§ 13F · FUND PROFILE
AGH Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $136M (13F)Positions · 189Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 21K | $14M | 10.2% | −10% |
| 2 | JBND | J P MORGAN EXCHANGE TRADED F | 166K | $9M | 6.6% | +41% |
| 3 | AVDE | AMERICAN CENTY ETF TR | 89K | $8M | 5.6% | −25% |
| 4 | GLD | SPDR GOLD TR | 17K | $7M | 5.4% | −1% |
| 5 | NVDA | NVIDIA CORPORATION | 28K | $5M | 3.6% | +8% |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | 18K | $4M | 3.1% | −27% |
| 7 | SPYG | SPDR SERIES TRUST | 42K | $4M | 3.0% | +3% |
| 8 | PWV | INVESCO EXCHANGE TRADED FD T | 52K | $4M | 2.7% | +3% |
| 9 | AAPL | APPLE INC | 12K | $3M | 2.3% | +2% |
| 10 | MSFT | MICROSOFT CORP | 7K | $3M | 2.0% | ±0% |
§ 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 $136 million in assets. The fund runs a portfolio of 189 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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