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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
Q4 2025 Q3 2025 · All 201 New 807 Added 434 Reduced 108 Exited
Page 3 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 136,134.0 $19.6M 0.38% +73K +114.6% $143.97 +22.5%
42 LRCX LAM RESEARCH CORP COM NEW Technology 111,766.0 $19.1M 0.37% +13K +13.1% $171.18 +74.8%
43 MFS ACTIVE VALUE ETF 703,811.0 $18.7M 0.36% +156K +28.4% $26.54
44 IJH ISHARES CORE S&P MID-CAP ETF 280,311.0 $18.5M 0.36% +43K +17.9% $66.00 +9.4%
45 FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF 263,371.0 $18.3M 0.35% +99K +60.3% $69.33 +10.3%
46 HD HOME DEPOT INC COM Consumer Cyclical 53,004.0 $18.2M 0.35% +5K +9.8% $344.10 -11.6%
47 DGRO ISHARES CORE DIVIDEND GROWTH ETF 252,955.0 $17.6M 0.34% +109K +76.1% $69.42 +5.7%
48 PG PROCTER & GAMBLE CO COM Consumer Defensive 116,273.0 $16.7M 0.32% +31K +36.1% $143.31 -0.4%
49 VIG VANGUARD DIVIDEND APPRECIATION ETF 72,778.0 $16.0M 0.31% +46K +175.0% $219.78 +4.4%
50 IVE ISHARES S&P 500 VALUE ETF 74,876.0 $15.9M 0.31% +14K +22.1% $212.07 +5.4%
51 CRM SALESFORCE INC COM Technology 59,836.0 $15.9M 0.31% +2K +3.8% $264.91 -36.7%
52 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 290,861.0 $15.7M 0.30% +46K +18.6% $53.94 +5.7%
53 MU MICRON TECHNOLOGY INC COM Technology 54,759.0 $15.6M 0.30% +20K +57.2% $285.41 +171.9%
54 ABBV ABBVIE INC COM Healthcare 68,172.0 $15.6M 0.30% +20K +40.1% $228.49 -7.9%
55 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 191,715.0 $15.4M 0.30% +155K +422.1% $80.22 +8.4%
56 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 220,814.0 $15.3M 0.30% +3K +1.6% $69.47 +6.0%
57 CSCO CISCO SYS INC COM Technology 196,353.0 $15.1M 0.29% +33K +20.1% $77.03 +50.0%
58 TSLA TESLA INC COM Consumer Cyclical 33,265.0 $15.0M 0.29% +6K +21.8% $449.73 -1.4%
59 NFLX NETFLIX INC. COM Communication Services 158,400.0 $14.9M 0.29% +149K +1625.9% $93.76 -7.3%
60 MRK MERCK & CO INC COM Healthcare 141,002.0 $14.8M 0.29% +61K +76.3% $105.26 +7.7%
Page 3 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%