§ 13F · FUND PROFILE
AGH Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $121.3T (13F)Positions · 193Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$943.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 24K | $16.2T | 12.1% | ±0% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 119K | $9.8T | 7.4% | +2% |
| 3 | GLD | SPDR GOLD TR | 17K | $6.8T | 5.1% | −3% |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | 118K | $6.4T | 4.8% | +1% |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 24K | $6.2T | 4.7% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 26K | $4.8T | 3.6% | +651% |
| 7 | SPYG | SPDR SERIES TRUST | 41K | $4.3T | 3.3% | — |
| 8 | MSFT | MICROSOFT CORP | 8K | $3.6T | 2.7% | +178% |
| 9 | PWV | INVESCO EXCHANGE TRADED FD T | 51K | $3.4T | 2.6% | +2% |
| 10 | AAPL | APPLE INC | 12K | $3.2T | 2.4% | +26% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AGH SIGNAL
AC read
AGH Wealth Advisors, LLC is a Other fund managing $121337.7 trillion in assets. The fund runs a portfolio of 193 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed