Investor
AGH Wealth Advisors, LLC
CIK 0002061010 · filed 2026-04-22 · SEC filing
13F book
$135.9M
Positions
123
15 new · 7 sold
Largest name
10.2%
Spdr S&P 500 Etf Tr
Est. mark
−$2.97M
Price effect on 108 names still held. Flow $5.75M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 21.3K | $13.9M | 10.2% | −$672.6K | Cut−$2.27M |
| J P Morgan Exchange Traded F | — | 165.8K | $8.92M | 6.6% | −$35.6K | Added$2.54M |
| American Centy Etf Tr | — | 89.1K | $7.56M | 5.6% | $225K | Cut−$2.23M |
| Spdr Gold Tr | — | 17K | $7.3M | 5.4% | $576.8K | Cut$522.1K |
| Nvidia Corp | NVDA | 32.4K | $5.65M | 4.2% | −$362.4K | Added$67.3K |
| Apple Inc. | AAPL | 21.7K | $5.51M | 4.1% | −$383.6K | Added−$262.5K |
| Invesco Exch Traded Fd Tr Ii | — | 17.9K | $4.26M | 3.1% | −$273.4K | Cut−$1.93M |
| Spdr Series Trust | — | 41.7K | $4.08M | 3.0% | −$357K | Added−$248.5K |
| Microsoft Corp | MSFT | 10.5K | $3.87M | 2.9% | −$1.19M | Held |
| Invesco Exchange Traded Fd T | — | 52.5K | $3.66M | 2.7% | $163.1K | Added$260.4K |
| Broadcom Inc. | AVGO | 9.32K | $2.88M | 2.1% | −$323.2K | Added−$173.3K |
| Amazon Com Inc | AMZN | 13.6K | $2.83M | 2.1% | −$298.7K | Added−$224.6K |
| Spdr Series Trust | — | 45.2K | $2.18M | 1.6% | $38.2K | Added$945.6K |
| Alphabet Inc | — | 7.47K | $2.15M | 1.6% | −$182.7K | Added−$101K |
| American Centy Etf Tr | — | 26.1K | $2.11M | 1.6% | — | New |
| Alphabet Inc | — | 7.2K | $2.07M | 1.5% | −$189.7K | Added−$144.1K |
| Meta Platforms, Inc. | META | 3.26K | $1.87M | 1.4% | −$272.1K | Added−$176K |
| Exxon Mobil Corp | — | 11K | $1.86M | 1.4% | $535.6K | Added$555.5K |
| Jpmorgan Chase & Co. | — | 5.96K | $1.75M | 1.3% | −$167.3K | Cut−$169.9K |
| American Centy Etf Tr | — | 19.2K | $1.55M | 1.1% | $92.8K | Cut$46.4K |
| Vaneck Etf Trust | — | 10.6K | $1.41M | 1.0% | — | New |
| American Centy Etf Tr | — | 11.8K | $1.31M | 1.0% | −$6.73K | Added$43.5K |
| Verizon Communications Inc | VZ | 24.9K | $1.25M | 0.9% | $224.7K | Added$282.8K |
| Netflix Inc | NFLX | 12.6K | $1.21M | 0.9% | $26.6K | Added$168.4K |
| Berkshire Hathaway Inc Del | — | 2.51K | $1.2M | 0.9% | −$56.2K | Added−$1.58K |
| Johnson & Johnson | JNJ | 4.75K | $1.16M | 0.9% | $169.2K | Added$227.2K |
| Global X Fds | — | 47.1K | $1.13M | 0.8% | — | New |
| Ishares Silver Tr | — | 15.8K | $1.08M | 0.8% | — | New |
| Evergy, Inc. | EVRG | 12.6K | $1.03M | 0.8% | $118.6K | Held |
| Visa Inc. | V | 2.99K | $902.8K | 0.7% | −$144.8K | Cut−$176.3K |
| Palantir Technologies Inc. | PLTR | 6K | $878.1K | 0.6% | −$138.2K | Added$97.8K |
| Ishares Tr | — | 2.24K | $828.8K | 0.6% | −$36.2K | Held |
| Applied Matls Inc | — | 2.4K | $821.3K | 0.6% | $203.8K | Cut$188.1K |
| Bank America Corp | — | 16.4K | $799.9K | 0.6% | −$102.5K | Cut−$152.1K |
| Tesla, Inc. | TSLA | 2.15K | $799.3K | 0.6% | −$167.6K | Cut−$196K |
| Coca Cola Co | KO | 10.4K | $790.7K | 0.6% | $59.6K | Added$112.6K |
| RTX Corp | RTX | 4.08K | $787.2K | 0.6% | $38.8K | Cut−$7.63K |
| Eli Lilly & Co | LLY | 846 | $778.1K | 0.6% | −$126.2K | Added−$97.7K |
