Arkos Global Advisors

CIK 0001769089 · Q1 2026

13F Equity AUM

$797K

-99.9% QoQ

Positions

199

+75 QoQ

AUM Rank

#12,020

Top 97%

Skill Alpha (FF)

-3.3%/yr

Underperformer

Rank #6,564 · Top 80%

vs S&P -10.4%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 45.9%Top 10: 68.8%Top 20: 86.1%

VOO13.5%

IEFA12.4%

IEF7.2%

VCIT6.6%

BND6.2%

SPY6.1%

MUB5.9%

IJH3.9%

IAU*3.6%

GQ93.4%

Others (189)31.3%

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

Sector Allocation

Financial Services91.6%

Financials4.2%

Other4.2%

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

Position Sizing

Positions: 199Median: 0.04%Avg: 0.50%

0–0.5%

176(11.5%)

0.5–1%

5(4.4%)

1–3%

8(15.4%)

3–5%

3(10.9%)

5%+

7(57.8%)

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

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Portfolio Overlap

Shared: 196Unique: 3vs 20 funds

2.7%Low

199

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.7%

BANK OF AMERICA CORP /DE/

3.7%

5.4%

3.7%

2.8%

VANGUARD CAPITAL MANAGEMENT LLC

2.4%

GEODE CAPITAL MANAGEMENT, LLC

2.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New79Increased42Decreased49Exited4

New Positions

PSLV/U0.4%

+141K

CHPX0.1%

+15K

FCX0.1%

+7K

LRCX0.0%

+960

ORCL0.0%

+2K

UBER0.0%

+3K

XLP0.0%

+3K

EWJ0.0%

+3K

XLV0.0%

+1K

DBEU0.0%

+3K

Increased

IEFA12.4%

+53K(+5%)

FBTC1.0%

+36K(+36%)

IJH3.9%

+32K(+7%)

PFF0.4%

+18K(+22%)

IEMG2.7%

+17K(+6%)

XLE0.2%

+16K(+182%)

IAU*3.6%

+9K(+3%)

IJR2.3%

+8K(+6%)

COIN0.2%

+7K(+295%)

EMLP1.6%

+6K(+2%)

Decreased

PGX0.4%

-90,022(-22%)

REET0.3%

-34,020(-27%)

MUB5.9%

-24,446(-5%)

NMZ0.0%

-13,200(-81%)

BND6.2%

-9,729(-1%)

XOM0.0%

-6,429(-77%)

CRAK0.0%

-5,322(-75%)

NVG0.0%

-4,880(-25%)

XLU1.9%

-3,964(-1%)

NAD0.0%

-3,500(-15%)

Exited

-386,200

-45,627

-945

-553

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

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Holdings

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