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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 73 of 89  ·  1,765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 RKT ROCKET COS INC COM CL A Financial Services 17,760.0 $280K 0.00% +2K +10.1% $15.75 -10.7%
1442 NGL NGL ENERGY PARTNERS LP COM UNIT REPST Energy 17,537.0 $279K 0.00% -959.0 -5.2% $15.93 +7.0%
1443 NSP INSPERITY INC COM Industrials 6,754.0 $279K 0.00% NEW $41.31 +26.2%
1444 WD WALKER & DUNLOP INC COM Financial Services 5,090.0 $278K 0.00% NEW $54.70 -26.6%
1445 DUSA DAVIS SELECT U.S. EQUITY ETF 4,904.0 $276K 0.00% -36.0 -0.7% $56.18 +1.3%
1446 MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 2,899.0 $275K 0.00% -80.0 -2.7% $94.84 +0.3%
1447 SSO PROSHARES ULTRA S&P 500 4,078.0 $275K 0.00% -500.0 -10.9% $67.38 +3.3%
1448 SNTH MRP SYNTHEQUITY ETF 9,239.0 $275K 0.00% -15K -62.4% $29.73 +1.1%
1449 DK DELEK US HLDGS INC NEW COM Energy 5,404.0 $275K 0.00% -4K -45.4% $50.81 +26.0%
1450 SECT MAIN SECTOR ROTATION ETF 3,807.0 $274K 0.00% $72.05 -0.9%
1451 GBDC GOLUB CAP BDC INC COM Financial Services 21,255.0 $274K 0.00% +8K +64.1% $12.88 +2.6%
1452 RKLB ROCKET LAB CORP COM Industrials 2,693.0 $274K 0.00% NEW $101.65 -28.2%
1453 BELFB BEL FUSE INC CL B Technology 819.0 $273K 0.00% NEW $333.07 -21.2%
1454 BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A Real Estate 16,091.0 $273K 0.00% +1K +8.2% $16.95 -15.3%
1455 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 7,165.0 $273K 0.00% -244.0 -3.3% $38.06 -1.6%
1456 TRP TC ENERGY CORP COM Energy 4,110.0 $272K 0.00% -123.0 -2.9% $66.29 -4.9%
1457 LKFN LAKELAND FINL CORP COM Financial Services 4,409.0 $272K 0.00% +46.0 +1.1% $61.72 -2.1%
1458 FORM FORMFACTOR INC COM Technology 1,701.0 $272K 0.00% NEW $159.93 -27.6%
1459 PNR PENTAIR PLC SHS Industrials 3,545.0 $272K 0.00% -383.0 -9.8% $76.67 -16.8%
1460 YMAR FT VEST INTERNATIONAL EQUITY MODERATE BUFFER 9,484.0 $272K 0.00% -329.0 -3.4% $28.66 +1.9%
Page 73 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%