AGH Wealth Advisors, LLC
- SEC CIK
- 0002061010
- Latest filing
- Jul 22, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 22, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 129
- +6 vs. Q1 2026
- Portfolio value
- $158.5M
- +$22.6M (+16.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PANWPalo Alto Networks Inc | Stock | 3,468 | $1.18M | 0.7% | +116+3.5% | Added | History |
| JNJJohnson & Johnson | Stock | 4,872 | $1.24M | 0.8% | +121+2.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,532 | $1.27M | 0.8% | +21+0.8% | Added | History |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 11,532 | $1.34M | 0.8% | +976+9.2% | Added | – |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 49,954 | $1.52M | 1.0% | +2,823+6.0% | Added | – |
| AMATApplied Materials Inc | Stock | 2,112 | $1.53M | 1.0% | −291−12.1% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 11,228 | $1.54M | 1.0% | +251+2.3% | Added | History |
| American Centy ETF Tr025072885 | US EQT ETF | 12,324 | $1.58M | 1.0% | +570+4.8% | Added | – |
| MUMicron Technology Inc | Stock | 1,398 | $1.61M | 1.0% | +210+17.7% | Added | History |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 19,921 | $1.82M | 1.1% | +752+3.9% | Added | – |
| INTCIntel Corp | Stock | 13,381 | $1.87M | 1.2% | +16+0.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 3,422 | $1.93M | 1.2% | +160+4.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 6,219 | $2.04M | 1.3% | +256+4.3% | Added | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 27,083 | $2.61M | 1.6% | +953+3.6% | Added | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 46,963 | $2.71M | 1.7% | +1,811+4.0% | Added | – |
| GOOGAlphabet Inc. | Stock | 7,709 | $2.72M | 1.7% | +508+7.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 8,541 | $3.05M | 1.9% | +1,075+14.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 13,490 | $3.22M | 2.0% | −114−0.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 9,370 | $3.54M | 2.2% | +51+0.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 10,564 | $3.94M | 2.5% | +99+0.9% | Added | History |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 54,415 | $4.12M | 2.6% | +1,944+3.7% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 43,165 | $5.14M | 3.2% | +1,479+3.5% | Added | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 18,418 | $5.58M | 3.5% | +494+2.8% | Added | – |
| GLDSPDR Gold Trust | ETF | 17,202 | $6.34M | 4.0% | +227+1.3% | Added | History |
| NVDANVIDIA Corp | Stock | 33,067 | $6.62M | 4.2% | +655+2.0% | Added | History |
| AAPLApple Inc. | Stock | 24,177 | $7.00M | 4.4% | +2,473+11.4% | Added | History |
| American Centy ETF Tr025072703 | INTL EQT ETF | 93,519 | $8.34M | 5.3% | +4,404+4.9% | Added | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 177,406 | $9.49M | 6.0% | +11,574+7.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,937 | $16.4M | 10.3% | +594+2.8% | Added | History |
Sold out since Q1 2026 (8)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,655 | $301.8K | 0.2% | – |
| HONHoneywell International Inc | COM | 1,301 | $294.1K | 0.2% | History |
| SYKStryker Corp | Stock | 862 | $283.3K | 0.2% | History |
| SPGIS&P Global Inc. | Stock | 619 | $263.3K | 0.2% | History |
| ABTAbbott Laboratories | Stock | 2,317 | $237.9K | 0.2% | History |
| INTUIntuit Inc. | Stock | 547 | $236.5K | 0.2% | History |
| AMTAmerican Tower Corp | REIT | 1,242 | $214.3K | 0.2% | History |
| VTRSViatris Inc | Stock | 10,653 | $143.9K | 0.1% | History |