Agh Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Agh Wealth Advisors, LLC

Investment Activity

Agh Wealth Advisors, LLC has $158.48 million in total holdings as of June 30, 2026.
Agh Wealth Advisors, LLC owns shares of 129 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 6.81% of the portfolio was purchased this quarter.
About 1.90% of the portfolio was sold this quarter.
This quarter, Agh Wealth Advisors, LLC has purchased 123 new stocks and bought additional shares in 77 stocks.
Agh Wealth Advisors, LLC sold shares of 34 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $16,394,089
J P MORGAN EXCHANGE TRADED F: $9,491,952
Avantis International Equity ETF: $8,343,349
Apple: $6,995,913
NVIDIA: $6,616,468

Largest New Holdings this Quarter

482480100 - KLA: $440,796 Holding
80004C200 - SANDISK CORP: $336,509 Holding
032095101 - Amphenol: $289,343 Holding
G7997R103 - Seagate Technology: $278,885 Holding
949746101 - Wells Fargo & Company: $277,087 Holding

Largest Purchases this Quarter

Apple: 2,473 shares (about $715.59K)
J P MORGAN EXCHANGE TRADED F: 11,574 shares (about $619.26K)
iShares Russell 1000 Growth ETF: 4,350 shares (about $540.14K)
SPDR S&P 500 ETF Trust: 594 shares (about $443.91K)
KLA: 1,461 shares (about $440.80K)

