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Portfolio (Quarterly) Guide ↗

Arkadios Wealth Advisors

· CIK 0001800798
13F Portfolio $6.6B AUM 3,515 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 209 New 693 Added 692 Reduced 138 Exited
Page 2 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES RUSSELL 1000 GROWTH ETF 269,930.0 $33.5M 0.51% +198K +277.0% $124.17 -0.9%
22 VOO VANGUARD S&P 500 ETF 47,832.0 $32.9M 0.50% +993.0 +2.1% $686.81 +2.7%
23 EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 264,884.0 $30.2M 0.46% +14K +5.4% $114.19 +3.2%
24 VUG VANGUARD MORNINGSTAR GROWTH ETF 336,442.0 $29.0M 0.44% +288K +589.7% $86.14 +2.0%
25 MFS ACTIVE VALUE ETF 1,013,458.0 $29.0M 0.44% +157K +18.4% $28.57
26 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 323,804.0 $28.5M 0.43% +52K +19.1% $87.88 +2.8%
27 QQQ PUT INVESCO QQQ TRUST SERIES I Financial Services 37,700.0 $27.8M 0.42% +3K +9.6% $736.40 -2.6%
28 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 664,200.0 $24.3M 0.37% +235K +54.8% $36.60
29 SCHD SCHWAB US DIVIDEND EQUITY ETF 752,164.0 $23.9M 0.36% +180K +31.5% $31.71 +8.8%
30 TRBF ANGEL OAK TOTAL RETURN ETF 480,470.0 $23.7M 0.36% +128K +36.3% $49.35 -1.3%
31 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 177,746.0 $23.7M 0.36% +75K +73.4% $133.25 -9.7%
32 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 182,940.0 $21.3M 0.32% +5K +2.6% $116.67 +47.0%
33 FBCG FIDELITY BLUE CHIP GROWTH ETF 337,332.0 $21.0M 0.32% +19K +5.8% $62.11 -0.4%
34 V VISA INC COM CL A Financial Services 60,859.0 $20.9M 0.32% +1K +1.8% $343.09 +6.2%
35 BRTR ISHARES TOTAL RETURN ACTIVE ETF 414,827.0 $20.9M 0.32% +138K +49.8% $50.33 -1.7%
36 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 294,629.0 $20.0M 0.30% +77K +35.5% $68.01 +2.4%
37 SO SOUTHERN CO COM Utilities 208,779.0 $20.0M 0.30% +6K +3.1% $95.71 -3.8%
38 AMAT APPLIED MATLS INC COM Technology 27,411.0 $19.8M 0.30% +3K +13.5% $722.99 -28.9%
39 DELL DELL TECHNOLOGIES INC CL C Technology 43,924.0 $19.0M 0.29% +505.0 +1.2% $431.46 +8.6%
40 PG PROCTER & GAMBLE CO COM Consumer Defensive 128,527.0 $18.8M 0.28% +9K +7.3% $146.64 -2.2%
Page 2 of 35  ·  693 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 34.2%
Financial Services 17.9%
Healthcare 9.2%
Industrials 8.7%
Consumer Cyclical 7.6%
Communication Services 7.4%
Consumer Defensive 5.2%
Energy 4.0%
Utilities 2.8%
Basic Materials 1.6%