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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 73 of 79  ·  1,566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 VMI VALMONT INDS INC COM Industrials 511.0 $206K 0.00% NEW $402.53 +25.9%
1442 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 2,280.0 $205K 0.00% NEW $89.90 -6.9%
1443 DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST 4,622.0 $205K 0.00% -2K -29.3% $44.34 +4.3%
1444 LKQ LKQ CORP COM Consumer Cyclical 6,785.0 $205K 0.00% NEW $30.20 -18.5%
1445 BKGI BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF 5,075.0 $205K 0.00% NEW $40.34 +13.6%
1446 BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A Utilities 4,503.0 $204K 0.00% NEW $45.40 -10.0%
1447 A CALL AGILENT TECHNOLOGIES INC COM Healthcare 1,500.0 $204K 0.00% $136.07 -17.6%
1448 DORM DORMAN PRODS INC COM Consumer Cyclical 1,650.0 $203K 0.00% NEW $123.19 -5.7%
1449 SEALED AIR CORP NEW COM 4,902.0 $203K 0.00% NEW $41.43
1450 ICICI BK LTD HONG KONG BRANCH ADR 6,815.0 $203K 0.00% +160.0 +2.4% $29.80
1451 LUV SOUTHWEST AIRLS CO COM Industrials 4,875.0 $201K 0.00% NEW $41.33 -6.9%
1452 MCO MOODYS CORP COM Financial Services 393.0 $201K 0.00% -122.0 -23.7% $511.02 -16.1%
1453 AGGH SIMPLIFY AGGREGATE BOND ETF 9,699.0 $201K 0.00% NEW $20.70 -2.7%
1454 HDB HDFC BANK LTD SPONSORED ADS Financial Services 5,492.0 $201K 0.00% -680.0 -11.0% $36.54 -33.1%
1455 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 26,581.0 $195K 0.00% +4K +15.7% $7.32 +18.7%
1456 NATWEST GROUP PLC SPONS ADR 11,110.0 $194K 0.00% +849.0 +8.3% $17.50
1457 TTD CALL THE TRADE DESK INC COM CL A Technology 5,100.0 $194K 0.00% -9K -64.1% $37.96 -44.3%
1458 NEWT NEWTEKONE INC COM NEW Financial Services 16,827.0 $191K 0.00% -2K -8.4% $11.35 +11.7%
1459 CRWD PUT CROWDSTRIKE HLDGS INC CL A Technology 400.0 $188K 0.00% $468.76 +26.7%
1460 OSCR OSCAR HEALTH INC CL A Healthcare 13,047.0 $187K 0.00% +319.0 +2.5% $14.37 +62.3%
Page 73 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%