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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 85 of 89  ·  1,765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 PYPL CALL PAYPAL HLDGS INC COM Financial Services 2,600.0 $112K 0.00% -2K -40.9% $43.18 +39.9%
1682 CALL HONEYWELL INTL INC COM 500.0 $112K 0.00% NEW $223.90
1683 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 22,803.0 $105K 0.00% -10K -30.5% $4.62 -27.3%
1684 PNNT PENNANTPARK INVT CORP COM Financial Services 30,061.0 $104K 0.00% $3.47 +5.8%
1685 MFA MFA FINL INC COM Real Estate 10,652.0 $103K 0.00% $9.69 -7.1%
1686 MRK CALL MERCK & CO INC COM Healthcare 800.0 $103K 0.00% $128.50 +5.2%
1687 PUT BERKSHIRE HATHAWAY INC DEL CL B NEW 200.0 $100K 0.00% $500.39
1688 TDOC TELADOC HEALTH INC COM Healthcare 11,757.0 $100K 0.00% $8.48 -23.7%
1689 ARCO ARCOS DORADOS HLDGS INC SHS CLASS -A - Consumer Cyclical 12,231.0 $99K 0.00% +566.0 +4.8% $8.06 -4.5%
1690 PTEN PATTERSON-UTI ENERGY INC COM Energy 10,647.0 $98K 0.00% +334.0 +3.2% $9.18 +32.1%
1691 JOBY JOBY AVIATION INC COMMON STOCK Industrials 10,642.0 $95K 0.00% -307.0 -2.8% $8.92 -14.2%
1692 OFS OFS CAP CORP COM Financial Services 26,786.0 $95K 0.00% -9K -25.1% $3.54 +0.8%
1693 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD Financial Services 11,407.0 $93K 0.00% -32K -73.8% $8.17 -11.0%
1694 BRSP BRIGHTSPIRE CAPITAL INC COM CL A Real Estate 15,758.0 $86K 0.00% +6K +54.2% $5.45 -11.0%
1695 C PUT CITIGROUP INC COM NEW Financial Services 600.0 $84K 0.00% $139.96 -1.6%
1696 NVDA CALL NVIDIA CORPORATION COM Technology 400.0 $80K 0.00% NEW $200.09 +9.8%
1697 NAT NORDIC AMERICAN TANKERS LIMITE COM Industrials 14,379.0 $80K 0.00% NEW $5.54 +25.1%
1698 RNW RENEW ENERGY GLOBAL PLC CL A SHS Utilities 12,687.0 $79K 0.00% NEW $6.25 +9.1%
1699 BAX CALL BAXTER INTL INC COM Healthcare 3,700.0 $79K 0.00% -500.0 -11.9% $21.32 +21.7%
1700 TMC TMC THE METALS COMPANY INC COM Basic Materials 17,402.0 $77K 0.00% +3K +23.7% $4.43 -11.5%
Page 85 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%