Argos Wealth Advisors, LLC

Est. AUM

$347.8M

13F long equity, this entity only

Positions

202

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WORLD GOLD TR	SPDR GLD MINIS	$72.3M	779777	20.78%	SOLE
2	ISHARES GOLD TR	ISHARES NEW	$37.9M	430216	10.91%	SOLE
3	SPDR GOLD TR	GOLD SHS	$28.9M	67123	8.30%	SOLE
4	KLA CORP	COM NEW	$21.9M	14876	6.30%	SOLE
5	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$18.4M	84133	5.29%	SOLE
6	APPLE INC	COM	$18.0M	70764	5.16%	SOLE
7	MICROSOFT CORP	COM	$11.2M	30193	3.21%	SOLE
8	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$6.4M	228266	1.83%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL A	$5.7M	8	1.65%	SOLE
10	ALPHABET INC	CAP STK CL A	$4.9M	17002	1.41%	SOLE
11	TRANE TECHNOLOGIES PLC	SHS	$4.1M	9950	1.19%	SOLE
12	ISHARES TR	MSCI EAFE ETF	$4.0M	40884	1.14%	SOLE
13	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.5M	10295	1.00%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.5M	5323	1.00%	SOLE
15	AMAZON COM INC	COM	$2.8M	13313	0.80%	SOLE
16	ISHARES TR	RUS 1000 VAL ETF	$2.7M	12683	0.78%	SOLE
17	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.6M	78909	0.74%	SOLE
18	JOHNSON & JOHNSON	COM	$2.4M	9701	0.68%	SOLE
19	ALPHABET INC	CAP STK CL C	$2.2M	7840	0.65%	SOLE
20	VANGUARD INDEX FDS	LARGE CAP ETF	$2.2M	7275	0.63%	SOLE
21	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$2.1M	43545	0.61%	SOLE
22	NVIDIA CORPORATION	COM	$2.1M	11848	0.59%	SOLE
23	META PLATFORMS INC	CL A	$2.0M	3570	0.59%	SOLE
24	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.0M	40908	0.59%	SOLE
25	COMFORT SYS USA INC	COM	$1.9M	1400	0.56%	SOLE
26	EA SERIES TRUST	STRIVE US ENERGY	$1.9M	48258	0.55%	SOLE
27	VISA INC	COM CL A	$1.8M	5811	0.50%	SOLE
28	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.7M	59714	0.50%	SOLE
29	PALANTIR TECHNOLOGIES INC	CL A	$1.6M	11102	0.47%	SOLE
30	ALPS ETF TR	ALERIAN MLP	$1.6M	30696	0.46%	SOLE
31	MOTOROLA SOLUTIONS INC	COM NEW	$1.4M	3194	0.40%	SOLE
32	ISHARES TR	RUS 1000 GRW ETF	$1.2M	2787	0.34%	SOLE
33	AMERICAN OUTDOOR BRANDS INC	COM	$1.2M	126185	0.34%	SOLE
34	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.2M	30054	0.33%	SOLE
35	US FOODS HLDG CORP	COM	$1.1M	12468	0.33%	SOLE
36	SS&C TECH HLDGS	COM	$1.1M	16910	0.33%	SOLE
37	EXXON MOBIL CORP	COM	$1.1M	6695	0.33%	SOLE
38	ASML HLDG NV	N Y REGISTRY SHS	$1.1M	856	0.33%	SOLE
39	PLEXUS CORP	COM	$1.1M	5271	0.31%	SOLE
40	TRACTOR SUPPLY CO	COM	$1.0M	22641	0.30%	SOLE
41	ELI LILLY & CO	COM	$1.0M	1089	0.29%	SOLE
42	EXPAND ENERGY CORPORATION	COM	$993K	9044	0.29%	SOLE
43	SCHWAB STRATEGIC TR	US LRG CAP ETF	$969K	37801	0.28%	SOLE
44	EVERPURE INC	CL A	$885K	14984	0.25%	SOLE
45	MASTERCARD INCORPORATED	CL A	$870K	1742	0.25%	SOLE
46	HAYWARD HLDGS INC	COM	$824K	61572	0.24%	SOLE
47	AMRIZE LTD	SHS	$807K	14400	0.23%	SOLE
48	INGERSOLL RAND INC	COM	$774K	9661	0.22%	SOLE
49	VIASAT INC	COM	$773K	16884	0.22%	SOLE
50	ISHARES TR	CORE S&P SCP ETF	$730K	5871	0.21%	SOLE

1–50 of 202

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.