AGH Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), AGH Wealth Advisors, LLC reported 123 stock positions worth $135.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.2% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 6.6%) and Avantis International Equity (AVDE, 5.6%). Compared with Q4 2025, it opened 15 new positions, sold out of 7, added to 67 and reduced 34. The biggest buy was JPMorgan Active Bond ETF (JBND, shares +41%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- Wichita, KS
- CIK
- 0002061010
- Portfolio Value
- $135.9M (Q1 2026)
- SEC Filing
- 0002061010-26-000002 ↗ filed Apr 22, 2026
Holdings Value
Holdings 123 stocks · $135.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 10.22% | 21,343 | $13.9M | Reduce -9.9% |
| JBND JPMorgan Active Bond ETF | 6.56% | 165,832 | $8.9M | Add +40.6% |
| AVDE Avantis International Equity | 5.57% | 89,115 | $7.6M | Reduce -25.0% |
| GLD SPDR Gold Shares | 5.38% | 16,975 | $7.3M | Reduce -0.8% |
| NVDA Nvidia Corp. | 4.16% | 32,412 | $5.7M | Add +8.2% |
| AAPL Apple Inc. | 4.05% | 21,704 | $5.5M | Add +2.3% |
| QQQM Invesco Nasdaq 100 ETF | 3.14% | 17,924 | $4.3M | Reduce -26.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.00% | 41,686 | $4.1M | Add +2.7% |
| MSFT Microsoft Corp. | 2.85% | 10,465 | $3.9M | No change |
| PWV Invesco Large Cap Value ETF | 2.69% | 52,471 | $3.7M | Add +2.7% |
| AVGO Broadcom Inc. | 2.12% | 9,319 | $2.9M | Add +5.5% |
| AMZN Amazon.com Inc. | 2.09% | 13,604 | $2.8M | Add +2.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.61% | 45,152 | $2.2M | Add +71.2% |
| GOOGL Alphabet Inc. Class A | 1.58% | 7,466 | $2.1M | Add +4.0% |
| AVEM Avantis Emerging Markets Eq | 1.55% | 26,130 | $2.1M | New |
| GOOG Alphabet Inc. Class C | 1.52% | 7,201 | $2.1M | Add +2.3% |
| META Meta Platforms Inc. Class A | 1.37% | 3,262 | $1.9M | Add +5.4% |
| XOM Exxon Mobil Corp. | 1.37% | 10,977 | $1.9M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 1.29% | 5,963 | $1.8M | Reduce -0.1% |
| AVLV Avantis US Large Cap Value | 1.14% | 19,169 | $1.5M | Reduce -3.1% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.03% | 10,556 | $1.4M | New |
| AVUS Avantis U.S. Equity ETF | 0.96% | 11,754 | $1.3M | Add +4.0% |
| VZ Verizon Communications Inc. | 0.92% | 24,888 | $1.2M | Add +4.9% |
| NFLX Netflix Inc. | 0.89% | 12,614 | $1.2M | Add +13.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.89% | 2,511 | $1.2M | Add +4.8% |
| JNJ Johnson & Johnson | 0.85% | 4,751 | $1.2M | Add +5.3% |
| DTCR Global X Data Center & Digit | 0.83% | 47,131 | $1.1M | New |
| SLV iShares Silver Trust | 0.79% | 15,807 | $1.1M | New |
| EVRG Evergy Inc. | 0.76% | 12,579 | $1.0M | No change |
| V Visa Inc. Class A | 0.66% | 2,987 | $903K | Reduce -2.9% |
| PLTR Palantir Technologies Inc. Class A | 0.65% | 6,003 | $878K | Add +36.7% |
| IWV iShares Russell 3000 ETF | 0.61% | 2,236 | $829K | No change |
| AMAT Applied Materials Inc. | 0.60% | 2,403 | $821K | Reduce -2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.59% | 16,408 | $800K | Reduce -5.2% |
| TSLA Tesla Inc. | 0.59% | 2,150 | $799K | Reduce -2.9% |
| KO The Coca-Cola Co. | 0.58% | 10,397 | $791K | Add +7.2% |
| RTX RTX Corp. | 0.58% | 4,081 | $787K | Reduce -5.8% |
| LLY Eli Lilly & Co. | 0.57% | 846 | $778K | Add +3.8% |
| COP Conocophillips | 0.53% | 5,505 | $727K | Add +2.1% |
| WMT Walmart Inc. | 0.53% | 5,810 | $722K | Add +7.0% |
| GD General Dynamics Corp. | 0.51% | 2,035 | $699K | Add +0.4% |
| LIN Linde PLC | 0.48% | 1,321 | $655K | Add +9.3% |
| ABBV Abbvie Inc. | 0.46% | 2,890 | $629K | Reduce -1.3% |
| CVX Chevron Corp. | 0.46% | 3,024 | $626K | Add +4.7% |
| IWF iShares Russell 1000 Growth | 0.46% | 1,450 | $618K | No change |
| JPST JPMorgan Ultra-Short Income | 0.45% | 12,000 | $607K | No change |
| CSCO Cisco Systems Inc. | 0.44% | 7,776 | $603K | Add +16.6% |
| WMB Williams Cos Inc. | 0.44% | 8,282 | $603K | Reduce -0.1% |
| INTC Intel Corp. | 0.43% | 13,365 | $590K | Add +28.2% |
| CME Cme Group Inc. | 0.43% | 1,994 | $589K | Add +8.3% |
| ETN Eaton Corp. PLC | 0.41% | 1,575 | $563K | Add +8.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 1,625 | $549K | Add +4.5% |
| PANW Palo Alto Networks Inc. | 0.40% | 3,352 | $537K | Reduce -19.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 920 | $531K | No change |
| GE General Electric filed as GE AEROSPACE | 0.39% | 1,855 | $526K | Add +0.9% |
| PSX Phillips 66 | 0.38% | 2,827 | $515K | Add +0.6% |
| T AT&T Inc. | 0.37% | 17,255 | $500K | Add +13.8% |
| ORCL Oracle Corp. | 0.36% | 3,371 | $496K | Add +5.6% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 997 | $490K | Reduce -3.4% |
| PM Philip Morris International | 0.35% | 2,910 | $481K | Add +5.0% |
| WELL Welltower Inc. | 0.35% | 2,411 | $477K | Add +4.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.34% | 1,046 | $467K | Add +4.0% |
| TRV The Travelers Cos Inc. | 0.33% | 1,545 | $451K | Reduce -4.8% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.32% | 4,980 | $438K | New |
| HD Home Depot Inc. | 0.31% | 1,281 | $421K | Add +0.9% |
| BA The Boeing Co. | 0.30% | 2,058 | $410K | Reduce -9.6% |
| TXN Texas Instruments Inc. | 0.30% | 2,097 | $407K | Add +38.8% |
| MU Micron Technology Inc. | 0.30% | 1,188 | $401K | Reduce -9.5% |
| UBER Uber Technologies Inc. | 0.28% | 5,256 | $378K | Add +4.6% |
| GWW WW Grainger Inc. | 0.28% | 346 | $377K | Reduce -0.6% |
| CRM Salesforce Inc. | 0.28% | 2,017 | $377K | Reduce -13.4% |
| PG The Procter & Gamble Co. | 0.27% | 2,548 | $368K | Add +11.1% |
| MA Mastercard Inc. Class A | 0.27% | 733 | $366K | Add +2.8% |
| UNH Unitedhealth Group Inc. | 0.27% | 1,344 | $364K | Add +12.3% |
| AXP American Express Co. | 0.26% | 1,185 | $358K | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.26% | 354 | $353K | Add +12.4% |
| MRSH Marsh & McLennan Cos | 0.26% | 2,002 | $347K | Add +14.1% |
| TMUS T-Mobile US Inc. | 0.25% | 1,642 | $345K | Add +39.5% |
| PFE Pfizer Inc. | 0.25% | 12,104 | $340K | Add +28.8% |
| ISRG Intuitive Surgical Inc. | 0.25% | 733 | $338K | Add +3.7% |
| MCK McKesson Corp. | 0.25% | 390 | $337K | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.24% | 2,767 | $333K | Add +14.7% |
| AMD Advanced Micro Devices | 0.23% | 1,543 | $314K | Add +7.2% |
| LOW Lowe's Cos Inc. | 0.23% | 1,314 | $310K | Reduce -0.7% |
| PEP Pepsico Inc. | 0.22% | 1,949 | $303K | Add +3.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.22% | 3,655 | $302K | Reduce -82.4% |
| ANET Arista Networks Inc. | 0.22% | 2,422 | $297K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.22% | 225 | $297K | Reduce -8.2% |
| SHW The Sherwin-Williams Co. | 0.22% | 925 | $297K | Reduce -3.1% |
| HON Honeywell International Inc. | 0.22% | 1,301 | $294K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 1,802 | $288K | Add +10.3% |
| GILD Gilead Sciences Inc. | 0.21% | 2,061 | $287K | Add +2.5% |
| MS Morgan Stanley | 0.21% | 1,734 | $285K | Add +5.3% |
| SYK Stryker Corp. | 0.21% | 862 | $283K | Add +3.2% |
| APD Air Products & Chemicals Inc. | 0.21% | 974 | $283K | Reduce -7.1% |
| USB US Bancorp | 0.21% | 5,384 | $280K | Add +17.1% |
| BTI British American Tob-SP ADR | 0.21% | 4,782 | $280K | Reduce -1.1% |
| PH Parker Hannifin Corp. | 0.20% | 304 | $272K | Add +7.0% |
| GS Goldman Sachs Group Inc. | 0.20% | 321 | $272K | Add +0.3% |
| MCD McDonald's Corp. | 0.20% | 866 | $269K | Add +15.2% |
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.9% | 10.22% | −1.92 |
| AVDE Avantis International Equity | Reduce -25.0% | 5.57% | −1.79 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -26.8% | 3.14% | −1.52 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -82.4% | 0.22% | −1.07 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.22 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.20 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.19 |
| CRM Salesforce Inc. | Reduce -13.4% | 0.28% | −0.19 |
| PANW Palo Alto Networks Inc. | Reduce -19.5% | 0.40% | −0.18 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.17 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.17 |
| TSLA Tesla Inc. | Reduce -2.9% | 0.59% | −0.16 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.16 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 1.29% | −0.15 |
| V Visa Inc. Class A | Reduce -2.9% | 0.66% | −0.15 |
| BAC Bank of America Corp. | Reduce -5.2% | 0.59% | −0.13 |
| COF Capital One Financial Corp. | Reduce -15.5% | 0.18% | −0.11 |
| INTU Intuit Inc. | Reduce -4.4% | 0.17% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.4% | 0.36% | −0.09 |
| BA The Boeing Co. | Reduce -9.6% | 0.30% | −0.07 |
| AXP American Express Co. | Reduce -0.3% | 0.26% | −0.07 |
| SPGI S&P Global Inc. | Reduce -1.1% | 0.19% | −0.05 |
| ABBV Abbvie Inc. | Reduce -1.3% | 0.46% | −0.04 |
| MET Metlife Inc. | Reduce -3.9% | 0.18% | −0.03 |
| TRV The Travelers Cos Inc. | Reduce -4.8% | 0.33% | −0.02 |
| RTX RTX Corp. | Reduce -5.8% | 0.58% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -3.1% | 0.22% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.7% | 0.23% | −0.01 |
| VTRS Viatris Inc. | Reduce -7.9% | 0.11% | −0.00 |
| BTI British American Tob-SP ADR | Reduce -1.1% | 0.21% | 0.00 |
| MCK McKesson Corp. | Reduce -0.3% | 0.25% | +0.01 |
| AVLV Avantis US Large Cap Value | Reduce -3.1% | 1.14% | +0.01 |
| DE Deere & Co. | Reduce -8.1% | 0.17% | +0.01 |
| APD Air Products & Chemicals Inc. | Reduce -7.1% | 0.21% | +0.01 |
| MU Micron Technology Inc. | Reduce -9.5% | 0.30% | +0.01 |
| GWW WW Grainger Inc. | Reduce -0.6% | 0.28% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -8.2% | 0.22% | +0.02 |
| WMB Williams Cos Inc. | Reduce -0.1% | 0.44% | +0.07 |
| AMAT Applied Materials Inc. | Reduce -2.5% | 0.60% | +0.13 |
| GLD SPDR Gold Shares | Reduce -0.8% | 5.38% | +0.28 |
Portfolio Buys Q4 2025 → Q1 2026
| JBND JPMorgan Active Bond ETF | Add +40.6% | 6.56% | +1.77 |
| AVEM Avantis Emerging Markets Eq | New | 1.55% | +1.55 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 1.03% | +1.03 |
| DTCR Global X Data Center & Digit | New | 0.83% | +0.83 |
| SLV iShares Silver Trust | New | 0.79% | +0.79 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +71.2% | 1.61% | +0.68 |
| XOM Exxon Mobil Corp. | Add +1.1% | 1.37% | +0.39 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.32% | +0.32 |
| ANET Arista Networks Inc. | New | 0.22% | +0.22 |
| HON Honeywell International Inc. | New | 0.22% | +0.22 |
| VZ Verizon Communications Inc. | Add +4.9% | 0.92% | +0.19 |
| CAT Caterpillar Inc. | New | 0.19% | +0.19 |
| GEV GE Vernova Inc. | New | 0.18% | +0.18 |
| PAPI Parametric Equity Prem Inco | New | 0.18% | +0.18 |
| COP Conocophillips | Add +2.1% | 0.53% | +0.16 |
| LRCX Lam Research Corp. | New | 0.15% | +0.15 |
| JNJ Johnson & Johnson | Add +5.3% | 0.85% | +0.15 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.15% | +0.15 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.15% | +0.15 |
| C Citigroup Inc. | New | 0.15% | +0.15 |
| ADI Analog Devices Inc. | New | 0.15% | +0.15 |
| INTC Intel Corp. | Add +28.2% | 0.43% | +0.14 |
| PWV Invesco Large Cap Value ETF | Add +2.7% | 2.69% | +0.14 |
| CVX Chevron Corp. | Add +4.7% | 0.46% | +0.13 |
| NFLX Netflix Inc. | Add +13.2% | 0.89% | +0.11 |
| PSX Phillips 66 | Add +0.6% | 0.38% | +0.11 |
| TXN Texas Instruments Inc. | Add +38.8% | 0.30% | +0.10 |
| LIN Linde PLC | Add +9.3% | 0.48% | +0.10 |
| T AT&T Inc. | Add +13.8% | 0.37% | +0.09 |
| WMT Walmart Inc. | Add +7.0% | 0.53% | +0.08 |
| PFE Pfizer Inc. | Add +28.8% | 0.25% | +0.07 |
| TMUS T-Mobile US Inc. | Add +39.5% | 0.25% | +0.07 |
| KO The Coca-Cola Co. | Add +7.2% | 0.58% | +0.07 |
| ETN Eaton Corp. PLC | Add +8.9% | 0.41% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +36.7% | 0.65% | +0.06 |
| CSCO Cisco Systems Inc. | Add +16.6% | 0.44% | +0.06 |
| CME Cme Group Inc. | Add +8.3% | 0.43% | +0.06 |
| COST Costco Wholesale Corp. | Add +12.4% | 0.26% | +0.06 |
| MRK Merck & Co. Inc. | Add +14.7% | 0.24% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.5% | 0.40% | +0.05 |
| WELL Welltower Inc. | Add +4.7% | 0.35% | +0.03 |
| GILD Gilead Sciences Inc. | Add +2.5% | 0.21% | +0.03 |
| MCD McDonald's Corp. | Add +15.2% | 0.20% | +0.03 |
| PG The Procter & Gamble Co. | Add +11.1% | 0.27% | +0.02 |
| TJX TJX Companies Inc. | Add +10.3% | 0.21% | +0.02 |
| USB US Bancorp | Add +17.1% | 0.21% | +0.02 |
| PM Philip Morris International | Add +5.0% | 0.35% | +0.02 |
| CB Chubb Ltd. | Add +9.1% | 0.19% | +0.02 |
| PEP Pepsico Inc. | Add +3.0% | 0.22% | +0.02 |
| PH Parker Hannifin Corp. | Add +7.0% | 0.20% | +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 |