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CIK: 0001809154
Total reported value
$377.6M
$377.6M
212 檔
47.3%
During the Q4 2025 filing period, Argos Wealth Advisors, LLC (CIK: 0001809154) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $377.6M across 212 reported positions.
During Q4 2025, Argos Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 18.12% | -4.42% | — | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 9.43% | -2.09% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.93% | +0.26% | — | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 7.20% | -1.72% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.30% | +0.32% | — | |
| 6 | KLAC | Kla CORP | Stock-Tech | 4.99% | +4.97% | — | |
| 7 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 4.61% | -1.46% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | +0.14% | — | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.67% | +0.06% | — | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.62% | -0.06% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.09% | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.05% | -0.02% | — | |
| 13 | TT | Trane Technologies plc | Stock-Industrials | 1.04% | +0.11% | — | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.98% | +0.21% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.13% | — | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | +0.03% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | +0.02% | — | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.58% | — | |
| 19 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.64% | +0.07% | — | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 0.62% | +0.03% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.15% | — | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | -0.04% | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.05% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.01% | — | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.53% | -0.12% | — | |
| 26 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.48% | — | — | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.46% | +0.07% | — | |
| 28 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.45% | -0.03% | — | |
| 29 | AMLP | Alerian Mlp ETF | ETF-Other | 0.43% | +0.01% | — | |
| 30 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.40% | -0.06% | — | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.39% | +0.01% | — | |
| 32 | DRLL | Strive US Energy ETF | ETF-Other | 0.37% | -0.12% | — | |
| 33 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.35% | +0.17% | — | |
| 34 | MSI | Motorola Solutions Inc | Stock-Tech | 0.34% | -0.06% | — | |
| 35 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.32% | -0.22% | — | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.09% | — | |
| 37 | P | Everpure Inc-a | Stock-Tech | 0.29% | +0.06% | — | |
| 38 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.28% | -0.04% | — | |
| 39 | EXE | Expand Energy CORP | Stock-Energy | 0.28% | -0.07% | — | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.28% | +0.01% | — | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.27% | +0.01% | — | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | -0.02% | — | |
| 43 | AOUT | American Outdoor Brands Inc | Stock-Other | 0.26% | +0.05% | — | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.26% | -0.01% | — | |
| 45 | PRM | Perimeter Solutions Inc | Stock-Other | 0.26% | -0.20% | EXIT | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.25% | +0.13% | — | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.24% | +0.01% | — | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.24% | — | — | |
| 49 | HAYW | Hayward Holdings Inc | Stock-Other | 0.24% | +0.04% | — | |
| 50 | PLXS | Plexus CORP | Stock-Tech | 0.23% | +0.08% | — |
According to official SEC Form 13F filings, Argos Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $377.6M across 212 disclosed positions in Q4 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 GLDM, IAU, SPY) accounted for 47.3% of total reported equity market value during Q4 2025.
During Q4 2025, Argos Wealth Advisors, LLC's top holdings by market value included GLDM (18.1%)、IAU (9.4%)、SPY (7.9%). The largest single position, GLDM, represented 18.1% of total portfolio value.
In Q4 2025, Argos Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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