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Portfolio (Quarterly) Guide ↗

Arkadios Wealth Advisors

· CIK 0001800798
13F Portfolio $5.2B AUM 3,150 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 201 New 807 Added 434 Reduced 108 Exited
Page 18 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 23,070.0 $305K 0.01% -31K -57.7% $13.21 +13.5%
342 DUOL DUOLINGO INC CL A COM Technology 1,731.0 $304K 0.01% -185.0 -9.7% $175.50 -35.1%
343 ACT ENACT HLDGS INC COM Financial Services 7,652.0 $303K 0.01% -974.0 -11.3% $39.64 +11.2%
344 AMZN CALL AMAZON COM INC COM Consumer Cyclical 1,300.0 $300K 0.01% -400.0 -23.5% $230.82 +14.6%
345 AA ALCOA CORP COM Basic Materials 5,586.0 $297K 0.01% -3K -31.4% $53.14 +17.4%
346 DK DELEK US HLDGS INC NEW COM Energy 9,913.0 $294K 0.01% -531.0 -5.1% $29.66 +56.8%
347 JGRO JPMORGAN ACTIVE GROWTH ETF 3,118.0 $289K 0.01% -46.0 -1.4% $92.79 +4.0%
348 TRNS TRANSCAT INC COM Industrials 5,010.0 $284K 0.01% -806.0 -13.9% $56.73 +35.2%
349 SIGI SELECTIVE INS GROUP INC COM Financial Services 3,304.0 $276K 0.01% -458.0 -12.2% $83.68 +7.2%
350 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 1,703.0 $275K 0.01% -760.0 -30.9% $161.65 -23.9%
351 OFS OFS CAP CORP COM Financial Services 57,831.0 $275K 0.01% -20K -25.6% $4.76 -28.5%
352 ROKU ROKU INC COM CL A Communication Services 2,535.0 $275K 0.01% -508.0 -16.7% $108.49 +16.7%
353 SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP Energy 5,158.0 $270K 0.01% -2K -30.8% $52.41 +35.3%
354 XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 1,434.0 $268K 0.01% -61.0 -4.1% $187.14 -15.1%
355 FSLR FIRST SOLAR INC COM Energy 1,026.0 $268K 0.01% -250.0 -19.6% $261.23 -12.2%
356 BRO BROWN & BROWN INC COM Financial Services 3,352.0 $267K 0.01% -3K -50.2% $79.69 -26.9%
357 PWB INVESCO LARGE CAP GROWTH ETF 2,074.0 $264K 0.01% -824.0 -28.4% $127.13 +19.0%
358 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 2,442.0 $261K 0.01% -128.0 -5.0% $106.72 -0.5%
359 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 441.0 $256K 0.01% -150.0 -25.4% $580.71 -23.5%
360 SONY SONY GROUP CORP SPONSORED ADR Technology 9,992.0 $256K 0.01% -5K -31.9% $25.60 -11.5%
Page 18 of 22  ·  434 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 30.0%
Financial Services 20.0%
Healthcare 8.9%
Consumer Cyclical 8.5%
Industrials 8.3%
Communication Services 8.2%
Consumer Defensive 5.4%
Energy 4.9%
Utilities 2.7%
Basic Materials 1.8%