Arkos Global Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Arkos Global Advisors reported 199 stock positions worth $796.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.5% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 12.4%) and iShares 7-10 Year Treasury B (IEF, 7.2%). Compared with Q4 2025, it opened 79 new positions, sold out of 4, added to 42 and reduced 49. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +5%) and the biggest sale an exit from Amplify Junior Silver Miners (SILJ).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001769089
- Portfolio Value
- $796.8M (Q1 2026)
- SEC Filing
- 0001769089-26-000004 ↗ filed May 13, 2026
Holdings Value
Holdings 199 stocks · $796.8M
| VOO Vanguard S&P 500 ETF | 13.49% | 179,883 | $107.5M | Add +0.8% |
| IEFA iShares Core MSCI Eafe ETF | 12.43% | 1,094,096 | $99.0M | Add +5.1% |
| IEF iShares 7-10 Year Treasury B | 7.20% | 601,226 | $57.4M | Add +0.5% |
| VCIT Vanguard Int-Term Corporate | 6.57% | 632,398 | $52.3M | Add +0.5% |
| BND Vanguard Total Bond Market | 6.18% | 668,994 | $49.3M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.06% | 74,260 | $48.3M | Reduce -1.0% |
| MUB iShares National Muni Bond E | 5.90% | 443,046 | $47.0M | Reduce -5.2% |
| IJH iShares Core S&P Midcap ETF | 3.89% | 459,181 | $31.0M | Add +7.4% |
| IAU iShares Gold Trust | 3.59% | 324,168 | $28.6M | Add +2.8% |
| GLD SPDR Gold Shares | 3.43% | 63,607 | $27.4M | Reduce -2.3% |
| IEMG iShares Core MSCI Emerging | 2.73% | 311,610 | $21.7M | Add +5.6% |
| IJR iShares Core S&P Small-Cap E | 2.33% | 149,126 | $18.5M | Add +5.8% |
| VYM Vanguard High DVD Yield ETF | 2.27% | 121,968 | $18.1M | Add +1.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.03% | 172,053 | $16.2M | Add +3.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.92% | 334,050 | $15.3M | Reduce -1.2% |
| EMLP First Trust North American E | 1.61% | 293,750 | $12.8M | Add +2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.43% | 39,708 | $11.4M | Reduce -0.8% |
| DGRO iShares Core Dividend Growth | 1.06% | 120,231 | $8.4M | Add +2.8% |
| FBTC Fidelity Wise Origin Bitcoin | 1.00% | 134,855 | $8.0M | Add +36.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.96% | 29,345 | $7.7M | Reduce -1.1% |
| RSP Invesco S&P 500 Equal Weight | 0.86% | 35,712 | $6.9M | Add +8.4% |
| CWB SS SPDR BB Conv Sec ETF | 0.84% | 73,471 | $6.7M | Add +2.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.70% | 70,491 | $5.6M | Reduce -1.2% |
| AAPL Apple Inc. | 0.50% | 15,617 | $4.0M | Add +5.9% |
| PSLV Sprott Physical Silver Trust | 0.43% | 140,600 | $3.4M | New |
| PGX Invesco Preferred ETF | 0.43% | 312,676 | $3.4M | Reduce -22.4% |
| GDX Vaneck Gold Miners ETF | 0.42% | 36,673 | $3.4M | No change |
| ACWI iShares MSCI Acwi ETF | 0.41% | 23,634 | $3.3M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.40% | 11,124 | $3.2M | Add +10.9% |
| PFF iShares Preferred & Income S | 0.39% | 102,421 | $3.1M | Add +21.7% |
| REET iShares Global REIT ETF | 0.28% | 90,187 | $2.3M | Reduce -27.4% |
| SDVY First Trust Smid Cap Rising | 0.27% | 54,144 | $2.1M | Add +9.9% |
| AMZN Amazon.com Inc. | 0.24% | 9,103 | $1.9M | Add +33.8% |
| MSFT Microsoft Corp. | 0.23% | 4,961 | $1.8M | Add +54.5% |
| PHYS Sprott Physical Gold Trust | 0.23% | 51,283 | $1.8M | No change |
| WMT Walmart Inc. | 0.22% | 14,292 | $1.8M | Add +2.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 3,682 | $1.6M | Reduce -2.8% |
| COIN Coinbase Global Inc. Class A | 0.20% | 9,149 | $1.6M | Add +294.7% |
| AMLP Alerian MLP ETF | 0.19% | 28,910 | $1.5M | No change |
