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Portfolio (Quarterly) Guide ↗

Arkadios Wealth Advisors

· CIK 0001800798
13F Portfolio $5.2B AUM 3,150 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 201 New 807 Added 434 Reduced
Page 11 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 29,420.0 $4.6M 0.09% +2K +7.0% $155.12 +8.8%
202 LEIDOS HOLDINGS INC COM 25,220.0 $4.5M 0.09% +1K +4.4% $180.40
203 WM WASTE MGMT INC DEL COM Industrials 20,566.0 $4.5M 0.09% +10K +99.5% $219.71 +1.4%
204 USB US BANCORP DEL COM NEW Financial Services 84,624.0 $4.5M 0.09% +28K +49.3% $53.36 +0.2%
205 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 85,196.0 $4.5M 0.09% +35K +69.9% $52.77 -1.6%
206 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 19,935.0 $4.5M 0.09% +214.0 +1.1% $224.67 +18.5%
207 JAVA JPMORGAN ACTIVE VALUE ETF 61,255.0 $4.4M 0.09% +7K +13.0% $71.72 +5.2%
208 ROST ROSS STORES INC COM Consumer Cyclical 24,305.0 $4.4M 0.09% +2K +8.5% $180.14 +17.2%
209 DVN DEVON ENERGY CORP NEW COM Energy 118,115.0 $4.3M 0.08% +7K +6.7% $36.63 +35.6%
210 COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 122,039.0 $4.3M 0.08% +23K +23.3% $35.21 +5.1%
211 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 104,477.0 $4.3M 0.08% +3K +3.3% $41.08 +3.9%
212 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 14,884.0 $4.3M 0.08% +2K +17.1% $287.25 +10.8%
213 BSX BOSTON SCIENTIFIC CORP COM Healthcare 44,760.0 $4.3M 0.08% +7K +18.6% $95.35 -40.4%
214 IWN ISHARES RUSSELL 2000 VALUE ETF 23,366.0 $4.2M 0.08% +15K +180.8% $181.21 +12.7%
215 CEG CONSTELLATION ENERGY CORP COM Utilities 11,931.0 $4.2M 0.08% +6K +91.0% $353.27 -26.2%
216 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 68,180.0 $4.1M 0.08% +23K +51.9% $59.54 +9.5%
217 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 522,374.0 $4.1M 0.08% +508K +3590.7% $7.77 +24.5%
218 NVO NOVO-NORDISK A S ADR Healthcare 79,544.0 $4.0M 0.08% +47K +142.5% $50.88 -13.0%
219 HRTG HERITAGE INSURANCE HLDGS INC COM Financial Services 137,266.0 $4.0M 0.08% +9K +7.0% $29.26 -18.0%
220 FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 50,075.0 $4.0M 0.08% +44K +705.6% $79.87 +3.7%
Page 11 of 41  ·  807 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 20.0%
Healthcare 8.9%
Consumer Cyclical 8.5%
Industrials 8.3%
Communication Services 8.2%
Consumer Defensive 5.4%
Energy 4.9%
Utilities 2.7%
Basic Materials 1.8%