13FBOX
AGH Wealth Advisors, LLC · 13F Holdings
Options Calculator Rankings

AGH Wealth Advisors, LLC

No.7962 Data as of 2026Q2
Latest AUM (Q2 2026)
$158.5M
QoQ Change Q1 2026
+$22.6M+16.6%
Holdings
129
New Buys
14
Adds
77
Reduces
34
Exits
8
Unchanged
4
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSTATE STR SPDR S&P 500 ETF TSPY
10.34%10.22%$16.4M21,937$13.9M21,343+594+2.78%Add
JJ P MORGAN EXCHANGE TRADED FJBND
5.99%6.56%$9.5M177,406$8.9M165,832+11,574+6.98%Add
AVANTIS INTLNGG
5.26%5.57%$8.3M93,519$7.6M89,115+4,404+4.94%Add
APPLE INCAAPL
4.41%4.05%$7.0M24,177$5.5M21,704+2,473+11.39%Add
NVIDIA CORPORATIONNVDA
4.18%4.16%$6.6M33,067$5.7M32,412+655+2.02%Add
SSPDR GOLD TRGLD
4%5.38%$6.3M17,202$7.3M16,975+227+1.34%Add
IINVESCO NASDAQ 100 ETFQQQM
3.52%3.14%$5.6M18,418$4.3M17,924+494+2.76%Add
SSPDR SERIES TRUSTSPYG
3.24%3%$5.1M43,165$4.1M41,686+1,479+3.55%Add
IINVESCO EXCHANGE TRADED FD TPWV
2.6%2.69%$4.1M54,415$3.7M52,471+1,944+3.70%Add
MICROSOFT CORPMSFT
2.49%2.85%$3.9M10,564$3.9M10,465+99+0.95%Add
BROADCOM INCAVGO
2.23%2.12%$3.5M9,370$2.9M9,319+51+0.55%Add
AMAZON COM INCAMZN
2.03%2.09%$3.2M13,490$2.8M13,604-114-0.84%Reduce
ALPHABET INCGOOGL
1.93%1.58%$3.1M8,541$2.1M7,466+1,075+14.40%Add
AAlphabet Inc Class CGOOG
1.72%1.52%$2.7M7,709$2.1M7,201+508+7.05%Add
SSTATE STREETSPSM
1.71%1.61%$2.7M46,963$2.2M45,152+1,811+4.01%Add
AAMERICAN CENTY ETF TRAVEM
1.65%1.55%$2.6M27,083$2.1M26,130+953+3.65%Add
JPMORGAN CHASE & COJPM
1.28%1.29%$2.0M6,219$1.8M5,963+256+4.29%Add
META PLATFORMS INCMETA
1.22%1.37%$1.9M3,422$1.9M3,262+160+4.90%Add
INTEL CORPINTC
1.18%0.43%$1.9M13,381$589,79413,365+16+0.12%Add
AAMERICAN CENTY ETF TRAVLV
1.15%1.14%$1.8M19,921$1.5M19,169+752+3.92%Add
MICRON TECHNOLOGY INCMU
1.02%0.3%$1.6M1,398$401,3601,188+210+17.68%Add
AAMERICAN CENTY ETF TRAVUS
1%0.96%$1.6M12,324$1.3M11,754+570+4.85%Add
EXXON MOBIL CORPXOM
0.97%1.37%$1.5M11,228$1.9M10,977+251+2.29%Add
APPLIED MATLS INCAMAT
0.96%0.6%$1.5M2,112$821,3272,403-291-12.11%Reduce
GGLOBAL X FDSDTCR
0.96%0.83%$1.5M49,954$1.1M47,131+2,823+5.99%Add
VANECK URANIUM AND NUCLEAR ETFNLR
0.84%1.03%$1.3M11,532$1.4M10,556+976+9.25%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.8%0.89%$1.3M2,532$1.2M2,511+21+0.84%Add
JOHNSON & JOHNSONJNJ
0.78%0.85%$1.2M4,872$1.2M4,751+121+2.55%Add
PALO ALTOPANW
0.75%0.4%$1.2M3,468$537,3923,352+116+3.46%Add
VISA INCV
0.71%0.66%$1.1M3,271$902,7932,987+284+9.51%Add
VERIZON COMMUNICATIONS INCVZ
0.69%0.92%$1.1M25,815$1.2M24,888+927+3.72%Add
EVERGY INC COMEVRG
0.69%0.76%$1.1M12,579$1.0M12,57900.00%Unchanged
TESLA INCTSLA
0.67%0.59%$1.1M2,506$799,2682,150+356+16.56%Add
ADVANCED MICRO DEVICES INCAMD
0.66%0.23%$1.1M1,809$313,8931,543+266+17.24%Add
ELI LILLY & COLLY
0.66%0.57%$1.0M875$778,126846+29+3.43%Add
BBANK OF AMER CORPBAC
0.65%0.59%$1.0M18,210$799,89616,408+1,802+10.98%Add
CISCO SYS INCCSCO
0.63%0.44%$997,5868,493$603,3457,776+717+9.22%Add
COCA COLA COKO
0.58%0.58%$914,85711,257$790,69310,397+860+8.27%Add
IISHARES TRIWV
0.57%0.61%$897,9982,106$828,8402,236-130-5.81%Reduce
IISHARES SILVER TRSLV
0.56%0.79%$892,14816,685$1.1M15,807+878+5.55%Add
NETFLIX INCNFLX
0.54%0.89%$860,65812,054$1.2M12,614-560-4.44%Reduce
TAIWAN SEMICONDUCTOR MANUFACTSM
0.54%0.4%$854,3741,789$549,1681,625+164+10.09%Add
ABBVIE INCABBV
0.51%0.46%$806,1193,203$628,6442,890+313+10.83%Add
RTX CORPORATIONRTX
0.49%0.58%$774,0944,080$787,2304,081-1-0.02%Reduce
PALANTIR TECHNOLOGIES INCPLTR
0.49%0.65%$769,2076,593$878,1206,003+590+9.83%Add
GE AEROSPACEGE
0.46%0.39%$723,1661,935$526,3941,855+80+4.31%Add
GENERAL DYNAMICS CORPGD
0.45%0.51%$720,2622,033$698,5462,035-2-0.10%Reduce
IISHARES RUSSELLIWF
0.45%0.46%$720,1865,800$618,2801,450+4,350+300.00%Add
TEXAS INSTRS INCTXN
0.44%0.3%$701,3602,353$407,1132,097+256+12.21%Add
LINDE PLCLIN
0.44%0.48%$695,9111,341$654,9061,321+20+1.51%Add

🧭 Institutional Sector Flow Heatmap

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