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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 62 of 79  ·  1,566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 3,126.0 $319K 0.01% +374.0 +13.6% $102.17 -3.5%
1222 CLOI VANECK CLO ETF 6,036.0 $319K 0.01% +792.0 +15.1% $52.81 +0.1%
1223 IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 6,640.0 $318K 0.01% +2K +59.1% $47.94 +5.9%
1224 GOLY STRATEGY SHARES GOLD ENHANCED YIELD ETF 9,104.0 $318K 0.01% +807.0 +9.7% $34.95 -20.3%
1225 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 7,687.0 $317K 0.01% -826.0 -9.7% $41.27 -1.9%
1226 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 1,906.0 $316K 0.01% NEW $166.03 +7.2%
1227 TOL TOLL BROTHERS INC COM Consumer Cyclical 2,341.0 $316K 0.01% NEW $135.18 -6.1%
1228 GPN GLOBAL PMTS INC COM Industrials 4,077.0 $316K 0.01% -291.0 -6.7% $77.41 -12.7%
1229 BST BLACKROCK SCIENCE & TECHNOLOGY SHS Financial Services 7,779.0 $315K 0.01% +349.0 +4.7% $40.54 +9.0%
1230 PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR Energy 26,579.0 $315K 0.01% +2K +6.3% $11.85 +74.7%
1231 FDEV FIDELITY INTERNATIONAL MULTIFACTOR ETF 9,079.0 $314K 0.01% NEW $34.61 +5.3%
1232 NTRS NORTHERN TR CORP COM Financial Services 2,294.0 $313K 0.01% -1K -33.3% $136.56 +21.0%
1233 HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 14,196.0 $313K 0.01% +497.0 +3.6% $22.02 +2.5%
1234 HON CALL HONEYWELL INTL INC COM Industrials 1,600.0 $312K 0.01% -600.0 -27.3% $195.09 +11.3%
1235 FTBD FIDELITY TACTICAL BOND ETF 6,299.0 $312K 0.01% +2K +36.2% $49.52 -1.8%
1236 CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 11,944.0 $311K 0.01% +3K +41.2% $26.01 -1.0%
1237 MMLG FIRST TRUST MULTI-MANAGER LARGE GROWTH ETF 8,738.0 $310K 0.01% -1K -11.7% $35.43 -0.1%
1238 REGN CALL REGENERON PHARMACEUTICALS COM Healthcare 400.0 $309K 0.01% NEW $771.87 -18.4%
1239 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 3,459.0 $309K 0.01% $89.19 +14.9%
1240 CNC CENTENE CORP DEL COM Healthcare 7,465.0 $307K 0.01% +300.0 +4.2% $41.15 +41.5%
Page 62 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%