Agh Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$135.9M
Q ending 2026-03-31
Prior quarter
$133.1M
Q ending 2025-12-31
Change
+2.1% QoQ · +31.1% YoY
Positions
123
reported holdings
Largest positions
Top 100 of 123 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $13.9M | 21K |
| J P Morgan Exchange Traded F | JBND | Shares | $8.9M | 166K |
| American Centy Etf Tr | AVDE | Shares | $7.6M | 89K |
| Spdr Gold Tr | GLD | Shares | $7.3M | 17K |
| Nvidia Corporation | NVDA | Shares | $5.7M | 32K |
| Apple Inc | AAPL | Shares | $5.5M | 22K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $4.3M | 18K |
| Spdr Series Trust | SPYG | Shares | $4.1M | 42K |
| Microsoft Corp | MSFT | Shares | $3.9M | 10K |
| Invesco Exchange Traded Fd T | PWV | Shares | $3.7M | 52K |
| Broadcom Inc | AVGO | Shares | $2.9M | 9K |
| Amazon Com Inc | AMZN | Shares | $2.8M | 14K |
| Spdr Series Trust | SPSM | Shares | $2.2M | 45K |
| Alphabet Inc | GOOGL | Shares | $2.1M | 7K |
| American Centy Etf Tr | AVEM | Shares | $2.1M | 26K |
| Alphabet Inc | GOOG | Shares | $2.1M | 7K |
| Meta Platforms Inc | META | Shares | $1.9M | 3K |
| Exxon Mobil Corp | XOM | Shares | $1.9M | 11K |
| Jpmorgan Chase & Co | JPM | Shares | $1.8M | 6K |
| American Centy Etf Tr | AVLV | Shares | $1.5M | 19K |
| Vaneck Etf Trust | NLR | Shares | $1.4M | 11K |
| American Centy Etf Tr | AVUS | Shares | $1.3M | 12K |
| Verizon Communications Inc | VZ | Shares | $1.2M | 25K |
| Netflix Inc. | NFLX | Shares | $1.2M | 13K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.2M | 3K |
| Johnson & Johnson | JNJ | Shares | $1.2M | 5K |
| Global X Fds | DTCR | Shares | $1.1M | 47K |
| Ishares Silver Tr | SLV | Shares | $1.1M | 16K |
| Evergy Inc | EVRG | Shares | $1.0M | 13K |
| Visa Inc | V | Shares | $903K | 3K |
| Palantir Technologies Inc | PLTR | Shares | $878K | 6K |
| Ishares Tr | IWV | Shares | $829K | 2K |
| Applied Matls Inc | AMAT | Shares | $821K | 2K |
| Bank America Corp | BAC | Shares | $800K | 16K |
| Tesla Inc | TSLA | Shares | $799K | 2K |
| Coca Cola Co | KO | Shares | $791K | 10K |
| Rtx Corporation | RTX | Shares | $787K | 4K |
| Eli Lilly & Co | LLY | Shares | $778K | 846 |
| Conocophillips | COP | Shares | $727K | 6K |
| Walmart Inc | WMT | Shares | $722K | 6K |
| General Dynamics Corp | GD | Shares | $699K | 2K |
| Linde Plc | Shares | $655K | 1K | |
| Abbvie Inc | ABBV | Shares | $629K | 3K |
| Chevron Corporation | CVX | Shares | $626K | 3K |
| Ishares Tr | IWF | Shares | $618K | 1K |
| J P Morgan Exchange Traded F | JPST | Shares | $607K | 12K |
| Cisco Sys Inc | CSCO | Shares | $603K | 8K |
| Williams Cos Inc | WMB | Shares | $603K | 8K |
| Intel Corp | INTC | Shares | $590K | 13K |
| Cme Group Inc | CME | Shares | $589K | 2K |
| Eaton Corp Plc | Shares | $563K | 2K | |
| Taiwan Semiconductor Manufac | TSM | Shares | $549K | 2K |
| Palo Alto Networks Inc | PANW | Shares | $537K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $531K | 920 |
| Ge Aerospace | GE | Shares | $526K | 2K |
| Phillips 66 | PSX | Shares | $515K | 3K |
| At&T Inc | T | Shares | $500K | 17K |
| Oracle Corp | ORCL | Shares | $496K | 3K |
| Thermo Fisher Scientific Inc | TMO | Shares | $490K | 997 |
| Philip Morris Intl Inc | PM | Shares | $481K | 3K |
| Welltower Inc | WELL | Shares | $477K | 2K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $467K | 1K |
| Travelers Companies Inc | TRV | Shares | $451K | 2K |
| Vaneck Etf Trust | REMX | Shares | $438K | 5K |
| Home Depot Inc | HD | Shares | $421K | 1K |
| Boeing Co | BA | Shares | $410K | 2K |
| Texas Instrs Inc | TXN | Shares | $407K | 2K |
| Micron Technology Inc | MU | Shares | $401K | 1K |
| Uber Technologies Inc | UBER | Shares | $378K | 5K |
| Ww Grainger Inc | GWW | Shares | $377K | 346 |
| Salesforce Inc | CRM | Shares | $377K | 2K |
| Procter & Gamble Co | PG | Shares | $368K | 3K |
| Mastercard Incorporated | MA | Shares | $366K | 733 |
| Unitedhealth Group Inc | UNH | Shares | $364K | 1K |
| American Express Co | AXP | Shares | $358K | 1K |
| Costco Wholesale Corporation | COST | Shares | $353K | 354 |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $347K | 2K |
| T-Mobile Us Inc | TMUS | Shares | $345K | 2K |
| Pfizer Inc | PFE | Shares | $340K | 12K |
| Intuitive Surgical Inc | ISRG | Shares | $338K | 733 |
| Mckesson Corp | MCK | Shares | $337K | 390 |
| Merck & Co Inc | MRK | Shares | $333K | 3K |
| Advanced Micro Devices Inc | AMD | Shares | $314K | 2K |
| Lowes Cos Inc | LOW | Shares | $310K | 1K |
| Pepsico Inc | PEP | Shares | $303K | 2K |
| Ishares Tr | SHY | Shares | $302K | 4K |
| Arista Networks Inc | ANET | Shares | $297K | 2K |
| Asml Hldg Nv | Shares | $297K | 225 | |
| Sherwin Williams Co | SHW | Shares | $297K | 925 |
| Honeywell Intl Inc | HONGBP | Shares | $294K | 1K |
| Tjx Cos Inc New | TJX | Shares | $288K | 2K |
| Gilead Sciences Inc | GILD | Shares | $287K | 2K |
| Morgan Stanley | MS | Shares | $285K | 2K |
| Stryker Corporation | SYK | Shares | $283K | 862 |
| Air Products And Chemicals I | APD | Shares | $283K | 974 |
| Us Bancorp | USB | Shares | $280K | 5K |
| British Amern Tob Plc | BTI | Shares | $280K | 5K |
| Parker-Hannifin Corp | PH | Shares | $272K | 304 |
| Goldman Sachs Group Inc | GS | Shares | $272K | 321 |
| Mcdonalds Corp | MCD | Shares | $269K | 866 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.