AGH Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed April 4, 2025), AGH Wealth Advisors, LLC reported 113 stock positions worth $107.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 8.2% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 6.6%) and Apple (AAPL, 5.7%).
- Most Recent 13F
- Q2 2026
- Location
- Wichita, KS
- CIK
- 0002061010
- Portfolio Value
- $107.9M (Q4 2024)
- SEC Filing
- 0001085146-25-001890 ↗ filed Apr 4, 2025
Holdings Value
Holdings 113 stocks · $107.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 8.18% | 15,057 | $8.8M | — |
| JBND JPMorgan Active Bond ETF | 6.65% | 137,337 | $7.2M | — |
| AAPL Apple Inc. | 5.73% | 24,698 | $6.2M | — |
| MSFT Microsoft Corp. | 4.62% | 11,817 | $5.0M | — |
| AVDE Avantis International Equity | 4.20% | 73,922 | $4.5M | — |
| NVDA Nvidia Corp. | 3.92% | 31,505 | $4.2M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.26% | 40,050 | $3.5M | — |
| QQQM Invesco Nasdaq 100 ETF | 3.13% | 16,064 | $3.4M | — |
| AMZN Amazon.com Inc. | 3.00% | 14,773 | $3.2M | — |
| GLD SPDR Gold Shares | 2.62% | 11,692 | $2.8M | — |
| AVLV Avantis US Large Cap Value | 2.50% | 40,381 | $2.7M | — |
| PWV Invesco Large Cap Value ETF | 2.38% | 45,223 | $2.6M | — |
| AVGO Broadcom Inc. | 2.04% | 9,472 | $2.2M | — |
| META Meta Platforms Inc. Class A | 1.96% | 3,615 | $2.1M | — |
| JPM JPMorgan Chase & Co. | 1.54% | 6,926 | $1.7M | — |
| GOOGL Alphabet Inc. Class A | 1.45% | 8,267 | $1.6M | — |
| IEF iShares 7-10 Year Treasury B | 1.44% | 16,794 | $1.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.35% | 3,203 | $1.5M | — |
| V Visa Inc. Class A | 1.21% | 4,127 | $1.3M | — |
| NFLX Netflix Inc. | 1.09% | 1,324 | $1.2M | — |
| AVUS Avantis U.S. Equity ETF | 1.07% | 11,916 | $1.2M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 1.03% | 24,688 | $1.1M | — |
| GOOG Alphabet Inc. Class C | 1.03% | 5,821 | $1.1M | — |
| UNH Unitedhealth Group Inc. | 1.02% | 2,176 | $1.1M | — |
| XOM Exxon Mobil Corp. | 1.00% | 10,008 | $1.1M | — |
| TSLA Tesla Inc. | 0.98% | 2,614 | $1.1M | — |
| CRM Salesforce Inc. | 0.88% | 2,853 | $954K | — |
| IWV iShares Russell 3000 ETF | 0.77% | 2,494 | $834K | — |
| LLY Eli Lilly & Co. | 0.75% | 1,048 | $809K | — |
| VZ Verizon Communications Inc. | 0.74% | 20,084 | $803K | — |
| JNJ Johnson & Johnson | 0.60% | 4,500 | $651K | — |
| RTX RTX Corp. | 0.59% | 5,506 | $637K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.57% | 14,031 | $617K | — |
| EVRG Evergy Inc. | 0.56% | 9,900 | $609K | — |
| JPST JPMorgan Ultra-Short Income | 0.56% | 12,000 | $604K | — |
| COP Conocophillips | 0.55% | 5,992 | $594K | — |
| GD General Dynamics Corp. | 0.54% | 2,228 | $587K | — |
| KO The Coca-Cola Co. | 0.54% | 9,408 | $586K | — |
| IWF iShares Russell 1000 Growth | 0.54% | 1,450 | $582K | — |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 1,118 | $582K | — |
| WMT Walmart Inc. | 0.51% | 6,137 | $554K | — |
| HD Home Depot Inc. | 0.51% | 1,413 | $550K | — |
| ACN Accenture PLC Class A | 0.50% | 1,535 | $540K | — |
| WMB Williams Cos Inc. | 0.49% | 9,691 | $524K | — |
| MA Mastercard Inc. Class A | 0.48% | 993 | $523K | — |
| USB US Bancorp | 0.48% | 10,916 | $522K | — |
| ABBV Abbvie Inc. | 0.48% | 2,903 | $516K | — |
| CVX Chevron Corp. | 0.48% | 3,550 | $514K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 977 | $499K | — |
| PG The Procter & Gamble Co. | 0.46% | 2,949 | $494K | — |
| ETN Eaton Corp. PLC | 0.45% | 1,479 | $491K | — |
| PEP Pepsico Inc. | 0.44% | 3,135 | $477K | — |
| TXN Texas Instruments Inc. | 0.44% | 2,524 | $473K | — |
| ORCL Oracle Corp. | 0.41% | 2,643 | $440K | — |
| BA The Boeing Co. | 0.40% | 2,420 | $428K | — |
| SPGI S&P Global Inc. | 0.39% | 853 | $425K | — |
| T AT&T Inc. | 0.39% | 18,436 | $420K | — |
| ADBE Adobe Inc. | 0.39% | 942 | $419K | — |
| CSCO Cisco Systems Inc. | 0.38% | 6,965 | $412K | — |
| MRSH Marsh & McLennan Cos | 0.37% | 1,872 | $398K | — |
| TRV The Travelers Cos Inc. | 0.36% | 1,635 | $394K | — |
| COST Costco Wholesale Corp. | 0.36% | 427 | $391K | — |
| GE General Electric filed as GE AEROSPACE | 0.36% | 2,308 | $385K | — |
| PM Philip Morris International | 0.35% | 3,139 | $378K | — |
| INTU Intuit Inc. | 0.35% | 599 | $376K | — |
| UNP Union Pacific Corp. | 0.35% | 1,645 | $375K | — |
| AMAT Applied Materials Inc. | 0.34% | 2,287 | $372K | — |
| LOW Lowe's Cos Inc. | 0.34% | 1,486 | $367K | — |
| ISRG Intuitive Surgical Inc. | 0.34% | 700 | $365K | — |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.33% | 334 | $352K | — |
| LIN Linde PLC | 0.32% | 823 | $345K | — |
| SYK Stryker Corp. | 0.32% | 952 | $343K | — |
| COF Capital One Financial Corp. | 0.32% | 1,906 | $340K | — |
| AXP American Express Co. | 0.31% | 1,136 | $337K | — |
| SHW The Sherwin-Williams Co. | 0.31% | 979 | $333K | — |
| PANW Palo Alto Networks Inc. | 0.31% | 1,811 | $330K | — |
| MRK Merck & Co. Inc. | 0.30% | 3,302 | $328K | — |
| EQIX Equinix Inc. | 0.30% | 339 | $320K | — |
| PSX Phillips 66 | 0.29% | 2,782 | $317K | — |
| CMCSA Comcast Corp. Class A | 0.29% | 8,389 | $315K | — |
| ABND Americn Cent Co. PL in ETF-US | 0.29% | 7,200 | $311K | — |
| MCK McKesson Corp. | 0.29% | 543 | $309K | — |
| SRE Sempra | 0.29% | 3,522 | $309K | — |
| TMUS T-Mobile US Inc. | 0.29% | 1,394 | $308K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 1,502 | $297K | — |
| MET Metlife Inc. | 0.27% | 3,563 | $292K | — |
| FISV Fiserv Inc. | 0.27% | 1,419 | $291K | — |
| CME Cme Group Inc. | 0.27% | 1,240 | $288K | — |
| ABT Abbott Laboratories | 0.26% | 2,503 | $283K | — |
| QCOM Qualcomm Inc. | 0.25% | 1,757 | $270K | — |
| APD Air Products & Chemicals Inc. | 0.25% | 922 | $267K | — |
| WELL Welltower Inc. | 0.24% | 2,028 | $256K | — |
| UBER Uber Technologies Inc. | 0.23% | 4,204 | $254K | — |
| MSI Motorola Solutions Inc. | 0.23% | 542 | $251K | — |
| PYPL PayPal Holdings Inc. | 0.23% | 2,883 | $246K | — |
| PRU Prudential Financial Inc. | 0.22% | 2,008 | $238K | — |
| PFE Pfizer Inc. | 0.22% | 8,960 | $238K | — |
| HON Honeywell International Inc. | 0.22% | 1,036 | $234K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 1,933 | $234K | — |
| UPS United Parcel Service Class B | 0.22% | 1,849 | $233K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |