Argo Wealth Advisory, LLC Top Holdings and 13F Report (2026) About Argo Wealth Advisory, LLCInvestment ActivityArgo Wealth Advisory, LLC has $170.39 million in total holdings as of March 31, 2026.Argo Wealth Advisory, LLC owns shares of 48 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 4.83% of the portfolio was purchased this quarter.About 1.68% of the portfolio was sold this quarter.This quarter, Argo Wealth Advisory, LLC has purchased 52 new stocks and bought additional shares in 37 stocks.Argo Wealth Advisory, LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings Fidelity Total Bond ETF $12,309,127J P MORGAN EXCHANGE TRADED F $12,290,511Pacer US Cash Cows 100 ETF $11,611,228Dimensional International Core Equity Market ETF $10,991,993WisdomTree International Hedged Quality Dividend Growth Fund $8,596,685 Largest Purchases this Quarter Vanguard Dividend Appreciation ETF 3,793 shares (about $815.71K)Pfizer 28,751 shares (about $807.33K)UnitedHealth Group 2,421 shares (about $655.08K)Invesco QQQ 937 shares (about $540.81K)American Tower 2,727 shares (about $470.64K) Largest Sales this Quarter Vanguard S&P 500 ETF 2,078 shares (about $1.24M)Eli Lilly and Company 584 shares (about $537.15K)Lockheed Martin 45 shares (about $27.20K)AbbVie 99 shares (about $21.53K)NVIDIA 47 shares (about $8.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArgo Wealth Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFBNDFidelity Total Bond ETF$12,309,127$407,112 â–²3.4%269,8197.2%ETFJ P MORGAN EXCHANGE TRADED F$12,290,511$406,823 â–²3.4%228,5767.2%ACTIVE BOND ETFCOWZPacer US Cash Cows 100 ETF$11,611,228$432,353 â–²3.9%185,6016.8%ETFDFAIDimensional International Core Equity Market ETF$10,991,993$250,708 â–²2.3%282,1356.5%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$8,596,685$309,267 â–²3.7%178,5405.0%FinanceABBVAbbVie$8,413,746$21,531 â–¼-0.3%38,6864.9%MedicalPYLDPIMCO Multi Sector Bond Active ETF$6,841,857$363,944 â–²5.6%261,1404.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$6,357,611$180,763 â–²2.9%66,6143.7%ETFVGTVanguard Information Technology ETF$6,174,662$1,395 â–²0.0%8,8503.6%ETFUSFRWisdomTree Floating Rate Treasury Fund$5,592,641$300,531 â–²5.7%111,0973.3%FinanceXOMExxonMobil$4,977,3150.0%29,3372.9%EnergyCOSTCostco Wholesale$3,608,977$8,968 â–²0.2%3,6222.1%Retail/WholesaleCSCOCisco Systems$3,261,975$7,138 â–²0.2%42,0411.9%Computer and TechnologyNEENextEra Energy$3,171,970$10,588 â–²0.3%34,1511.9%UtilitiesMSFTMicrosoft$3,056,569$50,344 â–²1.7%8,2571.8%Computer and TechnologyLMTLockheed Martin$2,952,796$27,195 â–¼-0.9%4,8861.7%AerospaceAMGNAmgen$2,865,948$5,278 â–²0.2%8,1451.7%MedicalMCKMcKesson$2,801,454$6,924 â–¼-0.2%3,2371.6%MedicalVIGVanguard Dividend Appreciation ETF$2,741,536$815,708 â–²42.4%12,7481.6%ETFLOWLowe's Companies$2,724,869$5,907 â–²0.2%11,5321.6%Retail/WholesaleHONHoneywell International$2,629,116$43,171 â–²1.7%11,6321.5%Multi-Sector ConglomeratesPFEPfizer$2,563,456$807,330 â–²46.0%91,2911.5%MedicalSYKStryker$2,556,398$53,231 â–²2.1%7,7801.5%MedicalITWIllinois Tool Works$2,554,458$42,687 â–²1.7%9,8141.5%IndustrialsPEPPepsiCo$2,503,042$163,681 â–²7.0%16,1181.5%Consumer StaplesVVisa$2,470,135$36,570 â–²1.5%8,1731.4%Business ServicesPGProcter & Gamble$2,423,137$334,380 â–²16.0%16,7761.4%Consumer StaplesXYLXylem$2,402,379$45,529 â–²1.9%20,1041.4%Business ServicesJKHYJack Henry & Associates$2,256,530$39,036 â–²1.8%14,2781.3%Computer and TechnologyAMTAmerican Tower$2,179,927$470,641 â–²27.5%12,6311.3%FinancePTCPTC$2,116,974$92,191 â–²4.6%14,8571.2%Computer and TechnologyAJGArthur J. Gallagher & Co.$2,085,449$81,001 â–²4.0%9,6291.2%FinanceVOOVanguard S&P 500 ETF$2,082,659$1,241,827 â–¼-37.4%3,4851.2%ETFADPAutomatic Data Processing$1,995,942$93,468 â–²4.9%9,8231.2%Computer and TechnologyMETAMeta Platforms$1,908,750$345,017 â–²22.1%3,3361.1%Computer and TechnologyUNHUnitedHealth Group$1,865,936$655,080 â–²54.1%6,8961.1%MedicalACNAccenture$1,797,259$184,405 â–²11.4%9,0641.1%Computer and TechnologyQQQInvesco QQQ$1,661,680$540,811 â–²48.2%2,8791.0%FinanceFDSFactSet Research Systems$1,603,427$390,603 â–²32.2%7,3890.9%Business ServicesAAPLApple$1,347,262$18,018 â–²1.4%5,3090.8%Computer and TechnologyNVDANVIDIA$1,325,646$8,197 â–¼-0.6%7,6010.8%Computer and TechnologyISHARES TR$1,292,352$775 â–¼-0.1%50,0330.8%IBONDS DEC 2030JMSTJPMorgan Ultra-Short Municipal ETF$1,132,368$225,587 â–²24.9%22,2120.7%ETFLLYEli Lilly and Company$1,026,463$537,146 â–¼-34.4%1,1160.6%MedicalPLSEPulse Biosciences$607,8880.0%28,1560.4%MedicalMAINMain Street Capital$221,4790.0%4,1820.1%FinanceGOOGAlphabet$218,0140.0%7600.1%Computer and TechnologyJPMJPMorgan Chase & Co.$216,355$18,813 â–²9.5%7360.1%FinanceIVEiShares S&P 500 Value ETF$0$344,190 â–¼-100.0%00.0%ETFAVEMAvantis Emerging Markets Equity ETF$0$259,942 â–¼-100.0%00.0%ETFIVWiShares S&P 500 Growth ETF$0$210,651 â–¼-100.0%00.0%ETFCRMSalesforce$0$207,954 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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