StockDriftsStockDriftsTop 50 AGH Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 10.34% | 21.9K | $16.4M | +2.78%(+594) | $601.30(+28.64%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.99% | 177.4K | $9.5M | +6.98%(+11.57K) | $53.59(-1.68%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.26% | 93.5K | $8.3M | +4.94%(+4.40K) | $65.63(+43.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.41% | 24.2K | $7.0M | +11.39%(+2.47K) | $236.60(+29.61%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.18% | 33.1K | $6.6M | +2.02%(+655) | $133.22(+65.48%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4% | 17.2K | $6.3M | +1.34%(+227) | $258.46(+56.15%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.52% | 18.4K | $5.6M | +2.76%(+494) | $207.13(+43.22%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.24% | 43.2K | $5.1M | +3.55%(+1.48K) | $87.85(+39.76%) | 2026-06-30 | |
| PWV | INVESCO EXCHANGE TRADED FD T | 2.6% | 54.4K | $4.1M | +3.70%(+1.94K) | $58.98(+37.52%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.49% | 10.6K | $3.9M | +0.95%(+99) | $425.43(+18.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.20% |
AGH Wealth Advisors, LLC reports $158.48M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are SPY (10.3%), JBND (6.0%) and AVDE (5.3%). The top 20 holdings account for 62.13% of reported assets. Its disclosed equity book has returned +27.97% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from AGH Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2061010). View AGH Wealth Advisors, LLC’s 13F filings on SEC