AGH Wealth Advisors

AGH Wealth Advisors as of June 30, 2026

Portfolio Holdings for AGH Wealth Advisors

AGH Wealth Advisors holds 129 positions in its portfolio as reported in the June 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) 10.3 $16M 22k 747.33
J P Morgan Exchange Traded F Active Bond Etf (JBND) 6.0 $9.5M 177k 53.50
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.3 $8.3M 94k 89.22
Apple (AAPL) 4.4 $7.0M 24k 289.36
NVIDIA Corporation (NVDA) 4.2 $6.6M 33k 200.11
Spdr Gold Tr Gold Shs (GLD) 4.0 $6.3M 17k 368.38
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.5 $5.6M 18k 303.21
Spdr Series Trust ST STR P500GRW (SPYG) 3.2 $5.1M 43k 119.03
Invesco Exchange Traded Fd T Large Cap Value (PWV) 2.6 $4.1M 54k 75.79
Microsoft Corporation (MSFT) 2.5 $3.9M 11k 373.04
Broadcom (AVGO) 2.2 $3.5M 9.4k 377.76
Amazon (AMZN) 2.0 $3.2M 14k 238.34
Alphabet Cap Stk Cl A (GOOGL) 1.9 $3.1M 8.5k 357.37
Alphabet Cap Stk Cl C (GOOG) 1.7 $2.7M 7.7k 353.33
Spdr Series Trust ST STR SP600 SML (SPSM) 1.7 $2.7M 47k 57.69
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $2.6M 27k 96.53
JPMorgan Chase & Co. (JPM) 1.3 $2.0M 6.2k 327.37
Meta Platforms Cl A (META) 1.2 $1.9M 3.4k 563.29
Intel Corporation (INTC) 1.2 $1.9M 13k 139.63
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.1 $1.8M 20k 91.28
Micron Technology (MU) 1.0 $1.6M 1.4k 1154.28
American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $1.6M 12k 128.11
Exxon Mobil Corporation (XOM) 1.0 $1.5M 11k 136.72
Applied Materials (AMAT) 1.0 $1.5M 2.1k 723.00
Global X Fds Data Ctr Dig Etf (DTCR) 1.0 $1.5M 50k 30.37
Vaneck Etf Trust Urani Nucle Etf (NLR) 0.8 $1.3M 12k 115.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.3M 2.5k 500.39
Johnson & Johnson (JNJ) 0.8 $1.2M 4.9k 253.97
Palo Alto Networks (PANW) 0.7 $1.2M 3.5k 341.02
Visa Com Cl A (V) 0.7 $1.1M 3.3k 343.09
Verizon Communications (VZ) 0.7 $1.1M 26k 42.34
Evergy (EVRG) 0.7 $1.1M 13k 86.43
Tesla Motors (TSLA) 0.7 $1.1M 2.5k 420.60
Advanced Micro Devices (AMD) 0.7 $1.1M 1.8k 580.91
Eli Lilly & Co. (LLY) 0.7 $1.0M 875.00 1199.44
Bank of America Corporation (BAC) 0.7 $1.0M 18k 56.98
Cisco Systems (CSCO) 0.6 $998k 8.5k 117.46
Coca-Cola Company (KO) 0.6 $915k 11k 81.27
Ishares Tr Russell 3000 Etf (IWV) 0.6 $898k 2.1k 426.40
Ishares Silver Tr Ishares (SLV) 0.6 $892k 17k 53.47
Netflix (NFLX) 0.5 $861k 12k 71.40
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $854k 1.8k 477.57
Abbvie (ABBV) 0.5 $806k 3.2k 251.64
Raytheon Technologies Corp (RTX) 0.5 $774k 4.1k 189.73
Palantir Technologies Cl A (PLTR) 0.5 $769k 6.6k 116.67
Ge Aerospace Com New (GE) 0.5 $723k 1.9k 373.73
General Dynamics Corporation (GD) 0.5 $721k 2.0k 354.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $720k 5.8k 124.17
Texas Instruments Incorporated (TXN) 0.4 $701k 2.4k 298.07
Linde SHS (LIN) 0.4 $696k 1.3k 518.94
Eaton Corp SHS (ETN) 0.4 $672k 1.6k 426.12
Wal-Mart Stores (WMT) 0.4 $658k 5.8k 113.26
Williams Companies (WMB) 0.4 $619k 8.3k 74.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $619k 840.00 736.40
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $607k 12k 50.57
UnitedHealth (UNH) 0.4 $574k 1.4k 415.63
Philip Morris International (PM) 0.4 $558k 3.1k 180.91
Welltower Inc Com reit (WELL) 0.3 $545k 2.4k 226.97
Oracle Corporation (ORCL) 0.3 $538k 3.7k 146.55
Lam Research Corp Com New (LRCX) 0.3 $531k 1.2k 433.33
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $524k 1.1k 496.72
Arista Networks Com Shs (ANET) 0.3 $513k 3.0k 169.88
Travelers Companies (TRV) 0.3 $506k 1.5k 330.12
Thermo Fisher Scientific (TMO) 0.3 $499k 996.00 501.36
Vaneck Etf Trust Rare Ear Str Etf (REMX) 0.3 $491k 5.5k 88.50
Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $487k 245.00 1989.44
Phillips 66 (PSX) 0.3 $481k 2.8k 169.05
W.W. Grainger (GWW) 0.3 $478k 351.00 1360.39
Chevron Corporation (CVX) 0.3 $468k 2.8k 165.76
Home Depot (HD) 0.3 $464k 1.3k 352.68
Cme (CME) 0.3 $464k 2.1k 220.83
Caterpillar (CAT) 0.3 $460k 432.00 1064.91
ConocoPhillips (COP) 0.3 $448k 4.3k 103.96
Kla Corp Com New (KLAC) 0.3 $441k 1.5k 301.71
Mastercard Incorporated Cl A (MA) 0.3 $425k 827.00 513.61
Uber Technologies (UBER) 0.3 $415k 5.8k 72.16
Boeing Company (BA) 0.3 $414k 1.9k 216.47
Procter & Gamble Company (PG) 0.3 $398k 2.7k 146.64
Morgan Stanley Com New (MS) 0.2 $394k 1.9k 209.04
At&t (T) 0.2 $368k 18k 20.70
Goldman Sachs (GS) 0.2 $367k 363.00 1011.36
Merck & Co (MRK) 0.2 $365k 2.8k 128.50
CVS Caremark Corporation (CVS) 0.2 $357k 3.5k 103.45
Costco Wholesale Corporation (COST) 0.2 $354k 378.00 935.45
Morgan Stanley Etf Trust Para Eq Prem Etf (PAPI) 0.2 $351k 13k 26.70
American Express Company (AXP) 0.2 $344k 1.0k 338.25
Ge Vernova (GEV) 0.2 $337k 287.00 1174.87
Sandisk Corp (SNDK) 0.2 $337k 148.00 2273.71
Sherwin-Williams Company (SHW) 0.2 $324k 941.00 344.32
Pfizer (PFE) 0.2 $306k 13k 24.08
salesforce (CRM) 0.2 $298k 1.9k 156.66
British Amern Tob Sponsored Adr (BTI) 0.2 $294k 4.8k 61.76
Amphenol Corp Cl A (APH) 0.2 $289k 1.6k 176.32
MetLife (MET) 0.2 $288k 3.4k 84.61
Lowe's Companies (LOW) 0.2 $287k 1.3k 220.47
TJX Companies (TJX) 0.2 $281k 1.9k 151.51
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $279k 289.00 965.00
McKesson Corporation (MCK) 0.2 $277k 367.00 755.60
Wells Fargo & Company (WFC) 0.2 $277k 3.4k 82.64
Parker-Hannifin Corporation (PH) 0.2 $277k 283.00 978.10
Starbucks Corporation (SBUX) 0.2 $275k 2.7k 102.19
Air Products & Chemicals (APD) 0.2 $274k 934.00 293.18
Metropcs Communications (TMUS) 0.2 $273k 1.6k 167.73
Intuitive Surgical Com New (ISRG) 0.2 $270k 678.00 397.68
Union Pacific Corporation (UNP) 0.2 $267k 982.00 272.00
Analog Devices (ADI) 0.2 $267k 672.00 397.17
Synopsys (SNPS) 0.2 $265k 595.00 446.06
Royal Caribbean Cruises (RCL) 0.2 $262k 826.00 317.53
Us Bancorp Com New (USB) 0.2 $262k 4.3k 60.40
Gilead Sciences (GILD) 0.2 $258k 2.0k 126.34
Natixis Etf Tr Gateway Quality (GQI) 0.2 $257k 4.3k 59.17
Deere & Company (DE) 0.2 $256k 404.00 634.33
Ishares Tr Rus 1000 Etf (IWB) 0.2 $256k 625.00 409.50
Chubb (CB) 0.2 $254k 746.00 340.74
International Business Machines (IBM) 0.2 $253k 899.00 281.21
Pepsi (PEP) 0.2 $252k 1.9k 135.40
Citigroup Com New (C) 0.2 $246k 1.8k 139.96
Capital One Financial (COF) 0.2 $246k 1.2k 200.62
Corning Incorporated (GLW) 0.2 $242k 948.00 255.43
Monster Beverage Corp (MNST) 0.1 $225k 2.3k 96.12
Teradyne (TER) 0.1 $215k 445.00 483.84
Marsh & McLennan Companies (MRSH) 0.1 $215k 1.3k 166.67
Spdr Series Trust St Str P500val (SPYV) 0.1 $213k 3.5k 60.79
Airbnb Com Cl A (ABNB) 0.1 $211k 1.5k 143.10
McDonald's Corporation (MCD) 0.1 $209k 772.00 270.31
Booking Holdings (BKNG) 0.1 $206k 1.2k 178.24
Apollo Global Mgmt (APO) 0.1 $206k 1.7k 118.32
Southern Company (SO) 0.1 $204k 2.1k 95.71
Progressive Corporation (PGR) 0.1 $200k 917.00 218.45