AGH Wealth Advisors, LLC

Name: AGH Wealth Advisors, LLC 13F holdings, Q2 2026
Creator: AGH Wealth Advisors, LLC
Published: 2026-07-22

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), AGH Wealth Advisors, LLC reported 129 stock positions worth $158.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.3% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 6.0%) and Avantis International Equity (AVDE, 5.3%). Compared with Q1 2026, it opened 14 new positions, sold out of 8, added to 76 and reduced 34. The biggest buy was Intel (INTC, shares +0%) and the biggest sale Netflix (NFLX, shares −4%).

Most Recent 13F: Q2 2026
Location: Wichita, KS
CIK: 0002061010
Portfolio Value: $158.5M (Q2 2026)
SEC Filing: 0002061010-26-000003 ↗ filed Jul 22, 2026

Holdings Value

Holdings 129 stocks · $158.5M


SPY SS SPDR S&P 500 ETF Trust-US	10.34%	21,937	$16.4M	Add +2.8%
JBND JPMorgan Active Bond ETF	5.99%	177,406	$9.5M	Add +7.0%
AVDE Avantis International Equity	5.26%	93,519	$8.3M	Add +4.9%
AAPL Apple Inc.	4.41%	24,177	$7.0M	Add +11.4%
NVDA Nvidia Corp.	4.18%	33,067	$6.6M	Add +2.0%
GLD SPDR Gold Shares	4.00%	17,202	$6.3M	Add +1.3%
QQQM Invesco Nasdaq 100 ETF	3.52%	18,418	$5.6M	Add +2.8%
SPYG SS SPDR P S&P 500 Growth ETF	3.24%	43,165	$5.1M	Add +3.5%
PWV Invesco Large Cap Value ETF	2.60%	54,415	$4.1M	Add +3.7%
MSFT Microsoft Corp.	2.49%	10,564	$3.9M	Add +0.9%
AVGO Broadcom Inc.	2.23%	9,370	$3.5M	Add +0.6%
AMZN Amazon.com Inc.	2.03%	13,490	$3.2M	Reduce -0.8%
GOOGL Alphabet Inc. Class A	1.93%	8,541	$3.1M	Add +14.4%
GOOG Alphabet Inc. Class C	1.72%	7,709	$2.7M	Add +7.0%
SPSM SS SPDR P S&P 600 Small Cap	1.71%	46,963	$2.7M	Add +4.0%
AVEM Avantis Emerging Markets Eq	1.65%	27,083	$2.6M	Add +3.6%
JPM JPMorgan Chase & Co.	1.28%	6,219	$2.0M	Add +4.3%
META Meta Platforms Inc. Class A	1.22%	3,422	$1.9M	Add +4.9%
INTC Intel Corp.	1.18%	13,381	$1.9M	Add +0.1%
AVLV Avantis US Large Cap Value	1.15%	19,921	$1.8M	Add +3.9%
MU Micron Technology Inc.	1.02%	1,398	$1.6M	Add +17.7%
AVUS Avantis U.S. Equity ETF	1.00%	12,324	$1.6M	Add +4.8%
XOM Exxon Mobil Corp.	0.97%	11,228	$1.5M	Add +2.3%
AMAT Applied Materials Inc.	0.96%	2,112	$1.5M	Reduce -12.1%
DTCR Global X Data Center & Digit	0.96%	49,954	$1.5M	Add +6.0%
NLR Vaneck Urani & Nuclr ETF-Usd	0.84%	11,532	$1.3M	Add +9.3%
BRK.B Berkshire Hathaway Inc. Class B	0.80%	2,532	$1.3M	Add +0.8%
JNJ Johnson & Johnson	0.78%	4,872	$1.2M	Add +2.5%
PANW Palo Alto Networks Inc.	0.75%	3,468	$1.2M	Add +3.5%
V Visa Inc. Class A	0.71%	3,271	$1.1M	Add +9.5%
VZ Verizon Communications Inc.	0.69%	25,815	$1.1M	Add +3.7%
EVRG Evergy Inc.	0.69%	12,579	$1.1M	No change
TSLA Tesla Inc.	0.67%	2,506	$1.1M	Add +16.6%
AMD Advanced Micro Devices	0.66%	1,809	$1.1M	Add +17.2%
LLY Eli Lilly & Co.	0.66%	875	$1.0M	Add +3.4%
BAC Bank of America Corp.	0.65%	18,210	$1.0M	Add +11.0%
CSCO Cisco Systems Inc.	0.63%	8,493	$998K	Add +9.2%
KO The Coca-Cola Co.	0.58%	11,257	$915K	Add +8.3%
IWV iShares Russell 3000 ETF	0.57%	2,106	$898K	Reduce -5.8%
SLV iShares Silver Trust	0.56%	16,685	$892K	Add +5.5%
NFLX Netflix Inc.	0.54%	12,054	$861K	Reduce -4.4%
TSM Taiwan Semiconductor-SP ADR	0.54%	1,789	$854K	Add +10.1%
ABBV Abbvie Inc.	0.51%	3,203	$806K	Add +10.8%
RTX RTX Corp.	0.49%	4,080	$774K	Reduce -0.0%
PLTR Palantir Technologies Inc. Class A	0.49%	6,593	$769K	Add +9.8%
GE General Electric filed as GE AEROSPACE	0.46%	1,935	$723K	Add +4.3%
GD General Dynamics Corp.	0.45%	2,033	$720K	Reduce -0.1%
IWF iShares Russell 1000 Growth	0.45%	5,800	$720K	No change
TXN Texas Instruments Inc.	0.44%	2,353	$701K	Add +12.2%
LIN Linde PLC	0.44%	1,341	$696K	Add +1.5%
ETN Eaton Corp. PLC	0.42%	1,576	$672K	Add +0.1%
WMT Walmart Inc.	0.42%	5,808	$658K	Reduce -0.0%
WMB Williams Cos Inc.	0.39%	8,325	$619K	Add +0.5%
QQQ Invesco QQQ Trust Series 1	0.39%	840	$619K	Reduce -8.7%
JPST JPMorgan Ultra-Short Income	0.38%	12,000	$607K	No change
UNH Unitedhealth Group Inc.	0.36%	1,382	$574K	Add +2.8%
PM Philip Morris International	0.35%	3,083	$558K	Add +6.0%
WELL Welltower Inc.	0.34%	2,400	$545K	Reduce -0.5%
ORCL Oracle Corp.	0.34%	3,671	$538K	Add +8.9%
LRCX Lam Research Corp.	0.34%	1,225	$531K	Add +25.1%
VRTX Vertex Pharmaceuticals Inc.	0.33%	1,055	$524K	Add +0.9%
ANET Arista Networks Inc.	0.32%	3,019	$513K	Add +24.6%
TRV The Travelers Cos Inc.	0.32%	1,534	$506K	Reduce -0.7%
TMO Thermo Fisher Scientific Inc.	0.32%	996	$499K	Reduce -0.1%
REMX Vaneck Rar Earth ND STG-Usdi	0.31%	5,545	$491K	Add +11.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.31%	245	$487K	Add +8.9%
PSX Phillips 66	0.30%	2,846	$481K	Add +0.7%
GWW WW Grainger Inc.	0.30%	351	$477K	Add +1.4%
CVX Chevron Corp.	0.30%	2,821	$468K	Reduce -6.7%
HD Home Depot Inc.	0.29%	1,315	$464K	Add +2.6%
CME Cme Group Inc.	0.29%	2,099	$464K	Add +5.3%
CAT Caterpillar Inc.	0.29%	432	$460K	Add +17.4%
COP Conocophillips	0.28%	4,308	$448K	Reduce -21.7%
KLAC KLA Corp.	0.28%	1,461	$441K	New
MA Mastercard Inc. Class A	0.27%	827	$425K	Add +12.8%
UBER Uber Technologies Inc.	0.26%	5,753	$415K	Add +9.5%
BA The Boeing Co.	0.26%	1,912	$414K	Reduce -7.1%
PG The Procter & Gamble Co.	0.25%	2,714	$398K	Add +6.5%
MS Morgan Stanley	0.25%	1,884	$394K	Add +8.7%
T AT&T Inc.	0.23%	17,772	$368K	Add +3.0%
GS Goldman Sachs Group Inc.	0.23%	363	$367K	Add +13.1%
MRK Merck & Co. Inc.	0.23%	2,841	$365K	Add +2.7%
CVS CVS Health Corp.	0.23%	3,451	$357K	Add +0.7%
COST Costco Wholesale Corp.	0.22%	378	$354K	Add +6.8%
PAPI Parametric Equity Prem Inco	0.22%	13,140	$351K	Add +46.0%
AXP American Express Co.	0.22%	1,018	$344K	Reduce -14.1%
GEV GE Vernova Inc.	0.21%	287	$337K	Add +0.3%
SNDK Sandisk Corp.	0.21%	148	$337K	New
SHW The Sherwin-Williams Co.	0.20%	941	$324K	Add +1.7%
PFE Pfizer Inc.	0.19%	12,719	$306K	Add +5.1%
CRM Salesforce Inc.	0.19%	1,900	$298K	Reduce -5.8%
BTI British American Tob-SP ADR	0.19%	4,762	$294K	Reduce -0.4%
APH Amphenol Corp. Class A	0.18%	1,641	$289K	New
MET Metlife Inc.	0.18%	3,400	$288K	Reduce -0.1%
LOW Lowe's Cos Inc.	0.18%	1,303	$287K	Reduce -0.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.18%	1,856	$281K	Add +3.0%
STX Seagate Technology Holdings	0.18%	289	$279K	New
MCK McKesson Corp.	0.17%	367	$277K	Reduce -5.9%
WFC Wells Fargo & Co.	0.17%	3,353	$277K	New
PH Parker Hannifin Corp.	0.17%	283	$277K	Reduce -6.9%
SBUX Starbucks Corp.	0.17%	2,692	$275K	Add +3.1%
APD Air Products & Chemicals Inc.	0.17%	934	$274K	Reduce -4.1%
TMUS T-Mobile US Inc.	0.17%	1,630	$273K	Reduce -0.7%
ISRG Intuitive Surgical Inc.	0.17%	678	$270K	Reduce -7.5%
UNP Union Pacific Corp.	0.17%	982	$267K	New
ADI Analog Devices Inc.	0.17%	672	$267K	Add +5.7%
SNPS Synopsys Inc.	0.17%	595	$265K	Add +4.6%
RCL Royal Caribbean Cruises Ltd.	0.17%	826	$262K	Add +9.7%
USB US Bancorp	0.17%	4,342	$262K	Reduce -19.4%
GILD Gilead Sciences Inc.	0.16%	2,038	$257K	Reduce -1.1%
GQI Natixis Gateway Quality Inc.	0.16%	4,349	$257K	No change
DE Deere & Co.	0.16%	404	$256K	Add +1.3%
IWB iShares Russell 1000 ETF	0.16%	625	$256K	No change
CB Chubb Ltd.	0.16%	746	$254K	Reduce -4.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.16%	899	$253K	New
PEP Pepsico Inc.	0.16%	1,864	$252K	Reduce -4.4%
C Citigroup Inc.	0.16%	1,760	$246K	Reduce -1.4%
COF Capital One Financial Corp.	0.16%	1,227	$246K	Reduce -10.5%
GLW Corning Inc.	0.15%	948	$242K	New
MNST Monster Beverage Corp.	0.14%	2,344	$225K	New
TER Teradyne Inc.	0.14%	445	$215K	New
MRSH Marsh & McLennan Cos	0.14%	1,287	$215K	Reduce -35.7%
SPYV SS SPDR P S&P 500 Value ETF	0.13%	3,508	$213K	Reduce -2.6%
ABNB Airbnb Inc. Class A	0.13%	1,475	$211K	Reduce -9.8%
MCD McDonald's Corp.	0.13%	772	$209K	Reduce -10.8%
BKNG Booking Holdings Inc.	0.13%	1,158	$206K	New
APO Apollo Global Management Inc.	0.13%	1,741	$206K	New
SO The Southern Co.	0.13%	2,126	$203K	New
PGR Progressive Corp.	0.13%	917	$200K	New

Portfolio Sells Q1 2026 → Q2 2026


NFLX Netflix Inc.	Reduce -4.4%	0.54%	−0.35
COP Conocophillips	Reduce -21.7%	0.28%	−0.25
SHY iShares 1-3 Year Treasury Bo	Sold out	0.00%	−0.22
HON Honeywell International Inc.	Sold out	0.00%	−0.22
SYK Stryker Corp.	Sold out	0.00%	−0.21
SPGI S&P Global Inc.	Sold out	0.00%	−0.19
ABT Abbott Laboratories	Sold out	0.00%	−0.18
INTU Intuit Inc.	Sold out	0.00%	−0.17
CVX Chevron Corp.	Reduce -6.7%	0.30%	−0.17
AMT American Tower Corp.	Sold out	0.00%	−0.16
MRSH Marsh & McLennan Cos	Reduce -35.7%	0.14%	−0.12
WMT Walmart Inc.	Reduce -0.0%	0.42%	−0.12
VTRS Viatris Inc.	Sold out	0.00%	−0.11
RTX RTX Corp.	Reduce -0.0%	0.49%	−0.09
CRM Salesforce Inc.	Reduce -5.8%	0.19%	−0.09
TMUS T-Mobile US Inc.	Reduce -0.7%	0.17%	−0.08
ISRG Intuitive Surgical Inc.	Reduce -7.5%	0.17%	−0.08
MCK McKesson Corp.	Reduce -5.9%	0.17%	−0.07
MCD McDonald's Corp.	Reduce -10.8%	0.13%	−0.07
PEP Pepsico Inc.	Reduce -4.4%	0.16%	−0.06
GD General Dynamics Corp.	Reduce -0.1%	0.45%	−0.06
AMZN Amazon.com Inc.	Reduce -0.8%	2.03%	−0.06
GILD Gilead Sciences Inc.	Reduce -1.1%	0.16%	−0.05
LOW Lowe's Cos Inc.	Reduce -0.8%	0.18%	−0.05
AXP American Express Co.	Reduce -14.1%	0.22%	−0.05
TMO Thermo Fisher Scientific Inc.	Reduce -0.1%	0.32%	−0.05
IWV iShares Russell 3000 ETF	Reduce -5.8%	0.57%	−0.04
USB US Bancorp	Reduce -19.4%	0.17%	−0.04
BA The Boeing Co.	Reduce -7.1%	0.26%	−0.04
APD Air Products & Chemicals Inc.	Reduce -4.1%	0.17%	−0.04
COF Capital One Financial Corp.	Reduce -10.5%	0.16%	−0.03
CB Chubb Ltd.	Reduce -4.5%	0.16%	−0.03
PH Parker Hannifin Corp.	Reduce -6.9%	0.17%	−0.03
BTI British American Tob-SP ADR	Reduce -0.4%	0.19%	−0.02
ABNB Airbnb Inc. Class A	Reduce -9.8%	0.13%	−0.02
SPYV SS SPDR P S&P 500 Value ETF	Reduce -2.6%	0.13%	−0.02
TRV The Travelers Cos Inc.	Reduce -0.7%	0.32%	−0.01
WELL Welltower Inc.	Reduce -0.5%	0.34%	−0.01
QQQ Invesco QQQ Trust Series 1	Reduce -8.7%	0.39%	−0.00
MET Metlife Inc.	Reduce -0.1%	0.18%	+0.00
C Citigroup Inc.	Reduce -1.4%	0.16%	+0.01
AMAT Applied Materials Inc.	Reduce -12.1%	0.96%	+0.36

Portfolio Buys Q1 2026 → Q2 2026


INTC Intel Corp.	Add +0.1%	1.18%	+0.74
MU Micron Technology Inc.	Add +17.7%	1.02%	+0.72
AMD Advanced Micro Devices	Add +17.2%	0.66%	+0.43
QQQM Invesco Nasdaq 100 ETF	Add +2.8%	3.52%	+0.39
AAPL Apple Inc.	Add +11.4%	4.41%	+0.36
PANW Palo Alto Networks Inc.	Add +3.5%	0.75%	+0.35
GOOGL Alphabet Inc. Class A	Add +14.4%	1.93%	+0.35
KLAC KLA Corp.	New	0.28%	+0.28
SPYG SS SPDR P S&P 500 Growth ETF	Add +3.5%	3.24%	+0.24
SNDK Sandisk Corp.	New	0.21%	+0.21
GOOG Alphabet Inc. Class C	Add +7.0%	1.72%	+0.20
CSCO Cisco Systems Inc.	Add +9.2%	0.63%	+0.19
APH Amphenol Corp. Class A	New	0.18%	+0.18
LRCX Lam Research Corp.	Add +25.1%	0.34%	+0.18
STX Seagate Technology Holdings	New	0.18%	+0.18
WFC Wells Fargo & Co.	New	0.17%	+0.17
UNP Union Pacific Corp.	New	0.17%	+0.17
IBM Intl Business Machines Corp.	New	0.16%	+0.16
GLW Corning Inc.	New	0.15%	+0.15
TXN Texas Instruments Inc.	Add +12.2%	0.44%	+0.14
MNST Monster Beverage Corp.	New	0.14%	+0.14
TER Teradyne Inc.	New	0.14%	+0.14
TSM Taiwan Semiconductor-SP ADR	Add +10.1%	0.54%	+0.13
BKNG Booking Holdings Inc.	New	0.13%	+0.13
APO Apollo Global Management Inc.	New	0.13%	+0.13
SO The Southern Co.	New	0.13%	+0.13
PGR Progressive Corp.	New	0.13%	+0.13
DTCR Global X Data Center & Digit	Add +6.0%	0.96%	+0.13
SPY SS SPDR S&P 500 ETF Trust-US	Add +2.8%	10.34%	+0.12
AVGO Broadcom Inc.	Add +0.6%	2.23%	+0.11
ANET Arista Networks Inc.	Add +24.6%	0.32%	+0.10
SPSM SS SPDR P S&P 600 Small Cap	Add +4.0%	1.71%	+0.10
AVEM Avantis Emerging Markets Eq	Add +3.6%	1.65%	+0.10
CAT Caterpillar Inc.	Add +17.4%	0.29%	+0.10
UNH Unitedhealth Group Inc.	Add +2.8%	0.36%	+0.09
LLY Eli Lilly & Co.	Add +3.4%	0.66%	+0.09
ASML ASML Holding NV-NY Reg SHS	Add +8.9%	0.31%	+0.09
TSLA Tesla Inc.	Add +16.6%	0.67%	+0.08
GE General Electric	Add +4.3%	0.46%	+0.07
BAC Bank of America Corp.	Add +11.0%	0.65%	+0.07
ABBV Abbvie Inc.	Add +10.8%	0.51%	+0.05
CVS CVS Health Corp.	Add +0.7%	0.23%	+0.04
V Visa Inc. Class A	Add +9.5%	0.71%	+0.04
PAPI Parametric Equity Prem Inco	Add +46.0%	0.22%	+0.04
MS Morgan Stanley	Add +8.7%	0.25%	+0.04
AVUS Avantis U.S. Equity ETF	Add +4.8%	1.00%	+0.03
GS Goldman Sachs Group Inc.	Add +13.1%	0.23%	+0.03
GEV GE Vernova Inc.	Add +0.3%	0.21%	+0.03
GWW WW Grainger Inc.	Add +1.4%	0.30%	+0.02
ADI Analog Devices Inc.	Add +5.7%	0.17%	+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