Arkos Global Advisors Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$785.2M

Holdings

167

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (167 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD S&P 500 ETF
183,893$112.6M14.34%
2
AQLTISHARES CORE MSCI EAFE ETF
1,005,429$87.8M11.18%
3
IEFISHARES 7-10 YEAR TREASURY BOND ETF
568,678$54.9M6.99%
4
SPYSPDR S&P 500 ETF TRUST
80,761$53.8M6.85%
5
MUBISHARES NATIONAL MUNI BOND ETF
487,686$51.9M6.61%
6
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
563,990$47.4M6.04%
7
BNDVANGUARD TOTAL BOND MARKET ETF
615,480$45.8M5.83%
8
IJHISHARES CORE S&P MID-CAP ETF
416,824$27.2M3.46%
9
GQ9SPDR GOLD SHARES
66,633$23.7M3.02%
10
IAU*ISHARES GOLD TRUST
314,711$22.9M2.92%
11
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
287,447$18.9M2.41%
12
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
121,730$17.2M2.19%
13
IJRISHARES CORE S&P SMALL CAP ETF
137,865$16.4M2.09%
14
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
167,657$14.2M1.81%
15
XLUUTILITIES SELECT SECTOR SPDR FUND
157,670$13.8M1.75%
16
VOVANGUARD MID-CAP ETF
40,169$11.8M1.50%
17
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
282,284$10.8M1.38%
18
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
89,518$8.9M1.14%
19
DGROISHARES CORE DIVIDEND GROWTH ETF
117,511$8.0M1.02%
20
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
98,365$7.9M1.00%
21
VBVANGUARD SMALL-CAP ETF
29,778$7.6M0.96%
22
CWBSTATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
72,435$6.6M0.83%
23
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
28,806$5.5M0.70%
24
PGXINVESCO PREFERRED ETF
452,361$5.2M0.67%
25
AAPLAPPLE INC COM
16,956$4.3M0.55%
26
SLVISHARES SILVER TRUST
86,535$3.7M0.47%
27
ACWIISHARES MSCI ACWI ETF
26,448$3.7M0.47%
28
MSFTMICROSOFT CORP COM
6,550$3.4M0.43%
29
REETISHARES GLOBAL REIT ETF
123,689$3.2M0.40%
30
GDXVANECK GOLD MINERS ETF
36,673$2.8M0.36%
31
AMZNAMAZON COM INC COM
12,330$2.7M0.34%
32
GOOGLALPHABET INC CAP STK CL A
10,902$2.6M0.34%
33
UCONFIRST TRUST SMITH UNCONSTRAINED BOND ETF
97,603$2.5M0.31%
34
PFFISHARES PREFERRED & INCOME SECURITIES ETF
77,642$2.5M0.31%
35
NVDANVIDIA CORPORATION COM
12,122$2.3M0.29%
36
AVGOBROADCOM INC COM
6,710$2.2M0.28%
37
VUGVANGUARD GROWTH ETF
4,354$2.1M0.27%
38
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
46,476$1.8M0.23%
39
WMTWALMART INC COM
16,301$1.7M0.21%
40
PHYS/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
51,283$1.5M0.19%
41
AMLPALERIAN MLP ETF
28,910$1.4M0.17%
42
JPMJPMORGAN CHASE & CO. COM
4,229$1.3M0.17%
43
NDQINVESCO QQQ TRUST SERIES I
2,104$1.3M0.16%
44
ORCLORACLE CORP COM
4,366$1.2M0.16%
45
VGTVANGUARD INFORMATION TECHNOLOGY ETF
1,621$1.2M0.15%
46
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
29,914$1.1M0.14%
47
SHVISHARES SHORT TREASURY BOND ETF
9,282$1.0M0.13%
48
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
13,402$985K0.13%
49
GOOGALPHABET INC CAP STK CL C
3,995$973K0.12%
50
BSXBOSTON SCIENTIFIC CORP COM
9,364$914K0.12%
51
LLYELI LILLY & CO COM
1,186$905K0.12%
52
XOMEXXON MOBIL CORP COM
7,484$844K0.11%
53
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
13,601$815K0.10%
54
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
1,614$811K0.10%
55
COINCOINBASE GLOBAL INC COM CL A
2,344$791K0.10%
56
GSGOLDMAN SACHS GROUP INC COM
984$784K0.10%
57
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
14,803$774K0.10%
58
VVISA INC COM CL A
2,206$753K0.10%
59
RWOSPDR DOW JONES GLOBAL REAL ESTATE ETF
16,315$747K0.10%
60
COSTCOSTCO WHSL CORP NEW COM
796$737K0.09%
61
DUKDUKE ENERGY CORP NEW COM NEW
5,923$733K0.09%
62
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
1,564$725K0.09%
63
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
8,905$723K0.09%
64
TSLATESLA INC COM
1,620$720K0.09%
65
MAMASTERCARD INCORPORATED CL A
1,242$707K0.09%
66
SHELSHELL PLC SPON ADS
9,696$694K0.09%
67
TLTISHARES 20 YEAR TREASURY BOND ETF
7,542$674K0.09%
68
SOSOUTHERN CO COM
7,006$664K0.08%
69
DDOMINION ENERGY INC COM
10,726$656K0.08%
70
SHOPSHOPIFY INC CL A SUB VTG SHS
4,314$641K0.08%
71
METAMETA PLATFORMS INC CL A
871$640K0.08%
72
VOOGVANGUARD S&P 500 GROWTH ETF
1,427$621K0.08%
73
SCHMSCHWAB U.S. MID-CAP ETF
20,799$616K0.08%
74
JCIJOHNSON CTLS INTL PLC SHS
5,397$593K0.08%
75
WMBWILLIAMS COS INC COM
9,336$591K0.08%
76
IVVISHARES CORE S&P 500 ETF
879$588K0.07%
77
CVXCHEVRON CORP NEW COM
3,769$585K0.07%
78
VTIVANGUARD TOTAL STOCK MARKET ETF
1,779$584K0.07%
79
PGPROCTER AND GAMBLE CO COM
3,667$563K0.07%
80
CMCANADIAN IMPERIAL BANK OF COMM COM
7,044$563K0.07%
81
PEPPEPSICO INC COM
4,010$563K0.07%
82
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
11,102$562K0.07%
83
SBUXSTARBUCKS CORP COM
6,568$556K0.07%
84
NOWSERVICENOW INC COM
577$531K0.07%
85
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND
4,389$513K0.07%
86
ABTABBOTT LABS COM
3,804$509K0.06%
87
HDHOME DEPOT INC COM
1,214$492K0.06%
88
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
15,200$485K0.06%
89
NFLXNETFLIX INC COM
404$484K0.06%
90
SDYSTATE STREET SPDR S&P DIVIDEND ETF
3,442$482K0.06%
91
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND
14,093$475K0.06%
92
UBERUBER TECHNOLOGIES INC COM
4,839$474K0.06%
93
SUSAISHARES ESG OPTIMIZED MSCI USA ETF
3,439$467K0.06%
94
INTUINTUIT COM
682$466K0.06%
95
DISDISNEY WALT CO COM
4,014$460K0.06%
96
ZTSZOETIS INC CL A
3,114$456K0.06%
97
AXPAMERICAN EXPRESS CO COM
1,344$446K0.06%
98
BACVERIZON COMMUNICATIONS INC COM
10,054$442K0.06%
99
4I1PHILIP MORRIS INTL INC COM
2,700$438K0.06%
100
EZUISHARES MSCI EUROZONE ETF
7,051$437K0.06%
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