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Portfolio (Quarterly) Guide ↗

Arkadios Wealth Advisors

· CIK 0001800798
13F Portfolio $6.1B AUM 3,368 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 247 New 812 Added 474 Reduced 119 Exited
Page 11 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 619,163.0 $4.3M 0.07% +97K +18.5% $6.95 +39.1%
202 NKE NIKE INC CL B Consumer Cyclical 79,352.0 $4.2M 0.07% +21K +35.2% $52.82 -19.4%
203 VDE VANGUARD ENERGY ETF 24,157.0 $4.2M 0.07% +557.0 +2.4% $173.04 +0.1%
204 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 89,548.0 $4.1M 0.07% +2K +2.7% $45.89 -3.4%
205 ACWX ISHARES MSCI ACWI EX U.S. ETF 59,828.0 $4.1M 0.07% +918.0 +1.6% $68.47 +7.3%
206 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 51,684.0 $4.1M 0.07% +42K +439.3% $79.06 +12.3%
207 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 54,726.0 $4.0M 0.07% +994.0 +1.9% $73.90 +2.4%
208 JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 59,913.0 $4.0M 0.07% +8K +16.3% $67.12 +4.9%
209 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 91,772.0 $4.0M 0.07% +34K +60.0% $43.66 +1.6%
210 LEIDOS HOLDINGS INC COM 25,432.0 $4.0M 0.07% +212.0 +0.8% $155.52
211 FDEC FT VEST US EQUITY BUFFER ETF - DECEMBER 79,367.0 $3.9M 0.06% +2K +2.9% $49.72 +8.1%
212 JAAA JANUS HENDERSON AAA CLO ETF 78,208.0 $3.9M 0.06% +29K +58.1% $50.37 +0.5%
213 BUFT FT VEST BUFFERED ALLOCATION DEFENSIVE ETF 158,415.0 $3.9M 0.06% +79K +100.0% $24.81 +3.8%
214 OXY OCCIDENTAL PETE CORP COM Energy 60,427.0 $3.9M 0.06% +19K +46.7% $65.00 -8.2%
215 MGV VANGUARD MEGA CAP VALUE ETF 26,535.0 $3.8M 0.06% +20K +321.4% $144.95 +6.6%
216 MUB ISHARES NATIONAL MUNI BOND ETF 35,907.0 $3.8M 0.06% +7K +23.9% $106.15 -0.5%
217 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 39,879.0 $3.8M 0.06% +1K +3.6% $94.24 +4.7%
218 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 29,753.0 $3.7M 0.06% +4K +14.9% $125.46 +8.1%
219 FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 70,811.0 $3.7M 0.06% +3K +4.9% $52.33 +4.5%
220 AZO AUTOZONE INC COM Consumer Cyclical 1,095.0 $3.7M 0.06% +20.0 +1.9% $3379.29 -0.9%
Page 11 of 41  ·  812 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 28.1%
Financial Services 19.4%
Healthcare 9.5%
Industrials 8.5%
Consumer Cyclical 8.0%
Communication Services 7.7%
Energy 6.5%
Consumer Defensive 5.8%
Utilities 3.1%
Basic Materials 1.8%