AGH Wealth Advisors, LLC
CIK 0002061010 · WICHITA, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$158.5M
2026 Q2
Positions
129
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPY
STATE STR SPDR S&P 500 ETF T
10.3%
JBND
J P MORGAN EXCHANGE TRADED F
6.0%
AVDE
AMERICAN CENTY ETF TR
5.3%
AAPL
APPLE INC
4.4%
NVDA
NVIDIA CORPORATION
4.2%
GLD
SPDR GOLD TR
4.0%
QQQM
INVESCO EXCH TRADED FD TR II
3.5%
SPYG
SPDR SERIES TRUST
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.