Position in V
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,880,113
+$2,816,136 QoQ
Shares Held
60,859
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#887
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $50,091,237 across 9 Credit Services names. V ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
60,859 | $20,880,113 | |
| 2 | MA |
Mastercard Inc
|
17,897 | $9,191,898 | |
| 3 | AXP |
American Express Co
|
19,960 | $6,751,469 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
149,424 | $6,452,127 | |
| 5 | COF |
Capital One Financial Corp
|
17,772 | $3,565,418 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
113,587 | $2,036,614 | |
| 7 | SYF |
Synchrony Financial
|
6,219 | $472,954 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
7,191 | $438,434 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,880,113 | 60,859 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $18,063,977 | 59,767 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $20,234,914 | 57,697 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,420,475 | 45,171 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $13,645,990 | 38,434 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,602,816 | 30,254 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,668,493 | 17,936 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,067,878 | 18,432 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,320,781 | 16,462 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,658,738 | 13,110 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,419,176 | 13,133 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,836,023 | 12,330 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,621,304 | 11,038 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,487,725 | 11,034 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,359,114 | 11,355 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,947,576 | 10,963 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,833,636 | 9,313 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,802,546 | 8,128 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,473,628 | 6,800 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,435,401 | 6,444 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,971,570 | 8,432 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,516,198 | 7,161 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,808,459 | 8,268 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,351,397 | 6,758 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,285,160 | 6,653 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,037,129 | 6,437 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||