AGH Wealth Advisors, LLC

Est. AUM

$135.9M

13F long equity, this entity only

Positions

185

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.9M	21343	10.22%	SOLE
2	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$8.9M	165832	6.56%	SOLE
3	AMERICAN CENTY ETF TR	INTL EQT ETF	$7.6M	89115	5.57%	SOLE
4	SPDR GOLD TR	GOLD SHS	$7.3M	16975	5.38%	SOLE
5	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$4.3M	17924	3.14%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$4.1M	41686	3.01%	SOLE
7	INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$3.7M	52471	2.69%	SOLE
8	MICROSOFT CORP	COM	$2.7M	7276	1.98%	OTR
9	APPLE INC	COM	$2.4M	9483	1.77%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$2.2M	45152	1.61%	SOLE
11	ALPHABET INC	CAP STK CL A	$2.1M	7466	1.58%	OTR
12	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.1M	26130	1.55%	SOLE
13	BROADCOM INC	COM	$1.9M	6191	1.41%	OTR
14	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$1.5M	19169	1.14%	SOLE
15	VANECK ETF TRUST	URANIUM AND NUCL	$1.4M	10556	1.03%	SOLE
16	AMERICAN CENTY ETF TR	US EQT ETF	$1.3M	11754	0.96%	SOLE
17	ALPHABET INC	CAP STK CL C	$1.2M	4244	0.90%	SOLE
18	EXXON MOBIL CORP	COM	$1.1M	6757	0.84%	SOLE
19	GLOBAL X FDS	DATA CTR & DIGIT	$1.1M	47131	0.83%	SOLE
20	ISHARES SILVER TR	ISHARES	$1.1M	15807	0.79%	SOLE
21	EVERGY INC	COM	$1.0M	12515	0.75%	SOLE
22	ISHARES TR	RUSSELL 3000 ETF	$829K	2236	0.61%	SOLE
23	TESLA INC	COM	$799K	2150	0.59%	OTR
24	NVIDIA CORPORATION	COM	$778K	4463	0.57%	SOLE
25	ELI LILLY & CO	COM	$753K	819	0.55%	OTR
26	JPMORGAN CHASE & CO	COM	$685K	2329	0.50%	SOLE
27	RTX CORPORATION	COM	$656K	3401	0.48%	OTR
28	ISHARES TR	RUS 1000 GRW ETF	$618K	1450	0.45%	SOLE
29	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$607K	12000	0.45%	SOLE
30	GENERAL DYNAMICS CORP	COM	$579K	1687	0.43%	SOLE
31	WALMART INC	COM	$573K	4610	0.42%	OTR
32	EATON CORP PLC	SHS	$563K	1575	0.41%	OTR
33	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$549K	1625	0.40%	OTR
34	INVESCO QQQ TR	UNIT SER 1	$531K	920	0.39%	SOLE
35	BANK AMERICA CORP	COM	$502K	10299	0.37%	SOLE
36	ORACLE CORP	COM	$496K	3371	0.37%	OTR
37	APPLIED MATLS INC	COM	$493K	1441	0.36%	OTR
38	THERMO FISHER SCIENTIFIC INC	COM	$490K	997	0.36%	OTR
39	VERTEX PHARMACEUTICALS INC	COM	$467K	1046	0.34%	OTR
40	CHEVRON CORPORATION	COM	$464K	2244	0.34%	OTR
41	VANECK ETF TRUST	RARE EARTH AND S	$438K	4980	0.32%	SOLE
42	JOHNSON & JOHNSON	COM	$407K	1665	0.30%	SOLE
43	HOME DEPOT INC	COM	$405K	1231	0.30%	OTR
44	CONOCOPHILLIPS	COM	$404K	3064	0.30%	SOLE
45	MICRON TECHNOLOGY INC	COM	$401K	1188	0.30%	OTR
46	PHILIP MORRIS INTL INC	COM	$390K	2360	0.29%	OTR
47	WW GRAINGER INC	COM	$377K	346	0.28%	OTR
48	MASTERCARD INCORPORATED	CL A	$366K	733	0.27%	OTR
49	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$363K	757	0.27%	SOLE
50	UNITEDHEALTH GROUP INC	COM	$362K	1337	0.27%	OTR

1–50 of 123

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