account_balance

Investment manager · 13F filer · SEC CIK 2104895

Argo Wealth Advisory, LLC

Reported value$192Mas of Sep 30, 2026
Positions53 11 new, 8 sold out
Top 10 weight51.2%COWZ alone is 7%
FiledNov 1243 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
COWZ Pacer FDS Tr 6.7% Held
FBND Fidelity Merrimack STR Tr 6.4% Added +3%
JBND J P Morgan Exchange Traded F 6.3% Added +3%
DFAI Dimensional ETF Trust 6.1% Held
ABBV AbbVie Inc. 5.3% Held
CORO BlackRock ETF Trust 4.8% New
PYLD Pimco ETF Tr 4.3% Added +14%
VGT Vanguard World Fd 4.2% Trimmed −5%
VIG Vanguard Specialized Funds 4.0% Added +57%
VOO Vanguard Index FDS 3.2% Added +56%
IEF iShares Tr 3.1% Held
USFR Wisdomtree Tr 3.1% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • CORO $9.28M
  • FEGE $4.09M
  • LRCX $1.91M
  • APH $1.9M
arrow_upwardAdded
arrow_downwardTrimmed
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.

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