Arkadios Wealth Advisors logo

Arkadios Wealth Advisors

RIA/Wealth

Arkadios Wealth Advisors is a RIA/Wealth based in Atlanta, GA led by David Yancey Millican, managing $4.1B across 1,376 long positions as of Q3 2025 with 44% ETF concentration.

CEODavid Yancey Millican
Portfolio Value
$4.1B
Positions
1,376
Top Holding
NVDA at 3.33%
Last Reported
Q3 2025
Address2827 Peachtree Rd Ne, Suite 510, Atlanta, GA, 30305, United States

Top Holdings

Largest long holdings in Arkadios Wealth Advisors's portfolio (17.7% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$135.1M
3.33%
+$10.8M
Bought
0.00%
724.3K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$109.7M
2.70%
+$5.9M
Bought
0.00%
430.7K shares
ETF
ETF
$85.3M
2.10%
+$13.1M
Bought
127.4K shares
Software - Infrastructure
Technology
$85.0M
2.09%
+$11.1M
Bought
0.00%
164.1K shares
5
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$64.1M
1.58%
+$7.1M
Bought
0.00%
292.0K shares
ETF
ETF
$60.8M
1.50%
+$12.9M
Bought
2.9M shares
Banks - Diversified
Financial Services
$47.1M
1.16%
+$6.8M
Bought
0.01%
149.4K shares
Internet Content & Information
Communication Services
$46.6M
1.15%
+$7.1M
Bought
0.00%
191.6K shares
ETF
ETF
$44.2M
1.09%
+$2.0M
Bought
73.6K shares
ETF
ETF
$42.7M
1.05%
+$2.2M
Bought
708.3K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Arkadios Wealth Advisors's latest filing

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Market Value
$4.1B
Prior: $3.3B
Q/Q Change
+22.02%
+$732.5M
Net Flows % of MV
+10.85%
Turnover Ratio
8.8%
New Purchases
83 stocks
$40.9M
Added To
816 stocks
+$508.5M
Sold Out Of
54 stocks
$21.2M
Reduced Holdings
311 stocks
-$87.8M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
3
Ansys logo
Ansys
ANSS
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Arkadios Wealth Advisors

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Sector Allocation

ETF: 44.10%ETFTechnology: 17.10%TechnologyFinancial Services: 8.00%Consumer Cyclical: 5.10%Industrials: 5.00%Healthcare: 4.20%Communication Services: 4.00%Consumer Defensive: 2.80%Energy: 2.80%Utilities: 1.50%Basic Materials: 1.10%Real Estate: 1.00%
ETF
44.10%
Technology
17.10%
Financial Services
8.00%
Consumer Cyclical
5.10%
Industrials
5.00%
Healthcare
4.20%
Communication Services
4.00%
Consumer Defensive
2.80%
Energy
2.80%
Utilities
1.50%
Basic Materials
1.10%
Real Estate
1.00%

Market Cap Distribution

Mega Cap (> $200B): 25.45%Mega Cap (> $200B)Large Cap ($10B - $200B): 22.38%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 3.05%Small Cap ($300M - $2B): 1.04%Micro Cap ($50M - $300M): 0.03%Nano Cap (< $50M): 0.31%N/A (ETF or Unknown): 47.74%N/A (ETF or Unknown)
Mega Cap (> $200B)
25.45%
Large Cap ($10B - $200B)
22.38%
Mid Cap ($2B - $10B)
3.05%
Small Cap ($300M - $2B)
1.04%
Micro Cap ($50M - $300M)
0.03%
Nano Cap (< $50M)
0.31%
N/A (ETF or Unknown)
47.74%

Portfolio Concentration

Top 10 Holdings %
17.75%
Top 20 Holdings %
26.08%
Top 50 Holdings %
39.98%
Top 100 Holdings %
53.13%

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