Argos Wealth Advisors, LLC

CIK

1809154

Location

SACRAMENTO, CA

Portfolio Value

Small $371,232,117

Diversification

Diversified

Filing Date

Global Rank

#4,575 / 8,827 ▼ 142 · as of Jun 2026

Top Industry

Semiconductor Equipment & Materials 14.7%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 65.8% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 70.4%; sector active share 35.2% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

220 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.9%

+0.5 pts

Top 5

46.7%

−1.8 pts

Top 10

65.2%

−0.6 pts

HHI

603

Diversified−22

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	49.5%	$183,795,853	35
Technology	27.8%	$103,033,211	55
Financial Services	4.7%	$17,393,343	26
Industrials	4.0%	$15,005,315	23
Communication Services	3.8%	$14,029,093	9
Consumer Cyclical	3.6%	$13,384,233	23
Healthcare	3.1%	$11,686,980	21
Energy	1.7%	$6,490,493	9
Consumer Defensive	0.7%	$2,629,575	5
Basic Materials	0.7%	$2,586,308	8
Utilities	0.2%	$745,241	5
Real Estate	0.1%	$452,472	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SFIX	Stitch Fix, Inc.	+68,965	137,930	$353,100
SHC	Sotera Health Co	+5,000	39,000	$721,110
AMRZ	Amrize Ltd	+5,000	19,400	$725,366
GNTX	Gentex Corp	+4,038	25,247	$548,869
VRRM	VERRA MOBILITY Corp	+3,338	41,002	$127,106
AMLP	Alerian MLP ETF	+2,938	37,469	$1,943,517
DKNG	DraftKings Inc.	+2,863	13,893	$263,967
GLD	Spdr Gold Trust	+2,689	70,171	$26,723,923
CRWD	CrowdStrike Holdings, Inc.	+2,574	3,927	$1,039,673
TJX	Tjx Companies Inc	+2,485	4,192	$554,643
VUSB	VANGUARD ULTRA-SHORT BOND ETF	+1,611	8,471	$419,738
APH	Amphenol Corp	+1,454	2,908	$245,144
LGIH	LGI Homes, Inc.	+1,401	5,865	$273,543
JPST	JPMorgan Ultra-Short Income ETF	+1,360	8,390	$422,604
DLB	Dolby Laboratories, Inc.	+710	5,426	$318,886
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+617	4,357	$438,096
IAU	Ishares Gold Trust	+607	441,578	$34,487,241
HLI	Houlihan Lokey, Inc.	+307	2,520	$318,376
GMED	Globus Medical Inc	+248	4,107	$307,614
APD	Air Products & Chemicals, Inc.	+162	946	$263,205
PLTR	Palantir Technologies Inc.	+66	11,357	$2,124,326
RLI	Rli Corp	+60	4,037	$223,286
SCCO	Southern Copper Corp	+38	3,299	$668,906
WMT	Walmart Inc.	+28	3,013	$313,110
LOW	Lowes Companies Inc	+25	1,523	$280,673
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SMRT	SmartRent, Inc.	−85,020	123,893	$146,193
GLDM	World Gold Trust	−14,146	763,757	$62,765,550
KLAC	Kla Corp	−8,043	133,019	$25,929,393
FNDF	Schwab Fundamental International Equity ETF	−4,606	39,307	$2,112,751
FNDE	Schwab Fundamental Emerging Markets Equity ETF	−2,973	10,320	$432,098
FNDA	Schwab Strategic Trust	−2,539	77,878	$2,725,730
VNLA	Janus Henderson Short Duration Income ETF	−1,350	10,468	$508,326
MNDY	monday.com Ltd.	−1,190	4,481	$351,579
ANET	Arista Networks, Inc.	−1,146	2,766	$563,129
EFA	iShares MSCI EAFE ETF	−1,134	39,750	$4,129,627
EW	Edwards Lifesciences Corp	−1,131	6,029	$520,423
NET	Cloudflare, Inc.	−1,117	2,117	$735,191
FNDX	Schwab Fundamental U.S. Large Company ETF	−1,057	228,106	$7,178,495
OPLN	OPENLANE, Inc.	−1,003	7,532	$257,067
ORLY	O Reilly Automotive Inc	−893	4,483	$382,893
GOOGL	Alphabet Inc.	−861	14,956	$5,146,060
TSCO	Tractor Supply Co	−849	7,608	$238,054
BKNG	Booking Holdings Inc.	−771	3,515	$572,628
AAPL	Apple Inc.	−674	70,822	$23,585,142
V	Visa Inc.	−667	5,345	$1,920,618
MSFT	Microsoft Corp	−528	33,424	$17,143,169
ODFL	Old Dominion Freight Line, Inc.	−511	2,888	$502,049
QCOM	Qualcomm Inc	−498	1,506	$277,164
PGR	Progressive Corp	−489	2,824	$585,443
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−487	9,098	$4,150,416
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
CBZ	CBIZ, Inc.	5,388	$294,669
MKTX	Marketaxess Holdings Inc	1,740	$285,220
SKHY	SK hynix Inc.	1,520	$279,908
SMCI	Super Micro Computer, Inc.	6,262	$257,180
TEAM	Atlassian Corp	1,434	$257,101
SNX	Td Synnex Corp	985	$252,997
YETI	YETI Holdings, Inc.	5,823	$238,859
AXON	Axon Enterprise, Inc.	541	$228,583
SAP	Sap SE	1,085	$226,200
VOO	VANGUARD 500 INDEX FUND	322	$225,676
TTAN	ServiceTitan, Inc.	3,264	$214,738
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	1,257	$211,703
WAY	Waystar Holding Corp.	8,218	$208,244
FND	Floor & Decor Holdings, Inc.	4,500	$206,145
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	552	$637,168
CPRT	Copart Inc	16,195	$456,537
NEAR	iShares Short Duration Bond Active ETF	6,314	$319,867
NVO	Novo Nordisk A S	5,966	$286,010
CASY	Caseys General Stores Inc	317	$251,948
PAG	Penske Automotive Group, Inc.	1,347	$241,045
MCD	Mcdonalds Corp	837	$226,249
—		2,394	$219,386
ABCB	Ameris Bancorp	2,420	$218,429
AMH	American Homes 4 Rent	6,490	$217,544
MGNR	American Beacon GLG Natural Resources ETF	4,443	$215,707
CL	Colgate Palmolive Co	2,317	$212,422
ROK	Rockwell Automation, Inc	426	$210,904
ELV	Elevance Health, Inc.	537	$207,674
TDY	Teledyne Technologies Inc	311	$207,405
DY	Dycom Industries Inc	405	$204,763
LYV	Live Nation Entertainment, Inc.	1,111	$203,435
ALIT	Alight, Inc. / Delaware	159,787	$89,480
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

