Argo Wealth Advisory, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Argo Wealth Advisory, LLC held in its portfolio 52 assets valued at $167,163,290 (i.e. $167.16M).
The most valuable assets in the portfolio included: FIDELITY MERRIMACK STR TR ($12.01M), J P MORGAN EXCHANGE TRADED F ($11.95M), and PACER FDS TR ($10.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Argo Wealth Advisory, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIDELITY MERRIMACK STR TR | 260895 | 12011621 | TOTAL BD ETF |
| J P MORGAN EXCHANGE TRADED F | 221010 | 11950011 | ACTIVE BOND ETF |
| PACER FDS TR | 178690 | 10751786 | US CASH COWS 100 |
| DIMENSIONAL ETF TRUST | 275700 | 10506924 | INTL CORE EQT MK |
| ABBVIE INC | 38785 | 8862019 | COM |
| WISDOMTREE TR | 172117 | 8375214 | ITL HDG QTLY DIV |
| VANGUARD WORLD FD | 8848 | 6669071 | INF TECH ETF |
| PIMCO ETF TR | 247249 | 6596611 | MULTISECTOR BD |
| ISHARES TR | 64720 | 6223446 | 7-10 YR TRSY BD |
| WISDOMTREE TR | 105127 | 5289972 | FLOATNG RAT TREA |
| MICROSOFT CORP | 8121 | 3927526 | COM |
| EXXON MOBIL CORP | 29337 | 3530415 | COM |
| VANGUARD INDEX FDS | 5563 | 3488458 | S&P 500 ETF SHS |
| CISCO SYS INC | 41949 | 3231331 | COM |
| COSTCO WHSL CORP NEW | 3613 | 3115356 | COM |
| VISA INC | 8052 | 2824033 | COM CL A |
| LOWES COS INC | 11507 | 2774995 | COM |
| NEXTERA ENERGY INC | 34037 | 2732478 | COM |
| XYLEM INC | 19723 | 2685894 | COM |
| STRYKER CORPORATION | 7618 | 2677594 | COM |
| MCKESSON CORP | 3245 | 2662075 | COM |
| AMGEN INC | 8130 | 2661094 | COM |
| HENRY JACK & ASSOC INC | 14031 | 2560366 | COM |
| PTC INC | 14210 | 2475524 | COM |
| AUTOMATIC DATA PROCESSING IN | 9363 | 2408572 | COM |
| GALLAGHER ARTHUR J & CO | 9255 | 2395185 | COM |
| LOCKHEED MARTIN CORP | 4931 | 2384989 | COM |
| ILLINOIS TOOL WKS INC | 9650 | 2376673 | COM |
| HONEYWELL INTL INC | 11441 | 2231941 | COM |
| ACCENTURE PLC IRELAND | 8134 | 2182313 | SHS CLASS A |
| PEPSICO INC | 15064 | 2162023 | COM |
| PROCTER AND GAMBLE CO | 14461 | 2072417 | COM |
| VANGUARD SPECIALIZED FUNDS | 8955 | 1968047 | DIV APP ETF |
| ELI LILLY & CO | 1700 | 1826956 | COM |
| META PLATFORMS INC | 2733 | 1804164 | CL A |
| AMERICAN TOWER CORP NEW | 9904 | 1738903 | COM |
| FACTSET RESH SYS INC | 5589 | 1621788 | COM |
| PFIZER INC | 62540 | 1557245 | COM |
| UNITEDHEALTH GROUP INC | 4475 | 1477289 | COM |
| NVIDIA CORPORATION | 7648 | 1426386 | COM |
| APPLE INC | 5238 | 1423886 | COM |
| ISHARES TR | 50063 | 1304642 | IBONDS DEC 2030 |
| INVESCO QQQ TR | 1942 | 1192935 | UNIT SER 1 |
| J P MORGAN EXCHANGE TRADED F | 17787 | 906070 | ULTRA SHT MUNCPL |
| PULSE BIOSCIENCES INC | 28156 | 386582 | COM |
| ISHARES TR | 1623 | 344190 | S&P 500 VAL ETF |
| AMERICAN CENTY ETF TR | 3375 | 259942 | AVANTIS EMGMKT |
| MAIN STR CAP CORP | 4182 | 252551 | COM |
| ALPHABET INC | 760 | 238488 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 672 | 216694 | COM |
| ISHARES TR | 1709 | 210651 | S&P 500 GRWT ETF |
| SALESFORCE INC | 785 | 207954 | COM |
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