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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

ASX holding history

ASE Technology Holding Co., Ltd. in every 13F filed by Arkadios Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ASX overviewAll 13F holders of ASXFull Q2 2026 holdings

Shares (Q2 2026)
31,241
Value
$1.41M
% of portfolio
<0.1%
Quarters held
18
Since Q2 2021
Holdings of ASX by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,241$1.41M<0.1%−2,064−6.2%ReducedHolders
Q1 202633,305$722.1K<0.1%−2,429−6.8%ReducedHolders
Q4 202535,734$575.3K<0.1%+7,290+25.6%AddedHolders
Q3 202528,444$315.4K<0.1%+18,019+172.8%AddedHolders
Q2 202510,425$107.7K<0.1%−1,190−10.2%ReducedHolders
Q1 202511,615$101.7K<0.1%+534+4.8%AddedHolders
Q4 202411,081$111.6K<0.1%−311−2.7%ReducedHolders
Q3 202411,392$111.2K<0.1%−200−1.7%ReducedHolders
Q2 202411,592$132.4K<0.1%−1,511−11.5%ReducedHolders
Q1 202413,103$144.0K<0.1%−246−1.8%ReducedHolders
Q4 202313,349$125.6K<0.1%−410−3.0%ReducedHolders
Q3 202313,759$103.5K<0.1%+2,348+20.6%AddedHolders
Q2 202311,411$88.9K<0.1%−682−5.6%ReducedHolders
Q1 202312,093$96.4K<0.1%−590−4.7%ReducedHolders
Q4 202212,683$79.5K<0.1%−1,255−9.0%ReducedHolders
Q3 202213,938$70.0K<0.1%+13,938NewHolders
Q4 20210$00.0%−773−100.0%Sold outHolders
Q3 2021773$6.00K<0.1%00.0%UnchangedHolders
Q2 2021773$6.00K<0.1%+773NewHolders