Arkos Global Advisors
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Arkos Global Advisors reported 124 stock positions worth $844.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 14.6% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 13.3%) and iShares 7-10 Year Treasury B (IEF, 6.6%). Compared with Q1 2026, it opened 8 new positions, sold out of 83, added to 60 and reduced 40. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +6%) and the biggest sale Vanguard Total Bond Market (BND, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001769089
- Portfolio Value
- $844.5M (Q2 2026)
- SEC Filing
- 0001769089-26-000005 ↗ filed Aug 14, 2026
Holdings Value
Holdings 124 stocks · $844.5M
| VOO Vanguard S&P 500 ETF | 14.60% | 179,471 | $123.3M | Reduce -0.2% |
| IEFA iShares Core MSCI Eafe ETF | 13.32% | 1,164,620 | $112.5M | Add +6.5% |
| IEF iShares 7-10 Year Treasury B | 6.59% | 588,479 | $55.7M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.54% | 73,993 | $55.3M | Reduce -0.4% |
| VCIT Vanguard Int-Term Corporate | 6.25% | 638,941 | $52.8M | Add +1.0% |
| BND Vanguard Total Bond Market | 5.42% | 623,847 | $45.8M | Reduce -6.8% |
| MUB iShares National Muni Bond E | 5.42% | 425,326 | $45.8M | Reduce -4.0% |
| IJH iShares Core S&P Midcap ETF | 4.49% | 491,224 | $37.9M | Add +7.0% |
| IEMG iShares Core MSCI Emerging | 3.50% | 357,114 | $29.6M | Add +14.6% |
| IAU iShares Gold Trust | 3.06% | 342,456 | $25.9M | Add +5.6% |
| IJR iShares Core S&P Small-Cap E | 2.88% | 163,985 | $24.3M | Add +10.0% |
| GLD SPDR Gold Shares | 2.76% | 63,245 | $23.3M | Reduce -0.6% |
| VYM Vanguard High DVD Yield ETF | 2.34% | 125,071 | $19.8M | Add +2.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.04% | 175,499 | $17.2M | Add +2.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.91% | 355,959 | $16.1M | Add +6.6% |
| EMLP First Trust North American E | 1.54% | 299,059 | $13.0M | Add +1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.51% | 158,081 | $12.7M | Reduce -0.5% |
| DGRO iShares Core Dividend Growth | 1.07% | 118,916 | $9.0M | Reduce -1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.04% | 29,112 | $8.8M | Reduce -0.8% |
| RSP Invesco S&P 500 Equal Weight | 1.02% | 40,620 | $8.6M | Add +13.7% |
| FBTC Fidelity Wise Origin Bitcoin | 0.95% | 156,831 | $8.0M | Add +16.3% |
| CWB SS SPDR BB Conv Sec ETF | 0.93% | 72,474 | $7.8M | Reduce -1.4% |
| AAPL Apple Inc. | 0.55% | 15,930 | $4.6M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.48% | 11,410 | $4.1M | Add +2.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.44% | 46,688 | $3.7M | Reduce -33.8% |
| ACWI iShares MSCI Acwi ETF | 0.44% | 23,464 | $3.7M | Reduce -0.7% |
| PFF iShares Preferred & Income S | 0.41% | 112,693 | $3.4M | Add +10.0% |
| GDX Vaneck Gold Miners ETF | 0.33% | 36,673 | $2.8M | No change |
| REET iShares Global REIT ETF | 0.32% | 96,381 | $2.7M | Add +6.9% |
| PSLV Sprott Physical Silver Trust | 0.31% | 140,600 | $2.7M | No change |
| PGX Invesco Preferred ETF | 0.29% | 225,179 | $2.4M | Reduce -28.0% |
| SDVY First Trust Smid Cap Rising | 0.29% | 56,537 | $2.4M | Add +4.4% |
| AMZN Amazon.com Inc. | 0.24% | 8,420 | $2.0M | Reduce -7.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 22,102 | $1.9M | No change |
| CHPX Glo X AI Semicon & Quant ETF | 0.21% | 16,775 | $1.8M | Add +9.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 2,361 | $1.7M | Add +5.1% |
| MSFT Microsoft Corp. | 0.20% | 4,421 | $1.6M | Reduce -10.9% |
| WMT Walmart Inc. | 0.20% | 14,558 | $1.6M | Add +1.9% |
