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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 10 of 79  ·  1,566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CMI CUMMINS INC COM Industrials 12,291.0 $6.3M 0.12% $510.43 +32.9%
182 GBCI GLACIER BANCORP INC NEW COM Financial Services 142,183.0 $6.3M 0.12% NEW $44.05 +5.4%
183 APD AIR PRODS & CHEMS INC COM Basic Materials 25,209.0 $6.2M 0.12% +3K +12.9% $247.02 +19.3%
184 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 189,887.0 $6.2M 0.12% +8K +4.3% $32.62 +4.5%
185 ABT ABBOTT LABS COM Healthcare 48,799.0 $6.1M 0.12% +16K +50.9% $125.29 -30.7%
186 SDY STATE STREET SPDR S&P DIVIDEND ETF 43,775.0 $6.1M 0.12% +19K +77.6% $139.16 +5.8%
187 ANET ARISTA NETWORKS INC COM SHS Technology 46,153.0 $6.0M 0.12% -65K -58.5% $131.03 +7.1%
188 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 141,052.0 $6.0M 0.12% +14K +11.2% $42.87 -1.5%
189 IBIT ISHARES BITCOIN TRUST ETF Financial Services 121,774.0 $6.0M 0.12% -83K -40.4% $49.65 -12.9%
190 FTCS FIRST TRUST CAPITAL STRENGTH ETF 65,182.0 $6.0M 0.12% -35K -35.1% $92.51 +1.2%
191 CENCORA INC COM 17,828.0 $6.0M 0.12% +979.0 +5.8% $337.75
192 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 61,362.0 $5.9M 0.12% +54K +709.2% $96.88 +13.2%
193 BLUE OWL CAPITAL CORPORATION COM 476,671.0 $5.9M 0.12% +87K +22.5% $12.43
194 SLB SLB LIMITED COM STK Energy 152,922.0 $5.9M 0.11% +24K +19.1% $38.38 +48.5%
195 COF CAPITAL ONE FINL CORP COM Financial Services 23,702.0 $5.7M 0.11% +6K +32.3% $242.37 -22.7%
196 ARKK ARK INNOVATION ETF 74,574.0 $5.7M 0.11% +32K +75.6% $76.92 -3.5%
197 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 124,313.0 $5.7M 0.11% $46.08 +2.4%
198 GEV GE VERNOVA INC COM Utilities 8,762.0 $5.7M 0.11% +581.0 +7.1% $653.53 +52.1%
199 GILD GILEAD SCIENCES INC COM Healthcare 46,620.0 $5.7M 0.11% +737.0 +1.6% $122.74 +6.3%
200 PPLT ABRDN PHYSICAL PLATINUM SHARES ETF Financial Services 30,595.0 $5.7M 0.11% -1K -3.5% $186.43 -90.4%
Page 10 of 79  ·  1,566 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%