StockDriftsStockDriftsTop 50 Argos Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | 16.36% | 777.9K | $61.8M | -0.24%(-1.87K) | $80.91(+7.72%) | 2026-06-30 | |
| KLAC | KLA CORP | 11.27% | 141.1K | $42.6M | -5.17%(-7.70K) | $114.68(+73.16%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 8.82% | 441.0K | $33.3M | +2.50%(+10.76K) | $77.05(+7.71%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 6.58% | 67.5K | $24.9M | +0.53%(+359) | $375.97(+7.51%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.48% | 71.5K | $20.7M | +1.03%(+732) | $263.29(+15.98%) | 2026-06-30 | |
| GLTR | ABRDN PRECIOUS METALS BASKET | 3.83% | 79.8K | $14.5M | -5.13%(-4.31K) | $185.74(+5.81%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.35% | 34.0K | $12.7M | +12.45%(+3.76K) | $485.86(+0.04%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 1.89% | 229.2K | $7.1M | +0.39%(+897) | $26.77(+21.59%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1.59% | 8 | $6.0M | +0.00%(+0) | $730945.53(+2.25%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.5% | 15.8K | $5.7M | -6.97%(-1.19K) | $278.05(+23.98%) | 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 | — | — | — | — | +7.36% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.13% |
Argos Wealth Advisors LLC reports $377.60M in US-listed equity holdings across 224 positions in its most recent 13F filing. Its largest disclosed positions are GLDM (16.4%), KLAC (11.3%) and IAU (8.8%). The top 20 holdings account for 70.86% of reported assets. Its disclosed equity book has returned +7.36% 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 Argos Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1809154). View Argos Wealth Advisors LLC’s 13F filings on SEC