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.
Argos Wealth Advisors, LLC (CIK 1809154) reported $377.6M across 224 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GLDM ($61.8M, 16.36%), KLAC ($42.6M, 11.27%), IAU ($33.3M, 8.82%), GLD ($24.9M, 6.58%), AAPL ($20.7M, 5.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | $61.8M | 16.36% | 777,903 | Trimmed |
| 2 | KLAC | KLA CORP | $42.6M | 11.27% | 141,062 | Added |
| 3 | IAU | ISHARES GOLD TR | $33.3M | 8.82% | 440,971 | Added |
| 4 | GLD | SPDR GOLD TR | $24.9M | 6.58% | 67,482 | Added |
| 5 | AAPL | APPLE INC | $20.7M | 5.48% | 71,496 | Added |
| 6 | GLTR | ABRDN PRECIOUS METALS BASKET | $14.5M | 3.83% | 79,819 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $12.7M | 3.35% | 33,952 | Added |
| 8 | FNDX | SCHWAB STRATEGIC TR | $7.1M | 1.89% | 229,163 | Added |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $6.0M | 1.59% | 8 | Hold |
| 10 | GOOGL | ALPHABET INC | $5.7M | 1.50% | 15,817 | Trimmed |
| 11 | TT | TRANE TECHNOLOGIES PLC | $4.9M | 1.30% | 9,961 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $4.8M | 1.26% | 6,388 | Added |
| 13 | GOOG | ALPHABET INC | $4.7M | 1.23% | 13,195 | Added |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.6M | 1.21% | 9,585 | Trimmed |
| 15 | EFA | ISHARES TR | $4.2M | 1.12% | 40,884 | Hold |
| 16 | AMZN | AMAZON COM INC | $3.5M | 0.93% | 14,801 | Added |
| 17 | FNDA | SCHWAB STRATEGIC TR | $3.1M | 0.81% | 80,417 | Added |
| 18 | IWD | ISHARES TR | $3.1M | 0.81% | 12,591 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $2.9M | 0.78% | 21,534 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $2.8M | 0.74% | 13,874 | Added |
| 21 | FIX | COMFORT SYS USA INC | $2.8M | 0.73% | 1,400 | Hold |
| 22 | JNJ | JOHNSON & JOHNSON | $2.5M | 0.67% | 9,893 | Added |
| 23 | VV | VANGUARD INDEX FDS | $2.5M | 0.66% | 7,275 | Hold |
| 24 | META | META PLATFORMS INC | $2.3M | 0.61% | 4,102 | Added |
| 25 | FNDF | SCHWAB STRATEGIC TR | $2.3M | 0.61% | 43,913 | Added |
Source: SEC Form 13F filings · as of 2026-06-30