AGH Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), AGH Wealth Advisors, LLC reported 129 stock positions worth $158.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.3% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 6.0%) and Avantis International Equity (AVDE, 5.3%). Compared with Q1 2026, it opened 14 new positions, sold out of 8, added to 76 and reduced 34. The biggest buy was Intel (INTC, shares +0%) and the biggest sale Netflix (NFLX, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Wichita, KS
- CIK
- 0002061010
- Portfolio Value
- $158.5M (Q2 2026)
- SEC Filing
- 0002061010-26-000003 ↗ filed Jul 22, 2026
Holdings Value
Holdings 129 stocks · $158.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 10.34% | 21,937 | $16.4M | Add +2.8% |
| JBND JPMorgan Active Bond ETF | 5.99% | 177,406 | $9.5M | Add +7.0% |
| AVDE Avantis International Equity | 5.26% | 93,519 | $8.3M | Add +4.9% |
| AAPL Apple Inc. | 4.41% | 24,177 | $7.0M | Add +11.4% |
| NVDA Nvidia Corp. | 4.18% | 33,067 | $6.6M | Add +2.0% |
| GLD SPDR Gold Shares | 4.00% | 17,202 | $6.3M | Add +1.3% |
| QQQM Invesco Nasdaq 100 ETF | 3.52% | 18,418 | $5.6M | Add +2.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.24% | 43,165 | $5.1M | Add +3.5% |
| PWV Invesco Large Cap Value ETF | 2.60% | 54,415 | $4.1M | Add +3.7% |
| MSFT Microsoft Corp. | 2.49% | 10,564 | $3.9M | Add +0.9% |
| AVGO Broadcom Inc. | 2.23% | 9,370 | $3.5M | Add +0.6% |
| AMZN Amazon.com Inc. | 2.03% | 13,490 | $3.2M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 1.93% | 8,541 | $3.1M | Add +14.4% |
| GOOG Alphabet Inc. Class C | 1.72% | 7,709 | $2.7M | Add +7.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.71% | 46,963 | $2.7M | Add +4.0% |
| AVEM Avantis Emerging Markets Eq | 1.65% | 27,083 | $2.6M | Add +3.6% |
| JPM JPMorgan Chase & Co. | 1.28% | 6,219 | $2.0M | Add +4.3% |
| META Meta Platforms Inc. Class A | 1.22% | 3,422 | $1.9M | Add +4.9% |
| INTC Intel Corp. | 1.18% | 13,381 | $1.9M | Add +0.1% |
| AVLV Avantis US Large Cap Value | 1.15% | 19,921 | $1.8M | Add +3.9% |
| MU Micron Technology Inc. | 1.02% | 1,398 | $1.6M | Add +17.7% |
| AVUS Avantis U.S. Equity ETF | 1.00% | 12,324 | $1.6M | Add +4.8% |
| XOM Exxon Mobil Corp. | 0.97% | 11,228 | $1.5M | Add +2.3% |
| AMAT Applied Materials Inc. | 0.96% | 2,112 | $1.5M | Reduce -12.1% |
| DTCR Global X Data Center & Digit | 0.96% | 49,954 | $1.5M | Add +6.0% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.84% | 11,532 | $1.3M | Add +9.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 2,532 | $1.3M | Add +0.8% |
| JNJ Johnson & Johnson | 0.78% | 4,872 | $1.2M | Add +2.5% |
| PANW Palo Alto Networks Inc. | 0.75% | 3,468 | $1.2M | Add +3.5% |
| V Visa Inc. Class A | 0.71% | 3,271 | $1.1M | Add +9.5% |
| VZ Verizon Communications Inc. | 0.69% | 25,815 | $1.1M | Add +3.7% |
| EVRG Evergy Inc. | 0.69% | 12,579 | $1.1M | No change |
| TSLA Tesla Inc. | 0.67% | 2,506 | $1.1M | Add +16.6% |
| AMD Advanced Micro Devices | 0.66% | 1,809 | $1.1M | Add +17.2% |
| LLY Eli Lilly & Co. | 0.66% | 875 | $1.0M | Add +3.4% |
| BAC Bank of America Corp. | 0.65% | 18,210 | $1.0M | Add +11.0% |
| CSCO Cisco Systems Inc. | 0.63% | 8,493 | $998K | Add +9.2% |
| KO The Coca-Cola Co. | 0.58% | 11,257 | $915K | Add +8.3% |
