AGH Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), AGH Wealth Advisors, LLC reported 127 stock positions worth $121.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 8.8% of the portfolio, followed by Avantis International Equity (AVDE, 7.0%) and JPMorgan Active Bond ETF (JBND, 5.2%). Compared with Q1 2025, it opened 15 new positions, sold out of 7, added to 67 and reduced 41. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +75%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Wichita, KS
- CIK
- 0002061010
- Portfolio Value
- $121.3M (Q2 2025)
- SEC Filing
- 0001085146-25-004521 ↗ filed Aug 5, 2025
Holdings Value
Holdings 127 stocks · $121.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 8.82% | 17,320 | $10.7M | Add +74.6% |
| AVDE Avantis International Equity | 6.97% | 114,297 | $8.5M | Add +0.5% |
| JBND JPMorgan Active Bond ETF | 5.25% | 118,797 | $6.4M | Add +4.9% |
| MSFT Microsoft Corp. | 4.71% | 11,495 | $5.7M | Add +0.7% |
| QQQM Invesco Nasdaq 100 ETF | 4.47% | 23,888 | $5.4M | Add +3.6% |
| GLD SPDR Gold Shares | 4.34% | 17,256 | $5.3M | Add +22.4% |
| NVDA Nvidia Corp. | 4.14% | 31,804 | $5.0M | Add +3.2% |
| AAPL Apple Inc. | 3.97% | 23,468 | $4.8M | Reduce -3.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.18% | 40,468 | $3.9M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 2.47% | 13,675 | $3.0M | Reduce -4.8% |
| PWV Invesco Large Cap Value ETF | 2.37% | 46,317 | $2.9M | Add +0.8% |
| META Meta Platforms Inc. Class A | 2.16% | 3,551 | $2.6M | Reduce -0.1% |
| AVGO Broadcom Inc. | 2.12% | 9,346 | $2.6M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 1.56% | 6,521 | $1.9M | Reduce -2.8% |
| NFLX Netflix Inc. | 1.27% | 1,155 | $1.5M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 3,183 | $1.5M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 1.21% | 8,352 | $1.5M | Add +4.8% |
| V Visa Inc. Class A | 1.11% | 3,781 | $1.3M | Reduce -4.0% |
| GOOG Alphabet Inc. Class C | 1.05% | 7,194 | $1.3M | Add +21.2% |
| AVUS Avantis U.S. Equity ETF | 1.03% | 12,397 | $1.3M | Add +2.8% |
| AVLV Avantis US Large Cap Value | 1.02% | 18,152 | $1.2M | Reduce -41.2% |
| XOM Exxon Mobil Corp. | 0.93% | 10,413 | $1.1M | Add +4.0% |
| VZ Verizon Communications Inc. | 0.88% | 24,606 | $1.1M | Add +23.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.85% | 24,127 | $1.0M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.72% | 1,125 | $877K | Add +3.9% |
| IWV iShares Russell 3000 ETF | 0.72% | 2,494 | $875K | No change |
| EVRG Evergy Inc. | 0.68% | 12,022 | $829K | Add +21.4% |
| CRM Salesforce Inc. | 0.68% | 3,036 | $828K | Reduce -0.9% |
| TSLA Tesla Inc. | 0.68% | 2,600 | $826K | Add +9.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.68% | 17,333 | $820K | Add +32.5% |
| JNJ Johnson & Johnson | 0.57% | 4,561 | $697K | Reduce -2.0% |
| RTX RTX Corp. | 0.55% | 4,582 | $669K | Reduce -5.3% |
| KO The Coca-Cola Co. | 0.55% | 9,456 | $669K | Add +0.3% |
| GD General Dynamics Corp. | 0.53% | 2,220 | $648K | Add +0.4% |
| WMT Walmart Inc. | 0.51% | 6,302 | $616K | Add +0.4% |
| IWF iShares Russell 1000 Growth | 0.51% | 1,450 | $616K | No change |
| JPST JPMorgan Ultra-Short Income | 0.50% | 12,000 | $608K | No change |
