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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 16 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SRE SEMPRA COM Utilities 13,870.0 $1.3M 0.02% -1K -9.3% $92.71 -6.1%
302 VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 26,310.0 $1.3M 0.02% -3K -11.3% $48.86 +0.1%
303 AXON AXON ENTERPRISE INC COM Industrials 2,290.0 $1.3M 0.02% -2K -39.6% $560.61 +14.3%
304 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 24,190.0 $1.3M 0.02% -2K -8.3% $52.72 -15.7%
305 MTZ MASTEC INC COM Industrials 3,043.0 $1.3M 0.02% -601.0 -16.5% $416.06 -35.2%
306 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 28,742.0 $1.3M 0.02% -1K -3.5% $44.03 +2.0%
307 CL COLGATE PALMOLIVE CO COM Consumer Defensive 13,671.0 $1.3M 0.02% -8K -36.1% $91.68 +0.3%
308 SYY SYSCO CORP COM Consumer Defensive 14,616.0 $1.2M 0.02% -2K -10.2% $83.58 -1.0%
309 EME EMCOR GROUP INC COM Industrials 1,441.0 $1.2M 0.02% -152.0 -9.5% $830.27 -3.1%
310 CME CME GROUP INC COM Financial Services 5,333.0 $1.2M 0.02% -116.0 -2.1% $220.86 +23.2%
311 HUM HUMANA INC COM Healthcare 2,932.0 $1.2M 0.02% -894.0 -23.4% $397.20 -4.0%
312 FENY FIDELITY MSCI ENERGY INDEX ETF 39,152.0 $1.2M 0.02% -636.0 -1.6% $29.56 +19.9%
313 FLTR VANECK IG FLOATING RATE ETF 45,171.0 $1.2M 0.02% -5K -10.2% $25.61 -0.2%
314 DG DOLLAR GEN CORP COM Consumer Defensive 10,029.0 $1.2M 0.02% -867.0 -8.0% $115.12 +7.1%
315 IYF ISHARES U.S. FINANCIALS ETF 8,945.0 $1.1M 0.02% -571.0 -6.0% $127.51 +7.7%
316 NTR NUTRIEN LTD COM Basic Materials 18,088.0 $1.1M 0.02% -832.0 -4.4% $62.95 +13.0%
317 EWJ ISHARES MSCI JAPAN ETF 12,187.0 $1.1M 0.02% -316.0 -2.5% $93.27 +2.2%
318 ENB ENBRIDGE INC COM Energy 20,565.0 $1.1M 0.02% -1K -5.2% $54.21 -6.4%
319 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 10,214.0 $1.1M 0.02% -366.0 -3.5% $109.12 +2.1%
320 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 12,181.0 $1.1M 0.02% -76.0 -0.6% $91.20 -13.6%
Page 16 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%