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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 29 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND 13,547.0 $433K 0.01% +3K +32.0% $31.99 +1.3%
562 CPNG COUPANG INC CL A Consumer Cyclical 24,542.0 $426K 0.01% +8K +51.8% $17.37 -10.3%
563 SJM SMUCKER J M CO COM NEW Consumer Defensive 3,787.0 $426K 0.01% +892.0 +30.8% $112.51 +5.3%
564 CVSB CALVERT ULTRA-SHORT INVESTMENT GRADE ETF 8,374.0 $424K 0.01% +53.0 +0.6% $50.64 +0.2%
565 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 31,797.0 $423K 0.01% +5K +19.1% $13.31 +37.3%
566 AAL AMERICAN AIRLINES GROUP INC COM Industrials 23,417.0 $423K 0.01% +1K +4.5% $18.07 -22.2%
567 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 3,768.0 $419K 0.01% +1K +51.4% $111.31 +26.1%
568 LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 9,860.0 $418K 0.01% +3K +49.3% $42.43 +1.3%
569 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 16,678.0 $418K 0.01% +966.0 +6.2% $25.06 +14.9%
570 IYR ISHARES U.S. REAL ESTATE ETF 4,047.0 $414K 0.01% +954.0 +30.8% $102.25 +1.5%
571 XPND FIRST TRUST EXPANDED TECHNOLOGY ETF 9,868.0 $413K 0.01% +50.0 +0.5% $41.84 -5.8%
572 POOL POOL CORP COM Industrials 1,915.0 $411K 0.01% +259.0 +15.6% $214.84 -12.7%
573 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 1,686.0 $400K 0.01% +481.0 +39.9% $237.32 +3.0%
574 CVE CENOVUS ENERGY INC COM Energy 15,738.0 $390K 0.01% +110.0 +0.7% $24.81 +31.1%
575 HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 16,985.0 $388K 0.01% +768.0 +4.7% $22.84 -0.8%
576 BYRN BYRNA TECHNOLOGIES INC COM NEW Industrials 57,677.0 $387K 0.01% +34K +147.4% $6.71 -41.9%
577 SOLV SOLVENTUM CORP COM SHS Healthcare 4,990.0 $385K 0.01% +115.0 +2.4% $77.15 +13.3%
578 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 1,991.0 $385K 0.01% +38.0 +1.9% $193.26 +5.2%
579 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 7,530.0 $384K 0.01% +2K +26.3% $51.01 -0.2%
580 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 10,070.0 $384K 0.01% +1K +12.8% $38.10 +5.1%
Page 29 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%