Argos Wealth Advisors
Latest statistics and disclosures from Argos Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLDM, IAU, GLD, KLAC, GLTR, and represent 51.58% of Argos Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: PGR, IWF, TOL, AZN, COP, AMZN, INTU, VLO, VUSB, APD.
- Started 14 new stock positions in AZN, GGG, CASY, ALSN, VUSB, PGR, VLO, COP, EOG, FAST. SHOP, APD, TOL, INTU.
- Reduced shares in these 10 stocks: SPY, GLDM, SCHV, SCHF, TSM, ADP, PYPL, , , SCHE.
- Sold out of its positions in ABT, AMH, AstraZeneca, ADSK, BR, CDNS, SID, CSGP, EEFT, EXACT Sciences Corporation. IWB, NEAR, MCHP, MS, PYPL, ROK, SPSC, SAP, SCHV, WIT, WDAY, FLUT, TEL, MNDY.
- Argos Wealth Advisors was a net seller of stock by $-7.8M.
- Argos Wealth Advisors has $348M in assets under management (AUM), dropping by -31.33%.
- Central Index Key (CIK): 0001809154
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Portfolio Holdings for Argos Wealth Advisors
Argos Wealth Advisors holds 202 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 | |
|---|---|---|---|---|---|---|
| World Gold Tr Spdr Gld Minis (GLDM) | 20.8 | $72M | 780k | 92.69 |
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| Ishares Gold Tr Ishares New (IAU) | 10.9 | $38M | 430k | 88.16 |
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| Spdr Gold Tr Gold Shs (GLD) | 8.3 | $29M | 67k | 430.29 |
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| Kla Corp Com New (KLAC) | 6.3 | $22M | 15k | 1472.41 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 5.3 | $18M | 84k | 218.72 |
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| Apple (AAPL) | 5.2 | $18M | 71k | 253.79 |
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| Microsoft Corporation (MSFT) | 3.2 | $11M | 30k | 370.17 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 1.8 | $6.4M | 228k | 27.85 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.7 | $5.7M | 8.00 | 718140.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $4.9M | -4% | 17k | 287.56 |
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| Trane Technologies SHS (TT) | 1.2 | $4.1M | 10k | 416.74 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $4.0M | 41k | 97.13 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.0 | $3.5M | -14% | 10k | 337.95 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $3.5M | -23% | 5.3k | 650.34 |
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| Amazon (AMZN) | 0.8 | $2.8M | +12% | 13k | 208.27 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $2.7M | 13k | 213.67 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.7 | $2.6M | +4% | 79k | 32.43 |
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| Johnson & Johnson (JNJ) | 0.7 | $2.4M | 9.7k | 244.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.2M | 7.8k | 286.86 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $2.2M | 7.3k | 298.85 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.6 | $2.1M | +11% | 44k | 48.93 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.1M | -2% | 12k | 174.40 |
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| Meta Platforms Cl A (META) | 0.6 | $2.0M | -7% | 3.6k | 572.14 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $2.0M | -4% | 41k | 49.89 |
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| Comfort Systems USA (FIX) | 0.6 | $1.9M | 1.4k | 1378.99 |
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| Ea Series Trust Strive Us Energy (DRLL) | 0.5 | $1.9M | 48k | 39.48 |
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| Visa Com Cl A (V) | 0.5 | $1.8M | 5.8k | 302.24 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $1.7M | 60k | 29.08 |
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| Palantir Technologies Cl A (PLTR) | 0.5 | $1.6M | 11k | 146.28 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.5 | $1.6M | -10% | 31k | 52.64 |
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| Motorola Solutions Com New (MSI) | 0.4 | $1.4M | -4% | 3.2k | 433.97 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.2M | +58% | 2.8k | 426.40 |
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| American Outdoor (AOUT) | 0.3 | $1.2M | 126k | 9.34 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $1.2M | -10% | 30k | 38.42 |
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| Us Foods Hldg Corp call (USFD) | 0.3 | $1.1M | -10% | 13k | 92.21 |
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| Ss&c Technologies Holding (SSNC) | 0.3 | $1.1M | 17k | 67.57 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.1M | 6.7k | 169.66 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $1.1M | 856.00 | 1320.83 |
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| Plexus (PLXS) | 0.3 | $1.1M | -7% | 5.3k | 202.54 |
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| Tractor Supply Company (TSCO) | 0.3 | $1.0M | -3% | 23k | 45.30 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.0M | +6% | 1.1k | 919.77 |
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| Chesapeake Energy Corp (EXE) | 0.3 | $993k | -3% | 9.0k | 109.78 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $969k | 38k | 25.64 |
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| Everpure Cl A (PSTG) | 0.3 | $885k | -7% | 15k | 59.04 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $870k | 1.7k | 499.66 |
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| Hayward Hldgs (HAYW) | 0.2 | $824k | +7% | 62k | 13.38 |
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| Amrize SHS (AMRZ) | 0.2 | $807k | 14k | 56.02 |
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| Ingersoll Rand (IR) | 0.2 | $774k | 9.7k | 80.12 |
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| ViaSat (VSAT) | 0.2 | $773k | 17k | 45.80 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $730k | 5.9k | 124.31 |
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| Booking Holdings (BKNG) | 0.2 | $720k | -5% | 171.00 | 4210.32 |
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| Costco Wholesale Corporation (COST) | 0.2 | $719k | 722.00 | 995.90 |
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| Cardinal Health (CAH) | 0.2 | $713k | 3.4k | 211.31 |
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| Perimeter Solutions Common Stock (PRM) | 0.2 | $706k | -17% | 29k | 24.42 |
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| Bristol Myers Squibb (BMY) | 0.2 | $704k | 12k | 60.65 |
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| Cloudflare Cl A Com (NET) | 0.2 | $688k | +3% | 3.3k | 206.34 |
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| Automatic Data Processing (ADP) | 0.2 | $687k | -40% | 3.4k | 203.18 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $675k | -6% | 3.5k | 195.40 |
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| InterDigital (IDCC) | 0.2 | $653k | -10% | 2.2k | 302.00 |
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| Cdw (CDW) | 0.2 | $617k | -6% | 5.1k | 121.02 |
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| Allegion Ord Shs (ALLE) | 0.2 | $615k | 4.2k | 145.29 |
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| Edwards Lifesciences (EW) | 0.2 | $606k | -4% | 7.6k | 80.08 |
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| Yum! Brands (YUM) | 0.2 | $603k | 3.9k | 155.48 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $597k | +6% | 1.5k | 390.41 |
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| Semtech Corporation (SMTC) | 0.2 | $583k | -12% | 7.6k | 76.89 |
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| Alarm Com Hldgs (ALRM) | 0.2 | $578k | +6% | 13k | 43.19 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.2 | $577k | -4% | 12k | 48.86 |
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| GDS HLDGS Sponsored Ads (GDS) | 0.2 | $577k | 14k | 40.29 |
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| DineEquity (DIN) | 0.2 | $577k | 22k | 26.24 |
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| Copart (CPRT) | 0.2 | $571k | -6% | 17k | 33.20 |
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| S&p Global (SPGI) | 0.2 | $570k | -4% | 1.3k | 425.34 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $569k | -37% | 17k | 32.95 |
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| Chubb (CB) | 0.2 | $559k | -4% | 1.7k | 325.93 |
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| Southern Copper Corporation (SCCO) | 0.2 | $556k | 3.2k | 172.06 |
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| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.2 | $544k | +31% | 38k | 14.29 |
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| United Rentals (URI) | 0.2 | $544k | -9% | 746.00 | 728.56 |
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| Servicenow (NOW) | 0.2 | $531k | +42% | 5.1k | 104.55 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $529k | +8% | 4.8k | 109.10 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $529k | 1.8k | 294.16 |
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| O'reilly Automotive (ORLY) | 0.2 | $524k | -6% | 5.7k | 92.31 |
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| Progressive Corporation (PGR) | 0.1 | $508k | NEW | 2.6k | 198.24 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.1 | $499k | 13k | 38.26 |
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| Primerica (PRI) | 0.1 | $492k | 2.0k | 250.48 |
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| Tesla Motors (TSLA) | 0.1 | $487k | -14% | 1.3k | 371.75 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $483k | 17k | 29.13 |
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| Zoetis Cl A (ZTS) | 0.1 | $480k | -6% | 4.1k | 118.21 |
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| Arista Networks Com Shs (ANET) | 0.1 | $471k | -6% | 3.8k | 122.78 |
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| Cognex Corporation (CGNX) | 0.1 | $469k | 9.6k | 48.99 |
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| Proto Labs (PRLB) | 0.1 | $466k | 8.2k | 57.02 |
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| Netflix (NFLX) | 0.1 | $466k | +79% | 4.8k | 96.15 |
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| Garmin SHS (GRMN) | 0.1 | $465k | -8% | 2.0k | 232.01 |
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| Gentex Corporation (GNTX) | 0.1 | $463k | 21k | 21.85 |
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| Chevron Corporation (CVX) | 0.1 | $453k | +4% | 2.2k | 206.90 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $450k | 976.00 | 460.99 |
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| Nextera Energy (NEE) | 0.1 | $435k | +3% | 4.7k | 92.88 |
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| Broadcom (AVGO) | 0.1 | $426k | -2% | 1.4k | 309.51 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $419k | 12k | 35.14 |
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| Uber Technologies (UBER) | 0.1 | $412k | +3% | 5.7k | 71.93 |
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| Emcor (EME) | 0.1 | $412k | -14% | 558.00 | 738.31 |
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| Generac Holdings (GNRC) | 0.1 | $412k | 2.1k | 195.33 |
