Position in VRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,297,401
+$3,711,352 QoQ
Shares Held
21,795
+52.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#539
of 2,035 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Arkadios Wealth Advisors holds $10,195,071 across 7 Electrical Equipment & Parts names. VRT ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
21,795 | $7,297,401 | |
| 2 | BE |
Bloom Energy Corp
|
5,439 | $1,646,385 | |
| 3 | ENS |
EnerSys
|
1,259 | $294,378 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
763 | $284,499 | |
| 5 | ATKR |
Atkore Inc.
|
3,487 | $265,151 | |
| 6 | NVT |
nVent Electric plc
|
1,502 | $254,753 | |
| 7 | PLUG |
Plug Power Inc
|
56,275 | $152,504 |
All Filings in VRT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,297,401 | 21,795 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,586,049 | 14,311 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,541,449 | 15,687 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,353,717 | 15,602 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,092,697 | 16,297 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,215,919 | 16,841 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $708,471 | 6,236 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $567,689 | 5,706 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $425,837 | 4,919 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $376,825 | 4,614 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $201,293 | 4,191 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||