Argos Wealth Advisors, LLC
CIK 0001809154 · SACRAMENTO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
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
Top Holdings
GLDM
WORLD GOLD TR
16.4%
KLAC
KLA CORP
11.3%
IAU
ISHARES GOLD TR
8.8%
GLD
SPDR GOLD TR
6.6%
AAPL
APPLE INC
5.5%
GLTR
ABRDN PRECIOUS METALS BASKET
3.8%
MSFT
MICROSOFT CORP
3.4%
FNDX
SCHWAB STRATEGIC TR
1.9%
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.