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NICOLE GOFF

Authentikos Wealth Advisory, Llc

Assets Managed
$148.114M
Holdings
70
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-2%(2Q avg: -1.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Authentikos Wealth Advisory, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Authentikos Wealth Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 148.114M in assets, with a quarterly growth rate of -2% and a 2-quarter average growth rate of -1.03%. The portfolio is managed by NICOLE GOFF, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BILZ
Pimco Ultra Shrt Govt Active
Recent Activity
Increased 345%
14.08%
$20.852M
206,512 shares@ $100.98 avg price
JANZ
Trueshares Struct Outc Jan
Recent Activity
Decreased -1.85%
5.93%
$8.773M
238,664 shares@ $36.77 avg price
SEPW
Allianzim Us Lc Buffer20 Sep
Recent Activity
Decreased -2.86%
4.95%
$7.33M
232,044 shares@ $31.59 avg price
SPD
Simplify Us Equity Plus Down
Recent Activity
Increased 3.99%
4.87%
$7.209M
198,213 shares@ $36.37 avg price
JULU
Allianzim Us Bf15 Uncap Jul
Recent Activity
Decreased -3.28%
4.75%
$7.025M
246,061 shares@ $28.56 avg price
DECW
Allianzim Us Lc Buffer20 Dec
Recent Activity
Decreased -5.11%
4.5%
$6.662M
199,404 shares@ $33.42 avg price
SIXP
Allianzim Us 6m B10 Mar-sep
Recent Activity
Decreased -43.44%
3.72%
$5.508M
176,191 shares@ $31.27 avg price
TUA
Sim St Treas Fut Strat Etf
Recent Activity
Increased 3%
3.55%
$5.255M
249,065 shares@ $21.11 avg price
QBER
Trueshares Quartly B Hdg Etf
Recent Activity
Decreased -6.08%
2.84%
$4.195M
173,808 shares@ $24.14 avg price
PAYM
Ts S&p Autocal Dfns Inc Etf
Recent Activity
New Position
2.73%
$4.03M
183,582 shares@ $21.96 avg price

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