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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 1 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC COM Technology 687,770.0 $199.0M 3.01% -4K -0.6% $289.36 +7.1%
2 QQQ INVESCO QQQ TRUST SERIES I Financial Services 85,817.0 $63.2M 0.96% -3K -2.9% $736.40 -2.5%
3 MU MICRON TECHNOLOGY INC COM Technology 53,208.0 $61.4M 0.93% -756.0 -1.4% $1154.28 -18.4%
4 CARY ANGEL OAK INCOME ETF 2,889,043.0 $60.0M 0.91% -673K -18.9% $20.78 -0.4%
5 VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF 150,267.0 $55.6M 0.84% -7K -4.5% $370.04 +2.6%
6 AVGO BROADCOM INC COM Technology 141,370.0 $53.4M 0.81% -4K -2.4% $377.75 +0.7%
7 SPY PUT STATE STREET SPDR S&P 500 ETF Financial Services 70,400.0 $52.6M 0.80% -1K -1.7% $746.77 +2.9%
8 GOOG ALPHABET INC CAP STK CL C Communication Services 139,581.0 $49.3M 0.75% -7K -4.7% $353.33 -3.6%
9 AOHY ANGEL OAK HIGH YIELD OPPORTUNITIES ETF 3,375,960.0 $37.2M 0.56% -482K -12.5% $11.01 +0.1%
10 USFR WISDOMTREE FLOATING RATE TREASURY FUND 691,329.0 $34.8M 0.53% -44K -6.0% $50.35 +0.2%
11 WMT WALMART INC COM Consumer Defensive 278,946.0 $31.6M 0.48% -12K -4.2% $113.26 +2.1%
12 META META PLATFORMS INC CL A Communication Services 55,656.0 $31.4M 0.47% -5K -8.5% $563.29 -1.8%
13 BERKSHIRE HATHAWAY INC DEL CL B NEW 59,228.0 $29.6M 0.45% -4K -7.0% $500.39
14 JNJ JOHNSON & JOHNSON COM Healthcare 114,657.0 $29.1M 0.44% -2K -1.9% $253.97 +6.8%
15 IJR ISHARES CORE S&P SMALL CAP ETF 191,033.0 $28.3M 0.43% -15K -7.3% $148.31 +0.0%
16 IJH ISHARES CORE S&P MID-CAP ETF 328,820.0 $25.4M 0.38% -2K -0.6% $77.11 +0.6%
17 CVX CHEVRON CORPORATION COM Energy 150,387.0 $24.9M 0.38% -5K -3.1% $165.76 +23.2%
18 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 347,637.0 $24.8M 0.38% -21K -5.6% $71.25 +1.7%
19 CSCO CISCO SYS INC COM Technology 208,789.0 $24.5M 0.37% -11K -5.1% $117.46 -5.5%
20 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 128,398.0 $24.5M 0.37% -8K -5.7% $190.52 -2.8%
Page 1 of 35  ·  692 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%