| IWV iShares Russell 3000 ETF | 0.57% | 2,106 | $898K | Reduce -5.8% |
| SLV iShares Silver Trust | 0.56% | 16,685 | $892K | Add +5.5% |
| NFLX Netflix Inc. | 0.54% | 12,054 | $861K | Reduce -4.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.54% | 1,789 | $854K | Add +10.1% |
| ABBV Abbvie Inc. | 0.51% | 3,203 | $806K | Add +10.8% |
| RTX RTX Corp. | 0.49% | 4,080 | $774K | Reduce -0.0% |
| PLTR Palantir Technologies Inc. Class A | 0.49% | 6,593 | $769K | Add +9.8% |
| GE General Electric filed as GE AEROSPACE | 0.46% | 1,935 | $723K | Add +4.3% |
| GD General Dynamics Corp. | 0.45% | 2,033 | $720K | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 0.45% | 5,800 | $720K | No change |
| TXN Texas Instruments Inc. | 0.44% | 2,353 | $701K | Add +12.2% |
| LIN Linde PLC | 0.44% | 1,341 | $696K | Add +1.5% |
| ETN Eaton Corp. PLC | 0.42% | 1,576 | $672K | Add +0.1% |
| WMT Walmart Inc. | 0.42% | 5,808 | $658K | Reduce -0.0% |
| WMB Williams Cos Inc. | 0.39% | 8,325 | $619K | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 840 | $619K | Reduce -8.7% |
| JPST JPMorgan Ultra-Short Income | 0.38% | 12,000 | $607K | No change |
| UNH Unitedhealth Group Inc. | 0.36% | 1,382 | $574K | Add +2.8% |
| PM Philip Morris International | 0.35% | 3,083 | $558K | Add +6.0% |
| WELL Welltower Inc. | 0.34% | 2,400 | $545K | Reduce -0.5% |
| ORCL Oracle Corp. | 0.34% | 3,671 | $538K | Add +8.9% |
| LRCX Lam Research Corp. | 0.34% | 1,225 | $531K | Add +25.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.33% | 1,055 | $524K | Add +0.9% |
| ANET Arista Networks Inc. | 0.32% | 3,019 | $513K | Add +24.6% |
| TRV The Travelers Cos Inc. | 0.32% | 1,534 | $506K | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 996 | $499K | Reduce -0.1% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.31% | 5,545 | $491K | Add +11.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.31% | 245 | $487K | Add +8.9% |
| PSX Phillips 66 | 0.30% | 2,846 | $481K | Add +0.7% |
| GWW WW Grainger Inc. | 0.30% | 351 | $477K | Add +1.4% |
| CVX Chevron Corp. | 0.30% | 2,821 | $468K | Reduce -6.7% |
| HD Home Depot Inc. | 0.29% | 1,315 | $464K | Add +2.6% |
| CME Cme Group Inc. | 0.29% | 2,099 | $464K | Add +5.3% |
| CAT Caterpillar Inc. | 0.29% | 432 | $460K | Add +17.4% |
| COP Conocophillips | 0.28% | 4,308 | $448K | Reduce -21.7% |
| KLAC KLA Corp. | 0.28% | 1,461 | $441K | New |
| MA Mastercard Inc. Class A | 0.27% | 827 | $425K | Add +12.8% |
| UBER Uber Technologies Inc. | 0.26% | 5,753 | $415K | Add +9.5% |
| BA The Boeing Co. | 0.26% | 1,912 | $414K | Reduce -7.1% |
| PG The Procter & Gamble Co. | 0.25% | 2,714 | $398K | Add +6.5% |
| MS Morgan Stanley | 0.25% | 1,884 | $394K | Add +8.7% |
| T AT&T Inc. | 0.23% | 17,772 | $368K | Add +3.0% |
| GS Goldman Sachs Group Inc. | 0.23% | 363 | $367K | Add +13.1% |
| MRK Merck & Co. Inc. | 0.23% | 2,841 | $365K | Add +2.7% |
| CVS CVS Health Corp. | 0.23% | 3,451 | $357K | Add +0.7% |
| COST Costco Wholesale Corp. | 0.22% | 378 | $354K | Add +6.8% |
| PAPI Parametric Equity Prem Inco | 0.22% | 13,140 | $351K | Add +46.0% |
| AXP American Express Co. | 0.22% | 1,018 | $344K | Reduce -14.1% |
| GEV GE Vernova Inc. | 0.21% | 287 | $337K | Add +0.3% |
| SNDK Sandisk Corp. | 0.21% | 148 | $337K | New |
| SHW The Sherwin-Williams Co. | 0.20% | 941 | $324K | Add +1.7% |
| PFE Pfizer Inc. | 0.19% | 12,719 | $306K | Add +5.1% |
| CRM Salesforce Inc. | 0.19% | 1,900 | $298K | Reduce -5.8% |
| BTI British American Tob-SP ADR | 0.19% | 4,762 | $294K | Reduce -0.4% |
| APH Amphenol Corp. Class A | 0.18% | 1,641 | $289K | New |
| MET Metlife Inc. | 0.18% | 3,400 | $288K | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.18% | 1,303 | $287K | Reduce -0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 1,856 | $281K | Add +3.0% |
| STX Seagate Technology Holdings | 0.18% | 289 | $279K | New |
| MCK McKesson Corp. | 0.17% | 367 | $277K | Reduce -5.9% |
| WFC Wells Fargo & Co. | 0.17% | 3,353 | $277K | New |
| PH Parker Hannifin Corp. | 0.17% | 283 | $277K | Reduce -6.9% |
Portfolio Sells Q1 2026 → Q2 2026
| NFLX Netflix Inc. | Reduce -4.4% | 0.54% | −0.35 |
| COP Conocophillips | Reduce -21.7% | 0.28% | −0.25 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.22 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.22 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.21 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.19 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.18 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.17 |
| CVX Chevron Corp. | Reduce -6.7% | 0.30% | −0.17 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.16 |
| MRSH Marsh & McLennan Cos | Reduce -35.7% | 0.14% | −0.12 |
| WMT Walmart Inc. | Reduce -0.0% | 0.42% | −0.12 |
| VTRS Viatris Inc. | Sold out | 0.00% | −0.11 |
| RTX RTX Corp. | Reduce -0.0% | 0.49% | −0.09 |
| CRM Salesforce Inc. | Reduce -5.8% | 0.19% | −0.09 |
| TMUS T-Mobile US Inc. | Reduce -0.7% | 0.17% | −0.08 |
| ISRG Intuitive Surgical Inc. | Reduce -7.5% | 0.17% | −0.08 |
| MCK McKesson Corp. | Reduce -5.9% | 0.17% | −0.07 |
| MCD McDonald's Corp. | Reduce -10.8% | 0.13% | −0.07 |
| PEP Pepsico Inc. | Reduce -4.4% | 0.16% | −0.06 |
| GD General Dynamics Corp. | Reduce -0.1% | 0.45% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 2.03% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -1.1% | 0.16% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.18% | −0.05 |
| AXP American Express Co. | Reduce -14.1% | 0.22% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.1% | 0.32% | −0.05 |
| IWV iShares Russell 3000 ETF | Reduce -5.8% | 0.57% | −0.04 |
| USB US Bancorp | Reduce -19.4% | 0.17% | −0.04 |
| BA The Boeing Co. | Reduce -7.1% | 0.26% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -4.1% | 0.17% | −0.04 |
| COF Capital One Financial Corp. | Reduce -10.5% | 0.16% | −0.03 |
| CB Chubb Ltd. | Reduce -4.5% | 0.16% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -6.9% | 0.17% | −0.03 |
| BTI British American Tob-SP ADR | Reduce -0.4% | 0.19% | −0.02 |
| ABNB Airbnb Inc. Class A | Reduce -9.8% | 0.13% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.6% | 0.13% | −0.02 |
| TRV The Travelers Cos Inc. | Reduce -0.7% | 0.32% | −0.01 |
| WELL Welltower Inc. | Reduce -0.5% | 0.34% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.7% | 0.39% | −0.00 |
| MET Metlife Inc. | Reduce -0.1% | 0.18% | +0.00 |
| C Citigroup Inc. | Reduce -1.4% | 0.16% | +0.01 |
| AMAT Applied Materials Inc. | Reduce -12.1% | 0.96% | +0.36 |
