Argos Wealth Advisors, LLC

CIK: 0001809154Latest portfolio: $372.2M · Q4 2025

Holdings

212

Total Value

$372.2M

New Positions

211

Closed Positions

0

#StockSharesValue% PortfolioType
1
GLDMWORLD GOLD TR
790,297$67.5M18.12%
2
IAU*ISHARES GOLD TR
432,418$35.1M9.43%
3
SPYSPDR S&P 500 ETF TR
6,923$29.5M7.93%
4
GQ9SPDR GOLD TR
67,412$26.8M7.20%
5
AAPLAPPLE INC
71,902$19.7M5.30%
6
KLACKLA CORP
14,981$18.6M4.99%
7
GLTRABRDN PRECIOUS METALS BASKET
83,463$17.2M4.61%
8
MSFTMICROSOFT CORP
30,340$14.7M3.94%
9
FNDXSCHWAB STRATEGIC TR
227,903$6.2M1.67%
10
BRK-BBERKSHIRE HATHAWAY INC DEL
8$6.0M1.62%
11
GOOGLALPHABET INC
17,825$5.6M1.50%
12
EFAISHARES TR
40,884$3.9M1.05%
13
TTTRANE TECHNOLOGIES PLC
9,950$3.9M1.04%
14
TSMTAIWAN SEMICONDUCTOR MFG LTD
11,987$3.6M0.98%
15
AMZNAMAZON COM INC
11,801$2.7M0.73%
16
IWDISHARES TR
12,711$2.7M0.72%
17
METAMETA PLATFORMS INC
3,870$2.6M0.69%
18
GOOGALPHABET INC
7,840$2.5M0.66%
19
FNDASCHWAB STRATEGIC TR
75,840$2.4M0.64%
20
VVVANGUARD INDEX FDS
7,275$2.3M0.62%
21
NVDANVIDIA CORPORATION
12,100$2.3M0.61%
22
VTEBVANGUARD MUN BD FDS
42,952$2.2M0.58%
23
VVISA INC
5,924$2.1M0.56%
24
JNJJOHNSON & JOHNSON
9,621$2.0M0.53%
25
PLTRPALANTIR TECHNOLOGIES INC
11,102$2.0M0.53%

Sector Breakdown

Technology0.0% ($6.746719730185613e+163T)
Financial Services0.0% ($2.9510620139262675e+161T)
Industrials0.0% ($3.872146913208837e+70T)
Consumer Cyclical0.0% ($2.723117397596971e+55T)
Healthcare0.0% ($1.9911103693673626e+46T)
Unknown0.0% ($3.509926783603877e+21T)
Communication Services0.0% ($55792554246026024.0T)
Energy0.0% ($1038791319.3T)
Basic Materials0.0% ($960778459.3T)
Consumer Defensive0.0% ($1052622.3T)
Utilities0.0% ($3.6T)
Real Estate0.0% ($508.4B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 4, 2026$372.2M213

Fund Information

CIK0001809154
Most Recent FilingFeb 4, 2026
Number of Filings1

Argos Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $372.2M across 212 holdings. The largest position is WORLD GOLD TR (GLDM), representing 18.1% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.