AGH Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), AGH Wealth Advisors, LLC reported 124 stock positions worth $136.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 11.6% of the portfolio, followed by Avantis International Equity (AVDE, 6.8%) and JPMorgan Active Bond ETF (JBND, 4.6%). Compared with Q2 2025, it opened 7 new positions, sold out of 10, added to 67 and reduced 45. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +37%) and the biggest sale Microsoft (MSFT, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- Wichita, KS
- CIK
- 0002061010
- Portfolio Value
- $136.4M (Q3 2025)
- SEC Filing
- 0002061010-25-000002 ↗ filed Nov 3, 2025
Holdings Value
Holdings 124 stocks · $136.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 11.60% | 23,741 | $15.8M | Add +37.1% |
| AVDE Avantis International Equity | 6.77% | 117,012 | $9.2M | Add +2.4% |
| JBND JPMorgan Active Bond ETF | 4.63% | 116,639 | $6.3M | Reduce -1.8% |
| GLD SPDR Gold Shares | 4.59% | 17,599 | $6.3M | Add +2.0% |
| QQQM Invesco Nasdaq 100 ETF | 4.42% | 24,395 | $6.0M | Add +2.1% |
| NVDA Nvidia Corp. | 4.08% | 29,842 | $5.6M | Reduce -6.2% |
| MSFT Microsoft Corp. | 4.02% | 10,588 | $5.5M | Reduce -7.9% |
| AAPL Apple Inc. | 3.97% | 21,280 | $5.4M | Reduce -9.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.09% | 40,255 | $4.2M | Reduce -0.5% |
| PWV Invesco Large Cap Value ETF | 2.40% | 50,256 | $3.3M | Add +8.5% |
| AMZN Amazon.com Inc. | 2.34% | 14,527 | $3.2M | Add +6.2% |
| AVGO Broadcom Inc. | 2.18% | 9,005 | $3.0M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 1.88% | 3,499 | $2.6M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 1.56% | 6,726 | $2.1M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 1.38% | 7,737 | $1.9M | Reduce -7.4% |
| SHY iShares 1-3 Year Treasury Bo | 1.38% | 22,633 | $1.9M | New |
| GOOG Alphabet Inc. Class C | 1.31% | 7,346 | $1.8M | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.21% | 3,282 | $1.6M | Add +3.1% |
| AVLV Avantis US Large Cap Value | 1.03% | 19,508 | $1.4M | Add +7.5% |
| NFLX Netflix Inc. | 1.03% | 1,172 | $1.4M | Add +1.5% |
| XOM Exxon Mobil Corp. | 0.95% | 11,435 | $1.3M | Add +9.8% |
| AVUS Avantis U.S. Equity ETF | 0.92% | 11,510 | $1.3M | Reduce -7.2% |
| V Visa Inc. Class A | 0.90% | 3,591 | $1.2M | Reduce -5.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.89% | 26,117 | $1.2M | Add +8.3% |
| VZ Verizon Communications Inc. | 0.83% | 25,791 | $1.1M | Add +4.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.75% | 19,720 | $1.0M | Add +13.8% |
| TSLA Tesla Inc. | 0.74% | 2,256 | $1.0M | Reduce -13.2% |
| EVRG Evergy Inc. | 0.71% | 12,711 | $966K | Add +5.7% |
| IWV iShares Russell 3000 ETF | 0.67% | 2,406 | $912K | Reduce -3.5% |
| JNJ Johnson & Johnson | 0.66% | 4,887 | $906K | Add +7.2% |
| PLTR Palantir Technologies Inc. Class A | 0.59% | 4,420 | $806K | Add +9.9% |
| RTX RTX Corp. | 0.58% | 4,695 | $786K | Add +2.5% |
| ORCL Oracle Corp. | 0.57% | 2,773 | $780K | Add +32.1% |
| GD General Dynamics Corp. | 0.56% | 2,253 | $768K | Add +1.5% |
| ABBV Abbvie Inc. | 0.56% | 3,277 | $759K | Add +0.3% |
| PANW Palo Alto Networks Inc. | 0.51% | 3,396 | $691K | Add +84.9% |
| LLY Eli Lilly & Co. | 0.50% | 902 | $688K | Reduce -19.8% |
| KO The Coca-Cola Co. | 0.50% | 10,300 | $683K | Add +8.9% |
| IWF iShares Russell 1000 Growth | 0.50% | 1,450 | $679K | No change |
| GE General Electric filed as GE AEROSPACE | 0.48% | 2,168 | $652K | Add +3.5% |
| WMT Walmart Inc. | 0.48% | 6,321 | $651K | Add +0.3% |
| CRM Salesforce Inc. | 0.46% | 2,634 | $624K | Reduce -13.2% |
| JPST JPMorgan Ultra-Short Income | 0.45% | 12,000 | $609K | No change |
| HD Home Depot Inc. | 0.43% | 1,451 | $588K | Add +0.6% |
| WMB Williams Cos Inc. | 0.43% | 9,164 | $581K | Add +9.7% |
| ETN Eaton Corp. PLC | 0.42% | 1,548 | $579K | Reduce -1.6% |
| BA The Boeing Co. | 0.41% | 2,564 | $553K | Reduce -3.0% |
| UNH Unitedhealth Group Inc. | 0.40% | 1,597 | $551K | Reduce -3.9% |
| T AT&T Inc. | 0.40% | 19,520 | $551K | Add +3.8% |
| CME Cme Group Inc. | 0.40% | 2,033 | $549K | Add +30.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 912 | $548K | Reduce -4.7% |
| CVX Chevron Corp. | 0.39% | 3,416 | $530K | Add +17.4% |
| COP Conocophillips | 0.39% | 5,601 | $530K | Add +1.3% |
| CSCO Cisco Systems Inc. | 0.38% | 7,663 | $524K | Add +10.7% |
| LIN Linde PLC | 0.38% | 1,087 | $516K | Add +5.7% |
| UBER Uber Technologies Inc. | 0.38% | 5,264 | $516K | Add +9.4% |
| MA Mastercard Inc. Class A | 0.37% | 897 | $510K | Add +2.9% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 1,038 | $503K | Add +21.8% |
| GQI Natixis Gateway Quality Inc. | 0.35% | 8,465 | $474K | New |
| AMAT Applied Materials Inc. | 0.35% | 2,317 | $474K | Reduce -7.8% |
| PM Philip Morris International | 0.34% | 2,870 | $466K | Add +1.9% |
| PG The Procter & Gamble Co. | 0.34% | 3,016 | $463K | Reduce -4.7% |
| TRV The Travelers Cos Inc. | 0.33% | 1,620 | $452K | Reduce -0.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 1,569 | $438K | Add +49.7% |
| WELL Welltower Inc. | 0.30% | 2,294 | $409K | Add +1.6% |
| AXP American Express Co. | 0.29% | 1,189 | $395K | Add +1.7% |
| PSX Phillips 66 | 0.29% | 2,860 | $389K | No change |
| COST Costco Wholesale Corp. | 0.28% | 415 | $384K | Reduce -0.2% |
| COF Capital One Financial Corp. | 0.28% | 1,785 | $379K | Add +1.9% |
| SYK Stryker Corp. | 0.27% | 1,005 | $372K | Reduce -1.6% |
| INTU Intuit Inc. | 0.27% | 542 | $370K | Reduce -9.8% |
| MRSH Marsh & McLennan Cos | 0.27% | 1,829 | $369K | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 0.27% | 1,461 | $367K | Add +0.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.27% | 935 | $366K | Add +74.4% |
| PEP Pepsico Inc. | 0.26% | 2,562 | $360K | Reduce -0.7% |
| SBUX Starbucks Corp. | 0.26% | 4,170 | $353K | Add +14.1% |
| MCK McKesson Corp. | 0.25% | 448 | $346K | Reduce -11.1% |
| ABT Abbott Laboratories | 0.25% | 2,566 | $344K | Add +3.0% |
| SPGI S&P Global Inc. | 0.25% | 704 | $343K | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 0.25% | 972 | $337K | Add +0.9% |
| INTC Intel Corp. | 0.24% | 9,958 | $334K | Reduce -20.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.24% | 344 | $328K | Add +3.9% |
| ISRG Intuitive Surgical Inc. | 0.24% | 720 | $322K | Reduce -2.3% |
| MET Metlife Inc. | 0.23% | 3,879 | $320K | Add +1.7% |
| TMUS T-Mobile US Inc. | 0.23% | 1,326 | $317K | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.22% | 382 | $304K | Add +1.3% |
| SRE Sempra | 0.22% | 3,352 | $302K | Add +0.5% |
| APD Air Products & Chemicals Inc. | 0.22% | 1,095 | $299K | Add +16.4% |
| MS Morgan Stanley | 0.21% | 1,800 | $286K | Add +5.7% |
| SNPS Synopsys Inc. | 0.20% | 565 | $279K | Add +7.2% |
| CVS CVS Health Corp. | 0.20% | 3,677 | $277K | Add +0.6% |
| AMD Advanced Micro Devices | 0.20% | 1,713 | $277K | Add +12.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 1,905 | $275K | Add +0.2% |
| TXN Texas Instruments Inc. | 0.20% | 1,473 | $271K | Reduce -6.7% |
| MCD McDonald's Corp. | 0.20% | 884 | $269K | Add +1.1% |
| EQIX Equinix Inc. | 0.20% | 342 | $268K | Add +2.1% |
| BTI British American Tob-SP ADR | 0.19% | 4,975 | $264K | Add +5.9% |
| PH Parker Hannifin Corp. | 0.19% | 342 | $259K | Add +0.3% |
| WFC Wells Fargo & Co. | 0.19% | 3,073 | $258K | Add +11.1% |
| USB US Bancorp | 0.19% | 5,240 | $253K | Reduce -16.6% |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -7.9% | 4.02% | −0.69 |
| JBND JPMorgan Active Bond ETF | Reduce -1.8% | 4.63% | −0.62 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.35 |
| META Meta Platforms Inc. Class A | Reduce -1.5% | 1.88% | −0.28 |
| CRM Salesforce Inc. | Reduce -13.2% | 0.46% | −0.22 |
| LLY Eli Lilly & Co. | Reduce -19.8% | 0.50% | −0.22 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.22 |
| V Visa Inc. Class A | Reduce -5.0% | 0.90% | −0.21 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.20 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.20 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.19 |
| ABND Americn Cent Co. PL in ETF-US | Sold out | 0.00% | −0.18 |
| CI The Cigna Group | Sold out | 0.00% | −0.18 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.17 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.17 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.17 |
| UNP Union Pacific Corp. | Reduce -39.6% | 0.17% | −0.14 |
| INTU Intuit Inc. | Reduce -9.8% | 0.27% | −0.12 |
| AVUS Avantis U.S. Equity ETF | Reduce -7.2% | 0.92% | −0.11 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.5% | 3.09% | −0.10 |
| ISRG Intuitive Surgical Inc. | Reduce -2.3% | 0.24% | −0.09 |
| QCOM Qualcomm Inc. | Reduce -29.0% | 0.15% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -4.7% | 0.34% | −0.08 |
| TXN Texas Instruments Inc. | Reduce -6.7% | 0.20% | −0.07 |
| AMT American Tower Corp. | Reduce -7.7% | 0.17% | −0.07 |
| BSX Boston Scientific Corp. | Reduce -13.4% | 0.15% | −0.06 |
| MRSH Marsh & McLennan Cos | Reduce -0.4% | 0.27% | −0.06 |
| SYK Stryker Corp. | Reduce -1.6% | 0.27% | −0.06 |
| NVDA Nvidia Corp. | Reduce -6.2% | 4.08% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.28% | −0.06 |
| SPGI S&P Global Inc. | Reduce -0.1% | 0.25% | −0.06 |
| IWV iShares Russell 3000 ETF | Reduce -3.5% | 0.67% | −0.05 |
| BA The Boeing Co. | Reduce -3.0% | 0.41% | −0.05 |
| MCK McKesson Corp. | Reduce -11.1% | 0.25% | −0.05 |
| PYPL PayPal Holdings Inc. | Reduce -3.7% | 0.17% | −0.05 |
| USB US Bancorp | Reduce -16.6% | 0.19% | −0.05 |
| HON Honeywell International Inc. | Reduce -4.5% | 0.15% | −0.05 |
| DE Deere & Co. | Reduce -2.0% | 0.15% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -1.6% | 0.42% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -2.6% | 0.15% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.7% | 0.40% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -7.8% | 0.35% | −0.03 |
| TMUS T-Mobile US Inc. | Reduce -0.5% | 0.23% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -3.5% | 0.17% | −0.03 |
| TRV The Travelers Cos Inc. | Reduce -0.4% | 0.33% | −0.03 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -5.6% | 0.17% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -3.9% | 0.40% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.7% | 0.26% | −0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -14.2% | 0.16% | −0.02 |
| MNST Monster Beverage Corp. | Reduce -3.7% | 0.15% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +37.1% | 11.60% | +2.78 |
| SHY iShares 1-3 Year Treasury Bo | New | 1.38% | +1.38 |
| GQI Natixis Gateway Quality Inc. | New | 0.35% | +0.35 |
| GOOG Alphabet Inc. Class C | Add +2.1% | 1.31% | +0.26 |
| GLD SPDR Gold Shares | Add +2.0% | 4.59% | +0.25 |
| PANW Palo Alto Networks Inc. | Add +84.9% | 0.51% | +0.20 |
| ORCL Oracle Corp. | Add +32.1% | 0.57% | +0.19 |
| MU Micron Technology Inc. | New | 0.18% | +0.18 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.17% | +0.17 |
| PFE Pfizer Inc. | New | 0.17% | +0.17 |
| PRU Prudential Financial Inc. | New | 0.15% | +0.15 |
| NOC Northrop Grumman Corp. | New | 0.15% | +0.15 |
| PLTR Palantir Technologies Inc. Class A | Add +9.9% | 0.59% | +0.14 |
| TSM Taiwan Semiconductor-SP ADR | Add +49.7% | 0.32% | +0.13 |
| JNJ Johnson & Johnson | Add +7.2% | 0.66% | +0.09 |
| TMO Thermo Fisher Scientific Inc. | Add +21.8% | 0.37% | +0.08 |
| VRTX Vertex Pharmaceuticals Inc. | Add +74.4% | 0.27% | +0.07 |
| BAC Bank of America Corp. | Add +13.8% | 0.75% | +0.07 |
| ABBV Abbvie Inc. | Add +0.3% | 0.56% | +0.06 |
| CME Cme Group Inc. | Add +30.0% | 0.40% | +0.05 |
| CVX Chevron Corp. | Add +17.4% | 0.39% | +0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +8.3% | 0.89% | +0.04 |
| GE General Electric | Add +3.5% | 0.48% | +0.03 |
| PWV Invesco Large Cap Value ETF | Add +8.5% | 2.40% | +0.03 |
| GD General Dynamics Corp. | Add +1.5% | 0.56% | +0.03 |
| AMD Advanced Micro Devices | Add +12.8% | 0.20% | +0.03 |
| EVRG Evergy Inc. | Add +5.7% | 0.71% | +0.03 |
| RTX RTX Corp. | Add +2.5% | 0.58% | +0.02 |
| XOM Exxon Mobil Corp. | Add +9.8% | 0.95% | +0.02 |
| WELL Welltower Inc. | Add +1.6% | 0.30% | +0.01 |
| AVLV Avantis US Large Cap Value | Add +7.5% | 1.03% | +0.01 |
| SRE Sempra | Add +0.5% | 0.22% | +0.01 |
| MS Morgan Stanley | Add +5.7% | 0.21% | +0.01 |
| BTI British American Tob-SP ADR | Add +5.9% | 0.19% | +0.01 |
| TJX TJX Companies Inc. | Add +0.2% | 0.20% | +0.01 |
| UBER Uber Technologies Inc. | Add +9.4% | 0.38% | +0.01 |
| WFC Wells Fargo & Co. | Add +11.1% | 0.19% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +1.3% | 0.22% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.27% | +0.00 |
| APD Air Products & Chemicals Inc. | Add +16.4% | 0.22% | +0.00 |
| VTRS Viatris Inc. | Add +0.2% | 0.09% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +3.1% | 1.56% | −0.00 |
| CVS CVS Health Corp. | Add +0.6% | 0.20% | −0.00 |
| HD Home Depot Inc. | Add +0.6% | 0.43% | −0.00 |
| PH Parker Hannifin Corp. | Add +0.3% | 0.19% | −0.01 |
| WMB Williams Cos Inc. | Add +9.7% | 0.43% | −0.01 |
| MRK Merck & Co. Inc. | Add +0.0% | 0.18% | −0.01 |
| CSCO Cisco Systems Inc. | Add +10.7% | 0.38% | −0.01 |
| MCD McDonald's Corp. | Add +1.1% | 0.20% | −0.01 |
| SO The Southern Co. | Add +0.2% | 0.16% | −0.01 |
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 |