StockDriftsStockDriftsTop 48 Argo Wealth Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 6.87% | 273.7K | $12.5M | +1.44%(+3.88K) | $46.12(-2.59%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 6.83% | 231.4K | $12.4M | +1.25%(+2.87K) | $54.10(-2.60%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 6.57% | 191.5K | $11.9M | +3.17%(+5.89K) | $59.01(+18.79%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.5% | 285.3K | $11.8M | +1.13%(+3.19K) | $37.29(+16.20%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 5.37% | 38.7K | $9.7M | +0.00%(+0) | $230.01(+8.39%) | 2026-06-30 | |
| IHDG | WISDOMTREE TR | 5.31% | 183.7K | $9.6M | +2.89%(+5.16K) | $47.47(+13.86%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 4.41% | 66.8K | $8.0M | -5.63%(-3.99K) | $93.77(+28.47%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 4.13% | 282.4K | $7.5M | +8.15%(+21.27K) | $26.71(-2.04%) | 2026-06-30 | |
| IEF | ISHARES TR | 3.46% | 66.4K | $6.3M | -0.37%(-244) | $96.31(-3.41%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 3.23% | 116.3K | $5.9M | +4.67%(+5.19K) | $50.30(+0.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.22% |
Argo Wealth Advisory, LLC reports $181.21M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are FBND (6.9%), JBND (6.8%) and COWZ (6.6%). The top 20 holdings account for 72.36% of reported assets. Its disclosed equity book has returned +3.47% cumulatively over 2 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 Argo Wealth Advisory, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2104895). View Argo Wealth Advisory, LLC’s 13F filings on SEC