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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 9 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 330.0 $206K 0.00% NEW $624.47 -17.3%
162 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 4,672.0 $204K 0.00% NEW $43.76 +13.6%
163 FMTM MARKETDESK FOCUSED U.S. MOMENTUM ETF 4,655.0 $203K 0.00% NEW $43.64 -9.9%
164 DORM DORMAN PRODS INC COM Consumer Cyclical 1,486.0 $203K 0.00% NEW $136.45 -2.3%
165 OUTFRONT MEDIA INC COM NEW 6,187.0 $203K 0.00% NEW $32.76
166 RYANAIR HOLDINGS PLC SPONSORED ADR 3,123.0 $202K 0.00% NEW $64.75
167 MAS MASCO CORP COM Industrials 2,484.0 $202K 0.00% NEW $81.37 -9.4%
168 DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 1,778.0 $202K 0.00% NEW $113.68 +4.6%
169 ARI APOLLO COML REAL ESTATE FIN COM Real Estate 18,846.0 $201K 0.00% NEW $10.68 -36.0%
170 AAON AAON INC COM PAR $0.004 Industrials 1,582.0 $201K 0.00% NEW $126.86 -35.2%
171 BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 10,302.0 $191K 0.00% NEW $18.57 -0.0%
172 GALAXY DIGITAL INC. CL A 6,870.0 $188K 0.00% NEW $27.34
173 PURR HYPERLIQUID STRATEGIES INC COM Basic Materials 23,000.0 $181K 0.00% NEW $7.87 -9.0%
174 PCG PG&E CORP COM Utilities 10,410.0 $175K 0.00% NEW $16.82 +5.8%
175 BBCQ BLEICHROEDER ACQUISITI CORP II USD CL A ORD SHS Financial Services 16,939.0 $175K 0.00% NEW $10.32 -1.6%
176 CRK COMSTOCK RES INC COM Energy 11,050.0 $165K 0.00% NEW $14.92 -8.7%
177 COLD AMERICOLD REALTY TRUST INC COM Real Estate 10,084.0 $159K 0.00% NEW $15.72 -4.9%
178 KRP KIMBELL RTY PARTNERS LP UNIT Energy 10,827.0 $157K 0.00% NEW $14.53 +2.7%
179 NMZ NUVEEN MUN HIGH INCOME OPPORTU COM Financial Services 14,692.0 $155K 0.00% NEW $10.57 -3.8%
180 MSFT CALL MICROSOFT CORP COM Technology 400.0 $149K 0.00% NEW $373.02 +29.3%
Page 9 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%