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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 7 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 387.0 $238K 0.00% NEW $614.38 -2.5%
122 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 1,256.0 $237K 0.00% NEW $188.40 -22.9%
123 GOOS CANADA GOOSE HLDGS INC SHS SUB VTG Consumer Cyclical 24,717.0 $235K 0.00% NEW $9.51 -8.4%
124 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 614.0 $234K 0.00% NEW $380.37 -29.3%
125 VIRTUS EQUITY & CONV INCM FD COM 8,594.0 $231K 0.00% NEW $26.86
126 EE EXCELERATE ENERGY INC CL A COM Utilities 6,037.0 $229K 0.00% NEW $37.99 -1.1%
127 GL GLOBE LIFE INC COM Financial Services 1,284.0 $229K 0.00% NEW $178.61 -2.8%
128 CW CURTISS WRIGHT CORP COM Industrials 301.0 $228K 0.00% NEW $757.82 -11.5%
129 CORT CORCEPT THERAPEUTICS INC COM Healthcare 2,609.0 $227K 0.00% NEW $86.95 +37.4%
130 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 901.0 $225K 0.00% NEW $249.98 -4.6%
131 ING ING GROEP N.V. SPONSORED ADR Financial Services 7,173.0 $225K 0.00% NEW $31.38 +10.6%
132 NPO ENPRO INC COM Industrials 593.0 $223K 0.00% NEW $376.81 -15.4%
133 EXP EAGLE MATLS INC COM Basic Materials 992.0 $223K 0.00% NEW $225.00 -8.2%
134 RMBS RAMBUS INC DEL COM Technology 1,670.0 $222K 0.00% NEW $132.74 -31.6%
135 WTFC WINTRUST FINL CORP COM Financial Services 1,377.0 $221K 0.00% NEW $160.73 -4.0%
136 IVT INVENTRUST PPTYS CORP COM NEW Real Estate 6,161.0 $218K 0.00% NEW $35.40 -5.2%
137 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 2,706.0 $218K 0.00% NEW $80.38 +15.3%
138 VIOO VANGUARD S&P SMALL-CAP 600 ETF 1,580.0 $217K 0.00% NEW $137.58 -0.1%
139 LUV SOUTHWEST AIRLS CO COM Industrials 4,224.0 $217K 0.00% NEW $51.42 -18.6%
140 DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 7,487.0 $217K 0.00% NEW $28.97 +1.4%
Page 7 of 11  ·  209 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%