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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 22 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HII HUNTINGTON INGALLS INDS INC COM Industrials 3,009.0 $842K 0.01% +765.0 +34.1% $279.92 +11.4%
422 DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 9,024.0 $841K 0.01% +1K +13.2% $93.24 +4.8%
423 EL LAUDER ESTEE COS INC CL A Consumer Defensive 10,576.0 $835K 0.01% +5K +74.5% $78.95 +24.1%
424 KCE STATE STREET SPDR S&P CAPITAL MARKETS ETF 5,656.0 $833K 0.01% +434.0 +8.3% $147.24 +13.4%
425 C CALL CITIGROUP INC COM NEW Financial Services 5,900.0 $826K 0.01% +400.0 +7.3% $139.96 -5.1%
426 IXN ISHARES GLOBAL TECH ETF 5,653.0 $817K 0.01% +114.0 +2.1% $144.48 -3.8%
427 ISHARES HIGH YIELD MUNI ACTIVE ETF 16,378.0 $816K 0.01% +3K +23.7% $49.80
428 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 17,370.0 $815K 0.01% +341.0 +2.0% $46.93 +0.0%
429 CAG CONAGRA BRANDS INC COM Consumer Defensive 60,501.0 $814K 0.01% +594.0 +1.0% $13.46 +20.5%
430 ED CONSOLIDATED EDISON INC COM Utilities 7,316.0 $809K 0.01% +178.0 +2.5% $110.63 -2.4%
431 KIE STATE STREET SPDR S&P INSURANCE ETF 13,113.0 $800K 0.01% +550.0 +4.4% $60.99 +3.6%
432 VOOG VANGUARD S&P 500 GROWTH ETF 9,555.0 $789K 0.01% +8K +497.6% $82.62 +1.4%
433 JSI JANUS HENDERSON SECURITIZED INCOME ETF 15,355.0 $786K 0.01% +455.0 +3.0% $51.21 -0.0%
434 CASY CASEYS GEN STORES INC COM Consumer Cyclical 980.0 $779K 0.01% +25.0 +2.6% $794.89 +5.2%
435 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 7,318.0 $761K 0.01% +110.0 +1.5% $103.97 +9.7%
436 FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 19,591.0 $755K 0.01% +602.0 +3.2% $38.52 +3.5%
437 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 6,319.0 $753K 0.01% +64.0 +1.0% $119.13 -1.9%
438 WCC WESCO INTL INC COM Industrials 2,171.0 $750K 0.01% +33.0 +1.5% $345.36 -0.4%
439 PZZA PAPA JOHNS INTL INC COM Consumer Cyclical 20,391.0 $750K 0.01% +351.0 +1.8% $36.77 -36.7%
440 HLN HALEON PLC SPON ADS Healthcare 79,806.0 $745K 0.01% +1K +1.7% $9.33 +5.8%
Page 22 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%