Arkos Global Advisors

CIK 0001769089 · Q2 2026

13F Equity AUM

$844K

+6.0% QoQ

Positions

124

-75 QoQ

AUM Rank

#12,165

Top 97%

Skill Alpha (FF)

-2.7%/yr

Underperformer

Rank #6,576 · Top 79%

vs S&P -7.5%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 47.3%Top 10: 69.2%Top 20: 87.3%

VOO14.6%

IEFA13.3%

IEF6.6%

SPY6.5%

VCIT6.3%

BND5.4%

MUB5.4%

IJH4.5%

IEMG3.5%

IAU*3.1%

Others (114)30.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services92.6%

Financials3.6%

Other3.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 124Median: 0.09%Avg: 0.81%

0–0.5%

101(10.3%)

0.5–1%

3(2.4%)

1–3%

10(18.1%)

3–5%

3(11.1%)

5%+

7(58.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 124vs 20 funds

0%Low

124

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New9Increased61Decreased39Exited84

New Positions

XLB0.1%

+10K

AMD0.1%

+841

CAT0.0%

+266

EXXONMOBIL HOLDINGS …0.0%

+2K

SPACE EXPLORATION TE…0.0%

+1K

NET0.0%

+849

PH0.0%

+206

TXN0.0%

+678

CMI0.0%

+295

Increased

VO1.5%

+118K(+298%)

IEFA13.3%

+71K(+6%)

IEMG3.5%

+46K(+15%)

IJH4.5%

+32K(+7%)

FBTC0.9%

+22K(+16%)

XLU1.9%

+22K(+7%)

VUG0.2%

+18K(+500%)

IAU*3.1%

+18K(+6%)

IJR2.9%

+15K(+10%)

PFF0.4%

+10K(+10%)

Decreased

PGX0.3%

-87,497(-28%)

BND5.4%

-45,147(-7%)

VCSH0.4%

-23,803(-34%)

MUB5.4%

-17,720(-4%)

IEF6.6%

-12,747(-2%)

INTC0.1%

-3,562(-50%)

HYG0.1%

-2,634(-32%)

EZU0.0%

-2,597(-37%)

DGRO1.1%

-1,315(-1%)

CWB0.9%

-997(-1%)

Exited

-1,251

-4,254

-7,107

-1,896

-946

-19,668

-1,667

-3,962

-4,164

-3,103

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...