account_balance

Investment manager · 13F filer · SEC CIK 1809154

Argos Wealth Advisors, LLC

Reported value$371Mas of Sep 30, 2026
Positions220 14 new, 18 sold out
Top 10 weight60.3%GLDM alone is 17%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
GLDM World Gold Trust 16.9% HeldIAU iShares Gold Trust 9.3% HeldGLD SPDR Gold Trust 7.2% Added +4%KLAC KLA Corp 7.0% Trimmed −6%AAPL Apple Inc. 6.4% HeldMSFT Microsoft Corp 4.6% HeldGLTR abrdn Precious Metals Basket ETF Trust 4.0% Held
FNDX Schwab Strategic Tr 1.9% Held
Berkshire Hathaway Inc 1.6% Held
GOOGL Alphabet Inc. 1.4% Trimmed −5%SPY SPDR S&P 500 ETF Trust 1.3% HeldTT Trane Technologies PLC 1.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Aug 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • AMLP +9%
  • GLD +4%
arrow_downwardTrimmed
  • CRWD −27%
  • MSI −16%
  • V −11%
  • FNDF −10%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist