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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 61 of 89  ·  1,765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 INGERSOLL RAND INC COM 5,309.0 $435K 0.01% -588.0 -10.0% $82.00
1202 DDOG DATADOG INC CL A COM Technology 1,665.0 $433K 0.01% -4K -71.5% $260.30 -9.5%
1203 FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND 13,547.0 $433K 0.01% +3K +32.0% $31.99 +2.8%
1204 MAA MID-AMER APT CMNTYS INC COM Real Estate 3,103.0 $431K 0.01% -271.0 -8.0% $138.95 -5.5%
1205 TRNS TRANSCAT INC COM Industrials 4,627.0 $429K 0.01% -1K -24.4% $92.77 -0.3%
1206 CPNG COUPANG INC CL A Consumer Cyclical 24,542.0 $426K 0.01% +8K +51.8% $17.37 -5.3%
1207 SJM SMUCKER J M CO COM NEW Consumer Defensive 3,787.0 $426K 0.01% +892.0 +30.8% $112.51 +10.5%
1208 PAPI PARAMETRIC EQUITY PREMIUM INCOME ETF 15,943.0 $426K 0.01% NEW $26.70 +5.8%
1209 FLNG FLEX LNG LTD SHS Energy 15,150.0 $425K 0.01% -95.0 -0.6% $28.06 +14.1%
1210 FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND 18,516.0 $424K 0.01% -25K -57.0% $22.92 +0.8%
1211 CVSB CALVERT ULTRA-SHORT INVESTMENT GRADE ETF 8,374.0 $424K 0.01% +53.0 +0.6% $50.64 +0.2%
1212 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 31,797.0 $423K 0.01% +5K +19.1% $13.31 +71.5%
1213 AAL AMERICAN AIRLINES GROUP INC COM Industrials 23,417.0 $423K 0.01% +1K +4.5% $18.07 -23.5%
1214 GPN GLOBAL PMTS INC COM Industrials 5,828.0 $423K 0.01% -420.0 -6.7% $72.57 +28.8%
1215 STRL STERLING INFRASTRUCTURE INC COM Industrials 502.0 $421K 0.01% -389.0 -43.7% $839.36 -38.4%
1216 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 3,768.0 $419K 0.01% +1K +51.4% $111.31 +26.9%
1217 VNOM VIPER ENERGY INC CL A Energy 9,875.0 $419K 0.01% NEW $42.40 +6.8%
1218 LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 9,860.0 $418K 0.01% +3K +49.3% $42.43 +2.1%
1219 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 16,678.0 $418K 0.01% +966.0 +6.2% $25.06 +15.9%
1220 FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER 7,980.0 $417K 0.01% $52.29 +2.3%
Page 61 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%