| Conocophillips | COP | 5.5K | $726.7K | 0.5% | $207K | Added$221.8K |
| Walmart Inc. | WMT | 5.81K | $722.1K | 0.5% | $69.9K | Added$117.1K |
| General Dynamics Corp | GD | 2.04K | $698.5K | 0.5% | $13.3K | Added$16K |
| Linde Plc | LIN | 1.32K | $654.9K | 0.5% | $83.8K | Added$139.8K |
| AbbVie Inc. | ABBV | 2.89K | $628.6K | 0.5% | −$31.8K | Cut−$40.2K |
| Chevron Corp New | CVX | 3.02K | $625.7K | 0.5% | $157.4K | Added$185.5K |
| Ishares Tr | — | 1.45K | $618.3K | 0.5% | −$68K | Held |
| J P Morgan Exchange Traded F | — | 12K | $607.3K | 0.4% | $240 | Held |
| Cisco Sys Inc | — | 7.78K | $603.3K | 0.4% | $3.74K | Added$89.9K |
| Williams Cos Inc | — | 8.28K | $602.8K | 0.4% | $104.9K | Cut$104.5K |
| Intel Corp | INTC | 13.4K | $589.8K | 0.4% | $75.4K | Added$205K |
| Cme Group Inc. | CME | 1.99K | $588.9K | 0.4% | $41K | Added$85.9K |
| Eaton Corp Plc | ETN | 1.57K | $563.3K | 0.4% | $56.6K | Added$102.8K |
| Taiwan Semiconductor Mfg Ltd | — | 1.63K | $549.2K | 0.4% | $53K | Added$76.6K |
| Palo Alto Networks Inc | PANW | 3.35K | $537.4K | 0.4% | −$80K | Cut−$229.8K |
| Invesco Qqq Tr | — | 920 | $531K | 0.4% | −$34.2K | Held |
| Ge Aerospace | — | 1.85K | $526.4K | 0.4% | −$44.6K | Added−$40.1K |
| Phillips 66 | PSX | 2.83K | $515K | 0.4% | $149.3K | Added$152.4K |
| At&T Inc | — | 17.3K | $500.2K | 0.4% | $62.9K | Added$123.5K |
| Oracle Corp | — | 3.37K | $495.9K | 0.4% | −$152.6K | Added−$126.2K |
| Thermo Fisher Scientific Inc. | TMO | 997 | $490.1K | 0.4% | −$87.7K | Cut−$107.9K |
| Philip Morris Intl Inc | — | 2.91K | $481.1K | 0.4% | $13.7K | Added$36.7K |
| Welltower Inc. | WELL | 2.41K | $476.7K | 0.4% | $27.9K | Added$49.4K |
| Vertex Pharmaceuticals Inc | — | 1.05K | $467.1K | 0.3% | −$6.85K | Added$11K |
| Travelers Companies, Inc. | TRV | 1.54K | $450.6K | 0.3% | $2.51K | Cut−$20.1K |
| Vaneck Etf Trust | — | 4.98K | $438.2K | 0.3% | — | New |
| Home Depot, Inc. | HD | 1.28K | $421.3K | 0.3% | −$19.3K | Added−$15.7K |
| Boeing Co | — | 2.06K | $409.6K | 0.3% | −$37.2K | Cut−$84.8K |
| Texas Instrs Inc | — | 2.1K | $407.1K | 0.3% | $31.2K | Added$145K |
| Micron Technology Inc | MU | 1.19K | $401.4K | 0.3% | $62.3K | Cut$26.6K |
| Uber Technologies, Inc | UBER | 5.26K | $378.1K | 0.3% | −$49.1K | Added−$32.5K |
| Ww Grainger Inc | — | 346 | $377.4K | 0.3% | $28.3K | Cut$26.3K |
| Salesforce, Inc. | CRM | 2.02K | $376.5K | 0.3% | −$157.8K | Cut−$240.2K |
| Procter And Gamble Co | PG | 2.55K | $368K | 0.3% | $2.59K | Added$39.3K |
| Mastercard Inc | MA | 733 | $366.3K | 0.3% | −$50.8K | Added−$40.8K |
| Unitedhealth Group Inc | UNH | 1.34K | $363.7K | 0.3% | −$71.2K | Added−$31.5K |
| American Express Co | AXP | 1.19K | $358.4K | 0.3% | −$80K | Cut−$81.4K |
| Costco Whsl Corp New | — | 354 | $352.7K | 0.3% | $42.2K | Added$81.1K |
| Marsh & Mclennan Cos Inc | — | 2K | $347.2K | 0.3% | −$21.2K | Added$21.7K |
| T-Mobile Us Inc | — | 1.64K | $344.9K | 0.3% | $8.23K | Added$105.9K |
| Pfizer Inc | PFE | 12.1K | $339.9K | 0.3% | $29.9K | Added$105.8K |
| Intuitive Surgical Inc | ISRG | 733 | $337.9K | 0.2% | −$74.5K | Added−$62.5K |
| Mckesson Corp | MCK | 390 | $337.5K | 0.2% | $17.6K | Cut$16.8K |
| Merck & Co., Inc. | MRK | 2.77K | $332.8K | 0.2% | $36.2K | Added$78.9K |
| Advanced Micro Devices Inc | AMD | 1.54K | $313.9K | 0.2% | −$15.4K | Added$5.72K |
| Lowes Cos Inc | — | 1.31K | $310.5K | 0.2% | −$6.41K | Cut−$8.58K |
| Pepsico Inc | PEP | 1.95K | $302.7K | 0.2% | $22.3K | Added$31K |
| Ishares Tr | — | 3.65K | $301.8K | 0.2% | −$1.08K | Cut−$1.42M |
| Arista Networks, Inc. | ANET | 2.42K | $297.4K | 0.2% | — | New |
| Asml Holding N V | — | 225 | $297.2K | 0.2% | $56.5K | Cut$35.1K |
| Sherwin Williams Co | SHW | 925 | $296.5K | 0.2% | −$3.21K | Cut−$12.9K |
| Honeywell Intl Inc | — | 1.3K | $294.1K | 0.2% | — | New |
| Tjx Cos Inc New | — | 1.8K | $287.8K | 0.2% | $9.95K | Added$36.9K |
| Gilead Sciences, Inc. | GILD | 2.06K | $287.2K | 0.2% | $33.4K | Added$40.4K |
| Morgan Stanley | — | 1.73K | $285.4K | 0.2% | −$21.3K | Added−$6.85K |
| Stryker Corp | SYK | 862 | $283.3K | 0.2% | −$19.1K | Added−$10.2K |
| Air Prods & Chems Inc | — | 974 | $282.9K | 0.2% | $42.3K | Cut$24.1K |
| Us Bancorp Del | — | 5.38K | $280K | 0.2% | −$6.21K | Added$34.7K |
| British Amern Tob Plc | — | 4.78K | $279.6K | 0.2% | $8.85K | Cut$5.73K |
| Parker-Hannifin Corp | PH | 304 | $272.1K | 0.2% | $4.61K | Added$22.5K |
| Goldman Sachs Group Inc | — | 321 | $271.6K | 0.2% | −$10.6K | Added−$9.71K |
| Mcdonalds Corp | MCD | 866 | $269.1K | 0.2% | $3.88K | Added$39.3K |
| S&P Global Inc. | SPGI | 619 | $263.3K | 0.2% | −$60.2K | Cut−$63.9K |
| Caterpillar Inc | CAT | 368 | $260.7K | 0.2% | — | New |
| Chubb Limited | — | 781 | $254.6K | 0.2% | $9.9K | Added$31.1K |
| Capital One Finl Corp | — | 1.37K | $250.1K | 0.2% | −$82.2K | Cut−$143K |
| GE Vernova Inc. | GEV | 286 | $249.7K | 0.2% | — | New |
| Morgan Stanley Etf Trust | — | 9K | $246.2K | 0.2% | — | New |
| Cvs Health Corp | CVS | 3.43K | $246.1K | 0.2% | −$24.3K | Added−$10.1K |
| Metlife Inc | — | 3.4K | $240.8K | 0.2% | −$28K | Cut−$39K |
| Natixis Etf Tr | — | 4.35K | $238.5K | 0.2% | −$8.44K | Added$21.2K |
| Abbott Labs | ABT | 2.32K | $237.9K | 0.2% | −$49.3K | Added−$34.9K |
| Intuit Inc. | INTU | 547 | $236.5K | 0.2% | −$125.8K | Cut−$142.4K |
| Starbucks Corp | SBUX | 2.61K | $234K | 0.2% | $13.9K | Added$17.1K |
| Synopsys Inc | SNPS | 569 | $225.6K | 0.2% | −$39.9K | Added−$30.4K |
| Deere & Co | DE | 399 | $224.8K | 0.2% | $39K | Cut$22.7K |
| Ishares Tr | — | 625 | $222.8K | 0.2% | −$10.5K | Held |
| American Tower Corp New | — | 1.24K | $214.3K | 0.2% | −$3.46K | Added$11.4K |
| Lam Research Corp | LRCX | 979 | $209.2K | 0.2% | — | New |
| Royal Caribbean Group | — | 753 | $207.2K | 0.2% | — | New |
| Airbnb, Inc. | ABNB | 1.64K | $206.5K | 0.2% | −$15.3K | Added−$13.7K |
| Spdr Series Trust | — | 3.6K | $203.7K | 0.1% | — | New |
| Citigroup Inc | — | 1.78K | $202.4K | 0.1% | — | New |
| Analog Devices Inc | ADI | 636 | $202.3K | 0.1% | — | New |
| Viatris Inc | VTRS | 10.7K | $143.9K | 0.1% | $11.3K | Cut−$75 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.