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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 29 of 79  ·  1,566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 YOU CLEAR SECURE INC COM CL A Technology 40,487.0 $1.4M 0.03% -4K -9.7% $35.08 +68.7%
562 AMLP ALERIAN MLP ETF 30,185.0 $1.4M 0.03% +3K +11.6% $47.02 +16.6%
563 CGGR CAPITAL GROUP GROWTH ETF 31,897.0 $1.4M 0.03% +8K +35.2% $44.47 +1.7%
564 ICVT ISHARES CONVERTIBLE BOND ETF 14,398.0 $1.4M 0.03% +3K +22.4% $98.50 +16.4%
565 VCR VANGUARD CONSUMER DISCRETIONARY ETF 3,581.0 $1.4M 0.03% +3K +365.7% $393.92 -3.6%
566 DG DOLLAR GEN CORP NEW COM Consumer Defensive 10,599.0 $1.4M 0.03% -1K -9.4% $132.77 -20.0%
567 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 14,044.0 $1.4M 0.03% -783.0 -5.3% $99.88 -2.3%
568 LIN LINDE PLC SHS Basic Materials 3,275.0 $1.4M 0.03% +898.0 +37.8% $426.37 +19.8%
569 PTC PTC INC COM Technology 8,008.0 $1.4M 0.03% -458.0 -5.4% $174.21 -17.3%
570 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 25,914.0 $1.4M 0.03% +10K +67.5% $53.83 +14.5%
571 SHW SHERWIN WILLIAMS CO COM Basic Materials 4,298.0 $1.4M 0.03% -26.0 -0.6% $324.07 -6.6%
572 SRE SEMPRA COM Utilities 15,736.0 $1.4M 0.03% +2K +17.6% $88.29 +2.2%
573 BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR Consumer Defensive 21,668.0 $1.4M 0.03% -1K -5.6% $64.04 +27.9%
574 RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 17,668.0 $1.4M 0.03% -395.0 -2.2% $78.50 -4.6%
575 MCCORMICK & CO INC COM VTG 20,364.0 $1.4M 0.03% +5K +30.4% $68.01
576 HALO HALOZYME THERAPEUTICS INC COM Healthcare 20,474.0 $1.4M 0.03% +4K +24.9% $67.30 +0.2%
577 KHC KRAFT HEINZ CO COM Consumer Defensive 56,731.0 $1.4M 0.03% -8K -12.4% $24.25 -3.7%
578 NOV NOV INC COM Energy 87,859.0 $1.4M 0.03% +1K +1.5% $15.63 +35.4%
579 DAL DELTA AIR LINES INC DEL COM NEW Industrials 19,781.0 $1.4M 0.03% -2K -11.1% $69.40 +1.2%
580 XEL XCEL ENERGY INC COM Utilities 18,388.0 $1.4M 0.03% +2K +14.1% $73.86 +5.7%
Page 29 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%