Largest Sales this Quarter

Applied Materials: 291 shares (about $210.39K)
ConocoPhillips: 1,197 shares (about $124.44K)
MARSH & MCLENNAN COS INC: 715 shares (about $119.17K)
U.S. Bancorp: 1,042 shares (about $62.94K)
Invesco QQQ: 80 shares (about $58.91K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$16,394,089	$443,912 â–²	2.8%	21,937	10.3%	ETF
J P MORGAN EXCHANGE TRADED F	$9,491,952	$619,257 â–²	7.0%	177,406	6.0%	ACTIVE BOND ETF
AVDE Avantis International Equity ETF	$8,343,349	$392,905 â–²	4.9%	93,519	5.3%	ETF
AAPL Apple	$6,995,913	$715,593 â–²	11.4%	24,177	4.4%	Technology
NVDA NVIDIA	$6,616,468	$131,061 â–²	2.0%	33,067	4.2%	Technology
GLD SPDR Gold Shares	$6,336,870	$83,622 â–²	1.3%	17,202	4.0%	ETF
QQQM Invesco NASDAQ 100 ETF	$5,584,501	$149,785 â–²	2.8%	18,418	3.5%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$5,138,010	$176,048 â–²	3.5%	43,165	3.2%	ETF
PWV Invesco Large Cap Value ETF	$4,124,249	$147,341 â–²	3.7%	54,415	2.6%	ETF
MSFT Microsoft	$3,940,742	$36,930 â–²	0.9%	10,564	2.5%	Technology
AVGO Broadcom	$3,539,572	$19,266 â–²	0.5%	9,370	2.2%	Technology
AMZN Amazon.com	$3,215,208	$27,171 â–¼	-0.8%	13,490	2.0%	Consumer Discretionary
GOOGL Alphabet	$3,052,302	$384,173 â–²	14.4%	8,541	1.9%	Communication Services
GOOG Alphabet	$2,723,975	$179,502 â–²	7.1%	7,709	1.7%	Communication Services
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,709,087	$104,469 â–²	4.0%	46,963	1.7%	ETF
AVEM Avantis Emerging Markets Equity ETF	$2,614,318	$91,993 â–²	3.6%	27,083	1.6%	ETF
JPM JPMorgan Chase & Co.	$2,035,822	$83,803 â–²	4.3%	6,219	1.3%	Finance
META Meta Platforms	$1,927,579	$90,126 â–²	4.9%	3,422	1.2%	Communication Services
INTC Intel	$1,868,389	$2,234 â–²	0.1%	13,381	1.2%	Technology
AVLV Avantis U.S. Large Cap Value ETF	$1,818,296	$68,639 â–²	3.9%	19,921	1.1%	ETF
MU Micron Technology	$1,613,686	$242,399 â–²	17.7%	1,398	1.0%	Technology
AVUS Avantis U.S. Equity ETF	$1,578,826	$73,023 â–²	4.8%	12,324	1.0%	ETF
XOM ExxonMobil	$1,535,091	$34,317 â–²	2.3%	11,228	1.0%	Energy
AMAT Applied Materials	$1,526,976	$210,393 â–¼	-12.1%	2,112	1.0%	Technology
VPN Global X Data Center & Digital Infrastructure ETF	$1,517,104	$85,735 â–²	6.0%	49,954	1.0%	ETF
NLR VanEck Uranium and Nuclear ETF	$1,337,496	$113,198 â–²	9.2%	11,532	0.8%	ETF
BRK.B Berkshire Hathaway	$1,266,985	$10,508 â–²	0.8%	2,532	0.8%	Finance
JNJ Johnson & Johnson	$1,237,341	$30,730 â–²	2.5%	4,872	0.8%	Healthcare
PANW Palo Alto Networks	$1,182,654	$39,558 â–²	3.5%	3,468	0.7%	Technology
V Visa	$1,122,248	$97,438 â–²	9.5%	3,271	0.7%	Finance
VZ Verizon Communications	$1,093,005	$39,249 â–²	3.7%	25,815	0.7%	Communication Services
EVERGY INC	$1,087,202		0.0%	12,579	0.7%	COM
TSLA Tesla	$1,054,028	$149,734 â–²	16.6%	2,506	0.7%	Consumer Discretionary
AMD Advanced Micro Devices	$1,050,866	$154,522 â–²	17.2%	1,809	0.7%	Technology
LLY Eli Lilly and Company	$1,049,498	$34,783 â–²	3.4%	875	0.7%	Healthcare
BAC Bank of America	$1,037,609	$102,678 â–²	11.0%	18,210	0.7%	Finance
CSCO Cisco Systems	$997,586	$84,219 â–²	9.2%	8,493	0.6%	Technology
KO CocaCola	$914,857	$69,892 â–²	8.3%	11,257	0.6%	Consumer Staples
IWV iShares Russell 3000 ETF	$897,998	$55,432 â–¼	-5.8%	2,106	0.6%	ETF
SLV iShares Silver Trust	$892,148	$46,947 â–²	5.6%	16,685	0.6%	ETF
NFLX Netflix	$860,658	$39,984 â–¼	-4.4%	12,054	0.5%	Communication Services
TSM Taiwan Semiconductor Manufacturing	$854,374	$78,322 â–²	10.1%	1,789	0.5%	Technology
ABBV AbbVie	$806,119	$78,775 â–²	10.8%	3,203	0.5%	Healthcare
RTX RTX	$774,094	$190 â–¼	0.0%	4,080	0.5%	Industrials
PALANTIR TECHNOLOGIES INC	$769,207	$68,835 â–²	9.8%	6,593	0.5%	CL A
GE GE Aerospace	$723,166	$29,898 â–²	4.3%	1,935	0.5%	Industrials
GD General Dynamics	$720,262	$709 â–¼	-0.1%	2,033	0.5%	Industrials
IWF iShares Russell 1000 Growth ETF	$720,186	$540,140 â–²	300.0%	5,800	0.5%	ETF
