ARKADIOS WEALTH ADVISORS
Q3 2025 Form 13-F
ATLANTA, GEORGIA
CIK 0001800798
· CRD 288863
· SEC-registered investment adviser
$4.2B Reported Value Total
ARKADIOS WEALTH ADVISORS LLC reports 12,091 total accounts under management (AUM). There are 12,091 discretionary accounts valued at $3,856,398,203, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-29
Reported value
$4.2B
Quarter over quarter
+7.1%
Holdings
1,386
Top-10 concentration
17.4%
Key People
Form ADV owners & control persons
David Yancey Millican
OWNER
Holly Evans
ELECTED MANAGER
Kiliaen Van Rensselaer Ludlow
ELECTED MANAGER
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13F Metrics
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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | October 29, 2025 |
| Form | 13F-HR |
| Reported value | $4.2B |
| Positions | 1,386 |
| Change in reported value | +22.9% |
| New positions | 198 |
| Exited positions | 54 |
| Position turnover | 17.5% |
| Top-10 concentration | 17.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 10, 2026
|
1,680 | $6.6B |
|
Q1 2026 13F
Filed May 18, 2026
|
1,618 | $6.1B |
|
Q4 2025 13F
Filed Feb 13, 2026
|
1,475 | $5.2B |
|
Q3 2025 13F
Filed Oct 29, 2025
|
1,386 | $4.2B |
|
Q2 2025 13F
Filed Aug 4, 2025
|
1,242 | $3.4B |
|
Q1 2025 13F
Filed May 8, 2025
|
1,109 | $2.6B |
|
Q4 2024 13F
Filed Jan 15, 2025
|
931 | $1.8B |
|
Q3 2024 13F
Filed Oct 24, 2024
|
918 | $1.8B |
|
Q2 2024 13F
Filed Jul 29, 2024
|
850 | $1.5B |
|
Q1 2024 13F
Filed Apr 30, 2024
|
727 | $1.3B |
|
Q4 2023 13F
Filed Jan 24, 2024
|
732 | $1.2B |
|
Q3 2023 13F
Filed Oct 13, 2023
|
709 | $1.1B |
|
Q2 2023 13F
Filed Jul 26, 2023
|
602 | $859.9M |
|
Q1 2023 13F
Filed May 2, 2023
|
601 | $839.8M |
|
Q4 2022 13F
Filed Jan 11, 2023
|
559 | $754.4M |
|
Q3 2022 13F
Filed Oct 21, 2022
|
522 | $659.8M |
|
Q2 2022 13F
Filed Jul 14, 2022
|
540 | $672.2M |
|
Q1 2022 13F
Filed May 2, 2022
|
551 | $763.5M |
|
Q4 2021 13F
Filed Feb 3, 2022
|
567 | $755.1M |
|
Q3 2021 13F
Filed Oct 19, 2021
|
1,782 | $693.5M |
7 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION COM | $135.1M | 3.24% |
| 2 | AAPL APPLE INC COM | $109.7M | 2.63% |
| 3 | IVV ISHARES CORE S&P 500 ETF | $85.3M | 2.05% |
| 4 | MSFT MICROSOFT CORP COM | $85.0M | 2.04% |
| 5 | AMZN AMAZON COM INC COM | $64.1M | 1.54% |
| 6 | CARY ANGEL OAK INCOME ETF | $60.8M | 1.46% |
| 7 | SPY P SPDR S&P 500 ETF TRUST | $47.3M | 1.13% |
| 8 | JPM JPMORGAN CHASE & CO. COM | $47.1M | 1.13% |
| 9 | GOOGL ALPHABET INC CAP STK CL A | $46.6M | 1.12% |
| 10 | QQQ INVESCO QQQ TRUST SERIES I | $44.2M | 1.06% |
| 11 | OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $42.7M | 1.02% |
| 12 | AVGO BROADCOM INC COM | $40.5M | 0.97% |
| 13 | SPY SPDR S&P 500 ETF TRUST | $38.5M | 0.92% |
| 14 | META META PLATFORMS INC CL A | $35.3M | 0.85% |
| 15 | IVW ISHARES S&P 500 GROWTH ETF | $35.3M | 0.85% |
| 16 | FBND FIDELITY TOTAL BOND ETF | $34.3M | 0.82% |
| 17 | AOHY ANGEL OAK HIGH YIELD OPPORTUNITIES ETF | $33.3M | 0.8% |
| 18 | RSP INVESCO S&P 500 EQUAL WEIGHT ETF | $32.9M | 0.79% |
| 19 | FDVV FIDELITY HIGH DIVIDEND ETF | $30.7M | 0.74% |
| 20 | PLTR PALANTIR TECHNOLOGIES INC CL A | $30.3M | 0.73% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.