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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 32 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 UGI UGI CORP NEW COM Utilities 8,980.0 $310K 0.01% +1K +16.2% $34.54 +11.2%
622 VMI VALMONT INDS INC COM Industrials 533.0 $308K 0.01% +5.0 +0.9% $577.46 -15.6%
623 GOLY STRATEGY SHARES GOLD ENHANCED YIELD ETF 12,190.0 $307K 0.01% +918.0 +8.1% $25.15 +5.4%
624 NNN NNN REIT INC COM Real Estate 6,589.0 $307K 0.01% +769.0 +13.2% $46.53 -1.5%
625 NVTS NAVITAS SEMICONDUCTOR CORP COM Technology 17,049.0 $306K 0.01% +3K +21.1% $17.92 -26.5%
626 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 11,003.0 $298K 0.01% +2K +22.4% $27.11 +17.9%
627 FCF FIRST COMWLTH FINL CORP PA COM Financial Services 14,500.0 $295K 0.00% +116.0 +0.8% $20.33 +4.9%
628 MOD MODINE MFG CO COM Consumer Cyclical 1,079.0 $288K 0.00% +11.0 +1.0% $267.02 -24.9%
629 CR CRANE COMPANY COMMON STOCK Industrials 1,289.0 $288K 0.00% +33.0 +2.6% $223.09 -3.6%
630 EQIX EQUINIX INC COM Real Estate 273.0 $285K 0.00% +14.0 +5.4% $1043.19 +4.0%
631 TX TERNIUM SA SPONSORED ADS Basic Materials 6,664.0 $285K 0.00% +94.0 +1.4% $42.70 +25.7%
632 AEIS ADVANCED ENERGY INDS COM Industrials 763.0 $285K 0.00% +121.0 +18.9% $372.90 -15.7%
633 IVOO VANGUARD S&P MID-CAP 400 ETF 2,163.0 $282K 0.00% +229.0 +11.8% $130.40 +0.2%
634 ATO ATMOS ENERGY CORP COM Utilities 1,627.0 $280K 0.00% +198.0 +13.9% $172.24 -1.0%
635 RKT ROCKET COS INC COM CL A Financial Services 17,760.0 $280K 0.00% +2K +10.1% $15.75 -11.2%
636 GBDC GOLUB CAP BDC INC COM Financial Services 21,255.0 $274K 0.00% +8K +64.1% $12.88 +1.5%
637 BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A Real Estate 16,091.0 $273K 0.00% +1K +8.2% $16.95 -16.3%
638 LKFN LAKELAND FINL CORP COM Financial Services 4,409.0 $272K 0.00% +46.0 +1.1% $61.72 -0.4%
639 AN AUTONATION INC COM Consumer Cyclical 1,456.0 $271K 0.00% +47.0 +3.3% $185.79 +6.0%
640 CNP CENTERPOINT ENERGY INC COM Utilities 6,115.0 $269K 0.00% +99.0 +1.6% $44.04 -7.9%
Page 32 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%