Q3 2026 13F · SEC CIK 2061010

AGH Wealth Advisors, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $172.4M
Reported positions: 126
Holdings vs S&P 500, 3 yrs: —
Assets under management: $456.3M

AGH Wealth Advisors, LLC is a wealth manager that reported 126 positions worth $172.4M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 9.2%), J P Morgan Exchange Traded F (JBND, 5.6%), Avantis International Equity ETF (AVDE, 5.1%).

AGH Wealth Advisors, LLC holdings largest 50 of 126 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

AGH Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	9.2%	10.3%	20,718	-5.6%	$15.8M
JBNDJ P Morgan Exchange Traded F	5.6%	6.0%	189,103	+6.6%	$9.7M
AVDEAvantis International Equity ETF	5.1%	5.3%	97,545	+4.3%	$8.8M
SPYGState Street Spdr Portfolio S&p 500 Grow	4.8%	3.2%	66,938	+55.1%	$8.2M
AAPLApple Inc	4.5%	4.4%	23,515	-2.7%	$7.8M
NVDANvidia Corporation	4.5%	4.2%	34,174	+3.3%	$7.8M
GLDSpdr Gold Tr	3.9%	4.0%	17,665	+2.7%	$6.7M
MSFTMicrosoft Corp	3.2%	2.5%	10,751	+1.8%	$5.5M
QQQMInvesco Exch Traded Fd Tr II	3.1%	3.5%	17,703	-3.9%	$5.4M
PWVInvesco Exchange Traded Fd T	2.3%	2.6%	51,815	-4.8%	$4.0M
AMZNAmazon Com Inc	2.0%	2.0%	14,135	+4.8%	$3.5M
AVGOBroadcom Inc	1.9%	2.2%	9,232	-1.5%	$3.2M
GOOGLAlphabet Inc	1.7%	1.9%	8,732	+2.2%	$3.0M
METAMeta Platforms Inc	1.6%	1.2%	3,785	+10.6%	$2.7M
GOOGAlphabet Inc	1.6%	1.7%	7,906	+2.6%	$2.7M
AVEMAmerican Centy ETF Tr	1.5%	1.6%	26,722	-1.3%	$2.5M
SPSMSpdr Series Trust	1.5%	1.7%	47,421	+1.0%	$2.5M
BUFBInnovator Etfs Trust	1.4%	—	59,305	—	$2.4M
IJHIshares Tr	1.4%	—	32,858	—	$2.4M
BUFRFirst Tr Exchng Traded Fd Vi	1.3%	—	61,050	—	$2.3M
JPMJpmorgan Chase & Co	1.2%	1.3%	6,235	+0.3%	$2.1M
AVLVAmerican Centy ETF Tr	1.1%	1.1%	21,482	+7.8%	$1.9M
XOMExxonmobil Holdings Corp	1.1%	—	11,623	—	$1.9M
MUMicron Technology Inc	1.0%	1.0%	1,543	+10.4%	$1.6M
AVUSAvantis U.S. Equity ETF	0.9%	1.0%	11,536	-6.4%	$1.5M
INTCIntel Corp	0.8%	1.2%	11,995	-10.4%	$1.4M
PANWPalo Alto Networks Inc	0.8%	0.7%	3,531	+1.8%	$1.4M
IGVIshares Tr	0.8%	—	12,493	—	$1.3M
CLOUGlobal X Fds	0.8%	—	46,306	—	$1.3M
VPNGlobal X Fds	0.8%	1.0%	48,017	-3.9%	$1.3M
JNJJohnson & Johnson	0.7%	0.8%	4,873	+0.0%	$1.3M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	2,560	+1.1%	$1.3M
PLTRPalantir Technologies Inc	0.7%	0.5%	6,537	-0.8%	$1.2M
VVisa Inc	0.7%	0.7%	3,323	+1.6%	$1.2M
VZVerizon Communications Inc	0.7%	0.7%	25,480	-1.3%	$1.2M
SLVIshares Silver Tr	0.6%	0.6%	20,257	+21.4%	$1.1M
AMDAdvanced Micro Devices Inc	0.6%	0.7%	1,791	-1.0%	$1.1M
KOCoca Cola Co	0.6%	0.6%	12,236	+8.7%	$1.1M
AMATApplied Matls Inc	0.6%	1.0%	1,990	-5.8%	$1.0M
EVRGEvergy Inc	0.6%	0.7%	12,830	+2.0%	$1.0M
BACBank of Amer Corp	0.6%	0.7%	18,438	+1.3%	$1.0M
LLYEli Lilly & Co	0.6%	0.7%	864	-1.3%	$1000K
TSLATesla Inc	0.6%	0.7%	2,716	+8.4%	$964K
NFLXNetflix Inc.	0.5%	0.5%	12,816	+6.3%	$892K
IWVIshares Tr	0.5%	0.6%	2,056	-2.4%	$887K
CSCOCisco Sys Inc	0.5%	0.6%	8,178	-3.7%	$880K
ABBVAbbvie Inc	0.5%	0.5%	3,253	+1.6%	$851K
TSMTaiwan Semiconductor Manufac	0.5%	0.5%	1,780	-0.5%	$812K
RTXRtx Corporation	0.4%	0.5%	3,954	-3.1%	$734K
PSXPhillips 66	0.4%	—	2,846	—	$727K

What AGH Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SPYG State Street Spdr Portfolio S&p 500 Grow+55.1% shares
SLV Ishares Silver Tr+21.4% shares
META Meta Platforms Inc+10.6% shares
MU Micron Technology Inc+10.4% shares
KO Coca Cola Co+8.7% shares
TSLA Tesla Inc+8.4% shares
AVLV American Centy ETF Tr+7.8% shares
JBND J P Morgan Exchange Traded F+6.6% shares

Reduced

INTC Intel Corp-10.4% shares
AVUS Avantis U.S. Equity ETF-6.4% shares
AMAT Applied Matls Inc-5.8% shares
SPY State Str Spdr S&p 500 ETF T-5.6% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$172.4M	126
Q2 2026	$158.5M	129
Q1 2026	$135.9M	123
Q4 2025	$133.1M	115
Q3 2025	$136.4M	124
Q2 2025	$121.3M	127
Q1 2025	$103.7M	119
Q4 2024	$107.9M	113

Questions about AGH Wealth Advisors, LLC's portfolio

What stocks does AGH Wealth Advisors, LLC own?

AGH Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 126 positions worth $172.4M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 9.2%, J P Morgan Exchange Traded F (JBND) at 5.6%, Avantis International Equity ETF (AVDE) at 5.1%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 4.8% and Apple Inc (AAPL) at 4.5%.

What did AGH Wealth Advisors, LLC buy last quarter?

In Q3 2026, AGH Wealth Advisors, LLC added State Street Spdr Portfolio S&p 500 Grow (SPYG) (+55.1% shares), Ishares Silver Tr (SLV) (+21.4% shares) and Meta Platforms Inc (META) (+10.6% shares), compared with its Q2 2026 filing.

What did AGH Wealth Advisors, LLC sell last quarter?

In Q3 2026, AGH Wealth Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vaneck ETF Trust (NLR), cut from its top 50 Ge Aerospace (GE), cut from its top 50 General Dynamics Corp (GD), cut from its top 50 Ishares Tr (IWF), Intel Corp (INTC) (-10.4% shares), Avantis U.S. Equity ETF (AVUS) (-6.4% shares) and Applied Matls Inc (AMAT) (-5.8% shares), compared with its Q2 2026 filing.

When is AGH Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. AGH Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does AGH Wealth Advisors, LLC manage?

AGH Wealth Advisors, LLC reported $456.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $172.4M.