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| Cme (CME) | 0.1 | $410k | +3% | 1.4k | 295.35 |
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| Align Technology (ALGN) | 0.1 | $408k | 2.4k | 171.43 |
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| Toll Brothers (TOL) | 0.1 | $405k | NEW | 3.0k | 136.47 |
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| Palo Alto Networks (PANW) | 0.1 | $404k | 2.5k | 160.32 |
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| Illinois Tool Works (ITW) | 0.1 | $397k | +2% | 1.5k | 260.29 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $392k | 3.0k | 132.90 |
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| Abbvie (ABBV) | 0.1 | $386k | +2% | 1.8k | 217.49 |
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| Kilroy Realty Corporation (KRC) | 0.1 | $384k | 14k | 28.21 |
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| Blackrock (BLK) | 0.1 | $379k | -12% | 394.00 | 961.71 |
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| Matador Resources (MTDR) | 0.1 | $377k | 6.0k | 63.18 |
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| Rbc Cad (RY) | 0.1 | $373k | 2.3k | 161.78 |
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| Akamai Technologies (AKAM) | 0.1 | $372k | 3.2k | 114.85 |
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| Bank of America Corporation (BAC) | 0.1 | $370k | +2% | 7.6k | 48.75 |
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| Snowflake Com Shs (SNOW) | 0.1 | $370k | +16% | 2.5k | 150.82 |
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| Astrazeneca Ord (AZN) | 0.1 | $368k | NEW | 1.9k | 197.22 |
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| Home Depot (HD) | 0.1 | $352k | +2% | 1.1k | 328.89 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $351k | +3% | 1.8k | 194.14 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $349k | 390.00 | 895.24 |
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| Procter & Gamble Company (PG) | 0.1 | $345k | +39% | 2.4k | 144.44 |
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| ConocoPhillips (COP) | 0.1 | $337k | NEW | 2.6k | 132.00 |
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| Curtiss-Wright (CW) | 0.1 | $331k | 486.00 | 681.12 |
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| Wal-Mart Stores (WMT) | 0.1 | $331k | 2.7k | 124.28 |
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| KAR Auction Services (OPLN) | 0.1 | $329k | -6% | 11k | 29.15 |
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| Lowe's Companies (LOW) | 0.1 | $328k | +2% | 1.4k | 236.28 |
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| Globus Med Cl A (GMED) | 0.1 | $325k | -25% | 3.8k | 86.16 |
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| Armstrong World Industries (AWI) | 0.1 | $322k | 2.0k | 164.80 |
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| Power Integrations (POWI) | 0.1 | $320k | 6.3k | 51.20 |
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| Honeywell International (HON) | 0.1 | $319k | +4% | 1.4k | 226.03 |
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| Smartrent Com Cl A (SMRT) | 0.1 | $313k | 209k | 1.50 |
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| Anglogold Ashanti Com Shs (AU) | 0.1 | $312k | 3.2k | 97.36 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $302k | +3% | 1.7k | 175.66 |
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| Pepsi (PEP) | 0.1 | $302k | +2% | 1.9k | 155.29 |
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| Simpson Manufacturing (SSD) | 0.1 | $301k | 1.8k | 171.62 |
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| Intuit (INTU) | 0.1 | $295k | NEW | 681.00 | 432.38 |
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| Procore Technologies (PCOR) | 0.1 | $294k | +3% | 5.2k | 57.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $294k | 2.6k | 113.11 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $286k | +42% | 5.7k | 50.61 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.1 | $281k | -4% | 3.4k | 83.73 |
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| Wyndham Hotels And Resorts (WH) | 0.1 | $280k | -12% | 3.4k | 81.23 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $277k | 1.9k | 143.62 |
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| AFLAC Incorporated (AFL) | 0.1 | $271k | 2.5k | 109.71 |
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| Core Labs Nv (CLB) | 0.1 | $271k | 16k | 16.79 |
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| Snap-on Incorporated (SNA) | 0.1 | $271k | 745.00 | 363.22 |
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| Union Pacific Corporation (UNP) | 0.1 | $269k | +4% | 1.1k | 242.62 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $269k | 3.2k | 82.84 |
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| American Express Company (AXP) | 0.1 | $268k | 885.00 | 302.48 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $266k | 4.3k | 61.32 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $266k | +15% | 2.6k | 100.57 |
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| TJX Companies (TJX) | 0.1 | $265k | 1.7k | 159.70 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $262k | 8.5k | 30.68 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $260k | -20% | 2.8k | 91.64 |
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| MarketAxess Holdings (MKTX) | 0.1 | $258k | +11% | 1.6k | 164.98 |
