AGH Wealth Advisors, LLC

Name: AGH Wealth Advisors, LLC 13F holdings, Q4 2025
Creator: AGH Wealth Advisors, LLC
Published: 2026-02-04

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), AGH Wealth Advisors, LLC reported 115 stock positions worth $133.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 12.1% of the portfolio, followed by Avantis International Equity (AVDE, 7.4%) and SPDR Gold Shares (GLD, 5.1%). Compared with Q3 2025, it opened 4 new positions, sold out of 13, added to 23 and reduced 84. The biggest buy was Avantis International Equity (AVDE, shares +2%) and the biggest sale Meta Platforms Class A (META, shares −12%).

Most Recent 13F: Q2 2026
Location: Wichita, KS
CIK: 0002061010
Portfolio Value: $133.1M (Q4 2025)
SEC Filing: 0002061010-26-000001 ↗ filed Feb 4, 2026

Holdings Value

Holdings 115 stocks · $133.1M


SPY SS SPDR S&P 500 ETF Trust-US	12.14%	23,684	$16.2M	Reduce -0.2%
AVDE Avantis International Equity	7.35%	118,879	$9.8M	Add +1.6%
GLD SPDR Gold Shares	5.10%	17,113	$6.8M	Reduce -2.8%
JBND JPMorgan Active Bond ETF	4.79%	117,937	$6.4M	Add +1.1%
QQQM Invesco Nasdaq 100 ETF	4.66%	24,487	$6.2M	Add +0.4%
AAPL Apple Inc.	4.34%	21,227	$5.8M	Reduce -0.3%
NVDA Nvidia Corp.	4.20%	29,948	$5.6M	Add +0.4%
MSFT Microsoft Corp.	3.80%	10,465	$5.1M	Reduce -1.2%
SPYG SS SPDR P S&P 500 Growth ETF	3.25%	40,579	$4.3M	Add +0.8%
PWV Invesco Large Cap Value ETF	2.55%	51,076	$3.4M	Add +1.6%
AVGO Broadcom Inc.	2.30%	8,835	$3.1M	Reduce -1.9%
AMZN Amazon.com Inc.	2.30%	13,248	$3.1M	Reduce -8.8%
GOOGL Alphabet Inc. Class A	1.69%	7,182	$2.2M	Reduce -7.2%
GOOG Alphabet Inc. Class C	1.66%	7,042	$2.2M	Reduce -4.1%
META Meta Platforms Inc. Class A	1.53%	3,094	$2.0M	Reduce -11.6%
JPM JPMorgan Chase & Co.	1.45%	5,971	$1.9M	Reduce -11.2%
SHY iShares 1-3 Year Treasury Bo	1.29%	20,789	$1.7M	Reduce -8.2%
AVLV Avantis US Large Cap Value	1.13%	19,781	$1.5M	Add +1.4%
XOM Exxon Mobil Corp.	0.98%	10,860	$1.3M	Reduce -5.0%
AVUS Avantis U.S. Equity ETF	0.95%	11,302	$1.3M	Reduce -1.8%
SPSM SS SPDR P S&P 600 Small Cap	0.93%	26,380	$1.2M	Add +1.0%
BRK.B Berkshire Hathaway Inc. Class B	0.91%	2,397	$1.2M	Reduce -27.0%
V Visa Inc. Class A	0.81%	3,077	$1.1M	Reduce -14.3%
NFLX Netflix Inc.	0.78%	11,140	$1.0M	Reduce -5.0%
TSLA Tesla Inc.	0.75%	2,213	$995K	Reduce -1.9%
VZ Verizon Communications Inc.	0.73%	23,732	$967K	Reduce -8.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.72%	17,309	$952K	Reduce -12.2%
JNJ Johnson & Johnson	0.70%	4,514	$934K	Reduce -7.6%
EVRG Evergy Inc.	0.69%	12,579	$912K	Reduce -1.0%
LLY Eli Lilly & Co.	0.66%	815	$876K	Reduce -9.7%
IWV iShares Russell 3000 ETF	0.65%	2,236	$865K	Reduce -7.1%
RTX RTX Corp.	0.60%	4,334	$795K	Reduce -7.7%
PLTR Palantir Technologies Inc. Class A	0.59%	4,390	$780K	Reduce -0.7%
PANW Palo Alto Networks Inc.	0.58%	4,165	$767K	Add +22.6%
IWF iShares Russell 1000 Growth	0.52%	1,450	$686K	No change
GD General Dynamics Corp.	0.51%	2,027	$683K	Reduce -10.0%
KO The Coca-Cola Co.	0.51%	9,699	$678K	Reduce -5.8%
ABBV Abbvie Inc.	0.50%	2,927	$669K	Reduce -10.7%
AMAT Applied Materials Inc.	0.48%	2,464	$633K	Add +6.3%
ORCL Oracle Corp.	0.47%	3,192	$622K	Add +15.1%
CRM Salesforce Inc.	0.46%	2,328	$617K	Reduce -11.6%
JPST JPMorgan Ultra-Short Income	0.46%	12,000	$607K	No change
WMT Walmart Inc.	0.45%	5,430	$605K	Reduce -14.1%
TMO Thermo Fisher Scientific Inc.	0.45%	1,032	$598K	Reduce -0.6%
GE General Electric filed as GE AEROSPACE	0.43%	1,839	$566K	Reduce -15.2%
QQQ Invesco QQQ Trust Series 1	0.42%	920	$565K	Add +0.9%
LIN Linde PLC	0.39%	1,208	$515K	Add +11.1%
CSCO Cisco Systems Inc.	0.39%	6,666	$513K	Reduce -13.0%
COP Conocophillips	0.38%	5,393	$505K	Reduce -3.7%
CME Cme Group Inc.	0.38%	1,842	$503K	Reduce -9.4%
WMB Williams Cos Inc.	0.37%	8,289	$498K	Reduce -9.6%
BA The Boeing Co.	0.37%	2,277	$494K	Reduce -11.2%
TSM Taiwan Semiconductor-SP ADR	0.36%	1,555	$473K	Reduce -0.9%
TRV The Travelers Cos Inc.	0.35%	1,623	$471K	Add +0.2%
ETN Eaton Corp. PLC	0.35%	1,446	$461K	Reduce -6.6%
VRTX Vertex Pharmaceuticals Inc.	0.34%	1,006	$456K	Add +7.6%
PM Philip Morris International	0.33%	2,771	$444K	Reduce -3.5%
CVX Chevron Corp.	0.33%	2,888	$440K	Reduce -15.5%
AXP American Express Co.	0.33%	1,189	$440K	No change
HD Home Depot Inc.	0.33%	1,270	$437K	Reduce -12.5%
WELL Welltower Inc.	0.32%	2,302	$427K	Add +0.3%
UBER Uber Technologies Inc.	0.31%	5,025	$411K	Reduce -4.5%
MA Mastercard Inc. Class A	0.31%	713	$407K	Reduce -20.5%
ISRG Intuitive Surgical Inc.	0.30%	707	$400K	Reduce -1.8%
UNH Unitedhealth Group Inc.	0.30%	1,197	$395K	Reduce -25.1%
COF Capital One Financial Corp.	0.30%	1,622	$393K	Reduce -9.1%
INTC Intel Corp.	0.29%	10,427	$385K	Add +4.7%
INTU Intuit Inc.	0.28%	572	$379K	Add +5.5%
T AT&T Inc.	0.28%	15,164	$377K	Reduce -22.3%
MU Micron Technology Inc.	0.28%	1,313	$375K	Reduce -12.3%
PSX Phillips 66	0.27%	2,810	$363K	Reduce -1.8%
GWW WW Grainger Inc.	0.26%	348	$351K	Add +1.2%
PG The Procter & Gamble Co.	0.25%	2,294	$329K	Reduce -23.9%
SPGI S&P Global Inc.	0.25%	626	$327K	Reduce -11.1%
MRSH Marsh & McLennan Cos	0.24%	1,755	$326K	Reduce -4.0%
MCK McKesson Corp.	0.24%	391	$321K	Reduce -12.7%
LOW Lowe's Cos Inc.	0.24%	1,323	$319K	Reduce -9.4%
SHW The Sherwin-Williams Co.	0.23%	955	$309K	Reduce -1.8%
AMD Advanced Micro Devices	0.23%	1,439	$308K	Reduce -16.0%
SYK Stryker Corp.	0.22%	835	$293K	Reduce -16.9%
MS Morgan Stanley	0.22%	1,646	$292K	Reduce -8.6%
NOW ServiceNow Inc.	0.22%	1,895	$290K	New
GS Goldman Sachs Group Inc.	0.21%	320	$281K	Reduce -16.2%
MET Metlife Inc.	0.21%	3,544	$280K	Reduce -8.6%
BTI British American Tob-SP ADR	0.21%	4,837	$274K	Reduce -2.8%
ABT Abbott Laboratories	0.20%	2,177	$273K	Reduce -15.2%
PEP Pepsico Inc.	0.20%	1,893	$272K	Reduce -26.1%
COST Costco Wholesale Corp.	0.20%	315	$272K	Reduce -24.1%
EQIX Equinix Inc.	0.20%	347	$266K	Add +1.5%
TXN Texas Instruments Inc.	0.20%	1,511	$262K	Add +2.6%
ASML ASML Holding NV-NY Reg SHS	0.20%	245	$262K	Add +2.9%
APD Air Products & Chemicals Inc.	0.19%	1,048	$259K	Reduce -4.3%
CVS CVS Health Corp.	0.19%	3,229	$256K	Reduce -12.2%
SNPS Synopsys Inc.	0.19%	545	$256K	Reduce -3.5%
MRK Merck & Co. Inc.	0.19%	2,412	$254K	Reduce -18.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.19%	1,633	$251K	Reduce -14.3%
PH Parker Hannifin Corp.	0.19%	284	$250K	Reduce -17.0%
WFC Wells Fargo & Co.	0.19%	2,666	$248K	Reduce -13.2%
GILD Gilead Sciences Inc.	0.19%	2,011	$247K	Reduce -6.5%
USB US Bancorp	0.18%	4,597	$245K	Reduce -12.3%
TMUS T-Mobile US Inc.	0.18%	1,177	$239K	Reduce -11.2%
PFE Pfizer Inc.	0.18%	9,400	$234K	Add +4.5%
IWB iShares Russell 1000 ETF	0.18%	625	$233K	No change
MCD McDonald's Corp.	0.17%	752	$230K	Reduce -14.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.17%	756	$224K	Reduce -11.8%
CB Chubb Ltd.	0.17%	716	$223K	Reduce -16.1%
CMG Chipotle Mexican Grill Inc.	0.17%	6,026	$223K	New
ABNB Airbnb Inc. Class A	0.17%	1,622	$220K	New
GQI Natixis Gateway Quality Inc.	0.16%	3,809	$217K	Reduce -55.0%
SBUX Starbucks Corp.	0.16%	2,576	$217K	Reduce -38.2%
PGR Progressive Corp.	0.16%	921	$210K	New
MNST Monster Beverage Corp.	0.16%	2,724	$209K	Reduce -13.0%
AMT American Tower Corp.	0.15%	1,156	$203K	Reduce -4.2%
DE Deere & Co.	0.15%	434	$202K	Reduce -2.5%
VTRS Viatris Inc.	0.11%	11,566	$144K	Reduce -8.6%

Portfolio Sells Q3 2025 → Q4 2025


META Meta Platforms Inc. Class A	Reduce -11.6%	1.53%	−0.35
BRK.B Berkshire Hathaway Inc. Class B	Reduce -27.0%	0.91%	−0.30
NFLX Netflix Inc.	Reduce -5.0%	0.78%	−0.25
SRE Sempra	Sold out	0.00%	−0.22
MSFT Microsoft Corp.	Reduce -1.2%	3.80%	−0.22
GQI Natixis Gateway Quality Inc.	Reduce -55.0%	0.16%	−0.18
MSI Motorola Solutions Inc.	Sold out	0.00%	−0.18
UNP Union Pacific Corp.	Sold out	0.00%	−0.17
RCL Royal Caribbean Cruises Ltd.	Sold out	0.00%	−0.17
PYPL PayPal Holdings Inc.	Sold out	0.00%	−0.17
SO The Southern Co.	Sold out	0.00%	−0.16
ORLY O'reilly Automotive Inc.	Sold out	0.00%	−0.16
PRU Prudential Financial Inc.	Sold out	0.00%	−0.15
QCOM Qualcomm Inc.	Sold out	0.00%	−0.15
BKNG Booking Holdings Inc.	Sold out	0.00%	−0.15
HON Honeywell International Inc.	Sold out	0.00%	−0.15
BSX Boston Scientific Corp.	Sold out	0.00%	−0.15
NOC Northrop Grumman Corp.	Sold out	0.00%	−0.15
T AT&T Inc.	Reduce -22.3%	0.28%	−0.12
JPM JPMorgan Chase & Co.	Reduce -11.2%	1.45%	−0.11
UNH Unitedhealth Group Inc.	Reduce -25.1%	0.30%	−0.11
VZ Verizon Communications Inc.	Reduce -8.0%	0.73%	−0.10
HD Home Depot Inc.	Reduce -12.5%	0.33%	−0.10
SBUX Starbucks Corp.	Reduce -38.2%	0.16%	−0.10
PG The Procter & Gamble Co.	Reduce -23.9%	0.25%	−0.09
V Visa Inc. Class A	Reduce -14.3%	0.81%	−0.09
SHY iShares 1-3 Year Treasury Bo	Reduce -8.2%	1.29%	−0.08
ETN Eaton Corp. PLC	Reduce -6.6%	0.35%	−0.08
COST Costco Wholesale Corp.	Reduce -24.1%	0.20%	−0.08
UBER Uber Technologies Inc.	Reduce -4.5%	0.31%	−0.07
MA Mastercard Inc. Class A	Reduce -20.5%	0.31%	−0.07
PEP Pepsico Inc.	Reduce -26.1%	0.20%	−0.06
CVX Chevron Corp.	Reduce -15.5%	0.33%	−0.06
ABBV Abbvie Inc.	Reduce -10.7%	0.50%	−0.05
TMUS T-Mobile US Inc.	Reduce -11.2%	0.18%	−0.05
GE General Electric	Reduce -15.2%	0.43%	−0.05
SYK Stryker Corp.	Reduce -16.9%	0.22%	−0.05
WMB Williams Cos Inc.	Reduce -9.6%	0.37%	−0.05
GD General Dynamics Corp.	Reduce -10.0%	0.51%	−0.05
ABT Abbott Laboratories	Reduce -15.2%	0.20%	−0.05
AMZN Amazon.com Inc.	Reduce -8.8%	2.30%	−0.04
BA The Boeing Co.	Reduce -11.2%	0.37%	−0.03
BAC Bank of America Corp.	Reduce -12.2%	0.72%	−0.03
LOW Lowe's Cos Inc.	Reduce -9.4%	0.24%	−0.03
MRSH Marsh & McLennan Cos	Reduce -4.0%	0.24%	−0.03
CME Cme Group Inc.	Reduce -9.4%	0.38%	−0.02
APD Air Products & Chemicals Inc.	Reduce -4.3%	0.19%	−0.02
MCD McDonald's Corp.	Reduce -14.9%	0.17%	−0.02
MET Metlife Inc.	Reduce -8.6%	0.21%	−0.02
EVRG Evergy Inc.	Reduce -1.0%	0.69%	−0.02

Portfolio Buys Q3 2025 → Q4 2025


AVDE Avantis International Equity	Add +1.6%	7.35%	+0.58
QQQM Invesco Nasdaq 100 ETF	Add +0.4%	4.66%	+0.23
NOW ServiceNow Inc.	New	0.22%	+0.22
SPYG SS SPDR P S&P 500 Growth ETF	Add +0.8%	3.25%	+0.17
CMG Chipotle Mexican Grill Inc.	New	0.17%	+0.17
ABNB Airbnb Inc. Class A	New	0.17%	+0.17
JBND JPMorgan Active Bond ETF	Add +1.1%	4.79%	+0.16
PGR Progressive Corp.	New	0.16%	+0.16
PWV Invesco Large Cap Value ETF	Add +1.6%	2.55%	+0.15
AMAT Applied Materials Inc.	Add +6.3%	0.48%	+0.13
NVDA Nvidia Corp.	Add +0.4%	4.20%	+0.11
AVLV Avantis US Large Cap Value	Add +1.4%	1.13%	+0.09
VRTX Vertex Pharmaceuticals Inc.	Add +7.6%	0.34%	+0.07
PANW Palo Alto Networks Inc.	Add +22.6%	0.58%	+0.07
INTC Intel Corp.	Add +4.7%	0.29%	+0.04
SPSM SS SPDR P S&P 600 Small Cap	Add +1.0%	0.93%	+0.04
ASML ASML Holding NV-NY Reg SHS	Add +2.9%	0.20%	+0.03
GWW WW Grainger Inc.	Add +1.2%	0.26%	+0.02
QQQ Invesco QQQ Trust Series 1	Add +0.9%	0.42%	+0.02
TRV The Travelers Cos Inc.	Add +0.2%	0.35%	+0.02
WELL Welltower Inc.	Add +0.3%	0.32%	+0.02
INTU Intuit Inc.	Add +5.5%	0.28%	+0.01
LIN Linde PLC	Add +11.1%	0.39%	+0.01
PFE Pfizer Inc.	Add +4.5%	0.18%	+0.01
EQIX Equinix Inc.	Add +1.5%	0.20%	+0.00
TXN Texas Instruments Inc.	Add +2.6%	0.20%	−0.00
ORCL Oracle Corp.	Add +15.1%	0.47%	−0.10

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