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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 9 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF — 330.0 $206K 0.00% NEW — $624.47 -15.0%
162 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 4,672.0 $204K 0.00% NEW — $43.76 +2.4%
163 FMTM MARKETDESK FOCUSED U.S. MOMENTUM ETF — 4,655.0 $203K 0.00% NEW — $43.64 -11.3%
164 DORM DORMAN PRODS INC COM Consumer Cyclical 1,486.0 $203K 0.00% NEW — $136.45 -10.5%
165 — OUTFRONT MEDIA INC COM NEW — 6,187.0 $203K 0.00% NEW — $32.76 —
166 — RYANAIR HOLDINGS PLC SPONSORED ADR — 3,123.0 $202K 0.00% NEW — $64.75 —
167 MAS MASCO CORP COM Industrials 2,484.0 $202K 0.00% NEW — $81.37 -16.7%
168 DHS WISDOMTREE U.S. HIGH DIVIDEND FUND — 1,778.0 $202K 0.00% NEW — $113.68 -0.9%
169 ARI APOLLO COML REAL ESTATE FIN COM Real Estate 18,846.0 $201K 0.00% NEW — $10.68 -42.2%
170 AAON AAON INC COM PAR $0.004 Industrials 1,582.0 $201K 0.00% NEW — $126.86 -32.7%
171 BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF — 10,302.0 $191K 0.00% NEW — $18.57 -2.2%
172 — GALAXY DIGITAL INC. CL A — 6,870.0 $188K 0.00% NEW — $27.34 —
173 PURR HYPERLIQUID STRATEGIES INC COM Basic Materials 23,000.0 $181K 0.00% NEW — $7.87 +53.0%
174 PCG PG&E CORP COM Utilities 10,410.0 $175K 0.00% NEW — $16.82 -29.0%
175 BBCQ BLEICHROEDER ACQUISITI CORP II USD CL A ORD SHS Financial Services 16,939.0 $175K 0.00% NEW — $10.32 -5.1%
176 CRK COMSTOCK RES INC COM Energy 11,050.0 $165K 0.00% NEW — $14.92 -15.5%
177 COLD AMERICOLD REALTY TRUST INC COM Real Estate 10,084.0 $159K 0.00% NEW — $15.72 -7.1%
178 KRP KIMBELL RTY PARTNERS LP UNIT Energy 10,827.0 $157K 0.00% NEW — $14.53 -1.4%
179 NMZ NUVEEN MUN HIGH INCOME OPPORTU COM Financial Services 14,692.0 $155K 0.00% NEW — $10.57 -17.2%
180 MSFT CALL MICROSOFT CORP COM Technology 400.0 $149K 0.00% NEW — $373.02 +35.7%
Page 9 of 11  ·  209 positions

① 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 34.9%
Financial Services 18.2%
Healthcare 9.3%
Industrials 8.9%
Consumer Cyclical 7.7%
Communication Services 5.9%
Consumer Defensive 5.3%
Energy 4.0%
Utilities 2.9%
Basic Materials 1.6%