Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AGH Wealth Advisors, LLC (CIK 2061010) reported $135.9M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($13.9M, 10.22%), JBND ($8.9M, 6.56%), AVDE ($7.6M, 5.57%), GLD ($7.3M, 5.38%), NVDA ($5.7M, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $13.9M | 10.22% | 21,343 | Trimmed |
| 2 | JBND | J P MORGAN EXCHANGE TRADED F | $8.9M | 6.56% | 165,832 | Added |
| 3 | AVDE | AMERICAN CENTY ETF TR | $7.6M | 5.57% | 89,115 | Trimmed |
| 4 | GLD | SPDR GOLD TR | $7.3M | 5.38% | 16,975 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $5.7M | 4.16% | 32,412 | Added |
| 6 | AAPL | APPLE INC | $5.5M | 4.05% | 21,704 | Added |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $4.3M | 3.14% | 17,924 | Trimmed |
| 8 | SPYG | SPDR SERIES TRUST | $4.1M | 3.00% | 41,686 | Added |
| 9 | MSFT | MICROSOFT CORP | $3.9M | 2.85% | 10,465 | Hold |
| 10 | PWV | INVESCO EXCHANGE TRADED FD T | $3.7M | 2.69% | 52,471 | Added |
| 11 | AVGO | BROADCOM INC | $2.9M | 2.12% | 9,319 | Added |
| 12 | AMZN | AMAZON COM INC | $2.8M | 2.09% | 13,604 | Added |
| 13 | SPSM | SPDR SERIES TRUST | $2.2M | 1.61% | 45,152 | Added |
| 14 | GOOGL | ALPHABET INC | $2.1M | 1.58% | 7,466 | Added |
| 15 | AVEM | AMERICAN CENTY ETF TR | $2.1M | 1.55% | 26,130 | New |
| 16 | GOOG | ALPHABET INC | $2.1M | 1.52% | 7,201 | Added |
| 17 | XOM | EXXON MOBIL CORP | $1.9M | 1.37% | 10,977 | Added |
| 18 | META | META PLATFORMS INC | $1.9M | 1.37% | 3,262 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $1.8M | 1.29% | 5,963 | Trimmed |
| 20 | AVLV | AMERICAN CENTY ETF TR | $1.5M | 1.14% | 19,169 | Trimmed |
| 21 | NLR | VANECK ETF TRUST | $1.4M | 1.03% | 10,556 | New |
| 22 | AVUS | AMERICAN CENTY ETF TR | $1.3M | 0.96% | 11,754 | Added |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $1.2M | 0.92% | 24,888 | Added |
| 24 | NFLX | NETFLIX INC. | $1.2M | 0.89% | 12,614 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.89% | 2,511 | Added |
Source: SEC Form 13F filings · as of 2026-03-31