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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 13 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PJT PJT PARTNERS INC COM CL A Financial Services 21,055.0 $3.5M 0.07% +1K +7.4% $167.20 -8.0%
242 TXN TEXAS INSTRS INC COM Technology 20,281.0 $3.5M 0.07% +3K +17.6% $173.49 +74.3%
243 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 133,522.0 $3.5M 0.07% +38K +40.3% $26.33 -9.9%
244 RY ROYAL BK CDA COM Financial Services 20,372.0 $3.5M 0.07% +3K +14.4% $170.49 +7.6%
245 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 38,494.0 $3.5M 0.07% +3K +8.2% $90.00 +11.0%
246 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 44,837.0 $3.4M 0.07% +708.0 +1.6% $75.91 -29.6%
247 BIZD VANECK BDC INCOME ETF 239,947.0 $3.4M 0.07% +12K +5.3% $14.18 -11.8%
248 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 5,637.0 $3.4M 0.07% +4K +286.6% $603.33 +10.1%
249 SPGP INVESCO S&P 500 GARP ETF 29,756.0 $3.4M 0.07% +455.0 +1.6% $113.86 +3.2%
250 JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 51,511.0 $3.4M 0.07% +2K +3.8% $65.48 +9.4%
251 FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 67,518.0 $3.3M 0.06% +15K +27.5% $49.19 +10.4%
252 CION CION INVT CORP COM Financial Services 343,378.0 $3.3M 0.06% +6K +1.9% $9.67 -31.7%
253 ADI ANALOG DEVICES INC COM Technology 12,011.0 $3.3M 0.06% +1K +11.6% $271.20 +46.8%
254 CSX CSX CORP COM Industrials 88,599.0 $3.2M 0.06% +31K +53.7% $36.25 +27.1%
255 KLAC KLA CORP COM NEW Technology 2,601.0 $3.2M 0.06% +125.0 +5.0% $1214.93 +43.3%
256 CI THE CIGNA GROUP COM Healthcare 11,393.0 $3.1M 0.06% +2K +15.3% $275.22 +5.8%
257 SHEL SHELL PLC SPON ADS Energy 42,598.0 $3.1M 0.06% +4K +11.4% $73.48 +20.4%
258 MUB ISHARES NATIONAL MUNI BOND ETF 28,991.0 $3.1M 0.06% +2K +7.2% $107.11 -1.1%
259 HACK AMPLIFY CYBERSECURITY ETF 38,500.0 $3.1M 0.06% +3K +8.4% $80.37 +15.6%
260 CAH CARDINAL HEALTH INC COM Healthcare 14,880.0 $3.1M 0.06% +336.0 +2.3% $205.49 -3.0%
Page 13 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%