Portfolio Buys Q1 2026 → Q2 2026
| INTC Intel Corp. | Add +0.1% | 1.18% | +0.74 |
| MU Micron Technology Inc. | Add +17.7% | 1.02% | +0.72 |
| AMD Advanced Micro Devices | Add +17.2% | 0.66% | +0.43 |
| QQQM Invesco Nasdaq 100 ETF | Add +2.8% | 3.52% | +0.39 |
| AAPL Apple Inc. | Add +11.4% | 4.41% | +0.36 |
| PANW Palo Alto Networks Inc. | Add +3.5% | 0.75% | +0.35 |
| GOOGL Alphabet Inc. Class A | Add +14.4% | 1.93% | +0.35 |
| KLAC KLA Corp. | New | 0.28% | +0.28 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.5% | 3.24% | +0.24 |
| SNDK Sandisk Corp. | New | 0.21% | +0.21 |
| GOOG Alphabet Inc. Class C | Add +7.0% | 1.72% | +0.20 |
| CSCO Cisco Systems Inc. | Add +9.2% | 0.63% | +0.19 |
| APH Amphenol Corp. Class A | New | 0.18% | +0.18 |
| LRCX Lam Research Corp. | Add +25.1% | 0.34% | +0.18 |
| STX Seagate Technology Holdings | New | 0.18% | +0.18 |
| WFC Wells Fargo & Co. | New | 0.17% | +0.17 |
| UNP Union Pacific Corp. | New | 0.17% | +0.17 |
| IBM Intl Business Machines Corp. | New | 0.16% | +0.16 |
| GLW Corning Inc. | New | 0.15% | +0.15 |
| TXN Texas Instruments Inc. | Add +12.2% | 0.44% | +0.14 |
| MNST Monster Beverage Corp. | New | 0.14% | +0.14 |
| TER Teradyne Inc. | New | 0.14% | +0.14 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.1% | 0.54% | +0.13 |
| BKNG Booking Holdings Inc. | New | 0.13% | +0.13 |
| APO Apollo Global Management Inc. | New | 0.13% | +0.13 |
| SO The Southern Co. | New | 0.13% | +0.13 |
| PGR Progressive Corp. | New | 0.13% | +0.13 |
| DTCR Global X Data Center & Digit | Add +6.0% | 0.96% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.8% | 10.34% | +0.12 |
| AVGO Broadcom Inc. | Add +0.6% | 2.23% | +0.11 |
| ANET Arista Networks Inc. | Add +24.6% | 0.32% | +0.10 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +4.0% | 1.71% | +0.10 |
| AVEM Avantis Emerging Markets Eq | Add +3.6% | 1.65% | +0.10 |
| CAT Caterpillar Inc. | Add +17.4% | 0.29% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +2.8% | 0.36% | +0.09 |
| LLY Eli Lilly & Co. | Add +3.4% | 0.66% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +8.9% | 0.31% | +0.09 |
| TSLA Tesla Inc. | Add +16.6% | 0.67% | +0.08 |
| GE General Electric | Add +4.3% | 0.46% | +0.07 |
| BAC Bank of America Corp. | Add +11.0% | 0.65% | +0.07 |
| ABBV Abbvie Inc. | Add +10.8% | 0.51% | +0.05 |
| CVS CVS Health Corp. | Add +0.7% | 0.23% | +0.04 |
| V Visa Inc. Class A | Add +9.5% | 0.71% | +0.04 |
| PAPI Parametric Equity Prem Inco | Add +46.0% | 0.22% | +0.04 |
| MS Morgan Stanley | Add +8.7% | 0.25% | +0.04 |
| AVUS Avantis U.S. Equity ETF | Add +4.8% | 1.00% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +13.1% | 0.23% | +0.03 |
| GEV GE Vernova Inc. | Add +0.3% | 0.21% | +0.03 |
| GWW WW Grainger Inc. | Add +1.4% | 0.30% | +0.02 |
| ADI Analog Devices Inc. | Add +5.7% | 0.17% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 129 | $158.5M | SPY, JBND, AVDE, AAPL, NVDA |
| Q1 2026 | 123 | $135.9M | SPY, JBND, AVDE, GLD, NVDA |
| Q4 2025 | 115 | $133.1M | SPY, AVDE, GLD, JBND, QQQM |
| Q3 2025 | 124 | $136.4M | SPY, AVDE, JBND, GLD, QQQM |
| Q2 2025 | 127 | $121.3M | SPY, AVDE, JBND, MSFT, QQQM |
| Q1 2025 | 119 | $103.7M | AVDE, JBND, SPY, AAPL, QQQM |
| Q4 2024 | 113 | $107.9M | SPY, JBND, AAPL, MSFT, AVDE |