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| Merck & Co (MRK) | 0.1 | $257k | 2.1k | 120.29 |
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| Dex (DXCM) | 0.1 | $257k | -17% | 4.1k | 62.80 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.1 | $254k | 16k | 15.92 |
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| Valero Energy Corporation (VLO) | 0.1 | $246k | NEW | 997.00 | 247.08 |
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| Barclays Adr (BCS) | 0.1 | $245k | 12k | 21.16 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $245k | NEW | 4.9k | 49.78 |
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| McDonald's Corporation (MCD) | 0.1 | $245k | +18% | 788.00 | 310.79 |
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| Kornit Digital SHS (KRNT) | 0.1 | $245k | 17k | 14.66 |
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| Reddit Cl A (RDDT) | 0.1 | $239k | +58% | 1.8k | 134.65 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $236k | 9.1k | 26.05 |
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| Woori Finl Group Sponsored Ads (WF) | 0.1 | $235k | 3.5k | 66.60 |
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| Qualcomm (QCOM) | 0.1 | $234k | +3% | 1.8k | 128.78 |
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| Air Products & Chemicals (APD) | 0.1 | $229k | NEW | 789.00 | 290.49 |
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| EOG Resources (EOG) | 0.1 | $228k | NEW | 1.6k | 144.57 |
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| Stitch Fix Com Cl A (SFIX) | 0.1 | $228k | 69k | 3.31 |
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| Medtronic SHS (MDT) | 0.1 | $228k | +20% | 2.6k | 86.65 |
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| Casey's General Stores (CASY) | 0.1 | $226k | NEW | 310.00 | 727.86 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $222k | -79% | 9.0k | 24.75 |
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| Fastenal Company (FAST) | 0.1 | $220k | NEW | 4.7k | 46.40 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $219k | 6.0k | 36.75 |
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| Allison Transmission Hldngs I (ALSN) | 0.1 | $216k | NEW | 1.8k | 117.06 |
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| Cummins (CMI) | 0.1 | $215k | -10% | 400.00 | 538.02 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $215k | +3% | 9.9k | 21.62 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $214k | 1.0k | 206.09 |
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| Planet Fitness Master Issuer Cl A (PLNT) | 0.1 | $213k | +3% | 2.9k | 74.38 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $213k | 2.3k | 93.31 |
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| Super Micro Computer Com New (SMCI) | 0.1 | $212k | -37% | 9.3k | 22.77 |
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| Danaher Corporation (DHR) | 0.1 | $208k | 1.1k | 189.60 |
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| Gra (GGG) | 0.1 | $204k | NEW | 2.4k | 84.65 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $202k | NEW | 1.7k | 118.62 |
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| Penske Automotive (PAG) | 0.1 | $201k | 1.3k | 149.52 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $201k | 1.0k | 197.50 |
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| Dr Reddys Labs Adr (RDY) | 0.1 | $190k | 14k | 13.85 |
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| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.1 | $178k | 13k | 14.25 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $163k | 18k | 8.98 |
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| Powerfleet (AIOT) | 0.0 | $162k | 53k | 3.08 |
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| DV (DV) | 0.0 | $153k | -24% | 16k | 9.50 |
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| Hillman Solutions Corp (HLMN) | 0.0 | $135k | 16k | 8.32 |
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| Weave Communications (WEAV) | 0.0 | $97k | 21k | 4.62 |
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| Alight Com Cl A (ALIT) | 0.0 | $93k | +4% | 160k | 0.58 |
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| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $90k | 12k | 7.26 |
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| Enel Chile Sa Sponsored Adr (ENIC) | 0.0 | $85k | 21k | 3.94 |
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| Turkcell Iletisim Spon Adr New (TKC) | 0.0 | $79k | 13k | 6.03 |
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| Materialise Nv Sponsored Ads (MTLS) | 0.0 | $76k | 15k | 4.94 |
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| Nordic American Tanker Shippin (NAT) | 0.0 | $67k | 11k | 5.86 |
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| Lithium Amers Corp Com Shs (LAC) | 0.0 | $58k | 15k | 3.95 |
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| Monroe Cap (MRCC) | 0.0 | $55k | 12k | 4.60 |
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| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $53k | 15k | 3.61 |
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| Ziprecruiter Cl A (ZIP) | 0.0 | $51k | 28k | 1.84 |
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| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $45k | 19k | 2.39 |
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Past Filings by Argos Wealth Advisors
SEC 13F filings are viewable for Argos Wealth Advisors going back to 2025
- Argos Wealth Advisors 2026 Q1 filed April 27, 2026
- Argos Wealth Advisors 2025 Q4 filed Feb. 4, 2026