account_balance
Investment manager · 13F filer · SEC CIK 1426851
Argent Advisors, Inc.
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Reported value$406Mas of Sep 30, 2026
Positions182 9 new, 13 sold out
Top 10 weight36.3%IEFA alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAiShares Core MSCI EAFE ETF
5.3%Added +3%
IJHiShares Core S&P Mid-Cap ETF
4.9%Added +9%
DGROiShares Core Dividend Growth ETF
3.8%
AVUVAmerican Century U.S. Small Cap Value
3.5%
IVViShares Core S&P 500 ETF
3.3%Trimmed −3%
JPMJPMorgan Chase & Co
3.2%Added +8%
AAPLApple Inc.
3.1%Trimmed −5%
EQWLInvesco S&P 100 Equal Weight ETF
3.1%Added +2%
SHYiShares 1-3 Year Treasury Bond ETF
3.1%Added +3%
RDVIFt Vest Rising Dividend Achievers Target Income ETF
2.9%Trimmed −4%
XOMExxonMobil Holdings Corp
2.8%
MSFTMicrosoft Corp
2.1%
IEFAiShares Core MSCI EAFE ETF
5.3%Added +3%
IJHiShares Core S&P Mid-Cap ETF
4.9%Added +9%
DGROiShares Core Dividend Growth ETF
3.8%
AVUVAmerican Century U.S. Small Cap Value
3.5%
IVViShares Core S&P 500 ETF
3.3%
JPMJPMorgan Chase & Co
3.2%
AAPLApple Inc.
3.1%
EQWLInvesco S&P 100 Equal Weight ETF
3.1%
SHYiShares 1-3 Year Treasury Bond ETF
3.1%
RDVIFt Vest Rising Dividend Achievers Target Income ETF
2.9%−4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IEFA iShares Core MSCI EAFE ETF 5.3% Added +3%
IJH iShares Core S&P Mid-Cap ETF 4.9% Added +9%
DGRO iShares Core Dividend Growth ETF 3.8% Held
AVUV American Century U.S. Small Cap Value 3.5% Held
IVV iShares Core S&P 500 ETF 3.3% Trimmed −3%
JPM JPMorgan Chase & Co 3.2% Added +8%AAPL Apple Inc. 3.1% Trimmed −5%EQWL Invesco S&P 100 Equal Weight ETF 3.1% Added +2%
SHY iShares 1-3 Year Treasury Bond ETF 3.1% Added +3%
RDVI Ft Vest Rising Dividend Achievers Target Income ETF 2.9% Trimmed −4%
XOM ExxonMobil Holdings Corp 2.8% HeldMSFT Microsoft Corp 2.1% Added +6%What changed
Biggest moves since Jun 30, 2026
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