| PHYS Sprott Physical Gold Trust | 0.18% | 51,283 | $1.5M | No change |
| AMLP Alerian MLP ETF | 0.18% | 28,910 | $1.5M | No change |
| COIN Coinbase Global Inc. Class A | 0.17% | 9,852 | $1.4M | Add +7.7% |
| AVGO Broadcom Inc. | 0.16% | 3,651 | $1.4M | Reduce -12.6% |
| NVDA Nvidia Corp. | 0.16% | 6,788 | $1.4M | Reduce -8.5% |
| XLE SS Energy Select Sector | 0.16% | 25,443 | $1.4M | Add +5.1% |
| IDV iShares International Select | 0.16% | 31,614 | $1.3M | Add +0.3% |
| VXUS Vanguard Total Intl Stock | 0.13% | 12,681 | $1.1M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.12% | 1,108 | $1.0M | Add +2.6% |
| SHV iShares 0-1 Year Treasury Bo | 0.12% | 9,248 | $1.0M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 2,629 | $973K | Add +2.3% |
| AMAT Applied Materials Inc. | 0.11% | 1,313 | $950K | No change |
| VEA Vanguard Ftse Developed ETF | 0.11% | 12,510 | $891K | Add +0.2% |
| XLP SS Consumer Staples Sel Sect | 0.10% | 10,631 | $883K | Add +272.9% |
| CVX Chevron Corp. | 0.10% | 5,087 | $843K | Add +2.3% |
| SLV iShares Silver Trust | 0.10% | 15,765 | $843K | Reduce -0.8% |
| DON Wisdomtree US Midcap Dividen | 0.10% | 14,567 | $823K | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.10% | 2,498 | $818K | Reduce -4.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.10% | 1,565 | $817K | Add +0.1% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.10% | 7,044 | $810K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 1,542 | $772K | Reduce -6.3% |
| SCHM Schwab US Mid Cap ETF | 0.09% | 20,456 | $754K | Add +0.3% |
| TSLA Tesla Inc. | 0.09% | 1,780 | $749K | Add +3.4% |
| SHEL Shell PLC-ADR | 0.09% | 9,621 | $746K | Add +1.0% |
| RWO State Street SPDR Dow Jones | 0.09% | 14,701 | $731K | Reduce -1.5% |
| SO The Southern Co. | 0.08% | 7,409 | $709K | Reduce -1.5% |
| VOOG Vanguard S&P 500 Growth ETF | 0.08% | 8,571 | $708K | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.08% | 915 | $685K | Add +0.2% |
| TLT iShares 20+ Year Treasury BD | 0.08% | 7,561 | $653K | Add +0.4% |
| WMB Williams Cos Inc. | 0.08% | 8,746 | $650K | Add +0.7% |
| FEX First Trust Large Cap Core A | 0.07% | 4,368 | $611K | Add +0.2% |
| D Dominion Energy Inc. | 0.07% | 8,505 | $581K | Add +0.6% |
| DES Wisdomtree US Smallcap Divid | 0.07% | 13,884 | $565K | Reduce -0.5% |
| DUK Duke Energy Corp. | 0.06% | 4,329 | $548K | Add +1.3% |
| VTIP Vanguard Short-Term Tips | 0.06% | 10,693 | $537K | Reduce -3.7% |
| KO The Coca-Cola Co. | 0.06% | 6,421 | $522K | Add +5.0% |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 3,409 | $519K | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 0.06% | 15,215 | $515K | Add +0.1% |
| INTC Intel Corp. | 0.06% | 3,625 | $506K | Reduce -49.6% |
| AMD Advanced Micro Devices | 0.06% | 841 | $489K | New |
| XLB SS Materials Select Sector | 0.06% | 9,500 | $483K | New |
| SUSA iShares ESG Optimized MSCI U | 0.06% | 3,029 | $467K | Reduce -0.6% |
| EPD Enterprise Products Partners | 0.05% | 12,310 | $453K | Add +8.0% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.05% | 2,557 | $452K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.05% | 5,509 | $441K | Reduce -32.4% |
| FCX Freeport-McMoran Inc. | 0.05% | 6,847 | $431K | Add +2.1% |
| EFA iShares MSCI Eafe ETF | 0.05% | 4,000 | $416K | Add +0.8% |
| TRGP Targa Resources Corp. | 0.05% | 1,475 | $396K | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 1,760 | $384K | Add +0.3% |
| RY Royal Bank of Canada | 0.04% | 1,780 | $368K | No change |
