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Portfolio (Quarterly) Guide ↗

Arkadios Wealth Advisors

· CIK 0001800798
13F Portfolio $6.1B AUM 3,368 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 247 New 812 Added 474 Reduced 119 Exited
Page 4 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 120,847.0 $4.1M 0.07% -1K -1.0% $33.74 +9.7%
62 MMM 3M CO COM Industrials 27,921.0 $4.1M 0.07% -1K -3.6% $145.23 +5.0%
63 TMUS T-MOBILE US INC COM Communication Services 18,871.0 $4.0M 0.07% -4K -17.9% $210.03 -9.2%
64 SPGI S&P GLOBAL INC COM Financial Services 9,273.0 $3.9M 0.06% -68.0 -0.7% $425.33 -1.9%
65 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 10,004.0 $3.9M 0.06% -4K -26.0% $391.78 +89.1%
66 TXN TEXAS INSTRS INC COM Technology 20,048.0 $3.9M 0.06% -233.0 -1.1% $194.14 +54.8%
67 IYW ISHARES U.S. TECHNOLOGY ETF 20,954.0 $3.8M 0.06% -6K -21.2% $181.42 +29.3%
68 SHEL SHELL PLC SPON ADS Energy 39,934.0 $3.7M 0.06% -3K -6.2% $93.00 -4.7%
69 RIG TRANSOCEAN LTD REGISTERED SHS Energy 549,081.0 $3.6M 0.06% -103K -15.8% $6.63 +14.3%
70 VRT VERTIV HOLDINGS CO COM CL A Industrials 14,311.0 $3.6M 0.06% -1K -8.8% $250.58 +35.6%
71 PLD PROLOGIS INC. COM Real Estate 26,939.0 $3.6M 0.06% -1K -4.4% $132.18 +7.7%
72 CSX CSX CORP COM Industrials 86,678.0 $3.6M 0.06% -2K -2.2% $41.05 +12.5%
73 HRTG HERITAGE INSURANCE HLDGS INC COM Financial Services 134,753.0 $3.5M 0.06% -3K -1.8% $26.25 -8.6%
74 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 27,256.0 $3.5M 0.06% -891.0 -3.2% $128.12 +5.4%
75 WELL WELLTOWER INC COM Real Estate 17,235.0 $3.4M 0.06% -8K -32.2% $197.71 +7.5%
76 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 39,326.0 $3.2M 0.05% -3K -7.2% $82.57 -0.6%
77 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 22,324.0 $3.2M 0.05% -14K -38.2% $145.02 +9.7%
78 SMH VANECK SEMICONDUCTOR ETF 8,415.0 $3.2M 0.05% -255.0 -2.9% $383.41 +41.9%
79 KLAC KLA CORP COM NEW Technology 2,168.0 $3.2M 0.05% -433.0 -16.6% $1472.61 +19.3%
80 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 5,142.0 $3.2M 0.05% -495.0 -8.8% $616.85 +5.7%
Page 4 of 24  ·  474 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 28.1%
Financial Services 19.4%
Healthcare 9.5%
Industrials 8.5%
Consumer Cyclical 8.0%
Communication Services 7.7%
Energy 6.5%
Consumer Defensive 5.8%
Utilities 3.1%
Basic Materials 1.8%