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CIK: 0002061010
Total reported value
$158.5M
$158.5M
127 檔
23.1%
In Q2 2025, AGH Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $158.5M, distributed across 127 disclosed stock positions.
In Q2 2025, AGH Wealth Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.82% | +0.12% | +74.58% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 6.97% | -0.31% | +0.45% | |
| 3 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.25% | -0.57% | +4.94% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.71% | -0.36% | +0.74% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.47% | +0.38% | +3.57% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.34% | -1.38% | +22.36% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.14% | +0.02% | +3.20% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.97% | +0.36% | -3.82% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.18% | +0.24% | -2.52% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | -0.06% | -4.82% | |
| 11 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.37% | -0.09% | +0.83% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.16% | -0.15% | -0.14% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.12% | +0.11% | +2.93% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | -0.01% | -2.79% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.27% | -0.35% | -2.78% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.09% | +1.14% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.35% | +4.85% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | +0.05% | -4.04% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | +0.20% | +21.19% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.03% | +0.04% | +2.84% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.02% | +0.01% | -41.18% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.40% | +3.97% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.88% | -0.23% | +23.44% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.85% | +0.10% | +0.65% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.09% | +3.88% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.72% | -0.04% | — | |
| 27 | EVRG | Evergy Inc | Stock-Utilities | 0.68% | -0.07% | +21.43% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.09% | -0.88% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.08% | +9.75% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.68% | +0.06% | +32.49% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.07% | -1.98% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.09% | -5.31% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | — | +0.27% | |
| 34 | GD | General Dynamics CORP | Stock-Industrials | 0.53% | -0.06% | +0.36% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.11% | +0.40% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | -0.01% | — | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.50% | -0.07% | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.05% | +12.00% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.46% | +0.01% | +3.69% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.46% | -0.04% | +11.80% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | -0.16% | +21.92% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.45% | -0.14% | +1.07% | |
| 43 | GE | General Electric | Stock-Industrials | 0.44% | +0.07% | -2.51% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.02% | +1.48% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | — | — | |
| 46 | WMB | Williams Cos Inc | Stock-Energy | 0.43% | -0.05% | -7.40% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.09% | -23.98% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.42% | — | -7.34% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.02% | +10.01% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.41% | -0.25% | -0.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.5% | +74.58% | Add |
| 2 | NVDA | Nvidia CORP | +0.9% | +3.20% | Add |
| 3 | AVGO | Broadcom Inc | +0.7% | +2.93% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +0.74% | Add |
| 5 | GLD | Spdr Gold Shares | +0.4% | +22.36% | Add |
| 6 | AMT | American Tower CORP | +0.2% | NEW | New buy |
| 7 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 8 | SNPS | Synopsys Inc | +0.2% | NEW | New buy |
| 9 | BSX | Boston Scientific CORP | +0.2% | NEW | New buy |
| 10 | NFLX | Netflix Inc | +0.2% | -2.78% | Trim |
| 11 | NOW | Servicenow Inc | +0.2% | NEW | New buy |
| 12 | MS | Morgan Stanley | +0.2% | NEW | New buy |
| 13 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | NEW | New buy |
| 14 | DE | Deere & Co | +0.2% | NEW | New buy |
| 15 | BKNG | Booking Holdings Inc | +0.2% | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | +0.2% | -0.14% | Trim |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | +21.92% | Add |
| 18 | WFC | Wells Fargo & Co | +0.2% | NEW | New buy |
| 19 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +3.57% | Add |
| 21 | IWB | Ishares Russell 1000 ETF | +0.2% | NEW | New buy |
| 22 | ADP | Automatic Data Processing | +0.2% | NEW | New buy |
| 23 | MNST | Monster Beverage CORP | +0.2% | NEW | New buy |
| 24 | DIS | Walt Disney Co/the | +0.2% | NEW | New buy |
| 25 | GOOG | Alphabet Inc-cl C | +0.2% | +21.19% | Add |
| 26 | BAC | Bank Of America CORP | +0.2% | +32.49% | Add |
| 27 | ORCL | Oracle CORP | +0.1% | +1.79% | Add |
| 28 | TSLA | Tesla Inc | +0.1% | +9.75% | Add |
| 29 | BA | Boeing Co/the | +0.1% | +11.80% | Add |
| 30 | ETN | Eaton Corporation plc | +0.1% | +3.69% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +4.85% | Add |
| 32 | EVRG | Evergy Inc | 0% | +21.43% | Add |
| 33 | VZ | Verizon Communications Inc | 0% | +23.44% | Add |
| 34 | JPM | Jpmorgan Chase & Co | 0% | -2.79% | Trim |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -2.52% | Trim |
| 36 | F | Ford Motor Co | -0.2% | EXIT | Sold out |
| 37 | AMZN | Amazon.com Inc | -0.2% | -4.82% | Trim |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.2% | -13.59% | Trim |
| 39 | BDX | Becton Dickinson And Co | -0.2% | EXIT | Sold out |
| 40 | ZTS | Zoetis Inc | -0.2% | EXIT | Sold out |
| 41 | NOC | Northrop Grumman CORP | -0.2% | EXIT | Sold out |
| 42 | PFE | Pfizer Inc | -0.2% | EXIT | Sold out |
| 43 | PRU | Prudential Financial Inc | -0.2% | EXIT | Sold out |
| 44 | USB | US Bancorp | -0.2% | -42.75% | Trim |
| 45 | CVX | Chevron CORP | -0.2% | -16.97% | Trim |
| 46 | AVDE | Avantis International Equity | -0.3% | +0.45% | Add |
| 47 | JBND | Jpmorgan Active Bond ETF | -0.6% | +4.94% | Add |
| 48 | UNH | Unitedhealth Group Inc | -0.7% | -23.98% | Trim |
| 49 | AVLV | Avantis US Large Cap Value | -0.9% | -41.18% | Trim |
| 50 | AAPL | Apple Inc | -1.3% | -3.82% | Trim |
According to official SEC Form 13F filings, AGH Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $158.5M across 127 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AVDE, JBND) accounted for 23.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
AMT
市值: $288.9K
Top Position Liquidated / Trimmed
PFE
前期市值: $221.9K
During Q2 2025, AGH Wealth Advisors, LLC's top holdings by market value included SPY (8.8%)、AVDE (7.0%)、JBND (5.3%). The largest single position, SPY, represented 8.8% of total portfolio value.
In Q2 2025, AGH Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 18 positions, trimming 11 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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