| LLY Eli Lilly & Co. | 0.04% | 306 | $367K | Reduce -38.4% |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 3,538 | $364K | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.04% | 610 | $344K | Add +7.4% |
| AXP American Express Co. | 0.04% | 1,006 | $340K | No change |
| IVE iShares S&P 500 Value ETF | 0.04% | 1,471 | $334K | Add +0.4% |
| HD Home Depot Inc. | 0.04% | 928 | $327K | Reduce -23.2% |
| PEP Pepsico Inc. | 0.04% | 2,323 | $315K | Reduce -3.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 654 | $312K | No change |
| EZU iShares MSCI Eurozone ETF | 0.04% | 4,454 | $310K | Reduce -36.8% |
| HR Healthcare Realty Trust Inc. | 0.04% | 15,128 | $305K | Add +1.2% |
| LRCX Lam Research Corp. | 0.04% | 702 | $304K | Reduce -26.9% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.04% | 6,382 | $297K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| BND Vanguard Total Bond Market | Reduce -6.8% | 5.42% | −0.76 |
| GLD SPDR Gold Shares | Reduce -0.6% | 2.76% | −0.68 |
| IEF iShares 7-10 Year Treasury B | Reduce -2.1% | 6.59% | −0.61 |
| MUB iShares National Muni Bond E | Reduce -4.0% | 5.42% | −0.48 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -33.8% | 0.44% | −0.26 |
| PGX Invesco Preferred ETF | Reduce -28.0% | 0.29% | −0.14 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.11 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.05 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.04 |
| VIS Vanguard Industrials ETF | Sold out | 0.00% | −0.04 |
| SLV iShares Silver Trust | Reduce -0.8% | 0.10% | −0.04 |
| MSFT Microsoft Corp. | Reduce -10.9% | 0.20% | −0.04 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.03 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -32.4% | 0.05% | −0.03 |
| NZF Nuveen Municipal Credit Inc. | Sold out | 0.00% | −0.03 |
| NAD Nuveen Quality Municipal Inc. | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| EEMA iShares MSCI Emerg MRKT Asia | Sold out | 0.00% | −0.02 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.02 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.02 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.02 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.02 |
| NVG Nuveen Amt-FR Muni CRDT | Sold out | 0.00% | −0.02 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.02 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Sold out | 0.00% | −0.02 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.02 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.02 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.02 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.02 |
| SUSB iShares ESG Aware 1-5 Year U | Sold out | 0.00% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| EZU iShares MSCI Eurozone ETF | Reduce -36.8% | 0.04% | −0.02 |
| EAGG iShares ESG Aware US Aggrega | Sold out | 0.00% | −0.02 |
| NUSC Nuveen ESG Small-Cap ETF | Sold out | 0.00% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.02 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -48.3% | 0.03% | −0.02 |
| FNX First Trust Mid Cap Core Alp | Sold out | 0.00% | −0.02 |
| MTDR Matador Resources Co. | Sold out | 0.00% | −0.02 |
| V Visa Inc. Class A | Reduce -38.4% | 0.03% | −0.02 |
| DBEU Xtrackers MSCI Europe Hedged | Sold out | 0.00% | −0.02 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.02 |
| ARKK ARK Innovation ETF | Sold out | 0.00% | −0.02 |
| BBJP JPMorgan Betabuilders Japan | Sold out | 0.00% | −0.02 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| IEFA iShares Core MSCI Eafe ETF | Add +6.5% | 13.32% | +0.89 |
