AGH Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), AGH Wealth Advisors, LLC reported 119 stock positions worth $103.7 million. Its top holding was Avantis International Equity (AVDE) at 7.3% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 5.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.4%). Compared with Q4 2024, it opened 12 new positions, sold out of 6, added to 35 and reduced 66. The biggest buy was Avantis International Equity (AVDE, shares +54%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- Wichita, KS
- CIK
- 0002061010
- Portfolio Value
- $103.7M (Q1 2025)
- SEC Filing
- 0001085146-25-002056 ↗ filed Apr 11, 2025
Holdings Value
Holdings 119 stocks · $103.7M
| AVDE Avantis International Equity | 7.27% | 113,780 | $7.5M | Add +53.9% |
| JBND JPMorgan Active Bond ETF | 5.85% | 113,203 | $6.1M | Reduce -17.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.36% | 9,921 | $5.6M | Reduce -34.1% |
| AAPL Apple Inc. | 5.23% | 24,400 | $5.4M | Reduce -1.2% |
| QQQM Invesco Nasdaq 100 ETF | 4.30% | 23,065 | $4.5M | Add +43.6% |
| MSFT Microsoft Corp. | 4.13% | 11,411 | $4.3M | Reduce -3.4% |
| GLD SPDR Gold Shares | 3.92% | 14,103 | $4.1M | Add +20.6% |
| NVDA Nvidia Corp. | 3.22% | 30,818 | $3.3M | Reduce -2.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.22% | 41,515 | $3.3M | Add +3.7% |
| PWV Invesco Large Cap Value ETF | 2.64% | 45,937 | $2.7M | Add +1.6% |
| AMZN Amazon.com Inc. | 2.64% | 14,368 | $2.7M | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 1.98% | 3,556 | $2.0M | Reduce -1.6% |
| AVLV Avantis US Large Cap Value | 1.94% | 30,858 | $2.0M | Reduce -23.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.62% | 3,147 | $1.7M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 1.59% | 6,708 | $1.6M | Reduce -3.1% |
| AVGO Broadcom Inc. | 1.47% | 9,080 | $1.5M | Reduce -4.1% |
| V Visa Inc. Class A | 1.33% | 3,940 | $1.4M | Reduce -4.5% |
| GOOGL Alphabet Inc. Class A | 1.19% | 7,966 | $1.2M | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 1.15% | 10,015 | $1.2M | Add +0.1% |
| UNH Unitedhealth Group Inc. | 1.10% | 2,185 | $1.1M | Add +0.4% |
| AVUS Avantis U.S. Equity ETF | 1.07% | 12,055 | $1.1M | Add +1.2% |
| NFLX Netflix Inc. | 1.07% | 1,188 | $1.1M | Reduce -10.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.94% | 23,972 | $978K | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 0.89% | 5,936 | $927K | Add +2.0% |
| VZ Verizon Communications Inc. | 0.87% | 19,934 | $904K | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.86% | 1,083 | $894K | Add +3.3% |
| CRM Salesforce Inc. | 0.79% | 3,063 | $822K | Add +7.4% |
| IWV iShares Russell 3000 ETF | 0.76% | 2,494 | $792K | No change |
| JNJ Johnson & Johnson | 0.74% | 4,653 | $772K | Add +3.4% |
| EVRG Evergy Inc. | 0.66% | 9,900 | $683K | No change |
| KO The Coca-Cola Co. | 0.65% | 9,431 | $675K | Add +0.2% |
| RTX RTX Corp. | 0.62% | 4,839 | $641K | Reduce -12.1% |
| TSLA Tesla Inc. | 0.59% | 2,369 | $614K | Reduce -9.4% |
| ABBV Abbvie Inc. | 0.59% | 2,916 | $611K | Add +0.5% |
| JPST JPMorgan Ultra-Short Income | 0.59% | 12,000 | $608K | No change |
| GD General Dynamics Corp. | 0.58% | 2,212 | $603K | Reduce -0.7% |
| CVX Chevron Corp. | 0.57% | 3,506 | $587K | Reduce -1.2% |
| COP Conocophillips | 0.56% | 5,565 | $584K | Reduce -7.1% |
| WMT Walmart Inc. | 0.53% | 6,277 | $551K | Add +2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.53% | 13,082 | $546K | Reduce -6.8% |
| WMB Williams Cos Inc. | 0.52% | 9,023 | $539K | Reduce -6.9% |
| T AT&T Inc. | 0.51% | 18,614 | $526K | Add +1.0% |
| IWF iShares Russell 1000 Growth | 0.51% | 1,450 | $524K | No change |
| HD Home Depot Inc. | 0.50% | 1,421 | $521K | Add +0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.47% | 986 | $491K | Reduce -11.8% |
| PG The Procter & Gamble Co. | 0.47% | 2,876 | $490K | Reduce -2.5% |
| PM Philip Morris International | 0.47% | 3,039 | $482K | Reduce -3.2% |
| MA Mastercard Inc. Class A | 0.46% | 875 | $480K | Reduce -11.9% |
| PEP Pepsico Inc. | 0.46% | 3,183 | $477K | Add +1.5% |
| ACN Accenture PLC Class A | 0.46% | 1,514 | $472K | Reduce -1.4% |
| USB US Bancorp | 0.45% | 10,977 | $463K | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 957 | $449K | Reduce -2.0% |
| MRSH Marsh & McLennan Cos | 0.42% | 1,805 | $440K | Reduce -3.6% |
| GE General Electric filed as GE AEROSPACE | 0.41% | 2,148 | $430K | Reduce -6.9% |
| CSCO Cisco Systems Inc. | 0.41% | 6,956 | $429K | Reduce -0.1% |
| TRV The Travelers Cos Inc. | 0.41% | 1,613 | $427K | Reduce -1.4% |
| SPGI S&P Global Inc. | 0.41% | 833 | $423K | Reduce -2.3% |
| TXN Texas Instruments Inc. | 0.41% | 2,349 | $422K | Reduce -6.9% |
| ETN Eaton Corp. PLC | 0.40% | 1,517 | $412K | Add +2.6% |
| BA The Boeing Co. | 0.39% | 2,365 | $403K | Reduce -2.3% |
| UNP Union Pacific Corp. | 0.39% | 1,703 | $402K | Add +3.5% |
| COST Costco Wholesale Corp. | 0.38% | 413 | $391K | Reduce -3.3% |
| LIN Linde PLC | 0.37% | 817 | $380K | Reduce -0.7% |
| SYK Stryker Corp. | 0.36% | 999 | $372K | Add +4.9% |
| UBER Uber Technologies Inc. | 0.35% | 5,048 | $368K | Add +20.1% |
| TMUS T-Mobile US Inc. | 0.35% | 1,372 | $366K | Reduce -1.6% |
| AMAT Applied Materials Inc. | 0.34% | 2,413 | $350K | Add +5.5% |
| MCK McKesson Corp. | 0.34% | 519 | $349K | Reduce -4.4% |
| WELL Welltower Inc. | 0.33% | 2,250 | $345K | Add +10.9% |
| PSX Phillips 66 | 0.33% | 2,781 | $343K | Reduce -0.0% |
| LOW Lowe's Cos Inc. | 0.33% | 1,458 | $340K | Reduce -1.9% |
| INTU Intuit Inc. | 0.33% | 550 | $338K | Reduce -8.2% |
| ABT Abbott Laboratories | 0.33% | 2,541 | $337K | Add +1.5% |
| CME Cme Group Inc. | 0.32% | 1,248 | $331K | Add +0.7% |
| SHW The Sherwin-Williams Co. | 0.31% | 932 | $325K | Reduce -4.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.31% | 325 | $321K | Reduce -2.7% |
| ADBE Adobe Inc. | 0.31% | 833 | $319K | Reduce -11.6% |
| ABND Americn Cent Co. PL in ETF-US | 0.30% | 7,200 | $315K | No change |
| FISV Fiserv Inc. | 0.30% | 1,414 | $312K | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.30% | 628 | $311K | Reduce -10.3% |
| QCOM Qualcomm Inc. | 0.29% | 1,967 | $302K | Add +11.9% |
| AXP American Express Co. | 0.29% | 1,111 | $299K | Reduce -2.2% |
| COF Capital One Financial Corp. | 0.29% | 1,661 | $298K | Reduce -12.8% |
| PANW Palo Alto Networks Inc. | 0.29% | 1,742 | $297K | Reduce -3.8% |
| CMCSA Comcast Corp. Class A | 0.28% | 7,896 | $291K | Reduce -5.9% |
| ORCL Oracle Corp. | 0.28% | 2,062 | $288K | Reduce -22.0% |
| MET Metlife Inc. | 0.28% | 3,570 | $287K | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 3,298 | $278K | New |
| APD Air Products & Chemicals Inc. | 0.26% | 924 | $273K | Add +0.2% |
| MCD McDonald's Corp. | 0.26% | 870 | $272K | Add +9.7% |
| EQIX Equinix Inc. | 0.26% | 331 | $270K | Reduce -2.4% |
| MRK Merck & Co. Inc. | 0.25% | 2,927 | $263K | Reduce -11.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 540 | $262K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 1,522 | $253K | Add +1.3% |
| CB Chubb Ltd. | 0.24% | 820 | $248K | Reduce -0.2% |
| SBUX Starbucks Corp. | 0.24% | 2,515 | $247K | Add +1.3% |
| MSI Motorola Solutions Inc. | 0.23% | 553 | $242K | Add +2.0% |
| SRE Sempra | 0.23% | 3,382 | $241K | Reduce -4.0% |
| PGR Progressive Corp. | 0.23% | 843 | $239K | Reduce -1.9% |
| CVS CVS Health Corp. | 0.22% | 3,400 | $230K | New |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -34.1% | 5.36% | −2.82 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −1.44 |
| JBND JPMorgan Active Bond ETF | Reduce -17.6% | 5.85% | −0.80 |
| NVDA Nvidia Corp. | Reduce -2.2% | 3.22% | −0.70 |
| AVGO Broadcom Inc. | Reduce -4.1% | 1.47% | −0.57 |
| AVLV Avantis US Large Cap Value | Reduce -23.6% | 1.94% | −0.56 |
| AAPL Apple Inc. | Reduce -1.2% | 5.23% | −0.50 |
| MSFT Microsoft Corp. | Reduce -3.4% | 4.13% | −0.48 |
| TSLA Tesla Inc. | Reduce -9.4% | 0.59% | −0.39 |
| AMZN Amazon.com Inc. | Reduce -2.7% | 2.64% | −0.37 |
| GOOGL Alphabet Inc. Class A | Reduce -3.6% | 1.19% | −0.26 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.22 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.20 |
| MS Morgan Stanley | Sold out | 0.00% | −0.19 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.19 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.19 |
| ORCL Oracle Corp. | Reduce -22.0% | 0.28% | −0.13 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.9% | 0.94% | −0.08 |
| ADBE Adobe Inc. | Reduce -11.6% | 0.31% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.8% | 0.47% | −0.07 |
| SRE Sempra | Reduce -4.0% | 0.23% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -11.4% | 0.25% | −0.05 |
| BAC Bank of America Corp. | Reduce -6.8% | 0.53% | −0.04 |
| ACN Accenture PLC Class A | Reduce -1.4% | 0.46% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -10.3% | 0.30% | −0.04 |
| EQIX Equinix Inc. | Reduce -2.4% | 0.26% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -6.9% | 0.41% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.0% | 0.43% | −0.03 |
| COF Capital One Financial Corp. | Reduce -12.8% | 0.29% | −0.03 |
| NFLX Netflix Inc. | Reduce -10.3% | 1.07% | −0.02 |
| AXP American Express Co. | Reduce -2.2% | 0.29% | −0.02 |
| INTU Intuit Inc. | Reduce -8.2% | 0.33% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -11.9% | 0.46% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -3.8% | 0.29% | −0.02 |
| HON Honeywell International Inc. | Reduce -6.1% | 0.20% | −0.02 |
| GWW WW Grainger Inc. | Reduce -2.7% | 0.31% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -1.9% | 0.33% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -5.9% | 0.28% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -2.1% | 0.21% | −0.01 |
| BA The Boeing Co. | Reduce -2.3% | 0.39% | −0.01 |
| PFE Pfizer Inc. | Reduce -2.3% | 0.21% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -1.7% | 0.20% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -0.5% | 0.20% | −0.00 |
| ZTS Zoetis Inc. | Reduce -6.0% | 0.20% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -4.8% | 0.31% | +0.01 |
| TJX TJX Companies Inc. | Reduce -2.2% | 0.22% | +0.01 |
| F Ford Motor Co. | Reduce -0.6% | 0.15% | +0.01 |
| COP Conocophillips | Reduce -7.1% | 0.56% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -3.3% | 0.38% | +0.01 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 0.47% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| AVDE Avantis International Equity | Add +53.9% | 7.27% | +3.07 |
| GLD SPDR Gold Shares | Add +20.6% | 3.92% | +1.30 |
| QQQM Invesco Nasdaq 100 ETF | Add +43.6% | 4.30% | +1.16 |
| PLTR Palantir Technologies Inc. Class A | New | 0.27% | +0.27 |
| PWV Invesco Large Cap Value ETF | Add +1.6% | 2.64% | +0.25 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.25% | +0.25 |
| CVS CVS Health Corp. | New | 0.22% | +0.22 |
| ORLY O'reilly Automotive Inc. | New | 0.22% | +0.22 |
| CI The Cigna Group | New | 0.21% | +0.21 |
| BDX Becton Dickinson and Co. | New | 0.20% | +0.20 |
| BTI British American Tob-SP ADR | New | 0.20% | +0.20 |
| IBM Intl Business Machines Corp. | New | 0.20% | +0.20 |
| GILD Gilead Sciences Inc. | New | 0.20% | +0.20 |
| NOC Northrop Grumman Corp. | New | 0.20% | +0.20 |
| SO The Southern Co. | New | 0.20% | +0.20 |
| XOM Exxon Mobil Corp. | Add +0.1% | 1.15% | +0.15 |
| JNJ Johnson & Johnson | Add +3.4% | 0.74% | +0.14 |
| UBER Uber Technologies Inc. | Add +20.1% | 0.35% | +0.12 |
| T AT&T Inc. | Add +1.0% | 0.51% | +0.12 |
| LLY Eli Lilly & Co. | Add +3.3% | 0.86% | +0.11 |
| ABBV Abbvie Inc. | Add +0.5% | 0.59% | +0.11 |
| KO The Coca-Cola Co. | Add +0.2% | 0.65% | +0.11 |
| WELL Welltower Inc. | Add +10.9% | 0.33% | +0.10 |
| VTRS Viatris Inc. | New | 0.09% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +0.4% | 1.10% | +0.08 |
| ABT Abbott Laboratories | Add +1.5% | 0.33% | +0.06 |
| CME Cme Group Inc. | Add +0.7% | 0.32% | +0.05 |
| MCD McDonald's Corp. | Add +9.7% | 0.26% | +0.05 |
| QCOM Qualcomm Inc. | Add +11.9% | 0.29% | +0.04 |
| SYK Stryker Corp. | Add +4.9% | 0.36% | +0.04 |
| UNP Union Pacific Corp. | Add +3.5% | 0.39% | +0.04 |
| SBUX Starbucks Corp. | Add +1.3% | 0.24% | +0.03 |
| PEP Pepsico Inc. | Add +1.5% | 0.46% | +0.02 |
| WMT Walmart Inc. | Add +2.3% | 0.53% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +0.2% | 0.26% | +0.02 |
| MET Metlife Inc. | Add +0.2% | 0.28% | +0.01 |
| AVUS Avantis U.S. Equity ETF | Add +1.2% | 1.07% | +0.00 |
| MSI Motorola Solutions Inc. | Add +2.0% | 0.23% | +0.00 |
| AMAT Applied Materials Inc. | Add +5.5% | 0.34% | −0.01 |
| HD Home Depot Inc. | Add +0.6% | 0.50% | −0.01 |
| PYPL PayPal Holdings Inc. | Add +9.5% | 0.20% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.3% | 0.24% | −0.03 |
| USB US Bancorp | Add +0.6% | 0.45% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.7% | 3.22% | −0.04 |
| ETN Eaton Corp. PLC | Add +2.6% | 0.40% | −0.06 |
| CRM Salesforce Inc. | Add +7.4% | 0.79% | −0.09 |
| GOOG Alphabet Inc. Class C | Add +2.0% | 0.89% | −0.13 |
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 |