AGH Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, AGH Wealth Advisors, LLC held in its portfolio 114 assets valued at $133,087,058 (i.e. $133.09M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($16.16M), AMERICAN CENTY ETF TR ($9.79M), and SPDR GOLD TR ($6.78M).
The chart below shows the top 10 valuable assets, and the table below shows the top 114 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
AGH Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 23684 | 16159622 | TR UNIT |
| AMERICAN CENTY ETF TR | 118879 | 9787434 | INTL EQT ETF |
| SPDR GOLD TR | 17113 | 6782054 | GOLD SHS |
| J P MORGAN EXCHANGE TRADED F | 117937 | 6377480 | ACTIVE BOND ETF |
| INVESCO EXCH TRADED FD TR II | 24487 | 6197817 | NASDAQ 100 ETF |
| APPLE INC | 21227 | 5770829 | COM |
| NVIDIA CORPORATION | 29948 | 5585330 | COM |
| SPDR SERIES TRUST | 66959 | 5568180 | STATE STREET SPD |
| MICROSOFT CORP | 10465 | 5061427 | COM |
| INVESCO EXCHANGE TRADED FD T | 51076 | 3398693 | LARGE CAP VALUE |
| BROADCOM INC | 8835 | 3057926 | COM |
| AMAZON COM INC | 13248 | 3057902 | COM |
| ALPHABET INC | 7182 | 2247966 | CAP STK CL A |
| ALPHABET INC | 7042 | 2209833 | CAP STK CL C |
| META PLATFORMS INC | 3094 | 2042318 | CL A |
| JPMORGAN CHASE & CO. | 5971 | 1924126 | COM |
| ISHARES TR | 20789 | 1722694 | 1 3 YR TREAS BD |
| AMERICAN CENTY ETF TR | 19781 | 1500144 | US LARGE CAP VLU |
| EXXON MOBIL CORP | 10860 | 1306895 | COM |
| AMERICAN CENTY ETF TR | 11302 | 1263580 | US EQT ETF |
| BERKSHIRE HATHAWAY INC DEL | 2397 | 1204853 | CL B NEW |
| VISA INC | 3077 | 1079133 | COM CL A |
| NETFLIX INC | 11140 | 1044485 | COM |
| TESLA INC | 2213 | 995227 | COM |
| VERIZON COMMUNICATIONS INC | 23732 | 966606 | COM |
| BANK AMERICA CORP | 17309 | 951995 | COM |
| JOHNSON & JOHNSON | 4514 | 934175 | COM |
| EVERGY INC | 12579 | 911852 | COM |
| ELI LILLY & CO | 815 | 875862 | COM |
| ISHARES TR | 2236 | 864997 | RUSSELL 3000 ETF |
| RTX CORPORATION | 4334 | 794856 | COM |
| PALANTIR TECHNOLOGIES INC | 4390 | 780327 | CL A |
| PALO ALTO NETWORKS INC | 4165 | 767197 | COM |
| ISHARES TR | 1450 | 686285 | RUS 1000 GRW ETF |
| GENERAL DYNAMICS CORP | 2027 | 682502 | COM |
| COCA COLA CO | 9699 | 678056 | COM |
| ABBVIE INC | 2927 | 668893 | COM |
| APPLIED MATLS INC | 2464 | 633232 | COM |
| ORACLE CORP | 3192 | 622153 | COM |
| SALESFORCE INC | 2328 | 616709 | COM |
| J P MORGAN EXCHANGE TRADED F | 12000 | 607080 | ULTRA SHRT ETF |
| WALMART INC | 5430 | 604958 | COM |
| THERMO FISHER SCIENTIFIC INC | 1032 | 597994 | COM |
| GE AEROSPACE | 1839 | 566467 | COM NEW |
| INVESCO QQQ TR | 920 | 565166 | UNIT SER 1 |
| LINDE PLC | 1208 | 515078 | SHS |
| CISCO SYS INC | 6666 | 513481 | COM |
| CONOCOPHILLIPS | 5393 | 504839 | COM |
| CME GROUP INC | 1842 | 503011 | COM |
| WILLIAMS COS INC | 8289 | 498256 | COM |
