# EDGAR Filing Document

**Accession Number:** 0001769089
**File Stem:** 0001769089-23-000001
**Filing Date:** 2023-2
**Character Count:** 13447
**Document Hash:** 4d7c31c0b28f37a0cf478186daee9df8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001769089-23-000001.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001769089-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Arkos Global Advisors
- **CENTRAL INDEX KEY:** 0001769089
- **IRS NUMBER:** 821296373
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19433
- **FILM NUMBER:** 23630854

**BUSINESS ADDRESS:**
- **STREET 1:** 4400 POST OAK PARKWAY
- **STREET 2:** STE. 1950
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77027
- **BUSINESS PHONE:** 7138268066

**MAIL ADDRESS:**
- **STREET 1:** 4400 POST OAK PARKWAY
- **STREET 2:** STE. 1950
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77027

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Archetype Wealth Partners
- **DATE OF NAME CHANGE:** 20210212

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Archetype Wealth Partners, LLC
- **DATE OF NAME CHANGE:** 20190226

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Arkos Global Advisors<br>**Address:** 4400 POST OAK PARKWAY<br>STE. 1950<br>HOUSTON, TX 77027

**Form 13F File Number:** 028-19433

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jeff Thomas<br>**Title:** CEO/Founder<br>**Phone:** 3463522360

**Signature, Place, and Date of Signing:**

Jeff Thomas  Houston, TX  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 93