| XLE SS Energy Select Sector | 0.19% | 24,211 | $1.5M | Add +182.0% |
| IDV iShares International Select | 0.17% | 31,529 | $1.3M | Add +5.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 2,247 | $1.3M | Add +6.2% |
| NVDA Nvidia Corp. | 0.16% | 7,421 | $1.3M | Add +44.5% |
| AVGO Broadcom Inc. | 0.16% | 4,178 | $1.3M | Add +10.3% |
| SLV iShares Silver Trust | 0.14% | 15,893 | $1.1M | Reduce -12.7% |
| COST Costco Wholesale Corp. | 0.14% | 1,080 | $1.1M | Add +22.0% |
| CVX Chevron Corp. | 0.13% | 4,975 | $1.0M | Add +16.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.13% | 9,258 | $1.0M | No change |
| VXUS Vanguard Total Intl Stock | 0.12% | 12,641 | $975K | Reduce -5.7% |
| SHEL Shell PLC-ADR | 0.11% | 9,525 | $886K | No change |
| CHPX Glo X AI Semicon & Quant ETF | 0.11% | 15,273 | $876K | New |
| VGT Vanguard Info Tech ETF | 0.11% | 1,251 | $873K | Reduce -22.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 2,570 | $824K | Add +11.6% |
| VEA Vanguard Ftse Developed ETF | 0.10% | 12,488 | $800K | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,646 | $789K | Add +12.8% |
| DON Wisdomtree US Midcap Dividen | 0.10% | 14,692 | $772K | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 0.10% | 2,608 | $767K | Reduce -21.1% |
| SO The Southern Co. | 0.09% | 7,520 | $726K | Add +11.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.09% | 1,564 | $724K | No change |
| RWO State Street SPDR Dow Jones | 0.09% | 14,922 | $683K | Reduce -0.5% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.08% | 7,044 | $667K | No change |
| TLT iShares 20+ Year Treasury BD | 0.08% | 7,532 | $653K | Reduce -0.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.08% | 8,143 | $648K | Reduce -0.1% |
| TSLA Tesla Inc. | 0.08% | 1,722 | $640K | Add +0.9% |
| WMB Williams Cos Inc. | 0.08% | 8,685 | $632K | No change |
| SCHM Schwab US Mid Cap ETF | 0.08% | 20,396 | $631K | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 0.07% | 913 | $596K | Reduce -0.4% |
| VOOG Vanguard S&P 500 Growth ETF | 0.07% | 1,427 | $582K | No change |
| DUK Duke Energy Corp. | 0.07% | 4,272 | $559K | Reduce -18.6% |
| VTIP Vanguard Short-Term Tips | 0.07% | 11,102 | $555K | No change |
| FEX First Trust Large Cap Core A | 0.07% | 4,359 | $532K | No change |
| D Dominion Energy Inc. | 0.07% | 8,458 | $523K | No change |
| DES Wisdomtree US Smallcap Divid | 0.06% | 13,947 | $501K | Reduce -0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 3,398 | $496K | No change |
| KO The Coca-Cola Co. | 0.06% | 6,117 | $465K | No change |
| LLY Eli Lilly & Co. | 0.06% | 497 | $457K | Add +4.0% |
| AMAT Applied Materials Inc. | 0.06% | 1,313 | $449K | Reduce -1.8% |
| SCHG Schwab US Large-Cap Growth | 0.06% | 15,200 | $443K | No change |
| EZU iShares MSCI Eurozone ETF | 0.06% | 7,051 | $442K | No change |
| EPD Enterprise Products Partners | 0.05% | 11,402 | $431K | Add +4.1% |
| SUSA iShares ESG Optimized MSCI U | 0.05% | 3,048 | $403K | Reduce -3.2% |
| HD Home Depot Inc. | 0.05% | 1,208 | $397K | Add +10.3% |
| FCX Freeport-McMoran Inc. | 0.05% | 6,707 | $394K | New |
| V Visa Inc. Class A | 0.05% | 1,280 | $387K | Add +98.8% |
| EFA iShares MSCI Eafe ETF | 0.05% | 3,968 | $385K | Reduce -0.5% |
| SBUX Starbucks Corp. | 0.05% | 4,254 | $381K | Add +32.1% |
| PEP Pepsico Inc. | 0.05% | 2,411 | $374K | Reduce -2.7% |
| TRGP Targa Resources Corp. | 0.05% | 1,469 | $368K | No change |
| VZ Verizon Communications Inc. | 0.04% | 7,070 | $355K | Reduce -3.4% |
