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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 21 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 HUM CALL HUMANA INC COM Healthcare 700.0 $179K 0.00% -300.0 -30.0% $256.13 +16.3%
402 IMMR IMMERSION CORP COM Technology 24,741.0 $168K 0.00% -17K -41.0% $6.80 -8.9%
403 SLB CALL SLB LIMITED COM STK Energy 4,300.0 $165K 0.00% -5K -54.7% $38.38 +43.9%
404 RXRX RECURSION PHARMACEUTICALS INC CL A Healthcare 38,840.0 $159K 0.00% -7K -14.6% $4.09 -29.8%
405 CC CHEMOURS CO COM Basic Materials 13,068.0 $154K 0.00% -4K -25.4% $11.79 +98.4%
406 EATON VANCE TAX-MANAGED BUY- COM 10,260.0 $147K 0.00% -49K -82.5% $14.36
407 CIM CHIMERA INVT CORP COM SHS Real Estate 10,173.0 $126K 0.00% -106.0 -1.0% $12.43 +5.8%
408 NEM PUT NEWMONT CORP COM Basic Materials 1,200.0 $120K 0.00% -800.0 -40.0% $99.85 +10.6%
409 NOV CALL NOV INC COM Energy 7,300.0 $114K 0.00% -2K -23.2% $15.63 +30.1%
410 PLUG PLUG POWER INC COM NEW Industrials 57,816.0 $114K 0.00% -2K -3.7% $1.97 +80.2%
411 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 44,391.0 $110K 0.00% -32K -42.0% $2.47 +26.3%
412 PDM PIEDMONT REALTY TRUST INC COM CL A Real Estate 12,570.0 $105K 0.00% -149.0 -1.2% $8.34 -5.9%
413 PUT BERKSHIRE HATHAWAY INC DEL CL B NEW 200.0 $101K 0.00% -300.0 -60.0% $502.65
414 PSEC PROSPECT CAP CORP COM Financial Services 36,134.0 $94K 0.00% -2K -5.7% $2.59 -16.2%
415 TSLA CALL TESLA INC COM Consumer Cyclical 200.0 $90K 0.00% -100.0 -33.3% $449.72 -6.8%
416 TDOC TELADOC HEALTH INC COM Healthcare 11,727.0 $82K 0.00% -409.0 -3.4% $7.00 -8.4%
417 C PUT CITIGROUP INC COM NEW Financial Services 600.0 $70K 0.00% -600.0 -50.0% $116.69 +5.8%
418 BRSP BRIGHTSPIRE CAPITAL INC COM CL A Real Estate 11,211.0 $63K 0.00% -511.0 -4.4% $5.60 +2.9%
419 GOOG CALL ALPHABET INC CAP STK CL C Communication Services 200.0 $63K 0.00% -200.0 -50.0% $313.80 +25.6%
420 RTX CALL RTX CORPORATION COM Industrials 300.0 $55K 0.00% -100.0 -25.0% $183.40 -6.4%
Page 21 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%