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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 31 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Energy 29,470.0 $529K 0.01% +228.0 +0.8% $17.96 +30.4%
602 BBY BEST BUY INC COM Consumer Cyclical 7,886.0 $528K 0.01% +592.0 +8.1% $66.93 -11.6%
603 KENSINGTON HEDGED PREMIUM INCOME ETF 20,545.0 $527K 0.01% +3K +14.2% $25.66
604 CVE CENOVUS ENERGY INC COM Energy 31,133.0 $527K 0.01% +17K +123.3% $16.92 +86.7%
605 MDU MDU RES GROUP INC COM Industrials 26,867.0 $524K 0.01% +587.0 +2.2% $19.52 +15.0%
606 MOO VANECK AGRIBUSINESS ETF 7,194.0 $524K 0.01% +525.0 +7.9% $72.79 +11.5%
607 ROAD CONSTRUCTION PARTNERS INC COM CL A Industrials 4,810.0 $522K 0.01% +349.0 +7.8% $108.55 +1.8%
608 TEL TE CONNECTIVITY PLC ORD SHS Technology 2,282.0 $519K 0.01% +396.0 +21.0% $227.52 -13.7%
609 BKH BLACK HILLS CORP COM Utilities 7,407.0 $514K 0.01% +172.0 +2.4% $69.43 +6.2%
610 RBC RBC BEARINGS INC COM Industrials 1,144.0 $513K 0.01% +604.0 +111.8% $448.43 +25.8%
611 CINF CINCINNATI FINL CORP COM Financial Services 3,141.0 $513K 0.01% +46.0 +1.5% $163.32 +2.6%
612 FTGS FIRST TRUST GROWTH STRENGTH ETF 14,382.0 $508K 0.01% +718.0 +5.2% $35.35 +2.2%
613 QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 4,965.0 $508K 0.01% +479.0 +10.7% $102.31 +10.5%
614 MSCI MSCI INC COM Financial Services 885.0 $508K 0.01% +97.0 +12.3% $573.75 +2.9%
615 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 10,828.0 $505K 0.01% +5K +98.8% $46.68 -10.2%
616 JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 11,023.0 $504K 0.01% +2K +21.7% $45.69 -2.6%
617 LVHD FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF 12,583.0 $502K 0.01% +98.0 +0.8% $39.88 +7.2%
618 YUM YUM BRANDS INC COM Consumer Cyclical 3,315.0 $501K 0.01% +124.0 +3.9% $151.26 +1.3%
619 RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 3,907.0 $499K 0.01% +191.0 +5.1% $127.80 +5.7%
620 WCC WESCO INTL INC COM Industrials 2,036.0 $498K 0.01% +703.0 +52.7% $244.62 +39.4%
Page 31 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%