**Form 13F Information Table Value Total:** $392266

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC COM | Stock | 023135106 |  | 397 | 4732 | SH |  | SOLE |  | 1720 | 0 | 3011 |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | ETF | 921946794 |  | 3537 | 59373 | SH |  | SOLE |  | 59373 | 0 | 0 |
| COSTCO WHSL CORP NEW COM | Stock | 22160K105 |  | 228 | 500 | SH |  | SOLE |  | 122 | 0 | 378 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 |  | 220 | 640 | SH |  | SOLE |  | 102 | 0 | 538 |
| SHELL PLC SPON ADS | ADR | 780259305 |  | 757 | 13300 | SH |  | SOLE |  | 100 | 0 | 13200 |
| BOSTON SCIENTIFIC CORP COM | Stock | 101137107 |  | 338 | 7298 | SH |  | SOLE |  | 978 | 0 | 6320 |
| COCA COLA CO COM | Stock | 191216100 |  | 510 | 8021 | SH |  | SOLE |  | 1981 | 0 | 6039 |
| ISHARES MSCI USA ESG SELECT ETF | ETF | 464288802 |  | 607 | 7372 | SH |  | SOLE |  | 7132 | 0 | 240 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 78467X109 |  | 626 | 1890 | SH |  | SOLE |  | 0 | 0 | 1890 |
| ISHARES SILVER TRUST | ETF | 46428Q109 |  | 261 | 11837 | SH |  | SOLE |  | 10314 | 0 | 1523 |
| SPDR DOW JONES GLOBAL REAL ESTATE ETF | ETF | 78463X749 |  | 1158 | 28311 | SH |  | SOLE |  | 24226 | 0 | 4085 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 428 | 3855 | SH |  | SOLE |  | 1555 | 0 | 2300 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | 464288158 |  | 8274 | 79347 | SH |  | SOLE |  | 59377 | 0 | 19970 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 46281 | 121018 | SH |  | SOLE |  | 93631 | 0 | 27387 |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | REIT | 035710839 |  | 260 | 12316 | SH |  | SOLE |  | 0 | 0 | 12316 |
| ISHARES MSCI JAPAN ETF | ETF | 46434G822 |  | 237 | 4345 | SH |  | SOLE |  | 4345 | 0 | 0 |
| GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | ETF | 381430396 |  | 454 | 8219 | SH |  | SOLE |  | 8219 | 0 | 0 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 |  | 406 | 10317 | SH |  | SOLE |  | 2689 | 0 | 7628 |
| PEPSICO INC COM | Stock | 713448108 |  | 226 | 1250 | SH |  | SOLE |  | 519 | 0 | 731 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 464287457 |  | 1778 | 21905 | SH |  | SOLE |  | 6632 | 0 | 15273 |
| NUVEEN ESG SMALL-CAP ETF | ETF | 67092P607 |  | 312 | 9136 | SH |  | SOLE |  | 9136 | 0 | 0 |
| NUVEEN ESG LARGE-CAP GROWTH ETF | ETF | 67092P201 |  | 261 | 5339 | SH |  | SOLE |  | 5339 | 0 | 0 |
| NUVEEN ESG MID-CAP GROWTH ETF | ETF | 67092P409 |  | 348 | 9899 | SH |  | SOLE |  | 9899 | 0 | 0 |
| KIMBERLY-CLARK CORP COM | Stock | 494368103 |  | 209 | 1536 | SH |  | SOLE |  | 0 | 0 | 1536 |
| SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | ETF | 78464A359 |  | 2356 | 36623 | SH |  | SOLE |  | 36623 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 342 | 1083 | SH |  | SOLE |  | 865 | 0 | 218 |
| PIMCO 1-5 YEAR US TIPS INDEX ETF | ETF | 72201R205 |  | 9389 | 188261 | SH |  | SOLE |  | 155355 | 0 | 32906 |
| FIRST TRUST LARGE CAP CORE ALPHADEX FUND | ETF | 33734K109 |  | 558 | 6970 | SH |  | SOLE |  | 100 | 0 | 6870 |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | ETF | 46435G243 |  | 486 | 20433 | SH |  | SOLE |  | 20433 | 0 | 0 |
| HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 81369Y209 |  | 465 | 3422 | SH |  | SOLE |  | 425 | 0 | 2997 |
| SPDR GOLD SHARES | ETF | 78463V107 |  | 19018 | 112107 | SH |  | SOLE |  | 75628 | 0 | 36479 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 |  | 211 | 3800 | SH |  | SOLE |  | 2300 | 0 | 1500 |
| ISHARES CORE S SMALL CAP ETF | ETF | 464287804 |  | 1941 | 20514 | SH |  | SOLE |  | 17100 | 0 | 3414 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 487 | 1575 | SH |  | SOLE |  | 50 | 0 | 1525 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 |  | 55206 | 734218 | SH |  | SOLE |  | 549485 | 0 | 184733 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 799 | 9052 | SH |  | SOLE |  | 960 | 0 | 8092 |
| COMCAST CORP NEW CL A | Stock | 20030N101 |  | 208 | 5937 | SH |  | SOLE |  | 1650 | 0 | 4287 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 715 | 2982 | SH |  | SOLE |  | 2574 | 0 | 407 |
| VANGUARD SMALL-CAP ETF | ETF | 922908751 |  | 7175 | 39092 | SH |  | SOLE |  | 33395 | 0 | 5697 |
| VANGUARD MID-CAP ETF | ETF | 922908629 |  | 12361 | 60651 | SH |  | SOLE |  | 51865 | 0 | 8786 |
| ALERIAN MLP ETF | ETF | 00162Q452 |  | 1129 | 29660 | SH |  | SOLE |  | 29660 | 0 | 0 |
| SCHWAB US TIPS ETF | ETF | 808524870 |  | 1378 | 26604 | SH |  | SOLE |  | 12104 | 0 | 14500 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 26826 | 76354 | SH |  | SOLE |  | 68674 | 0 | 7680 |
| INVESCO S 500 EQUAL WEIGHT ETF | ETF | 46137V357 |  | 2966 | 20998 | SH |  | SOLE |  | 20998 | 0 | 0 |
| VANECK GOLD MINERS ETF | ETF | 92189F106 |  | 537 | 18738 | SH |  | SOLE |  | 4221 | 0 | 14517 |
| SCHWAB U.S. MID-CAP ETF | ETF | 808524508 |  | 613 | 9339 | SH |  | SOLE |  | 1953 | 0 | 7386 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 |  | 3669 | 70949 | SH |  | SOLE |  | 42099 | 0 | 28850 |
