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Portfolio (Quarterly) Guide ↗

Arkadios Wealth Advisors

· CIK 0001800798
13F Portfolio $6.1B AUM 3,368 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 247 New 812 Added 474 Reduced 119 Exited
Page 6 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 SNOW CALL SNOWFLAKE INC COM SHS Technology 200 $44K 0.00% SOLD
102 CREATIVE MEDIA & CMNTY TR COM NEW 11,697 $43K 0.00% SOLD
103 STRIVE INC CL A COM 52,230 $39K 0.00% SOLD
104 NVDA CALL NVIDIA CORPORATION COM Technology 200 $37K 0.00% SOLD
105 EGY VAALCO ENERGY INC COM NEW Energy 10,073 $37K 0.00% SOLD
106 MS CALL MORGAN STANLEY COM NEW Financial Services 200 $36K 0.00% SOLD
107 HD PUT HOME DEPOT INC COM Consumer Cyclical 100 $34K 0.00% SOLD
108 GOOG PUT ALPHABET INC CAP STK CL C Communication Services 100 $31K 0.00% SOLD
109 ANET CALL ARISTA NETWORKS INC COM SHS Technology 200 $26K 0.00% SOLD
110 RGTI CALL RIGETTI COMPUTING INC COMMON STOCK Technology 800 $18K SOLD
111 MRVL CALL MARVELL TECHNOLOGY INC COM Technology 200 $17K SOLD
112 WESTPORT FUEL SYSTEMS INC COM 10,000 $16K SOLD
113 BABA CALL ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 100 $15K SOLD
114 AGILON HEALTH INC COM 19,483 $13K SOLD
115 TEM CALL TEMPUS AI INC CL A Healthcare 200 $12K SOLD
116 TWO HARBORS INVENTMENT CORPOR 6.25 01/15/2026 10,000 $10K SOLD
117 BAX PUT BAXTER INTL INC COM Healthcare 500 $10K SOLD
118 BBAI CALL BIGBEAR AI HLDGS INC COM Technology 1,700 $9K SOLD
119 SNAP CALL SNAP INC CL A Communication Services 1,000 $8K SOLD
Page 6 of 6  ·  119 positions
Sector Allocation
Technology 28.1%
Financial Services 19.4%
Healthcare 9.5%
Industrials 8.5%
Consumer Cyclical 8.0%
Communication Services 7.7%
Energy 6.5%
Consumer Defensive 5.8%
Utilities 3.1%
Basic Materials 1.8%