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Portfolio (Quarterly) Guide ↗

AGH Wealth Advisors, LLC

· CIK 0002061010
13F Portfolio $136M AUM 185 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 65 Added 30 Reduced 7 Exited
Page 1 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JBND J P MORGAN EXCHANGE TRADED F 165,832.0 $8.9M 6.56% +48K +40.6% $53.77 -1.2%
2 NVDA NVIDIA CORPORATION Technology 32,412.0 $5.7M 4.16% +2K +8.2% $174.40 +25.9%
3 AAPL APPLE INC Technology 21,704.0 $5.5M 4.05% +477.0 +2.2% $253.79 +20.2%
4 SPYG SPDR SERIES TRUST 41,686.0 $4.1M 3.00% +1K +2.7% $97.94 +20.8%
5 PWV INVESCO EXCHANGE TRADED FD T 52,471.0 $3.7M 2.69% +1K +2.7% $69.73 +6.1%
6 AVGO BROADCOM INC Technology 9,319.0 $2.9M 2.12% +484.0 +5.5% $309.54 +33.9%
7 AMZN AMAZON COM INC Consumer Cyclical 13,604.0 $2.8M 2.08% +356.0 +2.7% $208.27 +28.9%
8 SPSM SPDR SERIES TRUST 45,152.0 $2.2M 1.61% +19K +71.2% $48.34 +9.7%
9 GOOGL ALPHABET INC Communication Services 7,466.0 $2.1M 1.58% +284.0 +4.0% $287.56 +34.8%
10 GOOG ALPHABET INC Communication Services 7,201.0 $2.1M 1.52% +159.0 +2.3% $286.87 +33.7%
11 META META PLATFORMS INC Communication Services 3,262.0 $1.9M 1.37% +168.0 +5.4% $572.13 +6.2%
12 XOM EXXON MOBIL CORP Energy 10,977.0 $1.9M 1.37% +117.0 +1.1% $169.66 -7.9%
13 AVUS AMERICAN CENTY ETF TR 11,754.0 $1.3M 0.96% +452.0 +4.0% $111.21 +12.6%
14 VZ VERIZON COMMUNICATIONS INC Communication Services 24,888.0 $1.2M 0.92% +1K +4.9% $50.20 -4.7%
15 NFLX NETFLIX INC. Communication Services 12,614.0 $1.2M 0.89% +1K +13.2% $96.15 -7.1%
16 BERKSHIRE HATHAWAY INC DEL 2,511.0 $1.2M 0.89% +114.0 +4.8% $479.20
17 JNJ JOHNSON & JOHNSON Healthcare 4,751.0 $1.2M 0.85% +237.0 +5.2% $244.44 -5.2%
18 PLTR PALANTIR TECHNOLOGIES INC Technology 6,003.0 $878K 0.65% +2K +36.7% $146.28 -6.2%
19 KO COCA COLA CO Consumer Defensive 10,397.0 $791K 0.58% +698.0 +7.2% $76.05 +6.7%
20 LLY ELI LILLY & CO Healthcare 846.0 $778K 0.57% +31.0 +3.8% $919.77 +13.3%
Page 1 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.8%
Technology 27.7%
Communication Services 10.1%
Healthcare 6.9%
Consumer Cyclical 6.0%
Industrials 4.8%
Energy 4.7%
Consumer Defensive 3.6%
Utilities 1.4%
Basic Materials 1.3%