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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 12 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CMI CUMMINS INC COM Industrials 12,104.0 $6.5M 0.11% -187.0 -1.5% $538.05 +22.6%
222 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 33,947.0 $6.5M 0.11% +17K +106.0% $191.81 +10.6%
223 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 380,364.0 $6.5M 0.11% +364K +2177.6% $17.11 -2.3%
224 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 103,070.0 $6.4M 0.10% +35K +51.2% $62.45 +6.4%
225 AXP AMERICAN EXPRESS CO COM Financial Services 21,263.0 $6.4M 0.10% +1K +6.0% $302.48 +2.4%
226 SCHW SCHWAB CHARLES CORP COM Financial Services 68,094.0 $6.4M 0.10% $93.98 -2.3%
227 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 122,464.0 $6.4M 0.10% +37K +43.7% $51.93 +0.3%
228 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 150,110.0 $6.4M 0.10% +9K +6.4% $42.31 +0.2%
229 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 84,206.0 $6.3M 0.10% +35K +70.0% $75.10 +9.4%
230 CRWD CROWDSTRIKE HLDGS INC CL A Technology 16,193.0 $6.3M 0.10% +1K +7.2% $390.41 +58.0%
231 SDY STATE STREET SPDR S&P DIVIDEND ETF 42,854.0 $6.3M 0.10% -921.0 -2.1% $145.94 +1.5%
232 DE DEERE & CO COM Industrials 11,031.0 $6.2M 0.10% +229.0 +2.1% $563.28 -0.9%
233 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 104,389.0 $6.2M 0.10% +86K +481.3% $59.22 +7.8%
234 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 12,238.0 $6.0M 0.10% +4K +46.4% $491.51 -8.9%
235 GSK GSK PLC SPONSORED ADR Healthcare 108,026.0 $6.0M 0.10% +647.0 +0.6% $55.19 -7.5%
236 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 60,056.0 $5.9M 0.10% +50K +489.2% $97.91 +20.6%
237 IUSV ISHARES CORE S&P US VALUE ETF 57,409.0 $5.9M 0.10% +7K +13.5% $102.25 +6.9%
238 SLV ISHARES SILVER TRUST Financial Services 85,442.0 $5.8M 0.10% -64K -42.7% $68.14 +0.9%
239 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 60,921.0 $5.8M 0.10% +34K +125.2% $95.44 -1.8%
240 PEP PEPSICO INC COM Consumer Defensive 37,031.0 $5.8M 0.09% +5K +15.3% $155.29 -3.2%
Page 12 of 85  ·  1,694 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%