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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 6 of 89  ·  1,765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 55,500.0 $13.5M 0.20% -4K -6.0% $242.42 +4.0%
102 VIG VANGUARD DIVIDEND APPRECIATION ETF 56,820.0 $13.4M 0.20% -7K -10.7% $236.62 +3.3%
103 BND VANGUARD TOTAL BOND MARKET ETF 181,965.0 $13.4M 0.20% -46K -20.1% $73.41 -1.6%
104 IEFA ISHARES CORE MSCI EAFE ETF 137,384.0 $13.3M 0.20% +6K +4.4% $96.58 +3.4%
105 VO VANGUARD MORNINGSTAR MID-CAP ETF 164,430.0 $13.2M 0.20% +124K +304.1% $80.57 +3.2%
106 GILD GILEAD SCIENCES INC COM Healthcare 104,200.0 $13.2M 0.20% +743.0 +0.7% $126.34 +13.5%
107 NFLX NETFLIX INC. COM Communication Services 181,033.0 $12.9M 0.20% $71.40 +8.9%
108 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 806,910.0 $12.8M 0.19% +28K +3.6% $15.88 +14.6%
109 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 32,217.0 $12.8M 0.19% +5K +19.4% $397.68 -1.6%
110 UNP UNION PAC CORP COM Industrials 47,032.0 $12.8M 0.19% +5K +10.6% $272.00 +9.8%
111 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 141,543.0 $12.7M 0.19% -5K -3.2% $89.85 +8.4%
112 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 79,762.0 $12.7M 0.19% +3K +4.0% $158.66 +7.0%
113 QCOM QUALCOMM INC COM Technology 66,490.0 $12.3M 0.19% -31K -31.6% $184.79 -13.3%
114 ILTB ISHARES CORE 10 YEAR USD BOND ETF 247,673.0 $12.2M 0.18% +156K +170.0% $49.25 -4.7%
115 BK BANK OF NY MELLON CORP COM Financial Services 84,181.0 $12.2M 0.18% +4K +5.3% $144.61 -0.6%
116 VGSH VANGUARD SHORT-TERM TREASURY ETF 209,016.0 $12.2M 0.18% +7K +3.5% $58.20 -0.1%
117 CRWD CROWDSTRIKE HLDGS INC CL A Technology 15,935.0 $12.2M 0.18% -258.0 -1.6% $190.79 +11.6%
118 VWO VANGUARD FTSE EMERGING MARKETS ETF 203,635.0 $12.2M 0.18% -13K -6.2% $59.69 -0.1%
119 RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF 426,512.0 $12.2M 0.18% +80K +23.0% $28.49
120 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 146,009.0 $12.1M 0.18% +818.0 +0.6% $82.84 -3.9%
Page 6 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%