| XLF SS Financial Select Sector | 0.04% | 7,107 | $351K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.04% | 2,557 | $346K | No change |
| GOOG Alphabet Inc. Class C | 0.04% | 1,203 | $345K | Add +13.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,755 | $344K | Reduce -5.7% |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 3,566 | $341K | Reduce -2.5% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.04% | 6,382 | $328K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 568 | $325K | Reduce -6.4% |
| XOM Exxon Mobil Corp. | 0.04% | 1,896 | $322K | Reduce -77.2% |
| INTC Intel Corp. | 0.04% | 7,187 | $317K | No change |
| IVE iShares S&P 500 Value ETF | 0.04% | 1,465 | $309K | Reduce -11.3% |
| AXP American Express Co. | 0.04% | 1,006 | $304K | Add +3.1% |
Portfolio Sells Q4 2025 → Q1 2026
| SILJ Amplify Junior Silver Miners | Sold out | 0.00% | −1.01 |
| MUB iShares National Muni Bond E | Reduce -5.2% | 5.90% | −0.52 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 6.06% | −0.50 |
| BND Vanguard Total Bond Market | Reduce -1.4% | 6.18% | −0.26 |
| PGX Invesco Preferred ETF | Reduce -22.4% | 0.43% | −0.15 |
| REET iShares Global REIT ETF | Reduce -27.4% | 0.28% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -77.2% | 0.04% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.8% | 1.43% | −0.06 |
| VGT Vanguard Info Tech ETF | Reduce -22.8% | 0.11% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -21.1% | 0.10% | −0.04 |
| LEO BNY Mellon Strategic Muni | Sold out | 0.00% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.8% | 0.20% | −0.04 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.03 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.2% | 0.70% | −0.03 |
| CRAK Vaneck Oil Refiners ETF | Reduce -74.8% | 0.01% | −0.02 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.3% | 0.41% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -36.1% | 0.03% | −0.02 |
| NMZ Nuveen Muni Hi Inc. Opport | Reduce -81.0% | 0.00% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.1% | 0.96% | −0.02 |
| SLV iShares Silver Trust | Reduce -12.7% | 0.14% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -13.6% | 0.03% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -6.4% | 0.04% | −0.01 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -24.9% | 0.02% | −0.01 |
| DUK Duke Energy Corp. | Reduce -18.6% | 0.07% | −0.01 |
| NAD Nuveen Quality Municipal Inc. | Reduce -15.1% | 0.03% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -5.7% | 0.12% | −0.01 |
| NZF Nuveen Municipal Credit Inc. | Reduce -15.1% | 0.03% | −0.01 |
| NKE Nike Inc. Class B | Reduce -1.2% | 0.03% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -11.3% | 0.04% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 0.07% | −0.01 |
| SUSA iShares ESG Optimized MSCI U | Reduce -3.2% | 0.05% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.9% | 0.02% | −0.00 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Reduce -0.5% | 0.02% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.1% | 0.08% | −0.00 |
| HACK Amplify Cybersecurity ETF | Reduce -2.4% | 0.02% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.0% | 0.10% | −0.00 |
| JUST Goldman Sachs Just US LRG | Reduce -1.4% | 0.03% | −0.00 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.1% | 0.08% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.7% | 0.04% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -2.5% | 0.04% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.0% | 0.08% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -0.5% | 0.05% | −0.00 |
| RWO State Street SPDR Dow Jones | Reduce -0.5% | 0.09% | −0.00 |
| DON Wisdomtree US Midcap Dividen | Reduce -0.2% | 0.10% | −0.00 |
| STPZ PIMCO 1-5 Year US Tips Index | Reduce -0.3% | 0.03% | −0.00 |
| PEP Pepsico Inc. | Reduce -2.7% | 0.05% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.5% | 0.03% | +0.00 |
| DES Wisdomtree US Smallcap Divid | Reduce -0.1% | 0.06% | +0.00 |
| VZ Verizon Communications Inc. | Reduce -3.4% | 0.04% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IEFA iShares Core MSCI Eafe ETF | Add +5.1% | 12.43% | +0.50 |
| PSLV Sprott Physical Silver Trust | New | 0.43% | +0.43 |
| IAU iShares Gold Trust | Add +2.8% | 3.59% | +0.31 |
| IJH iShares Core S&P Midcap ETF | Add +7.4% | 3.89% | +0.27 |
| EMLP First Trust North American E | Add +2.1% | 1.61% | +0.21 |
| IEMG iShares Core MSCI Emerging | Add +5.6% | 2.73% | +0.19 |
| IJR iShares Core S&P Small-Cap E | Add +5.8% | 2.33% | +0.16 |
| XLE SS Energy Select Sector | Add +182.0% | 0.19% | +0.14 |
| COIN Coinbase Global Inc. Class A | Add +294.7% | 0.20% | +0.13 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +3.4% | 2.03% | +0.11 |
| CHPX Glo X AI Semicon & Quant ETF | New | 0.11% | +0.11 |
| PFF iShares Preferred & Income S | Add +21.7% | 0.39% | +0.06 |
| VYM Vanguard High DVD Yield ETF | Add +1.3% | 2.27% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +8.4% | 0.86% | +0.05 |
| FCX Freeport-McMoran Inc. | New | 0.05% | +0.05 |
| CVX Chevron Corp. | Add +16.8% | 0.13% | +0.05 |
| NVDA Nvidia Corp. | Add +44.5% | 0.16% | +0.04 |
| COST Costco Wholesale Corp. | Add +22.0% | 0.14% | +0.04 |
| AMZN Amazon.com Inc. | Add +33.8% | 0.24% | +0.04 |
| MSFT Microsoft Corp. | Add +54.5% | 0.23% | +0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Add +36.1% | 1.00% | +0.03 |
| ORCL Oracle Corp. | New | 0.03% | +0.03 |
| EWJ iShares MSCI Japan ETF | New | 0.03% | +0.03 |
| XLP SS Consumer Staples Sel Sect | New | 0.03% | +0.03 |
| UBER Uber Technologies Inc. | New | 0.03% | +0.03 |
| CWB SS SPDR BB Conv Sec ETF | Add +2.9% | 0.84% | +0.03 |
| SDVY First Trust Smid Cap Rising | Add +9.9% | 0.27% | +0.03 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| FYX First Trust Small Cap Core A | New | 0.02% | +0.02 |
| EEMA iShares MSCI Emerg MRKT Asia | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +2.6% | 0.22% | +0.02 |
| NOW ServiceNow Inc. | New | 0.02% | +0.02 |
| BIV Vanguard Intermediate-Term B | New | 0.02% | +0.02 |
| NEE Nextera Energy Inc. | New | 0.02% | +0.02 |
| SHOP Shopify Inc. Class A | New | 0.02% | +0.02 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.02% | +0.02 |
| CSCO Cisco Systems Inc. | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | New | 0.02% | +0.02 |
| AFL Aflac Inc. | New | 0.02% | +0.02 |
| XLC SS Comm Select Sector SPDR | New | 0.02% | +0.02 |
| YUM Yum! Brands Inc. | New | 0.02% | +0.02 |
| XLV SS Health Care Select Sector | New | 0.02% | +0.02 |
| SUSB iShares ESG Aware 1-5 Year U | New | 0.02% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | New | 0.02% | +0.02 |
| V Visa Inc. Class A | Add +98.8% | 0.05% | +0.02 |
| UPS United Parcel Service Class B | New | 0.02% | +0.02 |
| EAGG iShares ESG Aware US Aggrega | New | 0.02% | +0.02 |
| NUSC Nuveen ESG Small-Cap ETF | New | 0.02% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +2.8% | 1.06% | +0.02 |
| ESGU iShares ESG Aware MSCI USA | New | 0.02% | +0.02 |
Options Activity Q4 2025 → Q1 2026
| SILJ Amplify Junior Silver Miners | call | Sold out | 100,000 | $2.8Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |