AGH Wealth Advisors
Latest statistics and disclosures from AGH Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, JBND, AVDE, GLD, NVDA, and represent 31.89% of AGH Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: JBND, AVEM, NLR, DTCR, SLV, SPSM, REMX, NVDA, ANET, HON.
- Started 15 new stock positions in C, ADI, LRCX, SPYV, ANET, CAT, PAPI, DTCR, HON, GEV. SLV, REMX, AVEM, RCL, NLR.
- Reduced shares in these 10 stocks: AVDE, QQQM, SPY, SHY, , EQIX, WFC, IBM, CMG, PGR.
- Sold out of its positions in CMG, EQIX, IBM, MNST, PGR, NOW, WFC.
- AGH Wealth Advisors was a net buyer of stock by $5.9M.
- AGH Wealth Advisors has $136M in assets under management (AUM), dropping by 2.09%.
- Central Index Key (CIK): 0002061010
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Portfolio Holdings for AGH Wealth Advisors
AGH Wealth Advisors holds 123 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 10.2 | $14M | -9% | 21k | 650.79 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 6.6 | $8.9M | +40% | 166k | 53.77 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 5.6 | $7.6M | -25% | 89k | 84.86 |
|
| Spdr Gold Tr Gold Shs (GLD) | 5.4 | $7.3M | 17k | 430.29 |
|
|
| NVIDIA Corporation (NVDA) | 4.2 | $5.7M | +8% | 32k | 174.40 |
|
| Apple (AAPL) | 4.1 | $5.5M | +2% | 22k | 253.79 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.1 | $4.3M | -26% | 18k | 237.85 |
|
| Spdr Series Trust State Street Spd (SPYG) | 3.0 | $4.1M | +2% | 42k | 97.94 |
|
| Microsoft Corporation (MSFT) | 2.9 | $3.9M | 11k | 370.24 |
|
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 2.7 | $3.7M | +2% | 53k | 69.73 |
|
| Broadcom (AVGO) | 2.1 | $2.9M | +5% | 9.3k | 309.59 |
|
| Amazon (AMZN) | 2.1 | $2.8M | +2% | 14k | 208.27 |
|
| Spdr Series Trust State Street Spd (SPSM) | 1.6 | $2.2M | +71% | 45k | 48.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $2.1M | +3% | 7.5k | 287.56 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $2.1M | NEW | 26k | 80.59 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.1M | +2% | 7.2k | 286.86 |
|
| Meta Platforms Cl A (META) | 1.4 | $1.9M | +5% | 3.3k | 572.13 |
|
| Exxon Mobil Corporation (XOM) | 1.4 | $1.9M | 11k | 169.66 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.8M | 6.0k | 294.20 |
|
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 1.1 | $1.5M | -3% | 19k | 80.68 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 1.0 | $1.4M | NEW | 11k | 133.19 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.0 | $1.3M | +3% | 12k | 111.21 |
|
| Verizon Communications (VZ) | 0.9 | $1.2M | +4% | 25k | 50.20 |
|
| Netflix (NFLX) | 0.9 | $1.2M | +13% | 13k | 96.15 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.2M | +4% | 2.5k | 479.20 |
|
| Johnson & Johnson (JNJ) | 0.9 | $1.2M | +5% | 4.8k | 244.44 |
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.8 | $1.1M | NEW | 47k | 23.96 |
|
| Ishares Silver Tr Ishares (SLV) | 0.8 | $1.1M | NEW | 16k | 68.14 |
|
| Evergy (EVRG) | 0.8 | $1.0M | 13k | 81.92 |
|
|
| Visa Com Cl A (V) | 0.7 | $903k | -2% | 3.0k | 302.24 |
|
| Palantir Technologies Cl A (PLTR) | 0.6 | $878k | +36% | 6.0k | 146.28 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $829k | 2.2k | 370.68 |
|
|
| Applied Materials (AMAT) | 0.6 | $821k | -2% | 2.4k | 341.79 |
|
| Bank of America Corporation (BAC) | 0.6 | $800k | -5% | 16k | 48.75 |
|
| Tesla Motors (TSLA) | 0.6 | $799k | -2% | 2.2k | 371.75 |
|
| Coca-Cola Company (KO) | 0.6 | $791k | +7% | 10k | 76.05 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $787k | -5% | 4.1k | 192.90 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $778k | +3% | 846.00 | 919.78 |
|
| ConocoPhillips (COP) | 0.5 | $727k | +2% | 5.5k | 132.00 |
|
| Wal-Mart Stores (WMT) | 0.5 | $722k | +6% | 5.8k | 124.28 |
|
| General Dynamics Corporation (GD) | 0.5 | $699k | 2.0k | 343.49 |
|
|
| Linde SHS (LIN) | 0.5 | $655k | +9% | 1.3k | 495.77 |
|
| Abbvie (ABBV) | 0.5 | $629k | 2.9k | 217.49 |
|
|
| Chevron Corporation (CVX) | 0.5 | $626k | +4% | 3.0k | 206.90 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $618k | 1.5k | 426.40 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $607k | 12k | 50.61 |
|
|
| Cisco Systems (CSCO) | 0.4 | $603k | +16% | 7.8k | 77.59 |
|
| Williams Companies (WMB) | 0.4 | $603k | 8.3k | 72.78 |
|
|
| Intel Corporation (INTC) | 0.4 | $590k | +28% | 13k | 44.13 |
|
| Cme (CME) | 0.4 | $589k | +8% | 2.0k | 295.35 |
|
| Eaton Corp SHS (ETN) | 0.4 | $563k | +8% | 1.6k | 357.67 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $549k | +4% | 1.6k | 337.95 |
|
| Palo Alto Networks (PANW) | 0.4 | $537k | -19% | 3.4k | 160.32 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $531k | 920.00 | 577.18 |
|
|
| Ge Aerospace Com New (GE) | 0.4 | $526k | 1.9k | 283.77 |
|
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| Phillips 66 (PSX) | 0.4 | $515k | 2.8k | 182.18 |
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| At&t (T) | 0.4 | $500k | +13% | 17k | 28.99 |
|
| Oracle Corporation (ORCL) | 0.4 | $496k | +5% | 3.4k | 147.11 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $490k | -3% | 997.00 | 491.54 |
|
| Philip Morris International (PM) | 0.4 | $481k | +5% | 2.9k | 165.34 |
|
| Welltower Inc Com reit (WELL) | 0.4 | $477k | +4% | 2.4k | 197.71 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $467k | +3% | 1.0k | 446.55 |
|
| Travelers Companies (TRV) | 0.3 | $451k | -4% | 1.5k | 291.68 |
|
| Vaneck Etf Trust Rare Earth And S (REMX) | 0.3 | $438k | NEW | 5.0k | 88.00 |
|
| Home Depot (HD) | 0.3 | $421k | 1.3k | 328.90 |
|
|
| Boeing Company (BA) | 0.3 | $410k | -9% | 2.1k | 199.02 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $407k | +38% | 2.1k | 194.14 |
|
| Micron Technology (MU) | 0.3 | $401k | -9% | 1.2k | 337.85 |
|
| Uber Technologies (UBER) | 0.3 | $378k | +4% | 5.3k | 71.93 |
|
| W.W. Grainger (GWW) | 0.3 | $377k | 346.00 | 1090.82 |
|
|
| salesforce (CRM) | 0.3 | $377k | -13% | 2.0k | 186.67 |
|
| Procter & Gamble Company (PG) | 0.3 | $368k | +11% | 2.5k | 144.44 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $366k | +2% | 733.00 | 499.67 |
|
| UnitedHealth (UNH) | 0.3 | $364k | +12% | 1.3k | 270.57 |
|
| American Express Company (AXP) | 0.3 | $358k | 1.2k | 302.47 |
|
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| Costco Wholesale Corporation (COST) | 0.3 | $353k | +12% | 354.00 | 996.42 |
|
| Marsh & McLennan Companies (MRSH) | 0.3 | $347k | +14% | 2.0k | 173.45 |
|
| Metropcs Communications (TMUS) | 0.3 | $345k | +39% | 1.6k | 210.03 |
|
| Pfizer (PFE) | 0.3 | $340k | +28% | 12k | 28.08 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $338k | +3% | 733.00 | 461.00 |
|
| McKesson Corporation (MCK) | 0.2 | $338k | 390.00 | 865.35 |
|
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| Merck & Co (MRK) | 0.2 | $333k | +14% | 2.8k | 120.29 |
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| Advanced Micro Devices (AMD) | 0.2 | $314k | +7% | 1.5k | 203.43 |
|
| Lowe's Companies (LOW) | 0.2 | $311k | 1.3k | 236.28 |
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| Pepsi (PEP) | 0.2 | $303k | +2% | 1.9k | 155.29 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $302k | -82% | 3.7k | 82.57 |
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| Arista Networks Com Shs (ANET) | 0.2 | $297k | NEW | 2.4k | 122.78 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $297k | -8% | 225.00 | 1320.82 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $297k | -3% | 925.00 | 320.56 |
|
| Honeywell International (HON) | 0.2 | $294k | NEW | 1.3k | 226.05 |
|
| TJX Companies (TJX) | 0.2 | $288k | +10% | 1.8k | 159.70 |
|
| Gilead Sciences (GILD) | 0.2 | $287k | +2% | 2.1k | 139.37 |
|
| Morgan Stanley Com New (MS) | 0.2 | $285k | +5% | 1.7k | 164.57 |
|
| Stryker Corporation (SYK) | 0.2 | $283k | +3% | 862.00 | 328.60 |
|
| Air Products & Chemicals (APD) | 0.2 | $283k | -7% | 974.00 | 290.48 |
|
| Us Bancorp Com New (USB) | 0.2 | $280k | +17% | 5.4k | 52.01 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $280k | 4.8k | 58.47 |
|
|
| Parker-Hannifin Corporation (PH) | 0.2 | $272k | +7% | 304.00 | 895.22 |
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| Goldman Sachs (GS) | 0.2 | $272k | 321.00 | 846.00 |
|
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| McDonald's Corporation (MCD) | 0.2 | $269k | +15% | 866.00 | 310.79 |
|
| S&p Global (SPGI) | 0.2 | $263k | 619.00 | 425.35 |
|
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| Caterpillar (CAT) | 0.2 | $261k | NEW | 368.00 | 708.45 |
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| Chubb (CB) | 0.2 | $255k | +9% | 781.00 | 325.93 |
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| Capital One Financial (COF) | 0.2 | $250k | -15% | 1.4k | 182.43 |
|
| Ge Vernova (GEV) | 0.2 | $250k | NEW | 286.00 | 872.91 |
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| Morgan Stanley Etf Trust Parametric Equit (PAPI) | 0.2 | $246k | NEW | 9.0k | 27.36 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $246k | +6% | 3.4k | 71.82 |
|
| MetLife (MET) | 0.2 | $241k | -3% | 3.4k | 70.72 |
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| Natixis Etf Tr Gateway Quality (GQI) | 0.2 | $239k | +14% | 4.3k | 54.85 |
|
| Abbott Laboratories (ABT) | 0.2 | $238k | +6% | 2.3k | 102.69 |
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| Intuit (INTU) | 0.2 | $237k | -4% | 547.00 | 432.39 |
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| Starbucks Corporation (SBUX) | 0.2 | $234k | 2.6k | 89.59 |
|
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| Synopsys (SNPS) | 0.2 | $226k | +4% | 569.00 | 396.47 |
|
| Deere & Company (DE) | 0.2 | $225k | -8% | 399.00 | 563.31 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $223k | 625.00 | 356.56 |
|
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| American Tower Reit (AMT) | 0.2 | $214k | +7% | 1.2k | 172.58 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $209k | NEW | 979.00 | 213.66 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $207k | NEW | 753.00 | 275.18 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $207k | 1.6k | 126.28 |
|
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $204k | NEW | 3.6k | 56.58 |
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| Citigroup Com New (C) | 0.1 | $202k | NEW | 1.8k | 113.41 |
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| Analog Devices (ADI) | 0.1 | $202k | NEW | 636.00 | 318.14 |
|
| Viatris (VTRS) | 0.1 | $144k | -7% | 11k | 13.51 |
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Past Filings by AGH Wealth Advisors
SEC 13F filings are viewable for AGH Wealth Advisors going back to 2024
- AGH Wealth Advisors 2026 Q1 filed April 22, 2026
- AGH Wealth Advisors 2025 Q4 filed Feb. 4, 2026
- AGH Wealth Advisors 2025 Q3 filed Nov. 3, 2025
- AGH Wealth Advisors 2025 Q2 filed Aug. 5, 2025
- AGH Wealth Advisors 2025 Q1 filed April 11, 2025
- AGH Wealth Advisors 2024 Q4 filed April 4, 2025