AGH Wealth Advisors, LLC
CIK: 0002061010SEC EDGAR →
Portfolio Value
$133.1B
Holdings
115
As of
Q4 2025
New Positions
115
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 23,684 | $16.2B | 12.14% |
| 2 | AMERICAN CENTY ETF TR | 118,879 | $9.8B | 7.35% |
| 3 | SPDR GOLD TR | 17,113 | $6.8B | 5.10% |
| 4 | J P MORGAN EXCHANGE TRADED F | 117,937 | $6.4B | 4.79% |
| 5 | INVESCO EXCH TRADED FD TR II | 24,487 | $6.2B | 4.66% |
| 6 | APPLE INC | 21,227 | $5.8B | 4.34% |
| 7 | NVIDIA CORPORATION | 29,948 | $5.6B | 4.20% |
| 8 | MICROSOFT CORP | 10,465 | $5.1B | 3.80% |
| 9 | SPDR SERIES TRUST | 40,579 | $4.3B | 3.25% |
| 10 | INVESCO EXCHANGE TRADED FD T | 51,076 | $3.4B | 2.55% |
Quarterly Changes
New Positions (115)
$16.2B · 24K shares
$9.8B · 119K shares
$6.8B · 17K shares
$6.4B · 118K shares
$6.2B · 24K shares
$5.8B · 21K shares
$5.6B · 30K shares
$5.1B · 10K shares
$4.3B · 41K shares
$3.4B · 51K shares
$3.1B · 9K shares
$3.1B · 13K shares
$2.2B · 7K shares
$2.2B · 7K shares
$2.0B · 3K shares
$1.9B · 6K shares
$1.7B · 21K shares
$1.5B · 20K shares
$1.3B · 11K shares
$1.3B · 11K shares
$1.2B · 26K shares
$1.2B · 2K shares
$1.1B · 3K shares
$1.0B · 11K shares
$995.0M · 2K shares
$966.0M · 24K shares
$951.0M · 17K shares
$933.0M · 5K shares
$911.0M · 13K shares
$875.0M · 815 shares
$864.0M · 2K shares
$794.0M · 4K shares
$779.0M · 4K shares
$767.0M · 4K shares
$686.0M · 1K shares
$681.0M · 2K shares
$677.0M · 10K shares
$668.0M · 3K shares
$633.0M · 2K shares
$622.0M · 3K shares
$616.0M · 2K shares
$607.0M · 12K shares
$604.0M · 5K shares
$597.0M · 1K shares
$565.0M · 920 shares
$565.0M · 2K shares
$514.0M · 1K shares
$512.0M · 7K shares
$504.0M · 5K shares
$502.0M · 2K shares
$497.0M · 8K shares
$493.0M · 2K shares
$472.0M · 2K shares
$469.0M · 2K shares
$460.0M · 1K shares
$456.0M · 1K shares
$444.0M · 3K shares
$439.0M · 3K shares
$438.0M · 1K shares
$436.0M · 1K shares
$426.0M · 2K shares
$409.0M · 5K shares
$407.0M · 713 shares
$400.0M · 707 shares
$394.0M · 1K shares
$393.0M · 2K shares
$383.0M · 10K shares
$378.0M · 572 shares
$376.0M · 15K shares
$374.0M · 1K shares
$362.0M · 3K shares
$351.0M · 348 shares
$328.0M · 2K shares
$327.0M · 626 shares
$325.0M · 2K shares
$320.0M · 391 shares
$318.0M · 1K shares
$309.0M · 955 shares
$308.0M · 1K shares
$292.0M · 835 shares
$292.0M · 2K shares
$290.0M · 2K shares
$280.0M · 320 shares
$279.0M · 4K shares
$273.0M · 5K shares
$272.0M · 2K shares
$271.0M · 315 shares
$271.0M · 2K shares
$265.0M · 347 shares
$262.0M · 245 shares
$261.0M · 2K shares
$258.0M · 1K shares
$256.0M · 3K shares
$255.0M · 545 shares
$253.0M · 2K shares
$250.0M · 2K shares
$249.0M · 284 shares
$248.0M · 3K shares
$246.0M · 2K shares
$244.0M · 5K shares
$238.0M · 1K shares
$233.0M · 625 shares
$233.0M · 9K shares
$229.0M · 752 shares
$223.0M · 756 shares
$223.0M · 716 shares
$222.0M · 6K shares
$220.0M · 2K shares
$217.0M · 4K shares
$216.0M · 3K shares
$209.0M · 921 shares
$208.0M · 3K shares
$202.0M · 434 shares
$202.0M · 1K shares
$143.0M · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $63.8B | 48.0% |
| Technology | 21 | $27.0B | 20.3% |
| Unknown | 6 | $9.6B | 7.2% |
| Communication Services | 6 | $8.2B | 6.1% |
| Healthcare | 15 | $6.3B | 4.8% |
| Consumer Cyclical | 9 | $5.9B | 4.5% |
| Industrials | 8 | $3.8B | 2.9% |
| Energy | 5 | $3.1B | 2.3% |
| Consumer Defensive | 6 | $2.4B | 1.8% |
| Basic Materials | 3 | $1.1B | 0.8% |
| Utilities | 1 | $911.0M | 0.7% |
| Real Estate | 3 | $893.0M | 0.7% |