Agh Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Agh Wealth Advisors, Llc disclosed 128 stock positions valued at approximately $158.48M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, J P MORGAN EXCHANGE TRADED F, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 128
- Portfolio Value
- $158.48M
Holdings by Sector
Agh Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 10.34% | 21,937 | +594 | +2.78% | $16,394,089 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 5.99% | 177,406 | +11,574 | +6.98% | $9,491,952 |
| AMERICAN CENTY ETF TR | AVDE | Other | 5.26% | 93,519 | +4,404 | +4.94% | $8,343,349 |
| APPLE INC | AAPL | Technology | 4.41% | 24,177 | +2,473 | +11.39% | $6,995,913 |
| NVIDIA CORPORATION | NVDA | Technology | 4.18% | 33,067 | +655 | +2.02% | $6,616,468 |
| SPDR GOLD TR | GLD | Other | 4.00% | 17,202 | +227 | +1.34% | $6,336,870 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 3.52% | 18,418 | +494 | +2.76% | $5,584,501 |
| SPDR SERIES TRUST | SPYG | Other | 3.24% | 43,165 | +1,479 | +3.55% | $5,138,010 |
| INVESCO EXCHANGE TRADED FD T | PWV | Other | 2.60% | 54,415 | +1,944 | +3.70% | $4,124,249 |
| MICROSOFT CORP | MSFT | Technology | 2.49% | 10,564 | +99 | +0.95% | $3,940,742 |
| BROADCOM INC | AVGO | Technology | 2.23% | 9,370 | +51 | +0.55% | $3,539,572 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.03% | 13,490 | -114 | -0.84% | $3,215,208 |
| ALPHABET INC | GOOGL | Communication Services | 1.93% | 8,541 | +1,075 | +14.40% | $3,052,302 |
| ALPHABET INC | GOOG | Communication Services | 1.72% | 7,709 | +508 | +7.05% | $2,723,975 |
| SPDR SERIES TRUST | SPSM | Other | 1.71% | 46,963 | +1,811 | +4.01% | $2,709,087 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.65% | 27,083 | +953 | +3.65% | $2,614,318 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.28% | 6,219 | +256 | +4.29% | $2,035,822 |
| META PLATFORMS INC | META | Communication Services | 1.22% | 3,422 | +160 | +4.90% | $1,927,579 |
| INTEL CORP | INTC | Technology | 1.18% | 13,381 | +16 | +0.12% | $1,868,389 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.15% | 19,921 | +752 | +3.92% | $1,818,296 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.02% | 1,398 | +210 | +17.68% | $1,613,686 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.00% | 12,324 | +570 | +4.85% | $1,578,826 |
| EXXON MOBIL CORP | XOM | Energy | 0.97% | 11,228 | +251 | +2.29% | $1,535,091 |
| APPLIED MATLS INC | AMAT | Technology | 0.96% | 2,112 | -291 | -12.11% | $1,526,976 |
| GLOBAL X FDS | DTCR | Other | 0.96% | 49,954 | +2,823 | +5.99% | $1,517,104 |
| VANECK ETF TRUST | NLR | Other | 0.84% | 11,532 | +976 | +9.25% | $1,337,496 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.80% | 2,532 | +21 | +0.84% | $1,266,985 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.78% | 4,872 | +121 | +2.55% | $1,237,341 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.75% | 3,468 | +116 | +3.46% | $1,182,654 |
| VISA INC | V | Financial Services | 0.71% | 3,271 | +284 | +9.51% | $1,122,248 |
Showing 30 of 128 holdings in the latest reporting period.