| IEMG iShares Core MSCI Emerging | Add +14.6% | 3.50% | +0.78 |
| IJH iShares Core S&P Midcap ETF | Add +7.0% | 4.49% | +0.59 |
| IJR iShares Core S&P Small-Cap E | Add +10.0% | 2.88% | +0.55 |
| RSP Invesco S&P 500 Equal Weight | Add +13.7% | 1.02% | +0.16 |
| CHPX Glo X AI Semicon & Quant ETF | Add +9.8% | 0.21% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 0.48% | +0.08 |
| XLP SS Consumer Staples Sel Sect | Add +272.9% | 0.10% | +0.08 |
| VYM Vanguard High DVD Yield ETF | Add +2.5% | 2.34% | +0.07 |
| AMD Advanced Micro Devices | New | 0.06% | +0.06 |
| XLB SS Materials Select Sector | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +2.0% | 0.55% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.1% | 0.21% | +0.04 |
| CAT Caterpillar Inc. | New | 0.03% | +0.03 |
| REET iShares Global REIT ETF | Add +6.9% | 0.32% | +0.03 |
| SPCX Space Exploration Techn Class A | New | 0.03% | +0.03 |
| CMI Cummins Inc. | New | 0.02% | +0.02 |
| NET Cloudflare Inc. Class A | New | 0.02% | +0.02 |
| TXN Texas Instruments Inc. | New | 0.02% | +0.02 |
| PH Parker Hannifin Corp. | New | 0.02% | +0.02 |
| SDVY First Trust Smid Cap Rising | Add +4.4% | 0.29% | +0.02 |
| PFF iShares Preferred & Income S | Add +10.0% | 0.41% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.3% | 0.12% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Add +0.1% | 0.08% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +0.3% | 0.09% | +0.01 |
| TSLA Tesla Inc. | Add +3.4% | 0.09% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.08% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.3% | 0.13% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.1% | 0.10% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +2.0% | 2.04% | +0.01 |
| FEX First Trust Large Cap Core A | Add +0.2% | 0.07% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.06% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.2% | 0.11% | +0.01 |
| HR Healthcare Realty Trust Inc. | Add +1.2% | 0.04% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.3% | 0.03% | +0.00 |
| FYX First Trust Small Cap Core A | Add +0.3% | 0.03% | +0.00 |
| KO The Coca-Cola Co. | Add +5.0% | 0.06% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.03% | +0.00 |
| D Dominion Energy Inc. | Add +0.6% | 0.07% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.3% | 0.05% | +0.00 |
| FCX Freeport-McMoran Inc. | Add +2.1% | 0.05% | +0.00 |
| EWJ iShares MSCI Japan ETF | Add +0.2% | 0.03% | +0.00 |
| TPLC Timothy PLN US LRG/Mid Cap | Add +1.8% | 0.03% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +0.8% | 0.05% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +0.4% | 0.04% | +0.00 |
| TRGP Targa Resources Corp. | Add +0.4% | 0.05% | +0.00 |
| META Meta Platforms Inc. Class A | Add +7.4% | 0.04% | −0.00 |
| EPD Enterprise Products Partners | Add +8.0% | 0.05% | −0.00 |
| HYT BlackRock Corp. Hi YLD | Add +1.8% | 0.01% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +0.3% | 0.06% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 124 | $844.5M | VOO, IEFA, IEF, SPY, VCIT |
| Q1 2026 | 199 | $796.8M | VOO, IEFA, IEF, VCIT, BND |
| Q4 2025 | 124 | $780.2M | VOO, IEFA, IEF, VCIT, SPY |
| Q3 2025 | 167 | $785.2M | VOO, IEFA, IEF, SPY, MUB |
| Q2 2025 | 131 | $720.7M | VOO, IEFA, MUB, BND, IEF |
| Q1 2025 | 129 | $680.7M | VOO, MUB, BND, IEFA, SPY |
| Q4 2024 | 129 | $681.6M | VOO, MUB, BND, IEFA, SPY |
| Q3 2024 | 128 | $689.9M | VOO, MUB, IEFA, BND, SPY |
| Q2 2024 | 130 | $618.2M | VOO, MUB, BND, IEFA, SPY |
| Q1 2024 | 144 | $599.8M | VOO, MUB, IEFA, BND, SPY |