DOSSIER · 13F-HR · Q2 2026

AGH Wealth Advisors, LLC

$158M in tracked AUM across 191 positions as of Q2 2026.

AW
CIK 0002061010 · last filed Jun 30, 2026
Total AUM
$158M
as of Q2 2026
Holdings
191
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

AGH Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$16M22K10.3%
02
JBND
J P MORGAN EXCHANGE TRADED F
$9M177K6.0%
03
AVDE
AMERICAN CENTY ETF TR
$8M94K5.3%
04
AAPL
APPLE INC
$7M24K4.4%
05
NVDA
NVIDIA CORPORATION
$7M33K4.2%
06
GLD
SPDR GOLD TR
$6M17K4.0%
07
QQQM
INVESCO EXCH TRADED FD TR II
$6M18K3.5%
08
SPYG
SPDR SERIES TRUST
$5M43K3.2%
09
PWV
INVESCO EXCHANGE TRADED FD T
$4M54K2.6%
10
MSFT
MICROSOFT CORP
$4M11K2.5%

Filing history

2026Q2Jun 30
$158M 16.6%
191 positionsView →
2026Q1Mar 31
$136M 2.1%
185 positionsView →
2025Q4Dec 31
$133M 2.4%
175 positionsView →
2025Q3Sep 30
$136M 12.4%
189 positionsView →
2025Q2Jun 30
$121M 115.8%
193 positionsLocked
2025Q1Mar 31
$56M 6.8%
79 positionsLocked
2024Q4Dec 31
$60M
75 positionsLocked