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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 31 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MTN VAIL RESORTS INC COM Consumer Cyclical 2,528.0 $344K 0.01% +167.0 +7.1% $136.16 +10.0%
602 IWV ISHARES RUSSELL 3000 ETF 807.0 $344K 0.01% +8.0 +1.0% $426.49 +2.5%
603 CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 13,304.0 $342K 0.01% +559.0 +4.4% $25.73 +0.0%
604 ROKU ROKU INC COM CL A Communication Services 2,462.0 $340K 0.01% +182.0 +8.0% $138.14 +14.2%
605 TECK TECK RESOURCES LTD CL B Basic Materials 5,718.0 $340K 0.01% +380.0 +7.1% $59.46 +7.5%
606 AGCO AGCO CORP COM Industrials 2,823.0 $338K 0.01% +419.0 +17.4% $119.69 -17.7%
607 SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 3,784.0 $337K 0.01% +35.0 +0.9% $89.14 -0.1%
608 DTE DTE ENERGY CO COM Utilities 2,204.0 $336K 0.01% +465.0 +26.7% $152.35 -8.0%
609 THO THOR INDS INC COM Consumer Cyclical 4,453.0 $335K 0.01% +595.0 +15.4% $75.17 +3.5%
610 PCAR PACCAR INC COM Industrials 2,724.0 $327K 0.01% +440.0 +19.3% $120.11 +6.6%
611 ESE ESCO TECHNOLOGIES INC COM Technology 926.0 $324K 0.01% +23.0 +2.5% $349.94 -12.4%
612 MGA MAGNA INTL INC COM Consumer Cyclical 4,914.0 $323K 0.01% +247.0 +5.3% $65.65 +7.0%
613 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 6,707.0 $321K 0.01% +452.0 +7.2% $47.81 -9.4%
614 CAT PUT CATERPILLAR INC COM Industrials 300.0 $319K 0.01% +100.0 +50.0% $1064.90 -21.0%
615 PATH UIPATH INC CL A Technology 29,280.0 $318K 0.01% +9K +41.4% $10.87 +43.3%
616 FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 7,288.0 $318K 0.01% +964.0 +15.2% $43.61 -1.6%
617 ROIV ROIVANT SCIENCES LTD SHS Healthcare 8,866.0 $314K 0.01% +143.0 +1.6% $35.39 +5.6%
618 NTES NETEASE COM INC SPONSORED ADS Technology 2,444.0 $313K 0.01% +466.0 +23.6% $128.14 -2.6%
619 TEM TEMPUS AI INC CL A Healthcare 5,400.0 $313K 0.01% +437.0 +8.8% $57.93 -14.8%
620 EWBC EAST WEST BANCORP INC COM Financial Services 2,417.0 $312K 0.01% +125.0 +5.5% $129.09 +4.6%
Page 31 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%