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CIK: 0002061010
Total reported value
$158.5M
$158.5M
123 檔
27.3%
According to the latest 13F quarterly dataset, AGH Wealth Advisors, LLC managed an equity portfolio of $158.5M at the end of Q1 2026, spanning 123 distinct U.S. exchange-listed positions.
In Q1 2026, AGH Wealth Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 67 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 | 10.22% | +0.12% | -9.88% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 6.56% | -0.57% | +40.61% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 5.57% | -0.31% | -25.04% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 5.38% | -1.38% | -0.81% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.16% | +0.02% | +8.23% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.05% | +0.36% | +2.25% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.14% | +0.38% | -26.80% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.00% | +0.24% | +2.73% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.85% | -0.36% | — | |
| 10 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.69% | -0.09% | +2.73% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.12% | +0.11% | +5.48% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | -0.06% | +2.69% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.61% | +0.10% | +71.16% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.58% | +0.35% | +3.95% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.55% | +0.10% | — | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.52% | +0.20% | +2.26% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.15% | +5.43% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | -0.40% | +1.08% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | -0.01% | -0.13% | |
| 20 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.14% | +0.01% | -3.09% | |
| 21 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.03% | -0.19% | — | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.96% | +0.04% | +4.00% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.92% | -0.23% | +4.87% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.89% | -0.35% | +13.23% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.09% | +4.76% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.07% | +5.25% | |
| 27 | DTCR | Global X Data Center & Digit | ETF-Other | 0.83% | +0.13% | — | |
| 28 | SLV | Ishares Silver Trust | ETF-Commodities | 0.79% | -0.23% | — | |
| 29 | EVRG | Evergy Inc | Stock-Utilities | 0.76% | -0.07% | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.05% | -2.92% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.16% | +36.74% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.61% | -0.04% | — | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.60% | +0.36% | -2.48% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.06% | -5.21% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.08% | -2.85% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | — | +7.20% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.58% | -0.09% | -5.84% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.09% | +3.80% | |
| 39 | COP | Conocophillips | Stock-Energy | 0.53% | -0.25% | +2.08% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.11% | +7.00% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.51% | -0.06% | +0.39% | |
| 42 | LIN | Linde plc | Stock-Materials | 0.48% | -0.04% | +9.35% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.05% | -1.26% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.16% | +4.71% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | -0.01% | — | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.45% | -0.07% | — | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.19% | +16.65% | |
| 48 | WMB | Williams Cos Inc | Stock-Energy | 0.44% | -0.05% | -0.08% | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.43% | +0.75% | +28.18% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.43% | -0.14% | +8.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JBND | Jpmorgan Active Bond ETF | +1.8% | +40.61% | Add |
| 2 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.7% | +71.16% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +1.08% | Add |
| 4 | GLD | Spdr Gold Shares | +0.3% | -0.81% | Trim |
| 5 | VZ | Verizon Communications Inc | +0.2% | +4.87% | Add |
| 6 | JNJ | Johnson & Johnson | +0.2% | +5.25% | Add |
| 7 | COP | Conocophillips | +0.2% | +2.08% | Add |
| 8 | PWV | Invesco Large Cap Value ETF | +0.1% | +2.73% | Add |
| 9 | INTC | Intel CORP | +0.1% | +28.18% | Add |
| 10 | CVX | Chevron CORP | +0.1% | +4.71% | Add |
| 11 | AMAT | Applied Materials Inc | +0.1% | -2.48% | Trim |
| 12 | NFLX | Netflix Inc | +0.1% | +13.23% | Add |
| 13 | PSX | Phillips 66 | +0.1% | +0.60% | Add |
| 14 | TXN | Texas Instruments Inc | +0.1% | +38.78% | Add |
| 15 | LIN | Linde plc | +0.1% | +9.35% | Add |
| 16 | T | At&t Inc | +0.1% | +13.79% | Add |
| 17 | WMT | Walmart Inc | +0.1% | +7.00% | Add |
| 18 | EVRG | Evergy Inc | +0.1% | — | Unchanged |
| 19 | KO | Coca-cola Co/the | +0.1% | +7.20% | Add |
| 20 | TMUS | T-mobile US Inc | +0.1% | +39.51% | Add |
| 21 | PFE | Pfizer Inc | +0.1% | +28.77% | Add |
| 22 | WMB | Williams Cos Inc | +0.1% | -0.08% | Trim |
| 23 | ETN | Eaton Corporation plc | +0.1% | +8.92% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +36.74% | Add |
| 25 | COST | Costco Wholesale CORP | +0.1% | +12.38% | Add |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +16.65% | Add |
| 27 | CME | Cme Group Inc | +0.1% | +8.25% | Add |
| 28 | MRK | Merck & Co. Inc. | +0.1% | +14.72% | Add |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.50% | Add |
| 30 | WELL | Welltower Inc | 0% | +4.74% | Add |
| 31 | MCD | Mcdonald's CORP | 0% | +15.16% | Add |
| 32 | USB | US Bancorp | 0% | +17.12% | Add |
| 33 | GILD | Gilead Sciences Inc | 0% | +2.49% | Add |
| 34 | PG | Procter & Gamble Co/the | 0% | +11.07% | Add |
| 35 | TJX | Tjx Companies Inc | 0% | +10.35% | Add |
| 36 | PM | Philip Morris International | 0% | +5.02% | Add |
| 37 | ASML | ASML Holding N.V. | 0% | -8.16% | Trim |
| 38 | CB | Chubb Limited | 0% | +9.08% | Add |
| 39 | PEP | Pepsico Inc | 0% | +2.96% | Add |
| 40 | MU | Micron Technology Inc | 0% | -9.52% | Trim |
| 41 | GWW | Ww Grainger Inc | 0% | -0.57% | Trim |
| 42 | APD | Air Products & Chemicals Inc | 0% | -7.06% | Trim |
| 43 | DE | Deere & Co | 0% | -8.06% | Trim |
| 44 | MRSH | Marsh & Mclennan Cos | 0% | +14.07% | Add |
| 45 | GQI | Natixis Gateway Quality Inc | 0% | +14.18% | Add |
| 46 | AVLV | Avantis US Large Cap Value | 0% | -3.09% | Trim |
| 47 | AVUS | Avantis U.s. Equity ETF | 0% | +4.00% | Add |
| 48 | PH | Parker Hannifin CORP | 0% | +7.04% | Add |
| 49 | SBUX | Starbucks CORP | 0% | +1.40% | Add |
| 50 | MCK | Mckesson CORP | 0% | -0.26% | 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 123 disclosed positions in Q1 2026.
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, JBND, AVDE) accounted for 27.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVEM
市值: $2.1M
Top Position Liquidated / Trimmed
NOW
前期市值: $290.3K
During Q1 2026, AGH Wealth Advisors, LLC's top holdings by market value included SPY (10.2%)、JBND (6.6%)、AVDE (5.6%). The largest single position, SPY, represented 10.2% of total portfolio value.
In Q1 2026, AGH Wealth Advisors, LLC made 123 total portfolio adjustments, initiating 15 new buys, adding to 67 positions, trimming 34 holdings, and fully liquidating 7 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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