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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
Q1 2026 Q4 2025 · All 201 New 807 Added 434 Reduced
Page 11 of 79  ·  1,566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NOW SERVICENOW INC COM Technology 37,120.0 $5.7M 0.11% +30K +446.6% $153.19 -37.9%
202 QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 49,625.0 $5.7M 0.11% +604.0 +1.2% $114.52 -2.6%
203 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 92,086.0 $5.6M 0.11% +44K +90.4% $60.81 +8.7%
204 PSX PHILLIPS 66 COM Energy 43,160.0 $5.6M 0.11% +2K +5.2% $129.04 +36.5%
205 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 58,778.0 $5.5M 0.11% -5K -8.0% $94.16 +2.0%
206 LOW LOWES COS INC COM Consumer Cyclical 22,889.0 $5.5M 0.11% +783.0 +3.5% $241.16 -9.4%
207 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 92,896.0 $5.4M 0.10% +13K +17.0% $58.12 +2.7%
208 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 70,039.0 $5.4M 0.10% -4K -5.8% $76.67 +13.6%
209 DELL DELL TECHNOLOGIES INC CL C Technology 42,519.0 $5.4M 0.10% +3K +7.6% $125.88 +92.3%
210 ENVA ENOVA INTL INC COM Financial Services 33,894.0 $5.3M 0.10% +3K +8.1% $157.20 +4.3%
211 PGR PROGRESSIVE CORP COM Financial Services 23,384.0 $5.3M 0.10% +888.0 +4.0% $227.71 -12.3%
212 IYW ISHARES U.S. TECHNOLOGY ETF 26,598.0 $5.3M 0.10% +354.0 +1.4% $199.68 +18.4%
213 GD GENERAL DYNAMICS CORP COM Industrials 15,739.0 $5.3M 0.10% +4K +31.1% $336.67 -0.6%
214 GSK GSK PLC SPONSORED ADR Healthcare 107,379.0 $5.3M 0.10% +40K +59.0% $49.04 +1.3%
215 DIS DISNEY WALT CO COM Communication Services 46,184.0 $5.3M 0.10% +2K +4.7% $113.77 -9.7%
216 T AT&T INC COM Communication Services 209,460.0 $5.2M 0.10% +31K +17.6% $24.84 -3.3%
217 IUSV ISHARES CORE S&P US VALUE ETF 50,570.0 $5.2M 0.10% +46K +1138.2% $102.54 +6.1%
218 URI UNITED RENTALS INC COM Industrials 6,372.0 $5.2M 0.10% -164.0 -2.5% $809.38 +18.8%
219 MCK MCKESSON CORP COM Healthcare 6,171.0 $5.1M 0.10% $820.29 -7.3%
220 DE DEERE & CO COM Industrials 10,802.0 $5.0M 0.10% +588.0 +5.8% $465.60 +20.7%
Page 11 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%