| BOEING CO | 2277 | 494380 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1555 | 472550 | SPONSORED ADS |
| TRAVELERS COMPANIES INC | 1623 | 470765 | COM |
| EATON CORP PLC | 1446 | 460570 | SHS |
| VERTEX PHARMACEUTICALS INC | 1006 | 456079 | COM |
| PHILIP MORRIS INTL INC | 2771 | 444468 | COM |
| CHEVRON CORP NEW | 2888 | 440161 | COM |
| AMERICAN EXPRESS CO | 1189 | 439875 | COM |
| HOME DEPOT INC | 1270 | 437009 | COM |
| WELLTOWER INC | 2302 | 427273 | COM |
| UBER TECHNOLOGIES INC | 5025 | 410596 | COM |
| MASTERCARD INCORPORATED | 713 | 407053 | CL A |
| INTUITIVE SURGICAL INC | 707 | 400415 | COM NEW |
| UNITEDHEALTH GROUP INC | 1197 | 395142 | COM |
| CAPITAL ONE FINL CORP | 1622 | 393110 | COM |
| INTEL CORP | 10427 | 384758 | COM |
| INTUIT | 572 | 378904 | COM |
| AT&T INC | 15164 | 376676 | COM |
| MICRON TECHNOLOGY INC | 1313 | 374745 | COM |
| PHILLIPS 66 | 2810 | 362600 | COM |
| WW GRAINGER INC | 348 | 351146 | COM |
| PROCTER AND GAMBLE CO | 2294 | 328755 | COM |
| S&P GLOBAL INC | 626 | 327143 | COM |
| MARSH & MCLENNAN COS INC | 1755 | 325590 | COM |
| MCKESSON CORP | 391 | 320735 | COM |
| LOWES COS INC | 1323 | 319054 | COM |
| SHERWIN WILLIAMS CO | 955 | 309440 | COM |
| ADVANCED MICRO DEVICES INC | 1439 | 308177 | COM |
| STRYKER CORPORATION | 835 | 293476 | COM |
| MORGAN STANLEY | 1646 | 292213 | COM NEW |
| SERVICENOW INC | 1895 | 290304 | COM |
| GOLDMAN SACHS GROUP INC | 320 | 281280 | COM |
| METLIFE INC | 3544 | 279765 | COM |
| BRITISH AMERN TOB PLC | 4837 | 273870 | SPONSORED ADR |
| ABBOTT LABS | 2177 | 272824 | COM |
| PEPSICO INC | 1893 | 271686 | COM |
| COSTCO WHSL CORP NEW | 315 | 271636 | COM |
| EQUINIX INC | 347 | 265851 | COM |
| TEXAS INSTRS INC | 1511 | 262143 | COM |
| ASML HOLDING N V | 245 | 262116 | N Y REGISTRY SHS |
| AIR PRODS & CHEMS INC | 1048 | 258872 | COM |
| CVS HEALTH CORP | 3229 | 256254 | COM |
| SYNOPSYS INC | 545 | 255993 | COM |
| MERCK & CO INC | 2412 | 253893 | COM |
| TJX COS INC NEW | 1633 | 250844 | COM |
| PARKER-HANNIFIN CORP | 284 | 249629 | COM |
| WELLS FARGO CO NEW | 2666 | 248473 | COM |
| GILEAD SCIENCES INC | 2011 | 246830 | COM |
| US BANCORP DEL | 4597 | 245298 | COM NEW |
| T-MOBILE US INC | 1177 | 238977 | COM |
| PFIZER INC | 9400 | 234065 | COM |
| ISHARES TR | 625 | 233400 | RUS 1000 ETF |
| MCDONALDS CORP | 752 | 229838 | COM |
| INTERNATIONAL BUSINESS MACHS | 756 | 223931 | COM |
| CHUBB LIMITED | 716 | 223472 | COM |
| CHIPOTLE MEXICAN GRILL INC | 6026 | 222962 | COM |
| AIRBNB INC | 1622 | 220137 | COM CL A |
| NATIXIS ETF TR | 3809 | 217361 | GATEWAY QUALITY |
| STARBUCKS CORP | 2576 | 216925 | COM |
| PROGRESSIVE CORP | 921 | 209729 | COM |
| MONSTER BEVERAGE CORP NEW | 2724 | 208846 | COM |
| AMERICAN TOWER CORP NEW | 1156 | 202962 | COM |
| DEERE & CO | 434 | 202061 | COM |
| VIATRIS INC | 11566 | 143998 | COM |
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