AGH Wealth Advisors, LLC: 13F holdings
CIK 20610102026Q2
| Positions | 129 |
|---|---|
| Reported value | $158.5m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 21,937 | $16.4m | 10.3% |
| J P MORGAN EXCHANGE TRADED F | 177,406 | $9.5m | 6.0% |
| AVDE AMERICAN CENTY ETF TR | 93,519 | $8.3m | 5.3% |
| AAPL APPLE INC | 24,177 | $7.0m | 4.4% |
| NVDA NVIDIA CORPORATION | 33,067 | $6.6m | 4.2% |
| GLD SPDR GOLD TR | 17,202 | $6.3m | 4.0% |
| QQQM INVESCO EXCH TRADED FD TR II | 18,418 | $5.6m | 3.5% |
| SPYG SPDR SERIES TRUST | 43,165 | $5.1m | 3.2% |
| LNT INVESCO EXCHANGE TRADED FD T | 54,415 | $4.1m | 2.6% |
| MSFT MICROSOFT CORP | 10,564 | $3.9m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2061010")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.