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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 53 of 89  ·  1,765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 AMT AMERICAN TOWER CORP COM Real Estate 3,693.0 $604K 0.01% +2K +72.5% $163.57 +7.5%
1042 AVSC AVANTIS U.S SMALL CAP EQUITY ETF 8,227.0 $603K 0.01% -7K -45.9% $73.34 +0.7%
1043 ADSK AUTODESK INC COM Technology 3,103.0 $603K 0.01% -372.0 -10.7% $194.43 +30.6%
1044 CNI CANADIAN NATL RY CO COM Industrials 5,045.0 $602K 0.01% -355.0 -6.6% $119.23 +8.9%
1045 ILCV ISHARES MORNINGSTAR VALUE ETF 5,939.0 $601K 0.01% +1K +23.8% $101.24 +6.8%
1046 GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 6,344.0 $599K 0.01% -1K -16.0% $94.41 +4.2%
1047 HTGC HERCULES CAPITAL INC COM Financial Services 37,871.0 $597K 0.01% -27K -41.5% $15.77 +8.6%
1048 FE FIRSTENERGY CORP COM Utilities 12,547.0 $596K 0.01% -7K -34.3% $47.54 -3.3%
1049 MDU MDU RES GROUP INC COM Industrials 28,083.0 $596K 0.01% +767.0 +2.8% $21.21 -5.9%
1050 HEICO CORP NEW CL A 2,309.0 $595K 0.01% +404.0 +21.2% $257.86
1051 PBTP INVESCO 0-5 YR US TIPS ETF 23,121.0 $593K 0.01% -1K -4.8% $25.66 +0.4%
1052 RACE FERRARI N V COM Consumer Cyclical 1,591.0 $592K 0.01% -110.0 -6.5% $372.39 +17.2%
1053 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 13,203.0 $592K 0.01% -1K -7.4% $44.85 +1.9%
1054 MEDP MEDPACE HLDGS INC COM Healthcare 1,118.0 $592K 0.01% -103.0 -8.4% $529.59 +17.2%
1055 TUSI TOUCHSTONE ULTRA SHORT INCOME ETF 23,416.0 $591K 0.01% +2K +7.3% $25.26 +0.4%
1056 AKRE AKRE FOCUS ETF 11,072.0 $589K 0.01% -265.0 -2.3% $53.19 +13.8%
1057 CLX CLOROX CO DEL COM Consumer Defensive 6,121.0 $584K 0.01% -918.0 -13.0% $95.45 +11.8%
1058 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 5,168.0 $580K 0.01% -2K -22.6% $112.32 +40.5%
1059 CDP COPT DEFENSE PROPERTIES SHS BEN INT Real Estate 15,942.0 $580K 0.01% +681.0 +4.5% $36.39 +2.4%
1060 ROAD CONSTRUCTION PARTNERS INC COM CL A Industrials 4,846.0 $576K 0.01% +33.0 +0.7% $118.77 -5.6%
Page 53 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 34.9%
Financial Services 18.2%
Healthcare 9.3%
Industrials 8.9%
Consumer Cyclical 7.7%
Communication Services 5.9%
Consumer Defensive 5.3%
Energy 4.0%
Utilities 2.9%
Basic Materials 1.6%