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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 82 of 89  ·  1,765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 LII LENNOX INTL INC COM Industrials 358.0 $205K 0.00% -86.0 -19.4% $573.36 -28.3%
1622 CNR CORE NATURAL RESOURCES INC COM SHS Energy 2,562.0 $205K 0.00% +601.0 +30.6% $80.04 +15.0%
1623 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 4,672.0 $204K 0.00% NEW $43.76 +13.8%
1624 FLR CALL FLUOR CORP COM Industrials 3,900.0 $204K 0.00% $52.39 +2.0%
1625 IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF 9,250.0 $204K 0.00% $22.08 -0.5%
1626 YYY AMPLIFY CEF HIGH INCOME ETF 17,701.0 $204K 0.00% -1K -6.8% $11.53 -0.9%
1627 MMS MAXIMUS INC COM Industrials 3,793.0 $204K 0.00% +179.0 +5.0% $53.76 +4.9%
1628 USMF WISDOMTREE U.S. MULTIFACTOR FUND 3,757.0 $204K 0.00% -3K -46.0% $54.25 -0.8%
1629 FMTM MARKETDESK FOCUSED U.S. MOMENTUM ETF 4,655.0 $203K 0.00% NEW $43.64 -9.9%
1630 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 15,685.0 $203K 0.00% +3K +22.6% $12.94 -19.8%
1631 DORM DORMAN PRODS INC COM Consumer Cyclical 1,486.0 $203K 0.00% NEW $136.45 -2.7%
1632 OUTFRONT MEDIA INC COM NEW 6,187.0 $203K 0.00% NEW $32.76
1633 RYANAIR HOLDINGS PLC SPONSORED ADR 3,123.0 $202K 0.00% NEW $64.75
1634 MAS MASCO CORP COM Industrials 2,484.0 $202K 0.00% NEW $81.37 -9.8%
1635 DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 1,778.0 $202K 0.00% NEW $113.68 +4.5%
1636 KRE CALL STATE STREET SPDR S&P REGIONAL BANKING ETF 2,700.0 $202K 0.00% -2K -42.5% $74.85 +2.7%
1637 TOST TOAST INC CL A Technology 7,251.0 $202K 0.00% -3K -27.2% $27.82 +25.6%
1638 ARI APOLLO COML REAL ESTATE FIN COM Real Estate 18,846.0 $201K 0.00% NEW $10.68 -36.1%
1639 AAON AAON INC COM PAR $0.004 Industrials 1,582.0 $201K 0.00% NEW $126.86 -35.3%
1640 PGX INVESCO PREFERRED ETF 18,296.0 $198K 0.00% -59K -76.4% $10.84 -2.4%
Page 82 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%