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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 54 of 79  ·  1,566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 OKTA OKTA INC CL A Technology 5,267.0 $455K 0.01% +56.0 +1.1% $86.47 -0.9%
1062 DIS CALL DISNEY WALT CO COM Communication Services 4,000.0 $455K 0.01% $113.77 -10.1%
1063 PAAS PAN AMERN SILVER CORP COM Basic Materials 8,756.0 $454K 0.01% NEW $51.81 +2.0%
1064 IRT INDEPENDENCE RLTY TR INC COM Real Estate 25,828.0 $451K 0.01% +13K +102.8% $17.48 -5.6%
1065 VIXY PROSHARES VIX SHORT-TERM FUTURES ETF Financial Services 17,500.0 $449K 0.01% NEW $25.64 +1.5%
1066 FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY 7,900.0 $447K 0.01% $56.62 +6.7%
1067 OMF ONEMAIN HLDGS INC COM Financial Services 6,601.0 $446K 0.01% +599.0 +10.0% $67.54 -21.7%
1068 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 15,086.0 $446K 0.01% NEW $29.55 +12.0%
1069 CTAS CINTAS CORP COM Industrials 2,369.0 $446K 0.01% +690.0 +41.1% $188.14 -8.5%
1070 BUNGE GLOBAL SA COM SHS 4,987.0 $444K 0.01% +316.0 +6.8% $89.09
1071 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 13,675.0 $444K 0.01% +4K +37.7% $32.47 -30.9%
1072 PPG PPG INDS INC COM Basic Materials 4,315.0 $442K 0.01% +737.0 +20.6% $102.46 -0.7%
1073 LYB LYONDELLBASELL INDUSTRIES N V SHS - A - Basic Materials 10,119.0 $438K 0.01% -6K -36.1% $43.30 +68.7%
1074 CB CALL CHUBB LIMITED COM Financial Services 1,400.0 $437K 0.01% $312.12 +5.2%
1075 BMNR BITMINE IMMERSION TECNOLOGIES COM NEW Financial Services 15,973.0 $434K 0.01% +8K +111.0% $27.15 -28.6%
1076 BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT Utilities 12,464.0 $433K 0.01% $34.74 +12.8%
1077 MKL MARKEL GROUP INC COM Financial Services 201.0 $432K 0.01% +74.0 +58.3% $2149.65 -13.5%
1078 REV GROUP INC COM 7,105.0 $432K 0.01% NEW $60.81
1079 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 1,525.0 $432K 0.01% +79.0 +5.5% $283.33 -24.1%
1080 VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 2,249.0 $430K 0.01% +107.0 +5.0% $191.25 +18.5%
Page 54 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%