Long-term investor
Arkadios Wealth Advisors @arkadioswealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800798).
Record
- Tracked since 2025-06-30 (448 days), 166 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +15.1% · all +15.1%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.0% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- 464287200 · 1.9% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30
- MSFT · 1.4% · long · since 2025-06-30
- 02079K305 · 1.4% · long · since 2025-06-30
- 464287309 · 1.2% · long · since 2025-06-30
- 78462F103 · 1.1% · long · since 2025-06-30
- JPM · 1.0% · long · since 2025-06-30
- 46090E103 · 1.0% · long · since 2025-06-30
- MU · 0.9% · long · since 2025-06-30
- 015564503 · 0.9% · long · since 2025-06-30