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 | 9.17% | 20.7K | $15.8M | -5.56%(-1.22K) | $601.30(+28.00%) | 2026-09-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.61% | 189.1K | $9.7M | +6.59%(+11.70K) | $53.51(-3.09%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.1% | 97.5K | $8.8M | +4.31%(+4.03K) | $66.62(+34.63%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 4.78% | 66.9K | $8.2M | +55.07%(+23.77K) | $99.05(+21.72%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.54% | 23.5K | $7.8M | -2.74%(-662) | $236.60(+46.70%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.53% | 34.2K | $7.8M | +3.35%(+1.11K) | $135.85(+60.43%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 3.9% | 17.7K | $6.7M | +2.69%(+463) | $261.50(+42.36%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.2% | 10.8K | $5.5M | +1.77%(+187) | $425.73(+24.80%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.13% | 17.7K | $5.4M | -3.88%(-715) | $207.13(+43.37%) | 2026-09-30 | |
| PWV | INVESCO EXCHANGE TRADED FD T | 2.29% | 51.8K | $4.0M | -4.78%(-2.60K) | $58.98(+34.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.72% |
Agh Wealth Advisors LLC reports $172.42M in US-listed equity holdings across 126 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.2%), JBND (5.6%) and AVDE (5.1%). The top 20 holdings account for 62.06% of reported assets. Its disclosed equity book has returned +32.68% cumulatively over 7 quarters. Figures reflect the Q3 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