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

About Agh Wealth Advisors, LLC

Investment Activity

Agh Wealth Advisors, LLC has $135.87 million in total holdings as of March 31, 2026.
Agh Wealth Advisors, LLC owns shares of 123 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 11.32% of the portfolio was purchased this quarter.
About 6.96% of the portfolio was sold this quarter.
This quarter, Agh Wealth Advisors, LLC has purchased 115 new stocks and bought additional shares in 67 stocks.
Agh Wealth Advisors, LLC sold shares of 34 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $13,889,790
J P MORGAN EXCHANGE TRADED F: $8,917,381
Avantis International Equity ETF: $7,561,926
SPDR Gold Shares: $7,304,174
NVIDIA: $5,652,660

Largest New Holdings this Quarter

025072604 - Avantis Emerging Markets Equity ETF: $2,105,774 Holding
92189F601 - VanEck Uranium and Nuclear ETF: $1,405,953 Holding
37954Y236 - Global X Data Center & Digital Infrastructure ETF: $1,129,259 Holding
46428Q109 - iShares Silver Trust: $1,077,089 Holding
92189H805 - VanEck Rare Earth and Strategic Metals ETF: $438,240 Holding

Largest Purchases this Quarter

J P MORGAN EXCHANGE TRADED F: 47,895 shares (about $2.58M)
Avantis Emerging Markets Equity ETF: 26,130 shares (about $2.11M)
VanEck Uranium and Nuclear ETF: 10,556 shares (about $1.41M)
Global X Data Center & Digital Infrastructure ETF: 47,131 shares (about $1.13M)
iShares Silver Trust: 15,807 shares (about $1.08M)

Largest Sales this Quarter

Avantis International Equity ETF: 29,764 shares (about $2.53M)
Invesco NASDAQ 100 ETF: 6,563 shares (about $1.56M)
SPDR S&P 500 ETF Trust: 2,341 shares (about $1.52M)
iShares 1-3 Year Treasury Bond ETF: 17,134 shares (about $1.41M)
Palo Alto Networks: 813 shares (about $130.34K)

