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

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $107.9M Q4 2024 Q1 2025: $103.7M Q1 2025 Q2 2025: $121.3M Q2 2025 Q3 2025: $136.4M Q3 2025 Q4 2025: $133.1M Q4 2025 Q1 2026: $135.9M $135.9M Q1 2026 Q2 2026: $158.5M Q2 2026

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%
SPGI S&P Global Inc. 0.19% 619 $263K Reduce -1.1%
CAT Caterpillar Inc. 0.19% 368 $261K New
CB Chubb Ltd. 0.19% 781 $255K Add +9.1%
COF Capital One Financial Corp. 0.18% 1,371 $250K Reduce -15.5%
GEV GE Vernova Inc. 0.18% 286 $250K New
PAPI Parametric Equity Prem Inco 0.18% 9,000 $246K New
CVS CVS Health Corp. 0.18% 3,427 $246K Add +6.1%
MET Metlife Inc. 0.18% 3,405 $241K Reduce -3.9%
GQI Natixis Gateway Quality Inc. 0.18% 4,349 $239K Add +14.2%
ABT Abbott Laboratories 0.18% 2,317 $238K Add +6.4%
INTU Intuit Inc. 0.17% 547 $237K Reduce -4.4%
SBUX Starbucks Corp. 0.17% 2,612 $234K Add +1.4%
SNPS Synopsys Inc. 0.17% 569 $226K Add +4.4%
DE Deere & Co. 0.17% 399 $225K Reduce -8.1%
IWB iShares Russell 1000 ETF 0.16% 625 $223K No change
AMT American Tower Corp. 0.16% 1,242 $214K Add +7.4%
LRCX Lam Research Corp. 0.15% 979 $209K New
RCL Royal Caribbean Cruises Ltd. 0.15% 753 $207K New
ABNB Airbnb Inc. Class A 0.15% 1,635 $206K Add +0.8%
SPYV SS SPDR P S&P 500 Value ETF 0.15% 3,601 $204K New
C Citigroup Inc. 0.15% 1,785 $202K New
ADI Analog Devices Inc. 0.15% 636 $202K New
VTRS Viatris Inc. 0.11% 10,653 $144K Reduce -7.9%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 129$158.5MSPY, JBND, AVDE, AAPL, NVDA
Q1 2026 123$135.9MSPY, JBND, AVDE, GLD, NVDA
Q4 2025 115$133.1MSPY, AVDE, GLD, JBND, QQQM
Q3 2025 124$136.4MSPY, AVDE, JBND, GLD, QQQM
Q2 2025 127$121.3MSPY, AVDE, JBND, MSFT, QQQM
Q1 2025 119$103.7MAVDE, JBND, SPY, AAPL, QQQM
Q4 2024 113$107.9MSPY, JBND, AAPL, MSFT, AVDE