| ABBV Abbvie Inc. | 0.50% | 3,266 | $606K | Add +12.0% |
| ETN Eaton Corp. PLC | 0.46% | 1,573 | $562K | Add +3.7% |
| BA The Boeing Co. | 0.46% | 2,644 | $554K | Add +11.8% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 4,021 | $548K | Add +21.9% |
| T AT&T Inc. | 0.45% | 18,813 | $544K | Add +1.1% |
| GE General Electric filed as GE AEROSPACE | 0.44% | 2,094 | $539K | Reduce -2.5% |
| HD Home Depot Inc. | 0.44% | 1,442 | $529K | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 957 | $528K | No change |
| WMB Williams Cos Inc. | 0.43% | 8,355 | $525K | Reduce -7.4% |
| UNH Unitedhealth Group Inc. | 0.43% | 1,661 | $518K | Reduce -24.0% |
| PM Philip Morris International | 0.42% | 2,816 | $513K | Reduce -7.3% |
| PG The Procter & Gamble Co. | 0.42% | 3,164 | $504K | Add +10.0% |
| COP Conocophillips | 0.41% | 5,528 | $496K | Reduce -0.7% |
| MA Mastercard Inc. Class A | 0.40% | 872 | $490K | Reduce -0.3% |
| LIN Linde PLC | 0.40% | 1,028 | $482K | Add +25.8% |
| CSCO Cisco Systems Inc. | 0.40% | 6,921 | $480K | Reduce -0.5% |
| INTU Intuit Inc. | 0.39% | 601 | $473K | Add +9.3% |
| AMAT Applied Materials Inc. | 0.38% | 2,514 | $460K | Add +4.2% |
| ORCL Oracle Corp. | 0.38% | 2,099 | $459K | Add +1.8% |
| UBER Uber Technologies Inc. | 0.37% | 4,813 | $449K | Reduce -4.7% |
| TRV The Travelers Cos Inc. | 0.36% | 1,627 | $435K | Add +0.9% |
| CME Cme Group Inc. | 0.36% | 1,564 | $431K | Add +25.3% |
| ACN Accenture PLC Class A | 0.35% | 1,408 | $421K | Reduce -7.0% |
| CVX Chevron Corp. | 0.34% | 2,911 | $417K | Reduce -17.0% |
| COST Costco Wholesale Corp. | 0.34% | 416 | $412K | Add +0.7% |
| SYK Stryker Corp. | 0.33% | 1,021 | $404K | Add +2.2% |
| MRSH Marsh & McLennan Cos | 0.33% | 1,836 | $401K | Add +1.7% |
| ISRG Intuitive Surgical Inc. | 0.33% | 737 | $400K | Add +17.4% |
| PANW Palo Alto Networks Inc. | 0.31% | 1,837 | $376K | Add +5.5% |
| AXP American Express Co. | 0.31% | 1,169 | $373K | Add +5.2% |
| COF Capital One Financial Corp. | 0.31% | 1,751 | $373K | Add +5.4% |
| SPGI S&P Global Inc. | 0.31% | 705 | $372K | Reduce -15.4% |
| UNP Union Pacific Corp. | 0.31% | 1,613 | $371K | Reduce -5.3% |
| MCK McKesson Corp. | 0.30% | 504 | $369K | Reduce -2.9% |
| WELL Welltower Inc. | 0.29% | 2,259 | $347K | Add +0.4% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 852 | $345K | Reduce -13.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.28% | 331 | $344K | Add +1.9% |
| PSX Phillips 66 | 0.28% | 2,860 | $341K | Add +2.8% |
| PEP Pepsico Inc. | 0.28% | 2,580 | $341K | Reduce -18.9% |
| ABT Abbott Laboratories | 0.28% | 2,492 | $339K | Reduce -1.9% |
| SBUX Starbucks Corp. | 0.28% | 3,655 | $335K | Add +45.3% |
| SHW The Sherwin-Williams Co. | 0.27% | 963 | $331K | Add +3.3% |
| TXN Texas Instruments Inc. | 0.27% | 1,579 | $328K | Reduce -32.8% |
| LOW Lowe's Cos Inc. | 0.27% | 1,460 | $324K | Add +0.1% |
| TMUS T-Mobile US Inc. | 0.26% | 1,333 | $318K | Reduce -2.8% |
| MET Metlife Inc. | 0.25% | 3,813 | $307K | Add +6.8% |
| AMT American Tower Corp. | 0.24% | 1,307 | $289K | New |
| USB US Bancorp | 0.23% | 6,284 | $284K | Reduce -42.8% |
| INTC Intel Corp. | 0.23% | 12,565 | $281K | New |
| QCOM Qualcomm Inc. | 0.23% | 1,742 | $277K | Reduce -11.4% |
| SNPS Synopsys Inc. | 0.22% | 527 | $270K | New |
| GS Goldman Sachs Group Inc. | 0.22% | 377 | $267K | Add +1.3% |
| EQIX Equinix Inc. | 0.22% | 335 | $266K | Add +1.2% |
| APD Air Products & Chemicals Inc. | 0.22% | 941 | $265K | Add +1.8% |
| CMCSA Comcast Corp. Class A | 0.22% | 7,381 | $263K | Reduce -6.5% |
| PYPL PayPal Holdings Inc. | 0.21% | 3,505 | $260K | Add +11.1% |
| BSX Boston Scientific Corp. | 0.21% | 2,418 | $260K | New |
| MCD McDonald's Corp. | 0.21% | 874 | $255K | Add +0.5% |
| SRE Sempra | 0.21% | 3,337 | $253K | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 856 | $252K | Add +2.0% |
| CVS CVS Health Corp. | 0.21% | 3,654 | $252K | Add +7.5% |
| FISV Fiserv Inc. | 0.20% | 1,442 | $249K | Add +2.0% |
| GILD Gilead Sciences Inc. | 0.20% | 2,229 | $247K | Add +19.9% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -3.8% | 3.97% | −1.26 |
| AVLV Avantis US Large Cap Value | Reduce -41.2% | 1.02% | −0.92 |
| UNH Unitedhealth Group Inc. | Reduce -24.0% | 0.43% | −0.68 |
| V Visa Inc. Class A | Reduce -4.0% | 1.11% | −0.23 |
| CVX Chevron Corp. | Reduce -17.0% | 0.34% | −0.22 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.21 |
| USB US Bancorp | Reduce -42.8% | 0.23% | −0.21 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.21 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.20 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.20 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.20 |
| TMO Thermo Fisher Scientific Inc. | Reduce -13.6% | 0.28% | −0.19 |
| PEP Pepsico Inc. | Reduce -18.9% | 0.28% | −0.18 |
| JNJ Johnson & Johnson | Reduce -2.0% | 0.57% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -4.8% | 2.47% | −0.16 |
| COP Conocophillips | Reduce -0.7% | 0.41% | −0.15 |
| F Ford Motor Co. | Sold out | 0.00% | −0.15 |
| TXN Texas Instruments Inc. | Reduce -32.8% | 0.27% | −0.14 |
| ADBE Adobe Inc. | Reduce -34.3% | 0.17% | −0.13 |
| ABND Americn Cent Co. PL in ETF-US | Reduce -30.6% | 0.18% | −0.12 |
| CRM Salesforce Inc. | Reduce -0.9% | 0.68% | −0.11 |
| ACN Accenture PLC Class A | Reduce -7.0% | 0.35% | −0.11 |
| SPGI S&P Global Inc. | Reduce -15.4% | 0.31% | −0.10 |
| TMUS T-Mobile US Inc. | Reduce -2.8% | 0.26% | −0.09 |
| WMB Williams Cos Inc. | Reduce -7.4% | 0.43% | −0.09 |
| UNP Union Pacific Corp. | Reduce -5.3% | 0.31% | −0.08 |
| RTX RTX Corp. | Reduce -5.3% | 0.55% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -6.5% | 0.22% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -11.4% | 0.23% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.40% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.7% | 0.20% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -3.3% | 0.19% | −0.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -31.1% | 0.20% | −0.05 |
| CB Chubb Ltd. | Reduce -1.6% | 0.19% | −0.05 |
| ABT Abbott Laboratories | Reduce -1.9% | 0.28% | −0.05 |
| PM Philip Morris International | Reduce -7.3% | 0.42% | −0.04 |
| PSEC Prospect Capital Corp. | Sold out | 0.00% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.5% | 3.18% | −0.04 |
| MCK McKesson Corp. | Reduce -2.9% | 0.30% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -2.8% | 1.56% | −0.03 |
| SRE Sempra | Reduce -1.3% | 0.21% | −0.02 |
| BTI British American Tob-SP ADR | Reduce -7.3% | 0.18% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.5% | 0.40% | −0.02 |
| PH Parker Hannifin Corp. | Reduce -0.3% | 0.20% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -4.7% | 0.37% | +0.02 |
| GE General Electric | Reduce -2.5% | 0.44% | +0.03 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 2.16% | +0.18 |
| NFLX Netflix Inc. | Reduce -2.8% | 1.27% | +0.21 |
Portfolio Buys Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +74.6% | 8.82% | +3.47 |
| NVDA Nvidia Corp. | Add +3.2% | 4.14% | +0.92 |
| AVGO Broadcom Inc. | Add +2.9% | 2.12% | +0.66 |
| MSFT Microsoft Corp. | Add +0.7% | 4.71% | +0.58 |
| GLD SPDR Gold Shares | Add +22.4% | 4.34% | +0.42 |
| AMT American Tower Corp. | New | 0.24% | +0.24 |
| INTC Intel Corp. | New | 0.23% | +0.23 |
| SNPS Synopsys Inc. | New | 0.22% | +0.22 |
| BSX Boston Scientific Corp. | New | 0.21% | +0.21 |
| NOW ServiceNow Inc. | New | 0.20% | +0.20 |
| MS Morgan Stanley | New | 0.20% | +0.20 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.19% | +0.19 |
| DE Deere & Co. | New | 0.19% | +0.19 |
| BKNG Booking Holdings Inc. | New | 0.19% | +0.19 |
| PLTR Palantir Technologies Inc. Class A | Add +21.9% | 0.45% | +0.18 |
| WFC Wells Fargo & Co. | New | 0.18% | +0.18 |
| AMD Advanced Micro Devices | New | 0.18% | +0.18 |
| QQQM Invesco Nasdaq 100 ETF | Add +3.6% | 4.47% | +0.18 |
| IWB iShares Russell 1000 ETF | New | 0.17% | +0.17 |
| ADP Automatic Data Processing | New | 0.17% | +0.17 |
| MNST Monster Beverage Corp. | New | 0.17% | +0.17 |
| DIS The Walt Disney Co. | New | 0.17% | +0.17 |
| GOOG Alphabet Inc. Class C | Add +21.2% | 1.05% | +0.16 |
| BAC Bank of America Corp. | Add +32.5% | 0.68% | +0.15 |
| ORCL Oracle Corp. | Add +1.8% | 0.38% | +0.10 |
| TSLA Tesla Inc. | Add +9.8% | 0.68% | +0.09 |
| BA The Boeing Co. | Add +11.8% | 0.46% | +0.07 |
| ETN Eaton Corp. PLC | Add +3.7% | 0.46% | +0.07 |
| INTU Intuit Inc. | Add +9.3% | 0.39% | +0.06 |
| AMAT Applied Materials Inc. | Add +4.2% | 0.38% | +0.04 |
| SBUX Starbucks Corp. | Add +45.3% | 0.28% | +0.04 |
| CME Cme Group Inc. | Add +25.3% | 0.36% | +0.04 |
| LIN Linde PLC | Add +25.8% | 0.40% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +17.4% | 0.33% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +4.8% | 1.21% | +0.02 |
| EVRG Evergy Inc. | Add +21.4% | 0.68% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +1.3% | 0.22% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +5.5% | 0.31% | +0.02 |
| COF Capital One Financial Corp. | Add +5.4% | 0.31% | +0.02 |
| AXP American Express Co. | Add +5.2% | 0.31% | +0.02 |
| PYPL PayPal Holdings Inc. | Add +11.1% | 0.21% | +0.02 |
| IBM Intl Business Machines Corp. | Add +2.0% | 0.21% | +0.01 |
| VZ Verizon Communications Inc. | Add +23.4% | 0.88% | +0.01 |
| GILD Gilead Sciences Inc. | Add +19.9% | 0.20% | +0.00 |
| VTRS Viatris Inc. | Add +16.1% | 0.09% | +0.00 |
| HON Honeywell International Inc. | Add +4.8% | 0.20% | −0.00 |
| CVS CVS Health Corp. | Add +7.5% | 0.21% | −0.01 |
| SO The Southern Co. | Add +4.5% | 0.18% | −0.02 |
| WMT Walmart Inc. | Add +0.4% | 0.51% | −0.02 |
| MET Metlife Inc. | Add +6.8% | 0.25% | −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 |