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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 26 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MGC VANGUARD MORNINGSTAR MEGA CAP ETF 1,619.0 $443K 0.01% -40.0 -2.4% $273.56 +3.4%
502 YSEP FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER 16,053.0 $442K 0.01% -113.0 -0.7% $27.54 +2.7%
503 LH LABCORP HOLDINGS INC COM SHS Healthcare 1,569.0 $439K 0.01% -82.0 -5.0% $280.01 +17.3%
504 BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 8,273.0 $439K 0.01% -20K -70.6% $53.02 +2.8%
505 RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 10,777.0 $436K 0.01% -2K -14.2% $40.41 +4.5%
506 TDG TRANSDIGM GROUP INC COM Industrials 327.0 $435K 0.01% -26.0 -7.4% $1331.36 -7.3%
507 INGERSOLL RAND INC COM 5,309.0 $435K 0.01% -588.0 -10.0% $82.00
508 DDOG DATADOG INC CL A COM Technology 1,665.0 $433K 0.01% -4K -71.5% $260.30 -9.3%
509 MAA MID-AMER APT CMNTYS INC COM Real Estate 3,103.0 $431K 0.01% -271.0 -8.0% $138.95 -5.1%
510 TRNS TRANSCAT INC COM Industrials 4,627.0 $429K 0.01% -1K -24.4% $92.77 -1.3%
511 FLNG FLEX LNG LTD SHS Energy 15,150.0 $425K 0.01% -95.0 -0.6% $28.06 +14.2%
512 FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND 18,516.0 $424K 0.01% -25K -57.0% $22.92 +0.8%
513 GPN GLOBAL PMTS INC COM Industrials 5,828.0 $423K 0.01% -420.0 -6.7% $72.57 +26.6%
514 STRL STERLING INFRASTRUCTURE INC COM Industrials 502.0 $421K 0.01% -389.0 -43.7% $839.36 -36.9%
515 CFG CITIZENS FINL GROUP INC COM Financial Services 5,933.0 $416K 0.01% -397.0 -6.3% $70.07 +3.0%
516 TD TORONTO DOMINION BK ONT COM NEW Financial Services 3,407.0 $414K 0.01% -631.0 -15.6% $121.42 -1.2%
517 SKYY FIRST TRUST CLOUD COMPUTING ETF 3,012.0 $405K 0.01% -2K -34.2% $134.55 +20.2%
518 CNC CENTENE CORP DEL COM Healthcare 6,310.0 $405K 0.01% -1K -16.7% $64.19 +0.7%
519 MTH MERITAGE HOMES CORP COM Consumer Cyclical 4,819.0 $404K 0.01% -973.0 -16.8% $83.86 -11.0%
520 INFY INFOSYS LTD SPONSORED ADR Technology 38,333.0 $402K 0.01% -1K -3.3% $10.49 +16.0%
Page 26 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%