Argos Wealth Advisors, LLC

CIK 0001809154 · SACRAMENTO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Argos Wealth Advisors, LLC reported 224 positions worth $377.6M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: GLDM (16.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$377.6M
2026 Q2
Positions
224
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.7%
Est. Net Flow (Q)
2026 Q2
10 / 224 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GLDMWORLD GOLD TRSH$61.8M16.36%777,903
2KLACKLA CORPSH$42.6M11.27%141,062
3IAUISHARES GOLD TRSH$33.3M8.82%440,971
4GLDSPDR GOLD TRSH$24.9M6.58%67,482
5AAPLAPPLE INCSH$20.7M5.48%71,496
6GLTRABRDN PRECIOUS METALS BASKETSH$14.5M3.83%79,819
7MSFTMICROSOFT CORPSH$12.7M3.35%33,952
8FNDXSCHWAB STRATEGIC TRSH$7.1M1.89%229,163
9BRK-ABERKSHIRE HATHAWAY INC DELSH$6.0M1.59%8
10GOOGLALPHABET INCSH$5.7M1.50%15,817

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Argos Wealth Advisors, LLC hold as of Q2 2026?

Argos Wealth Advisors, LLC reported 224 positions worth $377.6M in its Q2 2026 13F filing. Largest positions: GLDM (16.4%), KLAC (11.3%), IAU (8.8%), GLD (6.6%) and AAPL (5.5%).

What did Argos Wealth Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Argos 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.