account_balance
Investment manager · 13F filer · SEC CIK 2061010
AGH Wealth Advisors, LLC
Reported value$172Mas of Sep 30, 2026
Positions126 10 new, 13 sold out
Top 10 weight46.2%SPY alone is 9%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
9.2%Trimmed −6%
JBNDJ P Morgan Exchange Traded F
5.6%Added +7%
AVDEAmerican Centy ETF Tr
5.1%Added +4%
SPYGSPDR Series Trust
4.8%Added +55%
AAPLApple Inc.
4.5%Trimmed −3%
NVDANVIDIA Corp
4.5%Added +3%
GLDSPDR Gold Trust
3.9%Added +3%
MSFTMicrosoft Corp
3.2%
QQQMInvesco Exch Traded Fd Tr II
3.1%Trimmed −4%
PWVInvesco Exchange Traded Fd T
2.3%−5%
AMZNAmazon.com Inc
2.0%Added +5%
AVGOBroadcom Inc.
1.9%
SPYSPDR S&P 500 ETF Trust
9.2%Trimmed −6%
JBNDJ P Morgan Exchange Traded F
5.6%+7%
AVDEAmerican Centy ETF Tr
5.1%Added +4%
SPYGSPDR Series Trust
4.8%Added +55%
AAPLApple Inc.
4.5%Trimmed −3%
NVDANVIDIA Corp
4.5%
GLDSPDR Gold Trust
3.9%
MSFTMicrosoft Corp
3.2%
QQQMInvesco Exch Traded Fd Tr II
3.1%
PWV2.3%
AMZN2.0%AVGO1.9%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
SPY SPDR S&P 500 ETF Trust 9.2% Trimmed −6%
JBND J P Morgan Exchange Traded F 5.6% Added +7%
AVDE American Centy ETF Tr 5.1% Added +4%
SPYG SPDR Series Trust 4.8% Added +55%
AAPL Apple Inc. 4.5% Trimmed −3%NVDA NVIDIA Corp 4.5% Added +3%GLD SPDR Gold Trust 3.9% Added +3%MSFT Microsoft Corp 3.2% HeldQQQM Invesco Exch Traded Fd Tr II 3.1% Trimmed −4%
PWV Invesco Exchange Traded Fd T 2.3% Trimmed −5%
AMZN Amazon.com Inc 2.0% Added +5%AVGO Broadcom Inc. 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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