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CIK: 0002061010
Total reported value
$158.5M
$158.5M
124 檔
27.6%
According to the latest 13F quarterly dataset, AGH Wealth Advisors, LLC managed an equity portfolio of $158.5M at the end of Q3 2025, spanning 124 distinct U.S. exchange-listed positions.
In Q3 2025, AGH Wealth Advisors, LLC displayed an active expansion posture, initiating 13 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 | 11.60% | +0.12% | +37.07% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 6.77% | -0.31% | +2.38% | |
| 3 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 4.63% | -0.57% | -1.82% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 4.59% | -1.38% | +1.99% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.42% | +0.38% | +2.12% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.08% | +0.02% | -6.17% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.36% | -7.89% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.97% | +0.36% | -9.32% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.09% | +0.24% | -0.53% | |
| 10 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.40% | -0.09% | +8.50% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.34% | -0.06% | +6.23% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.18% | +0.11% | -3.65% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | -0.15% | -1.46% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | -0.01% | +3.14% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.35% | -7.36% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.38% | -0.22% | EXIT | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.20% | +2.11% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.09% | +3.11% | |
| 19 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.03% | +0.01% | +7.47% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.03% | -0.35% | +1.47% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.40% | +9.81% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.92% | +0.04% | -7.16% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.05% | -5.03% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.89% | +0.10% | +8.25% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.83% | -0.23% | +4.82% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | +0.06% | +13.77% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.08% | -13.23% | |
| 28 | EVRG | Evergy Inc | Stock-Utilities | 0.71% | -0.07% | +5.73% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.67% | -0.04% | -3.53% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.07% | +7.15% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.59% | -0.16% | +9.92% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.58% | -0.09% | +2.47% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.02% | +32.11% | |
| 34 | GD | General Dynamics CORP | Stock-Industrials | 0.56% | -0.06% | +1.49% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.05% | +0.34% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.51% | +0.35% | +84.87% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.09% | -19.82% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | — | +8.93% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | -0.01% | — | |
| 40 | GE | General Electric | Stock-Industrials | 0.48% | +0.07% | +3.53% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.11% | +0.30% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.46% | -0.09% | -13.24% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.45% | -0.07% | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.02% | +0.62% | |
| 45 | WMB | Williams Cos Inc | Stock-Energy | 0.43% | -0.05% | +9.68% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.42% | +0.01% | -1.59% | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.41% | -0.04% | -3.03% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.09% | -3.85% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.40% | -0.14% | +3.76% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.40% | -0.14% | +29.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +6.2% | +37.07% | Add |
| 2 | NVDA | Nvidia CORP | +0.9% | -6.17% | Trim |
| 3 | AVGO | Broadcom Inc | +0.7% | -3.65% | Trim |
| 4 | GLD | Spdr Gold Shares | +0.7% | +1.99% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +2.11% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | +9.92% | Add |
| 7 | ORCL | Oracle CORP | +0.3% | +32.11% | Add |
| 8 | BAC | Bank Of America CORP | +0.2% | +13.77% | Add |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | +84.87% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -7.36% | Trim |
| 11 | TSLA | Tesla Inc | +0.2% | -13.23% | Trim |
| 12 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +2.12% | Add |
| 13 | CME | Cme Group Inc | +0.1% | +29.99% | Add |
| 14 | GE | General Electric | +0.1% | +3.53% | Add |
| 15 | EVRG | Evergy Inc | +0.1% | +5.73% | Add |
| 16 | JPM | Jpmorgan Chase & Co | 0% | +3.14% | Add |
| 17 | NFLX | Netflix Inc | 0% | +1.47% | Trim |
| 18 | VZ | Verizon Communications Inc | 0% | +4.82% | Add |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | +8.25% | Add |
| 20 | META | Meta Platforms Inc-class A | -0.1% | -1.46% | Trim |
| 21 | MSFT | Microsoft CORP | -0.1% | -7.89% | Trim |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -0.53% | Trim |
| 23 | PWV | Invesco Large Cap Value ETF | -0.2% | +8.50% | Add |
| 24 | USB | US Bancorp | -0.3% | -16.61% | Trim |
| 25 | AMZN | Amazon.com Inc | -0.3% | +6.23% | Add |
| 26 | AVDE | Avantis International Equity | -0.5% | +2.38% | Add |
| 27 | UNH | Unitedhealth Group Inc | -0.7% | -3.85% | Trim |
| 28 | AVLV | Avantis US Large Cap Value | -0.9% | +7.47% | Trim |
| 29 | JBND | Jpmorgan Active Bond ETF | -1.2% | -1.82% | Add |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 31 | GQI | Natixis Gateway Quality Inc | — | NEW | New buy |
| 32 | ACN | Accenture plc | — | EXIT | Sold out |
| 33 | INTC | Intel CORP | — | NEW | New buy |
| 34 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 35 | MUSI | American Cent Mutlisec Incom | — | EXIT | Sold out |
| 36 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 37 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 38 | MS | Morgan Stanley | — | NEW | New buy |
| 39 | SNPS | Synopsys Inc | — | NEW | New buy |
| 40 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 41 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 42 | MU | Micron Technology Inc | — | NEW | New buy |
| 43 | PGR | Progressive CORP | — | EXIT | Sold out |
| 44 | AMT | American Tower CORP | — | NEW | New buy |
| 45 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 46 | RCL | Royal Caribbean Cruises Ltd. | — | NEW | New buy |
| 47 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 48 | CI | THE Cigna Group | — | EXIT | Sold out |
| 49 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 50 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, AGH Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $158.5M across 124 disclosed positions in Q3 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 27.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
SHY
市值: $1.9M
Top Position Liquidated / Trimmed
ACN
前期市值: $472.4K
During Q3 2025, AGH Wealth Advisors, LLC's top holdings by market value included SPY (11.6%)、AVDE (6.8%)、JBND (4.6%). The largest single position, SPY, represented 11.6% of total portfolio value.
In Q3 2025, AGH Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 18 positions, trimming 11 holdings, and fully liquidating 8 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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