AGH Wealth Advisors, LLC 13F Holdings
CIK 0002061010 · Wichita, KS
As of Sep 30, 2025, AGH Wealth Advisors, LLC reported 124 positions worth
CIK 0002061010 · Wichita, KS
As of Sep 30, 2025, AGH Wealth Advisors, LLC reported 124 positions worth
36.4M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 23,741 | 5.8M | 11.60% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 117,012 | $9.2M | 6.77% |
| JPMORGAN ACTIVE BOND ETF | JBND | — | 116,639 | $6.3M | 4.63% |
| SPDR GOLD TRUST | GQ9 | — | 17,599 | $6.3M | 4.59% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 24,395 | $6.0M | 4.42% |
| NVIDIA CORP | NVDA | Technology | 29,842 | $5.6M | 4.08% |
| MICROSOFT CORP | MSFT | Technology | 10,588 | $5.5M | 4.02% |
| APPLE INC | AAPL | Technology | 21,280 | $5.4M | 3.97% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 40,255 | $4.2M | 3.09% |
| INVESCO LARGE CAP VALUE ETF | PWV | — | 50,256 | $3.3M | 2.40% |
| AMAZON.COM INC | AMZN | Equity | 14,527 | $3.2M | 2.34% |
| BROADCOM INC | AVGO | Technology | 9,005 | $3.0M | 2.18% |
| META PLATFORMS INC | META | Communication Services | 3,499 | $2.6M | 1.88% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 6,726 | $2.1M | 1.56% |
| ALPHABET INC | GOOGL | Equity | 7,737 | .9M | 1.38% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 22,633 | .9M | 1.38% |
| ALPHABET INC | GOOG | Equity | 7,346 | .8M | 1.31% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,282 | .6M | 1.21% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 19,508 | .4M | 1.03% |
| NETFLIX INC | NFLX | Communication Services | 1,172 | .4M | 1.03% |
| EXXON MOBIL CORP | XOM | Energy | 11,435 | .3M | 0.95% |
| AVANTIS US EQUITY ETF | AVUS | — | 11,510 | .3M | 0.92% |
| VISA INC-CLASS A SHARES | V | Financial Services | 3,591 | .2M | 0.90% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 26,117 | .2M | 0.89% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 25,791 | .1M | 0.83% |