| VANGUARD S 500 GROWTH ETF | ETF | 921932505 |  | 317 | 1504 | SH |  | SOLE |  | 0 | 0 | 1504 |
| INVESCO S 500 LOW VOLATILITY ETF | ETF | 46138E354 |  | 441 | 6896 | SH |  | SOLE |  | 0 | 0 | 6895 |
| VANGUARD VALUE ETF | ETF | 922908744 |  | 288 | 2055 | SH |  | SOLE |  | 590 | 0 | 1465 |
| VANGUARD GROWTH ETF | ETF | 922908736 |  | 798 | 3744 | SH |  | SOLE |  | 1973 | 0 | 1771 |
| SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | ETF | 78468R408 |  | 290 | 11947 | SH |  | SOLE |  | 11897 | 0 | 50 |
| WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | ETF | 97717W604 |  | 1134 | 39857 | SH |  | SOLE |  | 39857 | 0 | 0 |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | ETF | 33738D101 |  | 3787 | 141906 | SH |  | SOLE |  | 132550 | 0 | 9356 |
| HEALTHCARE RLTY TR CL A COM | REIT | 42226K105 |  | 282 | 14612 | SH |  | SOLE |  | 0 | 0 | 14612 |
| WP CAREY INC COM | REIT | 92936U109 |  | 256 | 3276 | SH |  | SOLE |  | 0 | 0 | 3276 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 922020805 |  | 4271 | 91441 | SH |  | SOLE |  | 58500 | 0 | 32941 |
| ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 |  | 31602 | 512681 | SH |  | SOLE |  | 425586 | 0 | 87095 |
| INVESCO S 500 HIGH DIVIDEND LOW VOLATILITY ETF | ETF | 46138E362 |  | 222 | 5057 | SH |  | SOLE |  | 2964 | 0 | 2093 |
| CANADIAN IMPERIAL BK COMM TORO COM | Stock | 136069101 |  | 397 | 9806 | SH |  | SOLE |  | 6000 | 0 | 3806 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 |  | 7920 | 169590 | SH |  | SOLE |  | 124777 | 0 | 44813 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 |  | 49098 | 683435 | SH |  | SOLE |  | 597261 | 0 | 86174 |
| SPDR BLACKSTONE SENIOR LOAN ETF | ETF | 78467V608 |  | 968 | 23667 | SH |  | SOLE |  | 11536 | 0 | 12131 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 45866F104 |  | 244 | 2379 | SH |  | SOLE |  | 635 | 0 | 1744 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 92203J407 |  | 1979 | 41717 | SH |  | SOLE |  | 34781 | 0 | 6936 |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | ETF | 97717W505 |  | 1979 | 48100 | SH |  | SOLE |  | 48100 | 0 | 0 |
| ENERGY SELECT SECTOR SPDR FUND | ETF | 81369Y506 |  | 382 | 4367 | SH |  | SOLE |  | 0 | 0 | 4367 |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | ETF | 464288513 |  | 1018 | 13823 | SH |  | SOLE |  | 13351 | 0 | 472 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 516 | 1343 | SH |  | SOLE |  | 663 | 0 | 680 |
| JPMORGAN CHASE  CO COM | Stock | 46625H100 |  | 425 | 3173 | SH |  | SOLE |  | 1037 | 0 | 2136 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 488 | 2717 | SH |  | SOLE |  | 910 | 0 | 1807 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 |  | 31400 | 297572 | SH |  | SOLE |  | 178336 | 0 | 119236 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 |  | 710 | 16917 | SH |  | SOLE |  | 16917 | 0 | 0 |
| SPDR S DIVIDEND ETF | ETF | 78464A763 |  | 439 | 3506 | SH |  | SOLE |  | 981 | 0 | 2525 |
| WALMART INC COM | Stock | 931142103 |  | 833 | 5877 | SH |  | SOLE |  | 800 | 0 | 5076 |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | ETF | 464288448 |  | 2435 | 89669 | SH |  | SOLE |  | 84493 | 0 | 5176 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 |  | 10809 | 99887 | SH |  | SOLE |  | 65781 | 0 | 34105 |
| PFIZER INC COM | Stock | 717081103 |  | 204 | 3976 | SH |  | SOLE |  | 2591 | 0 | 1385 |
| WILLIAMS COS INC COM | Stock | 969457100 |  | 296 | 9002 | SH |  | SOLE |  | 317 | 0 | 8685 |
| SPDR S OIL  GAS EXPLORATION  PRODUCTION ETF | ETF | 78468R556 |  | 215 | 1581 | SH |  | SOLE |  | 1581 | 0 | 0 |
| BANK MONTREAL QUE COM | Stock | 063671101 |  | 242 | 2672 | SH |  | SOLE |  | 0 | 0 | 2672 |
| CHIMERA INVT CORP COM NEW | REIT | 16934Q208 |  | 65 | 11841 | SH |  | SOLE |  | 0 | 0 | 11841 |
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 |  | 6384 | 127672 | SH |  | SOLE |  | 127672 | 0 | 0 |
| ISHARES GLOBAL REIT ETF | ETF | 46434V647 |  | 523 | 23031 | SH |  | SOLE |  | 23031 | 0 | 0 |
| AMARIN CORP PLC SPONS ADR NEW | ADR | 023111206 |  | 12 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| ARK INNOVATION ETF | ETF | 00214Q104 |  | 408 | 13053 | SH |  | SOLE |  | 6095 | 0 | 6958 |
| ISHARES MSCI ACWI ETF | ETF | 464288257 |  | 1628 | 19179 | SH |  | SOLE |  | 6622 | 0 | 12557 |
| BLACKROCK INC COM | Stock | 09247X101 |  | 213 | 300 | SH |  | SOLE |  | 210 | 0 | 90 |
| ISHARES CORE S MID-CAP ETF | ETF | 464287507 |  | 3022 | 12494 | SH |  | SOLE |  | 9800 | 0 | 2694 |
| ISHARES MSCI EAFE ETF | ETF | 464287465 |  | 315 | 4802 | SH |  | SOLE |  | 2742 | 0 | 2060 |
| APPLE INC COM | Stock | 037833100 |  | 2270 | 17473 | SH |  | SOLE |  | 7391 | 0 | 10081 |
| INVESCO PREFERRED ETF | ETF | 46138E511 |  | 3793 | 339260 | SH |  | SOLE |  | 196774 | 0 | 142486 |

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