AGH Wealth Advisors, LLC 13F Holdings · Q2 2026
AGH Wealth Advisors, LLC reported 129 securities worth $158.48M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (10.34%), JBND (5.99%), AVDE (5.26%). Among its top 25 positions this quarter: 23 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $16.4M | 10.34% | 21,937 | Added |
| 2 | JBND | J P MORGAN EXCHANGE TRADED F | $9.5M | 5.99% | 177,406 | Added |
| 3 | AVDE | AMERICAN CENTY ETF TR | $8.3M | 5.26% | 93,519 | Added |
| 4 | AAPL | APPLE INC | $7.0M | 4.41% | 24,177 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $6.6M | 4.18% | 33,067 | Added |
| 6 | GLD | SPDR GOLD TR | $6.3M | 4.00% | 17,202 | Added |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $5.6M | 3.52% | 18,418 | Added |
| 8 | SPYG | SPDR SERIES TRUST | $5.1M | 3.24% | 43,165 | Added |
| 9 | PWV | INVESCO EXCHANGE TRADED FD T | $4.1M | 2.60% | 54,415 | Added |
| 10 | MSFT | MICROSOFT CORP | $3.9M | 2.49% | 10,564 | Added |
| 11 | AVGO | BROADCOM INC | $3.5M | 2.23% | 9,370 | Added |
| 12 | AMZN | AMAZON COM INC | $3.2M | 2.03% | 13,490 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $3.1M | 1.93% | 8,541 | Added |
| 14 | GOOG | ALPHABET INC | $2.7M | 1.72% | 7,709 | Added |
| 15 | SPSM | SPDR SERIES TRUST | $2.7M | 1.71% | 46,963 | Added |
| 16 | AVEM | AMERICAN CENTY ETF TR | $2.6M | 1.65% | 27,083 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $2.0M | 1.28% | 6,219 | Added |
| 18 | META | META PLATFORMS INC | $1.9M | 1.22% | 3,422 | Added |
| 19 | INTC | INTEL CORP | $1.9M | 1.18% | 13,381 | Added |
| 20 | AVLV | AMERICAN CENTY ETF TR | $1.8M | 1.15% | 19,921 | Added |
| 21 | MU | MICRON TECHNOLOGY INC | $1.6M | 1.02% | 1,398 | Added |
| 22 | AVUS | AMERICAN CENTY ETF TR | $1.6M | 1.00% | 12,324 | Added |
| 23 | XOM | EXXON MOBIL CORP | $1.5M | 0.97% | 11,228 | Added |
| 24 | AMAT | APPLIED MATLS INC | $1.5M | 0.96% | 2,112 | Trimmed |
| 25 | DTCR | GLOBAL X FDS | $1.5M | 0.96% | 49,954 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR