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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 3 of 89  ·  1,765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 323,804.0 $28.5M 0.43% +52K +19.1% $87.88 +2.9%
42 EXXONMOBIL HOLDINGS CORP COM SHS 207,934.0 $28.4M 0.43% NEW $136.72
43 IJR ISHARES CORE S&P SMALL CAP ETF 191,033.0 $28.3M 0.43% -15K -7.3% $148.31 +0.0%
44 VTV VANGUARD MORNINGSTAR VALUE ETF 128,194.0 $27.9M 0.42% $217.93 +4.0%
45 QQQ PUT INVESCO QQQ TRUST SERIES I Financial Services 37,700.0 $27.8M 0.42% +3K +9.6% $736.40 -2.3%
46 IJH ISHARES CORE S&P MID-CAP ETF 328,820.0 $25.4M 0.38% -2K -0.6% $77.11 +0.6%
47 CVX CHEVRON CORPORATION COM Energy 150,387.0 $24.9M 0.38% -5K -3.1% $165.76 +23.4%
48 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 347,637.0 $24.8M 0.38% -21K -5.6% $71.25 +1.8%
49 CSCO CISCO SYS INC COM Technology 208,789.0 $24.5M 0.37% -11K -5.1% $117.46 -5.2%
50 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 128,398.0 $24.5M 0.37% -8K -5.7% $190.52 -2.6%
51 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 664,200.0 $24.3M 0.37% +235K +54.8% $36.60
52 AMD ADVANCED MICRO DEVICES INC COM Technology 41,382.0 $24.0M 0.36% -8K -15.8% $580.91 -17.5%
53 IWD ISHARES RUSSELL 1000 VALUE ETF 98,500.0 $23.9M 0.36% -7K -6.6% $242.43 +6.1%
54 SCHD SCHWAB US DIVIDEND EQUITY ETF 752,164.0 $23.9M 0.36% +180K +31.5% $31.71 +9.0%
55 TRBF ANGEL OAK TOTAL RETURN ETF 480,470.0 $23.7M 0.36% +128K +36.3% $49.35 -1.3%
56 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 177,746.0 $23.7M 0.36% +75K +73.4% $133.25 -9.1%
57 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 77,729.0 $22.6M 0.34% $290.62 -1.1%
58 PANW PALO ALTO NETWORKS INC COM Technology 63,860.0 $21.8M 0.33% -4K -5.4% $341.02 +9.5%
59 CAT CATERPILLAR INC COM Industrials 20,184.0 $21.5M 0.33% -3K -14.3% $1064.92 -21.2%
60 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 182,940.0 $21.3M 0.32% +5K +2.6% $116.67 +47.9%
Page 3 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%