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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
Q4 2025 Q3 2025 · All 201 New 807 Added 434 Reduced 108 Exited
Page 79 of 79  ·  1,566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 TWO HARBORS INVENTMENT CORPOR 6.25 01/15/2026 10,000.0 $10K $0.99
1562 BAX PUT BAXTER INTL INC COM Healthcare 500.0 $10K -1K -68.8% $19.11 -9.5%
1563 MVIS MICROVISION INC DEL COM NEW Technology 11,415.0 $9K -6K -32.9% $0.83 -27.6%
1564 BBAI CALL BIGBEAR AI HLDGS INC COM Technology 1,700.0 $9K -300.0 -15.0% $5.40 -24.4%
1565 SNAP CALL SNAP INC CL A Communication Services 1,000.0 $8K $8.07 -33.6%
1566 KMI PUT KINDER MORGAN INC DEL COM Energy 100.0 $3K $27.49 +21.5%
Page 79 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%