Top Institutional Investors

Arkos Global Advisors — 13F Holdings & Portfolio

CIK 1769089 · latest 13F-HR filed 2026-05-13

Backtest portfolio

Arkos Global Advisors manages $796.8K in 13F-reported U.S. long-equity assets across 199 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (13.49%), IEFA (12.43%), IEF (7.20%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 79 new positions, exited 4, added to 45, and trimmed 33.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$796.8K

Long-equity book

Holdings

199

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+79 / −4 / ↑45 / ↓33

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES CORE MSCI EAFE ETF$5.9K +6.4%
  • ISHARES GOLD TRUST$3.0K +11.7%
  • ISHARES CORE S&P MID-CAP ETF$2.8K +9.9%
  • FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND$1.9K +17.7%
  • ISHARES CORE MSCI EMERGING MARKETS ETF$1.9K +9.6%
Show all 45 →

Top Trims

  • ISHARES NATIONAL MUNI BOND ETF-$3.0K -6.1%
  • STATE STREET SPDR S&P 500 ETF-$2.9K -5.6%
  • INVESCO PREFERRED ETF-$1.1K -24.8%
  • ISHARES GLOBAL REIT ETF-$831 -26.8%
  • EXXON MOBIL CORP COM-$680 -67.9%
Show all 33 →

New Positions

  • SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER$3.4K
  • GLOBAL X AI SEMICONDUCTOR & QUANTUM ETF$876
  • FREEPORT MCMORAN INC CL B$394
  • ORACLE CORP COM$245
  • ISHARES MSCI JAPAN ETF$242
Show all 79 →

Exited Positions

  • AMPLIFY JUNIOR SILVER MINERS ETF$7.9K
  • BNY MELLON STRATEGIC MUNS INC COM$290
  • SALESFORCE INC COM$250
  • MONGODB INC CL A$232
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD S&P 500 ETF VOO 922908363 $107.5K 13.49% 179,883 SH
2 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $99.0K 12.43% 1,094,096 SH
3 ISHARES 7-10 YEAR TREASURY BOND ETF IEF 464287440 $57.4K 7.20% 601,226 SH
4 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF VCIT 92206C870 $52.3K 6.57% 632,398 SH
5 VANGUARD TOTAL BOND MARKET ETF BND 921937835 $49.3K 6.18% 668,994 SH
6 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $48.3K 6.06% 74,260 SH
7 ISHARES NATIONAL MUNI BOND ETF MUB 464288414 $47.0K 5.90% 443,046 SH
8 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $31.0K 3.89% 459,181 SH
9 ISHARES GOLD TRUST IAU 464285204 $28.6K 3.59% 324,168 SH
10 SPDR GOLD SHARES GLD 78463V107 $27.4K 3.43% 63,607 SH
11 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $21.7K 2.73% 311,610 SH
12 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $18.5K 2.33% 149,126 SH
13 VANGUARD HIGH DIVIDEND YIELD INDEX ETF VYM 921946406 $18.1K 2.27% 121,968 SH
14 VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF VYMI 921946794 $16.2K 2.03% 172,053 SH
15 STATE STREET UTILITIES SELECT SECTOR SPDR ETF XLU 81369Y886 $15.3K 1.92% 334,050 SH
16 FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND EMLP 33738D101 $12.8K 1.61% 293,750 SH
17 VANGUARD MID-CAP ETF VO 922908629 $11.4K 1.43% 39,708 SH
18 ISHARES CORE DIVIDEND GROWTH ETF DGRO 46434V621 $8.4K 1.06% 120,231 SH
19 FIDELITY WISE ORIGIN BITCOIN FUND FBTC 315948109 $8.0K 1.00% 134,855 SH
20 VANGUARD SMALL-CAP ETF VB 922908751 $7.7K 0.96% 29,345 SH
21 INVESCO S&P 500 EQUAL WEIGHT ETF RSP 46137V357 $6.9K 0.86% 35,712 SH
22 STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF CWB 78464A359 $6.7K 0.84% 73,471 SH
23 VANGUARD SHORT-TERM CORPORATE BOND ETF VCSH 92206C409 $5.6K 0.70% 70,491 SH
24 APPLE INC COM AAPL 037833100 $4.0K 0.50% 15,617 SH
25 SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER PSLV 85207K107 $3.4K 0.43% 140,600 SH
26 INVESCO PREFERRED ETF PGX 46138E511 $3.4K 0.43% 312,676 SH
27 VANECK GOLD MINERS ETF GDX 92189F106 $3.4K 0.42% 36,673 SH
28 ISHARES MSCI ACWI ETF ACWI 464288257 $3.3K 0.41% 23,634 SH
29 ALPHABET INC CAP STK CL A GOOGL 02079K305 $3.2K 0.40% 11,124 SH
30 ISHARES PREFERRED & INCOME SECURITIES ETF PFF 464288687 $3.1K 0.39% 102,421 SH
31 ISHARES GLOBAL REIT ETF REET 46434V647 $2.3K 0.28% 90,187 SH
32 FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF SDVY 33741X102 $2.1K 0.27% 54,144 SH
33 AMAZON COM INC COM AMZN 023135106 $1.9K 0.24% 9,103 SH
34 MICROSOFT CORP COM MSFT 594918104 $1.8K 0.23% 4,961 SH
35 SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR PHYS 85207H104 $1.8K 0.23% 51,283 SH
36 WALMART INC COM WMT 931142103 $1.8K 0.22% 14,292 SH
37 VANGUARD GROWTH ETF VUG 922908736 $1.6K 0.20% 3,682 SH
38 COINBASE GLOBAL INC COM CL A COIN 19260Q107 $1.6K 0.20% 9,149 SH
39 ALERIAN MLP ETF AMLP 00162Q452 $1.5K 0.19% 28,910 SH
40 STATE STREET ENERGY SELECT SECTOR SPDR ETF XLE 81369Y506 $1.5K 0.19% 24,211 SH
41 ISHARES INTERNATIONAL SELECT DIVIDEND ETF IDV 464288448 $1.3K 0.17% 31,529 SH
42 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $1.3K 0.16% 2,247 SH
43 NVIDIA CORPORATION COM NVDA 67066G104 $1.3K 0.16% 7,421 SH
44 BROADCOM INC COM AVGO 11135F101 $1.3K 0.16% 4,178 SH
45 ISHARES SILVER TRUST SLV 46428Q109 $1.1K 0.14% 15,893 SH
46 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $1.1K 0.14% 1,080 SH
47 CHEVRON CORPORATION COM CVX 166764100 $1.0K 0.13% 4,975 SH
48 ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF SHV 464288679 $1.0K 0.13% 9,258 SH
49 VANGUARD TOTAL INTERNATIONAL STOCK ETF VXUS 921909768 $975 0.12% 12,641 SH
50 SHELL PLC SPON ADS SHEL 780259305 $886 0.11% 9,525 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $796.8K 199 0001769089-26-000004
2025-12-31 2026-02-13 $782.9K 125 0001769089-26-000001
2025-09-30 2025-11-14 $785.2K 167 0001769089-25-000005