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Portfolio (Quarterly) Guide ↗

AGH Wealth Advisors, LLC

· CIK 0002061010
13F Portfolio $133M AUM 175 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New
Page 5 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MS MORGAN STANLEY Financial Services 1,646.0 $292K 0.22% NEW $177.53 +12.9%
82 NOW SERVICENOW INC Technology 1,895.0 $290K 0.22% NEW $153.19 -34.9%
83 GS GOLDMAN SACHS GROUP INC Financial Services 320.0 $281K 0.21% NEW $879.00 +12.4%
84 MET METLIFE INC Financial Services 3,544.0 $280K 0.21% NEW $78.94 +6.8%
85 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,837.0 $274K 0.21% NEW $56.62 +16.1%
86 ABT ABBOTT LABS Healthcare 2,177.0 $273K 0.20% NEW $125.32 -30.0%
87 PEP PEPSICO INC Consumer Defensive 1,893.0 $272K 0.20% NEW $143.52 +3.7%
88 COST COSTCO WHSL CORP NEW Consumer Defensive 315.0 $272K 0.20% NEW $862.34 +21.8%
89 EQIX EQUINIX INC Real Estate 347.0 $266K 0.20% NEW $766.14 +40.8%
90 TXN TEXAS INSTRS INC Technology 1,511.0 $262K 0.20% NEW $173.49 +75.7%
91 ASML ASML HOLDING N V Technology 245.0 $262K 0.20% NEW $1069.86 +48.8%
92 APD AIR PRODS & CHEMS INC Basic Materials 1,048.0 $259K 0.20% NEW $247.02 +17.5%
93 CVS CVS HEALTH CORP Healthcare 3,229.0 $256K 0.19% NEW $79.36 +17.6%
94 SNPS SYNOPSYS INC Technology 545.0 $256K 0.19% NEW $469.71 +6.2%
95 MRK MERCK & CO INC Healthcare 2,412.0 $254K 0.19% NEW $105.26 +10.1%
96 TJX TJX COS INC NEW Consumer Cyclical 1,633.0 $251K 0.19% NEW $153.61 +3.6%
97 PH PARKER-HANNIFIN CORP Industrials 284.0 $250K 0.19% NEW $878.98 -2.2%
98 WFC WELLS FARGO CO NEW Financial Services 2,666.0 $248K 0.19% NEW $93.20 -18.7%
99 GILD GILEAD SCIENCES INC Healthcare 2,011.0 $247K 0.18% NEW $122.74 +6.3%
100 USB US BANCORP DEL Financial Services 4,597.0 $245K 0.18% NEW $53.36 +2.1%
Page 5 of 6  ·  115 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 34.4%
Technology 28.9%
Communication Services 9.8%
Healthcare 6.8%
Consumer Cyclical 6.4%
Industrials 4.1%
Consumer Defensive 3.3%
Energy 3.3%
Basic Materials 1.2%
Real Estate 1.0%