Position in IOT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,475,803
-$733,918 QoQ
Shares Held
76,343
-24.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#174
of 542 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Derivatives in IOT
reported options exposure · as of Jun 30, 2026CallValue
$58,374
CallShares
1,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Arkadios Wealth Advisors holds $182,686,994 across 28 Software - Infrastructure names. IOT ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,396 | $90,418,555 | |
| 2 | PANW |
Palo Alto Networks Inc
|
63,860 | $21,777,536 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
182,940 | $21,343,609 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
63,740 | $12,160,635 | |
| 5 | ORCL |
Oracle Corp
|
56,791 | $8,322,720 | |
| 6 | FTNT |
Fortinet, Inc.
|
29,935 | $4,598,614 | |
| 7 | NTAP |
NetApp, Inc.
|
24,607 | $3,808,178 | |
| 8 | CRWV |
CoreWeave, Inc.
|
34,373 | $3,421,487 |
All Filings in IOT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,475,803 | 76,343 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $58,374 | 1,800 | Call | Sole | 2026-08-10 | |
| 2026-03-31 | $1,166,192 | 36,800 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $3,209,721 | 101,285 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,364,762 | 66,707 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $63,810 | 1,800 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $2,852,791 | 76,585 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $67,050 | 1,800 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $71,604 | 1,800 | Call | Sole | 2025-08-04 | |
| 2025-06-30 | $2,693,463 | 67,709 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,513,881 | 39,496 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,588,131 | 36,350 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,267,962 | 26,350 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $887,995 | 26,350 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $957,976 | 25,350 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $846,183 | 25,350 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $639,073 | 25,350 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||