TXN Texas Instruments	$701,360	$76,306 â–²	12.2%	2,353	0.4%	Technology
LINDE PLC	$695,911	$10,379 â–²	1.5%	1,341	0.4%	SHS
ETN Eaton	$671,563	$426 â–²	0.1%	1,576	0.4%	Industrials
WALMART INC	$657,816	$227 â–¼	0.0%	5,808	0.4%	COM
WMB Williams Companies	$618,884	$3,197 â–²	0.5%	8,325	0.4%	Energy
QQQ Invesco QQQ	$618,576	$58,912 â–¼	-8.7%	840	0.4%	ETF
JPST JPMorgan Ultra-Short Income ETF	$606,840		0.0%	12,000	0.4%	ETF
UNH UnitedHealth Group	$574,407	$15,794 â–²	2.8%	1,382	0.4%	Healthcare
PM Philip Morris International	$557,745	$31,297 â–²	5.9%	3,083	0.4%	Consumer Staples
WELL Welltower	$544,736	$2,497 â–¼	-0.5%	2,400	0.3%	Real Estate
ORCL Oracle	$537,984	$43,965 â–²	8.9%	3,671	0.3%	Technology
LAM RESEARCH CORP	$530,832	$106,600 â–²	25.1%	1,225	0.3%	COM NEW
VRTX Vertex Pharmaceuticals	$524,044	$4,471 â–²	0.9%	1,055	0.3%	Healthcare
ARISTA NETWORKS INC	$512,870	$101,419 â–²	24.6%	3,019	0.3%	COM SHS
TRV Travelers Companies	$506,400	$3,631 â–¼	-0.7%	1,534	0.3%	Finance
TMO Thermo Fisher Scientific	$499,351	$501 â–¼	-0.1%	996	0.3%	Healthcare
REMX VanEck Rare Earth and Strategic Metals ETF	$490,740	$50,003 â–²	11.3%	5,545	0.3%	ETF
ASML ASML	$487,414	$39,789 â–²	8.9%	245	0.3%	Technology
PSX Phillips 66	$481,116	$3,212 â–²	0.7%	2,846	0.3%	Energy
GWW W.W. Grainger	$477,498	$6,802 â–²	1.4%	351	0.3%	Industrials
CVX Chevron	$467,605	$33,649 â–¼	-6.7%	2,821	0.3%	Energy
HD Home Depot	$463,776	$11,991 â–²	2.7%	1,315	0.3%	Consumer Discretionary
CME CME Group	$463,522	$23,187 â–²	5.3%	2,099	0.3%	Finance
CAT Caterpillar	$460,041	$68,154 â–²	17.4%	432	0.3%	Industrials
COP ConocoPhillips	$447,859	$124,440 â–¼	-21.7%	4,308	0.3%	Energy
KLAC KLA	$440,796	$440,796 â–²	New Holding	1,461	0.3%	Technology
MA Mastercard	$424,754	$48,279 â–²	12.8%	827	0.3%	Finance
UBER Uber Technologies	$415,138	$35,864 â–²	9.5%	5,753	0.3%	Industrials
BA Boeing	$413,888	$31,604 â–¼	-7.1%	1,912	0.3%	Industrials
PG Procter & Gamble	$397,981	$24,342 â–²	6.5%	2,714	0.3%	Consumer Staples
MS Morgan Stanley	$393,828	$31,356 â–²	8.7%	1,884	0.2%	Finance
T AT&T	$367,884	$10,702 â–²	3.0%	17,772	0.2%	Communication Services
GS The Goldman Sachs Group	$367,124	$42,477 â–²	13.1%	363	0.2%	Finance
MRK Merck & Co., Inc.	$365,082	$9,509 â–²	2.7%	2,841	0.2%	Healthcare
CVS CVS Health	$357,007	$2,483 â–²	0.7%	3,451	0.2%	Healthcare
COST Costco Wholesale	$353,600	$22,451 â–²	6.8%	378	0.2%	Consumer Staples
MORGAN STANLEY ETF TRUST	$350,838	$110,538 â–²	46.0%	13,140	0.2%	PARA EQ PREM ETF
AXP American Express	$344,345	$56,489 â–¼	-14.1%	1,018	0.2%	Finance
GE VERNOVA INC	$337,187	$1,175 â–²	0.3%	287	0.2%	COM
SANDISK CORP	$336,509	$336,509 â–²	New Holding	148	0.2%	COM
SHW Sherwin-Williams	$324,007	$5,509 â–²	1.7%	941	0.2%	Materials
PFE Pfizer	$306,272	$14,809 â–²	5.1%	12,719	0.2%	Healthcare
CRM Salesforce	$297,654	$18,329 â–¼	-5.8%	1,900	0.2%	Technology
BTI British American Tobacco	$294,101	$1,235 â–¼	-0.4%	4,762	0.2%	Consumer Staples
APH Amphenol	$289,343	$289,343 â–²	New Holding	1,641	0.2%	Technology
MET MetLife	$287,674	$423 â–¼	-0.1%	3,400	0.2%	Finance
LOW Lowe's Companies	$287,290	$2,425 â–¼	-0.8%	1,303	0.2%	Consumer Discretionary
TJX TJX Companies	$281,195	$8,181 â–²	3.0%	1,856	0.2%	Consumer Discretionary
STX Seagate Technology	$278,885	$278,885 â–²	New Holding	289	0.2%	Technology
MCK McKesson	$277,306	$17,379 â–¼	-5.9%	367	0.2%	Healthcare
WFC Wells Fargo & Company	$277,087	$277,087 â–²	New Holding	3,353	0.2%	Finance
PH Parker-Hannifin	$276,803	$20,540 â–¼	-6.9%	283	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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Agh Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Agh Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Agh Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Agh Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAgh Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools