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Portfolio (Quarterly) Guide ↗

Arkadios Wealth Advisors

· CIK 0001800798
13F Portfolio $6.6B AUM 3,515 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 209 New 693 Added 692 Reduced 138 Exited
Page 26 of 89  ·  1,765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 80,980.0 $2.2M 0.03% +25K +45.5% $27.05 +13.2%
502 JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 22,671.0 $2.2M 0.03% +953.0 +4.4% $96.37 -0.5%
503 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 28,634.0 $2.2M 0.03% -9K -24.6% $75.88 -2.5%
504 SCHB SCHWAB U.S. BROAD MARKET ETF 74,751.0 $2.2M 0.03% -393.0 -0.5% $28.96 +2.2%
505 FSK FS KKR CAP CORP COM Financial Services 205,796.0 $2.2M 0.03% -10K -4.5% $10.50 +14.7%
506 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 43,259.0 $2.2M 0.03% -2K -4.8% $49.86 +16.1%
507 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 78,493.0 $2.2M 0.03% +6K +7.8% $27.47 -1.4%
508 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 24,550.0 $2.2M 0.03% -353.0 -1.4% $87.71 +7.9%
509 HWM HOWMET AEROSPACE INC COM Industrials 8,002.0 $2.2M 0.03% -73.0 -0.9% $268.87 +1.0%
510 DY DYCOM INDS INC COM Industrials 4,247.0 $2.1M 0.03% +40.0 +0.9% $505.59 -22.6%
511 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 26,353.0 $2.1M 0.03% -3K -10.3% $81.16 -9.3%
512 DHR DANAHER CORP DEL COM Healthcare 11,204.0 $2.1M 0.03% -358.0 -3.1% $190.48 +14.5%
513 CGNX COGNEX CORP COM Technology 29,375.0 $2.1M 0.03% NEW $72.42 -17.8%
514 XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF 5,433.0 $2.1M 0.03% +1K +32.1% $390.62 -9.0%
515 VXF VANGUARD EXTENDED MARKET ETF 8,600.0 $2.1M 0.03% -85.0 -1.0% $246.20 -0.7%
516 BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF 72,194.0 $2.1M 0.03% -785.0 -1.1% $29.32 +1.8%
517 SOXX ISHARES SEMICONDUCTOR ETF 3,288.0 $2.1M 0.03% +291.0 +9.7% $640.78 -19.5%
518 VV VANGUARD MORNINGSTAR LARGE-CAP ET 6,085.0 $2.1M 0.03% +244.0 +4.2% $343.92 +2.5%
519 IBB ISHARES BIOTECHNOLOGY ETF 10,967.0 $2.1M 0.03% $190.18 +13.0%
520 IYH ISHARES U.S. HEALTHCARE ETF 31,113.0 $2.1M 0.03% -266.0 -0.8% $67.01 +10.8%
Page 26 of 89  ·  1,765 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 34.2%
Financial Services 17.9%
Healthcare 9.2%
Industrials 8.7%
Consumer Cyclical 7.6%
Communication Services 7.4%
Consumer Defensive 5.2%
Energy 4.0%
Utilities 2.8%
Basic Materials 1.6%