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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 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPGI S&P GLOBAL INC Financial Services 619.0 $263K 0.19% -7.0 -1.1% $425.35 -2.0%
102 CAT CATERPILLAR INC Industrials 368.0 $261K 0.19% NEW $708.45 +22.2%
103 CB CHUBB LTD SWITZ Financial Services 781.0 $255K 0.19% +65.0 +9.1% $325.93 +1.3%
104 COF CAPITAL ONE FINL CORP Financial Services 1,371.0 $250K 0.18% -251.0 -15.5% $182.43 +2.3%
105 GEV GE VERNOVA INC Utilities 286.0 $250K 0.18% NEW $872.91 +19.6%
106 PAPI MORGAN STANLEY ETF TRUST 9,000.0 $246K 0.18% NEW $27.36 -3.3%
107 CVS CVS HEALTH CORP Healthcare 3,427.0 $246K 0.18% +198.0 +6.1% $71.82 +29.9%
108 MET METLIFE INC Financial Services 3,405.0 $241K 0.18% -139.0 -3.9% $70.72 +19.2%
109 GQI NATIXIS ETF TR 4,349.0 $239K 0.18% +540.0 +14.2% $54.85 +7.0%
110 ABT ABBOTT LABORATORIES Healthcare 2,317.0 $238K 0.17% +140.0 +6.4% $102.69 -14.5%
111 INTU INTUIT Technology 547.0 $237K 0.17% -25.0 -4.4% $432.39 -29.0%
112 SBUX STARBUCKS CORP Consumer Cyclical 2,612.0 $234K 0.17% +36.0 +1.4% $89.59 +18.9%
113 SNPS SYNOPSYS INC Technology 569.0 $226K 0.17% +24.0 +4.4% $396.47 +25.8%
114 DE DEERE & CO Industrials 399.0 $225K 0.17% -35.0 -8.1% $563.31 -5.7%
115 IWB ISHARES TR 625.0 $223K 0.16% $356.56 +13.6%
116 AMT AMERICAN TOWER CORP Real Estate 1,242.0 $214K 0.16% +86.0 +7.4% $172.58 +6.5%
117 LRCX LAM RESEARCH CORP Technology 979.0 $209K 0.15% NEW $213.66 +41.5%
118 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 753.0 $207K 0.15% NEW $275.18 -7.7%
119 ABNB AIRBNB INC Consumer Cyclical 1,635.0 $206K 0.15% +13.0 +0.8% $126.28 +6.3%
120 SPYV SPDR SERIES TRUST 3,601.0 $204K 0.15% NEW $56.58 +7.1%
Page 6 of 7  ·  123 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%