Arkadios Wealth Advisors
Top Portfolio Positions
849 positions ·
$2,938,719,098 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
691,690 | $175,544,004 | 5.97% | |
| NVDA |
Nvidia Corp
Technology
|
846,995 | $147,715,928 | 5.03% | |
| SPY |
Spdr S&P 500 ETF Trust
|
157,017 | $102,114,434 | 3.47% | |
| MSFT |
Microsoft Corp
Technology
|
237,463 | $87,901,678 | 2.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
378,541 | $78,838,733 | 2.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
251,169 | $72,226,156 | 2.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
123,372 | $71,207,850 | 2.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
203,911 | $59,982,459 | 2.04% | |
| AVGO |
Broadcom Inc.
Technology
|
144,888 | $44,844,284 | 1.53% | |
| XOM |
Exxon Mobil Corp
Energy
|
240,091 | $40,733,838 | 1.39% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OBDC
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,492,837 | 496,640 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,925,020 | 476,671 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,970,658 | 389,245 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,279,342 | 158,950 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,216,796 | 151,214 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $758,948 | 50,195 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $404,390 | 27,755 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $361,804 | 23,555 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $343,819 | 22,355 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $348,409 | 23,605 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $283,994 | 20,505 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $661,874 | 49,320 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $620,702 | 49,223 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $512,242 | 44,350 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $322,237 | 31,074 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $610,224 | 49,491 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $709,720 | 48,019 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $663,466 | 46,855 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $937,440 | 66,391 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $789,601 | 55,333 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $710,352 | 51,587 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $91,341 | 7,215 | Shares | Sole | 2021-02-09 | |
| 2020-03-31 | $77,133 | 6,684 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||