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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 7 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APTIV PLC COM SHS 19,325.0 $1.5M 0.03% -4K -17.7% $76.09
122 ACN CALL ACCENTURE PLC IRELAND SHS CLASS A Technology 5,400.0 $1.4M 0.03% -200.0 -3.6% $268.30 -34.9%
123 BUFD FT VEST LADDERED DEEP BUFFER ETF 50,376.0 $1.4M 0.03% -3K -4.8% $28.24 +4.1%
124 YOU CLEAR SECURE INC COM CL A Technology 40,487.0 $1.4M 0.03% -4K -9.7% $35.08 +71.4%
125 DG DOLLAR GEN CORP NEW COM Consumer Defensive 10,599.0 $1.4M 0.03% -1K -9.4% $132.77 -21.6%
126 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 14,044.0 $1.4M 0.03% -783.0 -5.3% $99.88 -1.8%
127 PTC PTC INC COM Technology 8,008.0 $1.4M 0.03% -458.0 -5.4% $174.21 -17.6%
128 SHW SHERWIN WILLIAMS CO COM Basic Materials 4,298.0 $1.4M 0.03% -26.0 -0.6% $324.07 -6.7%
129 BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR Consumer Defensive 21,668.0 $1.4M 0.03% -1K -5.6% $64.04 +26.5%
130 RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 17,668.0 $1.4M 0.03% -395.0 -2.2% $78.50 -3.7%
131 KHC KRAFT HEINZ CO COM Consumer Defensive 56,731.0 $1.4M 0.03% -8K -12.4% $24.25 -5.8%
132 DAL DELTA AIR LINES INC DEL COM NEW Industrials 19,781.0 $1.4M 0.03% -2K -11.1% $69.40 +1.6%
133 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 14,703.0 $1.3M 0.03% -400.0 -2.6% $91.21 -1.0%
134 VFC V F CORP COM Consumer Cyclical 72,368.0 $1.3M 0.03% -3K -4.2% $18.08 -6.0%
135 MRSH MARSH COM Financial Services 7,037.0 $1.3M 0.03% -310.0 -4.2% $185.53 -11.2%
136 WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 13,673.0 $1.3M 0.03% -1K -9.7% $93.30 +6.7%
137 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 24,114.0 $1.2M 0.02% -713.0 -2.9% $51.60 +5.6%
138 HAL HALLIBURTON CO COM Energy 43,147.0 $1.2M 0.02% -7K -14.0% $28.26 +51.2%
139 FENY FIDELITY MSCI ENERGY INDEX ETF 49,132.0 $1.2M 0.02% -665.0 -1.3% $24.77 +35.9%
140 BHM BLUEROCK HOMES TRUST INC COM CL A Real Estate 113,095.0 $1.2M 0.02% -581.0 -0.5% $10.67 -1.5%
Page 7 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%