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CIK: 0002061010
Total reported value
$172.4M
$172.4M
129 檔
27.7%
The Q2 2026 SEC filing reveals that AGH Wealth Advisors, LLC held a total portfolio value of $172.4M, covering 129 public equity positions.
In Q2 2026, AGH Wealth Advisors, LLC displayed an active expansion posture, initiating 14 new positions and adding to 77 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 | 10.34% | -1.17% | +2.78% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.99% | -0.38% | +6.98% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 5.26% | -0.16% | +4.94% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.41% | +0.13% | +11.39% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.18% | +0.35% | +2.02% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.00% | -0.10% | +1.34% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.52% | -0.39% | +2.76% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.24% | +1.54% | +3.55% | |
| 9 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.60% | -0.31% | +3.70% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | +0.71% | +0.95% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.23% | -0.35% | +0.55% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | +0.01% | -0.84% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | -0.19% | +14.40% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.72% | -0.16% | +7.05% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.71% | -0.26% | +4.01% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.65% | -0.19% | +3.65% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | -0.08% | +4.29% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | +0.37% | +4.91% | |
| 19 | INTC | Intel CORP | Stock-Tech | 1.18% | -0.34% | +0.12% | |
| 20 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.15% | -0.02% | +3.92% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 1.02% | -0.07% | +17.68% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.00% | -0.14% | +4.85% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.97% | EXIT | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.96% | -0.37% | -12.11% | |
| 25 | DTCR | Global X Data Center & Digit | ETF-Other | 0.96% | -0.20% | +5.99% | |
| 26 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.84% | -0.56% | +9.25% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.06% | +0.84% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.03% | +2.55% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.75% | +0.06% | +3.46% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.02% | +9.51% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.69% | -0.01% | +3.72% | |
| 32 | EVRG | Evergy Inc | Stock-Utilities | 0.69% | -0.11% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | -0.11% | +16.56% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.66% | -0.02% | +17.24% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | -0.08% | +3.43% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | -0.07% | +10.98% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.63% | -0.12% | +9.22% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | +0.03% | +8.27% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.57% | -0.06% | -5.81% | |
| 40 | SLV | Ishares Silver Trust | ETF-Commodities | 0.56% | +0.08% | +5.55% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | -0.02% | -4.44% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.54% | -0.07% | +10.09% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.02% | +10.83% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.49% | -0.06% | -0.02% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.49% | +0.22% | +9.83% | |
| 46 | GE | General Electric | Stock-Industrials | 0.46% | -0.12% | +4.31% | |
| 47 | GD | General Dynamics CORP | Stock-Industrials | 0.45% | -0.06% | -0.10% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | -0.03% | +300.00% | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.44% | -0.06% | +12.21% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.44% | -0.07% | +1.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +0.8% | +0.12% | Add |
| 2 | MU | Micron Technology Inc | +0.7% | +17.68% | Add |
| 3 | AMD | Advanced Micro Devices | +0.4% | +17.24% | Add |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +2.76% | Add |
| 5 | AAPL | Apple Inc | +0.4% | +11.39% | Add |
| 6 | AMAT | Applied Materials Inc | +0.4% | -12.11% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +14.40% | Add |
| 8 | PANW | Palo Alto Networks Inc | +0.4% | +3.46% | Add |
| 9 | KLAC | Kla CORP | +0.3% | NEW | New buy |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +3.55% | Add |
| 11 | SNDK | Sandisk CORP | +0.2% | NEW | New buy |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +7.05% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +9.22% | Add |
| 14 | LRCX | Lam Research CORP | +0.2% | +25.13% | Add |
| 15 | APH | Amphenol Corp-cl A | +0.2% | NEW | New buy |
| 16 | STX | Seagate Technology Holdings plc | +0.2% | NEW | New buy |
| 17 | WFC | Wells Fargo & Co | +0.2% | NEW | New buy |
| 18 | UNP | Union Pacific CORP | +0.2% | NEW | New buy |
| 19 | IBM | Intl Business Machines CORP | +0.2% | NEW | New buy |
| 20 | GLW | Corning Inc | +0.2% | NEW | New buy |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +10.09% | Add |
| 22 | TXN | Texas Instruments Inc | +0.1% | +12.21% | Add |
| 23 | MNST | Monster Beverage CORP | +0.1% | NEW | New buy |
| 24 | TER | Teradyne Inc | +0.1% | NEW | New buy |
| 25 | DTCR | Global X Data Center & Digit | +0.1% | +5.99% | Add |
| 26 | BKNG | Booking Holdings Inc | +0.1% | NEW | New buy |
| 27 | APO | Apollo Global Management Inc | +0.1% | NEW | New buy |
| 28 | SO | Southern Co/the | +0.1% | NEW | New buy |
| 29 | PGR | Progressive CORP | +0.1% | NEW | New buy |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.78% | Add |
| 31 | AVGO | Broadcom Inc | +0.1% | +0.55% | Add |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +4.01% | Add |
| 33 | AVEM | Avantis Emerging Markets Eq | +0.1% | +3.65% | Add |
| 34 | ANET | Arista Networks Inc | +0.1% | +24.65% | Add |
| 35 | CAT | Caterpillar Inc | +0.1% | +17.39% | Add |
| 36 | LLY | Eli Lilly & Co | +0.1% | +3.43% | Add |
| 37 | UNH | Unitedhealth Group Inc | +0.1% | +2.83% | Add |
| 38 | ASML | ASML Holding N.V. | +0.1% | +8.89% | Add |
| 39 | TSLA | Tesla Inc | +0.1% | +16.56% | Add |
| 40 | GE | General Electric | +0.1% | +4.31% | Add |
| 41 | BAC | Bank Of America CORP | +0.1% | +10.98% | Add |
| 42 | V | Visa Inc-class A Shares | +0.1% | +9.51% | Add |
| 43 | ABBV | Abbvie Inc | +0.1% | +10.83% | Add |
| 44 | CVS | Cvs Health CORP | +0.1% | +0.70% | Add |
| 45 | AVUS | Avantis U.s. Equity ETF | 0% | +4.85% | Add |
| 46 | MS | Morgan Stanley | 0% | +8.65% | Add |
| 47 | PAPI | Parametric Equity Prem Inco | 0% | +46.00% | Add |
| 48 | GS | Goldman Sachs Group Inc | 0% | +13.08% | Add |
| 49 | GEV | GE Vernova Inc | 0% | +0.35% | Add |
| 50 | NVDA | Nvidia CORP | 0% | +2.02% | Add |
According to official SEC Form 13F filings, AGH Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $172.4M across 129 disclosed positions in Q2 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 27.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
KLAC
市值: $440.8K
Top Position Liquidated / Trimmed
SHY
前期市值: $301.8K
During Q2 2026, AGH Wealth Advisors, LLC's top holdings by market value included SPY (10.3%)、JBND (6.0%)、AVDE (5.3%). The largest single position, SPY, represented 10.3% of total portfolio value.
In Q2 2026, AGH Wealth Advisors, LLC made 133 total portfolio adjustments, initiating 14 new buys, adding to 77 positions, trimming 34 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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