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, SPYG, AAPL, and represent 29.20% of AGH Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPYG, BUFB, IJH, BUFR, XOM, IGV, CLOU, JBND, JEPI, AVDE.
- Started 11 new stock positions in NOW, CLOU, BUFR, IGV, BUFB, IJH, WAT, JEPI, AMGN, XOM. MSI.
- Reduced shares in these 10 stocks: , SPY, NLR, SNDK, APD, CB, IBM, PEP, GLW, AAPL.
- Sold out of its positions in ABNB, APD, APO, GLW, Exxon Mobil Corporation, IBM, MRSH, MCD, PEP, PGR. SNDK, SO, TER, CB.
- AGH Wealth Advisors was a net buyer of stock by $11M.
- AGH Wealth Advisors has $172M in assets under management (AUM), dropping by 8.80%.
- Central Index Key (CIK): 0002061010
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Portfolio Holdings for AGH Wealth Advisors
AGH Wealth Advisors holds 126 positions in its portfolio as reported in the September 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) | 9.2 | $16M | -5% | 21k | 763.28 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 5.6 | $9.7M | +6% | 189k | 51.12 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 5.1 | $8.8M | +4% | 98k | 90.13 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 4.8 | $8.2M | +55% | 67k | 123.11 |
|
| Apple (AAPL) | 4.5 | $7.8M | -2% | 24k | 333.02 |
|
| NVIDIA Corporation (NVDA) | 4.5 | $7.8M | +3% | 34k | 228.38 |
|
| Spdr Gold Tr Gold Shs (GLD) | 3.9 | $6.7M | +2% | 18k | 380.84 |
|
| Microsoft Corporation (MSFT) | 3.2 | $5.5M | 11k | 512.93 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.1 | $5.4M | -3% | 18k | 304.88 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 2.3 | $4.0M | -4% | 52k | 76.32 |
|
| Amazon (AMZN) | 2.0 | $3.5M | +4% | 14k | 249.15 |
|
| Broadcom (AVGO) | 1.9 | $3.2M | 9.2k | 351.19 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $3.0M | +2% | 8.7k | 344.08 |
|
| Meta Platforms Cl A (META) | 1.6 | $2.7M | +10% | 3.8k | 725.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $2.7M | +2% | 7.9k | 340.78 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $2.5M | 27k | 94.07 |
|
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 1.5 | $2.5M | 47k | 52.88 |
|
|
| Innovator Etfs Trust Laddered Alc Bfr (BUFB) | 1.4 | $2.4M | NEW | 59k | 40.28 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $2.4M | NEW | 33k | 71.97 |
|
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 1.3 | $2.3M | NEW | 61k | 37.47 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $2.1M | 6.2k | 330.87 |
|
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 1.1 | $1.9M | +7% | 22k | 90.50 |
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 1.1 | $1.9M | NEW | 12k | 162.75 |
|
| Micron Technology (MU) | 1.0 | $1.6M | +10% | 1.5k | 1065.11 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.9 | $1.5M | -6% | 12k | 128.13 |
|
| Intel Corporation (INTC) | 0.8 | $1.4M | -10% | 12k | 120.23 |
|
| Palo Alto Networks (PANW) | 0.8 | $1.4M | 3.5k | 397.31 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.8 | $1.3M | NEW | 13k | 106.48 |
|
| Global X Fds Cloud Computng (CLOU) | 0.8 | $1.3M | NEW | 46k | 28.46 |
|
| Global X Fds Data Ctr Dig Etf (DTCR) | 0.8 | $1.3M | -3% | 48k | 27.15 |
|
| Johnson & Johnson (JNJ) | 0.7 | $1.3M | 4.9k | 264.74 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.3M | 2.6k | 497.95 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.7 | $1.2M | 6.5k | 187.05 |
|
|
| Visa Com Cl A (V) | 0.7 | $1.2M | 3.3k | 359.33 |
|
|
| Verizon Communications (VZ) | 0.7 | $1.2M | 26k | 45.87 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.6 | $1.1M | +21% | 20k | 54.51 |
|
| Advanced Micro Devices (AMD) | 0.6 | $1.1M | 1.8k | 611.76 |
|
|
| Coca-Cola Company (KO) | 0.6 | $1.1M | +8% | 12k | 86.08 |
|
| Applied Materials (AMAT) | 0.6 | $1.0M | -5% | 2.0k | 511.38 |
|
| Evergy (EVRG) | 0.6 | $1.0M | 13k | 78.44 |
|
|
| Bank of America Corporation (BAC) | 0.6 | $1.0M | 18k | 54.43 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $1000k | 864.00 | 1157.08 |
|
|
| Tesla Motors (TSLA) | 0.6 | $964k | +8% | 2.7k | 354.81 |
|
| Netflix (NFLX) | 0.5 | $892k | +6% | 13k | 69.58 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.5 | $888k | -2% | 2.1k | 431.66 |
|
| Cisco Systems (CSCO) | 0.5 | $880k | -3% | 8.2k | 107.63 |
|
| Abbvie (ABBV) | 0.5 | $851k | 3.3k | 261.65 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $812k | 1.8k | 456.19 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $734k | -3% | 4.0k | 185.65 |
|
| Phillips 66 (PSX) | 0.4 | $727k | 2.8k | 255.31 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $727k | 5.8k | 125.26 |
|
|
| Thermo Fisher Scientific (TMO) | 0.4 | $723k | +7% | 1.1k | 675.04 |
|
| Eaton Corp SHS (ETN) | 0.4 | $676k | 1.6k | 429.71 |
|
|
| General Dynamics Corporation (GD) | 0.4 | $675k | 2.0k | 332.09 |
|
|
| Arista Networks Com Shs (ANET) | 0.4 | $669k | +8% | 3.3k | 203.59 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $652k | 2.3k | 280.09 |
|
|
| Linde SHS (LIN) | 0.4 | $633k | 1.3k | 474.65 |
|
|
| Philip Morris International (PM) | 0.4 | $624k | +6% | 3.3k | 190.82 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $621k | 840.00 | 739.77 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $604k | 12k | 50.37 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $603k | 5.8k | 103.92 |
|
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| Ge Aerospace Com New (GE) | 0.3 | $585k | -3% | 1.9k | 312.29 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $568k | +2% | 2.5k | 230.24 |
|
| Oracle Corporation (ORCL) | 0.3 | $552k | +9% | 4.0k | 137.30 |
|
| ConocoPhillips (COP) | 0.3 | $542k | 4.3k | 125.15 |
|
|
| Williams Companies (WMB) | 0.3 | $541k | -4% | 8.0k | 67.97 |
|
| Cme (CME) | 0.3 | $538k | -2% | 2.1k | 261.98 |
|
| Travelers Companies (TRV) | 0.3 | $500k | -8% | 1.4k | 356.51 |
|
| Chevron Corporation (CVX) | 0.3 | $497k | -13% | 2.4k | 204.21 |
|
| salesforce (CRM) | 0.3 | $488k | +11% | 2.1k | 229.57 |
|
| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.3 | $487k | -59% | 4.7k | 103.46 |
|
| At&t (T) | 0.3 | $474k | +9% | 19k | 24.40 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $460k | +3% | 254.00 | 1811.67 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $459k | -16% | 877.00 | 522.82 |
|
| UnitedHealth (UNH) | 0.3 | $452k | -10% | 1.2k | 367.08 |
|
| W.W. Grainger (GWW) | 0.3 | $440k | 353.00 | 1245.78 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $436k | -4% | 791.00 | 551.48 |
|
| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 0.2 | $422k | +18% | 6.6k | 64.26 |
|
| Merck & Co (MRK) | 0.2 | $417k | 2.9k | 145.31 |
|
|
| Uber Technologies (UBER) | 0.2 | $415k | +5% | 6.1k | 68.51 |
|
| Procter & Gamble Company (PG) | 0.2 | $405k | +2% | 2.8k | 145.28 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $388k | NEW | 6.9k | 56.22 |
|
| Pfizer (PFE) | 0.2 | $362k | 13k | 28.52 |
|
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| Morgan Stanley Com New (MS) | 0.2 | $358k | 1.9k | 188.08 |
|
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| Servicenow (NOW) | 0.2 | $351k | NEW | 2.6k | 134.01 |
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| Boeing Company (BA) | 0.2 | $348k | -2% | 1.9k | 186.04 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $346k | -13% | 1.1k | 328.51 |
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| Morgan Stanley Etf Trust Para Eq Prem Etf (PAPI) | 0.2 | $345k | 13k | 26.28 |
|
|
| Caterpillar (CAT) | 0.2 | $343k | -2% | 423.00 | 810.80 |
|
| Kla Corp Com New (KLAC) | 0.2 | $339k | +18% | 1.7k | 194.93 |
|
| Home Depot (HD) | 0.2 | $332k | -11% | 1.2k | 284.49 |
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| Goldman Sachs (GS) | 0.2 | $323k | 359.00 | 900.36 |
|
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| MetLife (MET) | 0.2 | $319k | 3.4k | 94.16 |
|
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| McKesson Corporation (MCK) | 0.2 | $313k | 367.00 | 853.81 |
|
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| Natixis Etf Tr Gateway Quality (GQI) | 0.2 | $313k | +19% | 5.2k | 60.43 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $310k | 958.00 | 323.27 |
|
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| American Express Company (AXP) | 0.2 | $307k | 1.0k | 304.11 |
|
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| Costco Wholesale Corporation (COST) | 0.2 | $300k | -12% | 329.00 | 910.33 |
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| Gilead Sciences (GILD) | 0.2 | $295k | -2% | 2.0k | 149.05 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $288k | +108% | 3.4k | 84.30 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $287k | -3% | 3.3k | 85.69 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $282k | +2% | 694.00 | 406.64 |
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| Ge Vernova (GEV) | 0.2 | $279k | +2% | 293.00 | 950.45 |
|
| Starbucks Corporation (SBUX) | 0.2 | $277k | +9% | 3.0k | 93.96 |
|
| Deere & Company (DE) | 0.2 | $277k | 412.00 | 671.56 |
|
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| Union Pacific Corporation (UNP) | 0.2 | $272k | 1.0k | 272.13 |
|
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $262k | 284.00 | 922.32 |
|
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| Wells Fargo & Company (WFC) | 0.2 | $261k | -2% | 3.3k | 80.05 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $261k | -3% | 273.00 | 955.41 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $260k | 625.00 | 416.13 |
|
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| Analog Devices (ADI) | 0.1 | $258k | -3% | 650.00 | 396.71 |
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| Capital One Financial (COF) | 0.1 | $243k | +2% | 1.3k | 193.07 |
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| Metropcs Communications (TMUS) | 0.1 | $235k | -11% | 1.4k | 163.08 |
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| Lowe's Companies (LOW) | 0.1 | $231k | -3% | 1.3k | 184.29 |
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| Citigroup Com New (C) | 0.1 | $230k | 1.8k | 129.48 |
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| Booking Holdings (BKNG) | 0.1 | $228k | +20% | 1.4k | 162.91 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $226k | -12% | 4.2k | 54.40 |
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| Synopsys (SNPS) | 0.1 | $217k | -16% | 499.00 | 434.95 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $215k | 3.5k | 61.13 |
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| Us Bancorp Com New (USB) | 0.1 | $212k | -15% | 3.7k | 57.76 |
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| TJX Companies (TJX) | 0.1 | $210k | -14% | 1.6k | 132.31 |
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| Motorola Solutions Com New (MSI) | 0.1 | $208k | NEW | 467.00 | 445.97 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $207k | -5% | 780.00 | 265.86 |
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| Waters Corporation (WAT) | 0.1 | $207k | NEW | 470.00 | 439.38 |
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| Amgen (AMGN) | 0.1 | $202k | NEW | 478.00 | 421.52 |
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| Monster Beverage Corp (MNST) | 0.1 | $201k | +105% | 4.8k | 41.62 |
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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 Q3 filed Oct. 26, 2026
- AGH Wealth Advisors 2026 Q2 filed July 22, 2026
- 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