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	$13,889,790	$1,523,497 â–¼	-9.9%	21,343	10.2%	Finance
J P MORGAN EXCHANGE TRADED F	$8,917,381	$2,575,486 â–²	40.6%	165,832	6.6%	ACTIVE BOND ETF
AVDE Avantis International Equity ETF	$7,561,926	$2,525,648 â–¼	-25.0%	89,115	5.6%	ETF
GLD SPDR Gold Shares	$7,304,174	$59,380 â–¼	-0.8%	16,975	5.4%	Finance
NVDA NVIDIA	$5,652,660	$429,722 â–²	8.2%	32,412	4.2%	Computer and Technology
AAPL Apple	$5,508,311	$121,059 â–²	2.2%	21,704	4.1%	Computer and Technology
QQQM Invesco NASDAQ 100 ETF	$4,263,297	$1,561,036 â–¼	-26.8%	17,924	3.1%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$4,082,731	$108,420 â–²	2.7%	41,686	3.0%	ETF
MSFT Microsoft	$3,874,219		0.0%	10,465	2.9%	Computer and Technology
PWV Invesco Large Cap Value ETF	$3,659,055	$97,280 â–²	2.7%	52,471	2.7%	ETF
AVGO Broadcom	$2,884,584	$149,816 â–²	5.5%	9,319	2.1%	Computer and Technology
AMZN Amazon.com	$2,833,306	$74,144 â–²	2.7%	13,604	2.1%	Retail/Wholesale
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,182,535	$907,392 â–²	71.2%	45,152	1.6%	ETF
GOOGL Alphabet	$2,146,921	$81,667 â–²	4.0%	7,466	1.6%	Computer and Technology
AVEM Avantis Emerging Markets Equity ETF	$2,105,774	$2,105,774 â–²	New Holding	26,130	1.5%	ETF
GOOG Alphabet	$2,065,765	$45,613 â–²	2.3%	7,201	1.5%	Computer and Technology
META Meta Platforms	$1,866,292	$96,118 â–²	5.4%	3,262	1.4%	Computer and Technology
XOM ExxonMobil	$1,862,355	$19,850 â–²	1.1%	10,977	1.4%	Energy
JPM JPMorgan Chase & Co.	$1,754,213	$2,353 â–¼	-0.1%	5,963	1.3%	Finance
AVLV Avantis U.S. Large Cap Value ETF	$1,546,560	$49,376 â–¼	-3.1%	19,169	1.1%	ETF
NLR VanEck Uranium and Nuclear ETF	$1,405,953	$1,405,953 â–²	New Holding	10,556	1.0%	ETF
AVUS Avantis U.S. Equity ETF	$1,307,112	$50,265 â–²	4.0%	11,754	1.0%	ETF
VZ Verizon Communications	$1,249,383	$58,031 â–²	4.9%	24,888	0.9%	Computer and Technology
NFLX Netflix	$1,212,854	$141,727 â–²	13.2%	12,614	0.9%	Consumer Discretionary
BRK.B Berkshire Hathaway	$1,203,272	$54,629 â–²	4.8%	2,511	0.9%	Finance
JNJ Johnson & Johnson	$1,161,335	$57,932 â–²	5.3%	4,751	0.9%	Medical
VPN Global X Data Center & Digital Infrastructure ETF	$1,129,259	$1,129,259 â–²	New Holding	47,131	0.8%	Manufacturing
SLV iShares Silver Trust	$1,077,089	$1,077,089 â–²	New Holding	15,807	0.8%	ETF
EVERGY INC	$1,030,471		0.0%	12,579	0.8%	COM
V Visa	$902,793	$27,202 â–¼	-2.9%	2,987	0.7%	Business Services
PALANTIR TECHNOLOGIES INC	$878,120	$235,950 â–²	36.7%	6,003	0.6%	CL A
IWV iShares Russell 3000 ETF	$828,840		0.0%	2,236	0.6%	ETF
AMAT Applied Materials	$821,327	$20,849 â–¼	-2.5%	2,403	0.6%	Computer and Technology
BAC Bank of America	$799,896	$43,924 â–¼	-5.2%	16,408	0.6%	Finance
TSLA Tesla	$799,268	$23,420 â–¼	-2.8%	2,150	0.6%	Auto/Tires/Trucks
KO CocaCola	$790,693	$53,083 â–²	7.2%	10,397	0.6%	Consumer Staples
RTX RTX	$787,230	$48,804 â–¼	-5.8%	4,081	0.6%	Aerospace
LLY Eli Lilly and Company	$778,126	$28,513 â–²	3.8%	846	0.6%	Medical
COP ConocoPhillips	$726,660	$14,784 â–²	2.1%	5,505	0.5%	Energy
WALMART INC	$722,065	$47,226 â–²	7.0%	5,810	0.5%	COM
GD General Dynamics	$698,546	$2,746 â–²	0.4%	2,035	0.5%	Aerospace
LINDE PLC	$654,906	$56,021 â–²	9.4%	1,321	0.5%	SHS
ABBV AbbVie	$628,644	$8,048 â–¼	-1.3%	2,890	0.5%	Medical
CVX Chevron	$625,668	$28,139 â–²	4.7%	3,024	0.5%	Energy
IWF iShares Russell 1000 Growth ETF	$618,280		0.0%	1,450	0.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$607,320		0.0%	12,000	0.4%	ETF
CSCO Cisco Systems	$603,345	$86,126 â–²	16.7%	7,776	0.4%	Computer and Technology
WMB Williams Companies	$602,766	$509 â–¼	-0.1%	8,282	0.4%	Energy
INTC Intel	$589,794	$129,653 â–²	28.2%	13,365	0.4%	Computer and Technology
CME CME Group	$588,930	$44,893 â–²	8.3%	1,994	0.4%	Finance
