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Argo Wealth Advisory, LLC

Portfolio Manager
Argo Wealth Advisory, LLC
Performance
-0.29% (2026 Q1)
AUM (13F)
$170.39M
# of Holdings
48
Performance Rank
Allocation (Top 20)
71.19%

Argo Wealth Advisory, LLC Holdings Map

Top 48 Argo Wealth Advisory, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FBND
FIDELITY MERRIMACK STR TR
7.22%269.8K$12.3M
+3.42%(+8.92K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 260.9K shares2026-Q1: 269.8K shares
$46.13(-1.34%)
2026-03-31
JBND
J P MORGAN EXCHANGE TRADED F
7.21%228.6K$12.3M
+3.42%(+7.57K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 221.0K shares2026-Q1: 228.6K shares
$54.11(-1.44%)
2026-03-31
COWZ
PACER FDS TR
6.81%185.6K$11.6M
+3.87%(+6.91K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 178.7K shares2026-Q1: 185.6K shares
$58.91(+6.87%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
6.45%282.1K$11.0M
+2.33%(+6.43K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 275.7K shares2026-Q1: 282.1K shares
$37.26(+11.76%)
2026-03-31
IHDG
WISDOMTREE TR
5.05%178.5K$8.6M
+3.73%(+6.42K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 172.1K shares2026-Q1: 178.5K shares
$47.41(+5.91%)
2026-03-31
ABBV
ABBVIE INC
4.94%38.7K$8.4M
-0.26%(-99)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 38.8K shares2026-Q1: 38.7K shares
$230.01(-9.35%)
2026-03-31
PYLD
PIMCO ETF TR
4.02%261.1K$6.8M
+5.62%(+13.89K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 247.2K shares2026-Q1: 261.1K shares
$26.74(-1.51%)
2026-03-31
IEF
ISHARES TR
3.73%66.6K$6.4M
+2.93%(+1.89K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 64.7K shares2026-Q1: 66.6K shares
$96.31(-2.07%)
2026-03-31
VGT
VANGUARD WORLD FD
3.62%8.8K$6.2M
+0.02%(+2)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.8K shares2026-Q1: 8.8K shares
$93.77(+20.98%)
2026-03-31
USFR
WISDOMTREE TR
3.28%111.1K$5.6M
+5.68%(+5.97K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 105.1K shares2026-Q1: 111.1K shares
$50.30(+0.24%)
2026-03-31

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