Arkos Global Advisors Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$782.9M

Holdings

124

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (124 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD S&P 500 ETF
178,483$111.9M14.30%
2
AQLTISHARES CORE MSCI EAFE ETF
1,040,808$93.1M11.89%
3
IEFISHARES 7-10 YEAR TREASURY BOND ETF
598,275$57.5M7.35%
4
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
629,567$52.7M6.73%
5
SPYSTATE STREET SPDR S&P 500 ETF
75,033$51.2M6.54%
6
BNDVANGUARD TOTAL BOND MARKET ETF
678,723$50.3M6.42%
7
MUBISHARES NATIONAL MUNI BOND ETF
467,492$50.1M6.40%
8
IJHISHARES CORE S&P MID-CAP ETF
427,610$28.2M3.60%
9
GQ9SPDR GOLD SHARES
65,122$25.8M3.30%
10
IAU*ISHARES GOLD TRUST
315,204$25.6M3.27%
11
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
294,989$19.8M2.53%
12
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
120,392$17.3M2.21%
13
IJRISHARES CORE S&P SMALL CAP ETF
140,941$16.9M2.16%
14
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
166,484$15.0M1.91%
15
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF
338,014$14.4M1.84%
16
VOVANGUARD MID-CAP ETF
40,011$11.6M1.48%
17
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
287,832$10.9M1.39%
18
SILJAMPLIFY JUNIOR SILVER MINERS ETF
386,200$10.7M1.36%Call
19
DGROISHARES CORE DIVIDEND GROWTH ETF
116,943$8.1M1.04%
20
VBVANGUARD SMALL-CAP ETF
29,656$7.7M0.98%
21
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
99,099$7.6M0.96%
22
CWBSTATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
71,429$6.4M0.81%
23
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
32,958$6.3M0.81%
24
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
71,327$5.7M0.73%
25
PGXINVESCO PREFERRED ETF
402,698$4.5M0.58%
26
AAPLAPPLE INC COM
14,753$4.0M0.51%
27
ACWIISHARES MSCI ACWI ETF
23,704$3.4M0.43%
28
GDXVANECK GOLD MINERS ETF
36,673$3.1M0.40%
29
GOOGLALPHABET INC CAP STK CL A
10,031$3.1M0.40%
30
REETISHARES GLOBAL REIT ETF
124,207$3.1M0.40%
31
PFFISHARES PREFERRED & INCOME SECURITIES ETF
84,144$2.6M0.33%
32
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
49,244$1.9M0.24%
33
VUGVANGUARD GROWTH ETF
3,787$1.8M0.24%
34
PHYS/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
51,283$1.7M0.22%
35
AMZNAMAZON COM INC COM
6,804$1.6M0.20%
36
MSFTMICROSOFT CORP COM
3,210$1.6M0.20%
37
WMTWALMART INC COM
13,929$1.6M0.20%
38
AMLPALERIAN MLP ETF
28,910$1.4M0.17%
39
AVGOBROADCOM INC COM
3,788$1.3M0.17%
40
NDQINVESCO QQQ TRUST SERIES I
2,115$1.3M0.17%
41
VGTVANGUARD INFORMATION TECHNOLOGY ETF
1,621$1.2M0.16%
42
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
29,879$1.2M0.15%
43
SLVISHARES SILVER TRUST
18,199$1.2M0.15%
44
JPMJPMORGAN CHASE & CO COM
3,307$1.1M0.14%
45
SHVISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
9,258$1.0M0.13%
46
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
13,402$1.0M0.13%
47
XOMEXXON MOBIL CORP COM
8,325$1.0M0.13%
48
NVDANVIDIA CORPORATION COM
5,135$958K0.12%
49
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
12,871$804K0.10%
50
VTIVANGUARD TOTAL STOCK MARKET ETF
2,303$772K0.10%
51
TSLATESLA INC COM
1,707$768K0.10%
52
COSTCOSTCO WHOLESALE CORPORATION COM
885$763K0.10%
53
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
14,723$760K0.10%
54
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
1,564$752K0.10%
55
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
1,459$733K0.09%
56
SHELSHELL PLC SPON ADS
9,525$700K0.09%
57
RWOSTATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF
14,996$675K0.09%
58
TLTISHARES 20 YEAR TREASURY BOND ETF
7,542$657K0.08%
59
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
8,147$657K0.08%
60
CVXCHEVRON CORPORATION COM
4,258$649K0.08%
61
CMCANADIAN IMPERIAL BANK OF COMM COM
7,044$638K0.08%
62
VOOGVANGUARD S&P 500 GROWTH ETF
1,427$634K0.08%
63
IVVISHARES CORE S&P 500 ETF
917$628K0.08%
64
SCHMSCHWAB U.S. MID-CAP ETF
20,806$626K0.08%
65
DUKDUKE ENERGY CORP NEW COM NEW
5,248$615K0.08%
66
SOSOUTHERN CO COM
6,720$586K0.07%
67
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
11,102$549K0.07%
68
COINCOINBASE GLOBAL INC COM CL A
2,318$524K0.07%
69
WMBWILLIAMS COS INC COM
8,685$522K0.07%
70
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND
4,359$517K0.07%
71
LLYELI LILLY & CO COM
478$514K0.07%
72
DDOMINION ENERGY INC COM
8,458$496K0.06%
73
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
15,200$496K0.06%
74
SDYSTATE STREET SPDR S&P DIVIDEND ETF
3,398$473K0.06%
75
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND
13,957$467K0.06%
76
EZUISHARES MSCI EUROZONE ETF
7,051$452K0.06%
77
SUSAISHARES ESG OPTIMIZED MSCI USA ETF
3,148$439K0.06%
78
KOCOCA COLA CO COM
6,117$428K0.05%
79
PGPROCTER & GAMBLE CO COM
2,871$411K0.05%
80
METAMETA PLATFORMS INC CL A
607$401K0.05%
81
XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
7,107$389K0.05%
82
XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF
8,586$384K0.05%
83
EFAISHARES MSCI EAFE ETF
3,988$383K0.05%
84
BSXBOSTON SCIENTIFIC CORP COM
3,962$378K0.05%
85
HDHOME DEPOT INC COM
1,095$377K0.05%
86
AXPAMERICAN EXPRESS CO COM
976$361K0.05%
87
PEPPEPSICO INC COM
2,478$356K0.05%
88
VTVVANGUARD VALUE ETF
1,861$355K0.05%
89
EPDENTERPRISE PRODS PARTNERS L P COM
10,950$351K0.04%
90
IVEISHARES S&P 500 VALUE ETF
1,651$350K0.04%
91
ESGDISHARES ESG AWARE MSCI EAFE ETF
3,656$348K0.04%
92
AMATAPPLIED MATLS INC COM
1,337$344K0.04%
93
GOOGALPHABET INC CAP STK CL C
1,065$334K0.04%
94
BMOBANK MONTREAL MEDIUM COM
2,557$332K0.04%
95
PLTRPALANTIR TECHNOLOGIES INC CL A
1,854$330K0.04%
96
RYROYAL BK CDA COM
1,780$303K0.04%
97
BACVERIZON COMMUNICATIONS INC COM
7,317$298K0.04%
98
LEOBNY MELLON STRATEGIC MUNS INC COM
45,627$290K0.04%
99
VISVANGUARD INDUSTRIALS ETF
946$282K0.04%
100
SHYISHARES 1-3 YEAR TREASURY BOND ETF
3,407$282K0.04%
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