ETN Eaton	$563,327	$46,139 â–²	8.9%	1,575	0.4%	Industrials
TSM Taiwan Semiconductor Manufacturing	$549,168	$23,656 â–²	4.5%	1,625	0.4%	Computer and Technology
PANW Palo Alto Networks	$537,392	$130,340 â–¼	-19.5%	3,352	0.4%	Computer and Technology
QQQ Invesco QQQ	$531,006		0.0%	920	0.4%	Finance
GE GE Aerospace	$526,394	$4,540 â–²	0.9%	1,855	0.4%	Aerospace
PSX Phillips 66	$515,023	$3,097 â–²	0.6%	2,827	0.4%	Energy
T AT&T	$500,223	$60,618 â–²	13.8%	17,255	0.4%	Computer and Technology
ORCL Oracle	$495,908	$26,333 â–²	5.6%	3,371	0.4%	Computer and Technology
TMO Thermo Fisher Scientific	$490,061	$17,204 â–¼	-3.4%	997	0.4%	Medical
PM Philip Morris International	$481,139	$22,982 â–²	5.0%	2,910	0.4%	Consumer Staples
WELL Welltower	$476,679	$21,550 â–²	4.7%	2,411	0.4%	Finance
VRTX Vertex Pharmaceuticals	$467,087	$17,862 â–²	4.0%	1,046	0.3%	Medical
TRV Travelers Companies	$450,646	$22,751 â–¼	-4.8%	1,545	0.3%	Finance
REMX VanEck Rare Earth and Strategic Metals ETF	$438,240	$438,240 â–²	New Holding	4,980	0.3%	ETF
HD Home Depot	$421,308	$3,618 â–²	0.9%	1,281	0.3%	Retail/Wholesale
BA Boeing	$409,598	$43,587 â–¼	-9.6%	2,058	0.3%	Aerospace
TXN Texas Instruments	$407,113	$113,766 â–²	38.8%	2,097	0.3%	Computer and Technology
MU Micron Technology	$401,360	$42,231 â–¼	-9.5%	1,188	0.3%	Computer and Technology
UBER Uber Technologies	$378,067	$16,616 â–²	4.6%	5,256	0.3%	Computer and Technology
GWW W.W. Grainger	$377,422	$2,182 â–¼	-0.6%	346	0.3%	Industrials
CRM Salesforce	$376,514	$58,054 â–¼	-13.4%	2,017	0.3%	Computer and Technology
PG Procter & Gamble	$368,036	$36,688 â–²	11.1%	2,548	0.3%	Consumer Staples
MA Mastercard	$366,260	$9,993 â–²	2.8%	733	0.3%	Business Services
UNH UnitedHealth Group	$363,669	$39,776 â–²	12.3%	1,344	0.3%	Medical
AXP American Express	$358,433	$1,210 â–¼	-0.3%	1,185	0.3%	Finance
COST Costco Wholesale	$352,734	$38,861 â–²	12.4%	354	0.3%	Retail/Wholesale
MARSH & MCLENNAN COS INC	$347,247	$42,842 â–²	14.1%	2,002	0.3%	COM
TMUS T-Mobile US	$344,866	$97,663 â–²	39.5%	1,642	0.3%	Computer and Technology
PFE Pfizer	$339,881	$75,928 â–²	28.8%	12,104	0.3%	Medical
ISRG Intuitive Surgical	$337,910	$11,986 â–²	3.7%	733	0.2%	Medical
MCK McKesson	$337,488	$865 â–¼	-0.3%	390	0.2%	Medical
MRK Merck & Co., Inc.	$332,841	$42,703 â–²	14.7%	2,767	0.2%	Medical
AMD Advanced Micro Devices	$313,893	$21,157 â–²	7.2%	1,543	0.2%	Computer and Technology
LOW Lowe's Companies	$310,471	$2,127 â–¼	-0.7%	1,314	0.2%	Retail/Wholesale
PEP PepsiCo	$302,660	$8,696 â–²	3.0%	1,949	0.2%	Consumer Staples
SHY iShares 1-3 Year Treasury Bond ETF	$301,793	$1,414,753 â–¼	-82.4%	3,655	0.2%	Manufacturing
ARISTA NETWORKS INC	$297,371	$297,371 â–²	New Holding	2,422	0.2%	COM SHS
ASML ASML	$297,184	$26,416 â–¼	-8.2%	225	0.2%	Computer and Technology
SHW Sherwin-Williams	$296,514	$9,617 â–¼	-3.1%	925	0.2%	Basic Materials
HON Honeywell International	$294,064	$294,064 â–²	New Holding	1,301	0.2%	Multi-Sector Conglomerates
TJX TJX Companies	$287,781	$26,989 â–²	10.3%	1,802	0.2%	Retail/Wholesale
GILD Gilead Sciences	$287,242	$6,969 â–²	2.5%	2,061	0.2%	Medical
MS Morgan Stanley	$285,363	$14,482 â–²	5.3%	1,734	0.2%	Finance
SYK Stryker	$283,251	$8,872 â–²	3.2%	862	0.2%	Medical
APD Air Products and Chemicals	$282,931	$21,496 â–¼	-7.1%	974	0.2%	Basic Materials
USB U.S. Bancorp	$280,020	$40,932 â–²	17.1%	5,384	0.2%	Finance
BTI British American Tobacco	$279,603	$3,216 â–¼	-1.1%	4,782	0.2%	Consumer Staples
PH Parker-Hannifin	$272,147	$17,904 â–²	7.0%	304	0.2%	Industrials
GS The Goldman Sachs Group	$271,566	$846 â–²	0.3%	321	0.2%	Finance
MCD McDonald's	$269,146	$35,430 â–²	15.2%	866	0.2%	Retail/Wholesale

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