11	$34.09	0.29%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,420	-683	$2,006,822	+5.9%	25	unpriced	0.24%
VUG	VANGUARD GROWTH INDEX FUND	Added	22,102	+18,420	$1,903,866	+18.4%	25	unpriced	0.23%
CHPX	Global X AI Semiconductor & Quantum ETF	Added	16,775	+1,502	$1,783,350	+103.5%	2	unpriced	0.21%
QQQ	Invesco Qqq Trust, Series 1	Added	2,361	+114	$1,738,640	+34.1%	14	$412.53	0.21%
MSFT	Microsoft Corp Technology	Reduced	4,421	-540	$1,649,121	−10.2%	22	$418.19	0.20%
WMT	Walmart Inc. Consumer Defensive	Added	14,558	+266	$1,648,839	−7.2%	25	unpriced	0.20%
PHYS	Sprott Physical Gold Trust Financial Services	Held	51,283	0	$1,547,208	−14.9%	7	$21.51	0.18%
AMLP	Alerian MLP ETF	Held	28,910	0	$1,498,983	−1.5%	19	unpriced	0.18%
COIN	Coinbase Global, Inc. Financial Services	Added	9,852	+703	$1,440,263	−9.8%	11	$200.21	0.17%
AVGO	Broadcom Inc. Technology	Reduced	3,651	-527	$1,379,165	+6.7%	13	$203.81	0.16%
NVDA	Nvidia Corp Technology	Reduced	6,788	-633	$1,358,210	+4.9%	10	$152.93	0.16%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	25,443	+1,232	$1,351,277	−8.9%	10	unpriced	0.16%
IDV	iShares International Select Dividend ETF	Added	31,614	+85	$1,309,768	−2.4%	26+	before history	0.16%
VXUS	Vanguard Total International Stock ETF	Added	12,681	+40	$1,084,098	+11.2%	15	$50.57	0.13%
COST	Costco Wholesale Corp Consumer Defensive	Added	1,108	+28	$1,036,500	−3.7%	25	$653.11	0.12%
SHV	iShares 0-1 Year Treasury Bond ETF	Reduced	9,248	-10	$1,020,516	−0.1%	11	unpriced	0.12%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	2,629	+59	$972,835	+18.0%	9	unpriced	0.12%
AMAT	Applied Materials Inc Technology	Held	1,313	0	$949,299	+111.5%	5	$160.80	0.11%

Showing the top 50 of 124 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.