Position in WSM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$208,856
-$100,070 QoQ
Shares Held
896
-54.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#793
of 1,001 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Arkadios Wealth Advisors holds $4,703,666 across 6 Specialty Retail names. WSM ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DKS |
Dick's Sporting Goods, Inc.
|
7,138 | $1,618,969 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
47,349 | $1,496,701 | |
| 3 | CASY |
Caseys General Stores Inc
|
980 | $778,894 | |
| 4 | FIVE |
Five Below, Inc
|
1,959 | $352,208 | |
| 5 | ULTA |
Ulta Beauty, Inc.
|
550 | $248,038 | |
| 6 | WSM |
Williams Sonoma Inc
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|
896 | $208,856 |
All Filings in WSM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,856 | 896 | Shares | Sole | 2026-08-10 | |
| 2025-03-31 | $308,926 | 1,954 | Shares | Sole | 2025-05-08 | |
| 2021-09-30 | $5,851 | 33 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,268 | 33 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $4,300 | 24 | Shares | Sole | 2021-04-26 | |
| 2020-03-31 | $4,252 | 100 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||