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Arkos Global Advisors — 13F Holdings & Portfolio

CIK 1769089 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Arkos Global Advisors manages $844.5K in 13F-reported U.S. long-equity assets across 124 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (14.60%), IEFA (13.32%), IEF (6.59%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 84, added to 70, and trimmed 25.

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.

Filer Information
Address
3306 MERCER
HOUSTON, TX 77027
Phone
(713) 826-8066
Filing Manager
Arkos Global Advisors
HOUSTON, TX
Signatory
Jeff Thomas
CEO/Founder
Loading holdings…
AUM

$844.5K

Long-equity book

Holdings

124

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+9 / −84 / ↑70 / ↓25

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD S&P 500 ETF$15.8K +14.7%
  • ISHARES CORE MSCI EAFE ETF$13.4K +13.6%
  • ISHARES CORE MSCI EMERGING MARKETS ETF$7.8K +36.1%
  • STATE STREET SPDR S&P 500 ETF$7.0K +14.4%
  • ISHARES CORE S&P MID-CAP ETF$6.9K +22.2%
Show all 70 →

Top Trims

  • SPDR GOLD SHARES-$4.1K -14.9%
  • VANGUARD TOTAL BOND MARKET ETF-$3.5K -7.0%
  • ISHARES GOLD TRUST-$2.7K -9.5%
  • VANGUARD SHORT-TERM CORPORATE BOND ETF-$1.9K -34.0%
  • INVESCO PREFERRED ETF-$961 -28.2%
Show all 25 →

New Positions

  • ADVANCED MICRO DEVICES INC COM$489
  • STATE STREET MATERIALS SELECT SECTOR SPDR ETF$483
  • CATERPILLAR INC COM$283
  • EXXONMOBIL HOLDINGS CORP COM SHS$263
  • SPACE EXPLORATION TECHN CORP CLASS A COM STK$247
Show all 9 →

Exited Positions

  • VANGUARD INFORMATION TECHNOLOGY ETF$873
  • STARBUCKS CORP COM$381
  • STATE STREET FINANCIAL SELECT SECTOR SPDR ETF$351
  • EXXON MOBIL CORP COM$322
  • VANGUARD INDUSTRIALS ETF$295
Show all 84 →
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 $123.3K 14.60% 179,471 SH
2 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $112.5K 13.32% 1,164,620 SH
3 ISHARES 7-10 YEAR TREASURY BOND ETF IEF 464287440 $55.7K 6.59% 588,479 SH
4 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $55.3K 6.54% 73,993 SH
5 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF VCIT 92206C870 $52.8K 6.25% 638,941 SH
6 VANGUARD TOTAL BOND MARKET ETF BND 921937835 $45.8K 5.42% 623,847 SH
7 ISHARES NATIONAL MUNI BOND ETF MUB 464288414 $45.8K 5.42% 425,326 SH
8 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $37.9K 4.49% 491,224 SH
9 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $29.6K 3.50% 357,114 SH
10 ISHARES GOLD TRUST IAU 464285204 $25.9K 3.06% 342,456 SH
11 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $24.3K 2.88% 163,985 SH
12 SPDR GOLD SHARES GLD 78463V107 $23.3K 2.76% 63,245 SH
13 VANGUARD HIGH DIVIDEND YIELD INDEX ETF VYM 921946406 $19.8K 2.34% 125,071 SH
14 VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF VYMI 921946794 $17.2K 2.04% 175,499 SH
15 STATE STREET UTILITIES SELECT SECTOR SPDR ETF XLU 81369Y886 $16.1K 1.91% 355,959 SH
16 FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND EMLP 33738D101 $13.0K 1.54% 299,059 SH
17 VANGUARD MORNINGSTAR MID-CAP ETF VO 922908629 $12.7K 1.51% 158,081 SH
18 ISHARES CORE DIVIDEND GROWTH ETF DGRO 46434V621 $9.0K 1.07% 118,916 SH
19 VANGUARD MORNINGSTAR SMALL-CAP ETF VB 922908751 $8.8K 1.04% 29,112 SH
20 INVESCO S&P 500 EQUAL WEIGHT ETF RSP 46137V357 $8.6K 1.02% 40,620 SH
21 FIDELITY WISE ORIGIN BITCOIN FUND FBTC 315948109 $8.0K 0.95% 156,831 SH
22 STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF CWB 78464A359 $7.8K 0.93% 72,474 SH
23 APPLE INC COM AAPL 037833100 $4.6K 0.55% 15,930 SH
24 ALPHABET INC CAP STK CL A GOOGL 02079K305 $4.1K 0.48% 11,410 SH
25 VANGUARD SHORT-TERM CORPORATE BOND ETF VCSH 92206C409 $3.7K 0.44% 46,688 SH
26 ISHARES MSCI ACWI ETF ACWI 464288257 $3.7K 0.44% 23,464 SH
27 ISHARES PREFERRED & INCOME SECURITIES ETF PFF 464288687 $3.4K 0.41% 112,693 SH
28 VANECK GOLD MINERS ETF GDX 92189F106 $2.8K 0.33% 36,673 SH
29 ISHARES GLOBAL REIT ETF REET 46434V647 $2.7K 0.32% 96,381 SH
30 SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER PSLV 85207K107 $2.7K 0.31% 140,600 SH
31 INVESCO PREFERRED ETF PGX 46138E511 $2.4K 0.29% 225,179 SH
32 FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF SDVY 33741X102 $2.4K 0.29% 56,537 SH
33 AMAZON COM INC COM AMZN 023135106 $2.0K 0.24% 8,420 SH
34 VANGUARD MORNINGSTAR GROWTH ETF VUG 922908736 $1.9K 0.23% 22,102 SH
35 GLOBAL X AI SEMICONDUCTOR & QUANTUM ETF CHPX 37960A230 $1.8K 0.21% 16,775 SH
36 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $1.7K 0.21% 2,361 SH
37 MICROSOFT CORP COM MSFT 594918104 $1.6K 0.20% 4,421 SH
38 WALMART INC COM WMT 931142103 $1.6K 0.20% 14,558 SH
39 SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR PHYS 85207H104 $1.5K 0.18% 51,283 SH
40 ALERIAN MLP ETF AMLP 00162Q452 $1.5K 0.18% 28,910 SH
41 COINBASE GLOBAL INC COM CL A COIN 19260Q107 $1.4K 0.17% 9,852 SH
42 BROADCOM INC COM AVGO 11135F101 $1.4K 0.16% 3,651 SH
43 NVIDIA CORPORATION COM NVDA 67066G104 $1.4K 0.16% 6,788 SH
44 STATE STREET ENERGY SELECT SECTOR SPDR ETF XLE 81369Y506 $1.4K 0.16% 25,443 SH
45 ISHARES INTERNATIONAL SELECT DIVIDEND ETF IDV 464288448 $1.3K 0.16% 31,614 SH
46 VANGUARD TOTAL INTERNATIONAL STOCK ETF VXUS 921909768 $1.1K 0.13% 12,681 SH
47 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $1.0K 0.12% 1,108 SH
48 ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF SHV 464288679 $1.0K 0.12% 9,248 SH
49 VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF VTI 922908769 $973 0.12% 2,629 SH
50 APPLIED MATLS INC COM AMAT 038222105 $950 0.11% 1,313 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $844.5K 124 0001769089-26-000005
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