AGH Wealth Advisors, LLC
AGH Wealth Advisors, LLC reported 129 positions worth $158.5M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: SPY (10.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $16.4M | 10.34% | 21,937 | — | — | |
| ▸ 2 | JBND | SH | $9.5M | 5.99% | 177,406 | — | — | |
| ▸ 3 | AVDE | SH | $8.3M | 5.26% | 93,519 | — | — | |
| ▸ 4 | AAPL | SH | $7.0M | 4.41% | 24,177 | — | — | |
| ▸ 5 | NVDA | SH | $6.6M | 4.18% | 33,067 | — | — | |
| ▸ 6 | GLD | SH | $6.3M | 4.00% | 17,202 | — | — | |
| ▸ 7 | QQQM | SH | $5.6M | 3.52% | 18,418 | — | — | |
| ▸ 8 | SPYG | SH | $5.1M | 3.24% | 43,165 | — | — | |
| ▸ 9 | PWV | SH | $4.1M | 2.60% | 54,415 | — | — | |
| ▸ 10 | MSFT | SH | $3.9M | 2.49% | 10,564 | — | — |
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Frequently Asked Questions
What stocks does AGH Wealth Advisors, LLC hold as of Q2 2026?
AGH Wealth Advisors, LLC reported 129 positions worth $158.5M in its Q2 2026 13F filing. Largest positions: SPY (10.3%), JBND (6.0%), AVDE (5.3%), AAPL (4.4%) and NVDA (4.2%).
What did AGH Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did AGH Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.