220 tracked positions · $371,232,117 total · filing declares 220 positions · $371,231,673 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 220 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Reduced	763,757	-14,146	$62,765,550	+1.6%	16.91%
IAU	Ishares Gold Trust	Added	441,578	+607	$34,487,241	+3.6%	9.29%
GLD	Spdr Gold Trust	Added	70,171	+2,689	$26,723,923	+7.5%	7.20%
KLAC	Kla Corp Technology	Reduced	133,019	-8,043	$25,929,393	−39.1%	6.98%
AAPL	Apple Inc. Technology	Reduced	70,822	-674	$23,585,142	+14.0%	6.35%
MSFT	Microsoft Corp Technology	Reduced	33,424	-528	$17,143,169	+35.4%	4.62%
GLTR	abrdn Precious Metals Basket ETF Trust	Reduced	79,552	-267	$14,820,537	+2.5%	3.99%
FNDX	Schwab Fundamental U.S. Large Company ETF	Reduced	228,106	-1,057	$7,178,495	+0.7%	1.93%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	8	0	$5,976,040	−0.2%	1.61%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,956	-861	$5,146,060	−9.0%	1.39%
SPY	Spdr S&P 500 ETF Trust	Held	6,388	0	$4,871,680	+2.1%	1.31%
TT	Trane Technologies plc Industrials	Added	9,963	+2	$4,503,076	−8.0%	1.21%
GOOG	Alphabet Inc. Communication Services	Reduced	13,162	-33	$4,484,819	−3.8%	1.21%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	9,098	-487	$4,150,416	−9.3%	1.12%
EFA	iShares MSCI EAFE ETF	Reduced	39,750	-1,134	$4,129,627	−2.8%	1.11%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,568	-233	$3,629,617	+2.9%	0.98%
XOM	ExxonMobil Holdings Corp Energy	Added	21,539	+5	$3,505,472	+19.1%	0.94%
NVDA	Nvidia Corp Technology	Reduced	13,824	-50	$3,157,125	+13.7%	0.85%
IWD	iShares Russell 1000 Value ETF	Reduced	12,542	-49	$3,109,538	+1.9%	0.84%
META	Meta Platforms, Inc. Communication Services	Reduced	3,950	-152	$2,864,461	+24.0%	0.77%
FNDA	Schwab Strategic Trust	Reduced	77,878	-2,539	$2,725,730	−10.9%	0.73%
JNJ	Johnson & Johnson Healthcare	Reduced	9,869	-24	$2,612,719	+4.0%	0.70%
VV	VANGUARD LARGE-CAP INDEX FUND	Held	7,275	0	$2,559,708	+2.3%	0.69%
FIX	Comfort Systems USA Inc Industrials	Held	1,400	0	$2,315,726	−16.5%	0.62%
PLTR	Palantir Technologies Inc. Technology	Added	11,357	+66	$2,124,326	+61.3%	0.57%
FNDF	Schwab Fundamental International Equity ETF	Reduced	39,307	-4,606	$2,112,751	−8.8%	0.57%
AOUT	American Outdoor Brands, Inc. Consumer Cyclical	Held	126,185	0	$2,044,197	+38.0%	0.55%
SCHA	Schwab U.S. Small-Cap ETF	Added	59,733	+10	$1,949,087	−9.7%	0.53%
AMLP	Alerian MLP ETF	Added	37,469	+2,938	$1,943,517	+8.6%	0.52%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Held	40,908	0	$1,937,402	−6.4%	0.52%
DRLL	Strive U.S. Energy ETF	Held	48,258	0	$1,932,250	+19.5%	0.52%
P	Everpure, Inc. Technology	Held	14,769	0	$1,931,489	+66.0%	0.52%
V	Visa Inc. Financial Services	Reduced	5,345	-667	$1,920,618	−6.9%	0.52%
IBIT	iShares Bitcoin Trust ETF	Held	34,415	0	$1,629,206	+42.2%	0.44%
ASML	Asml Holding NV Technology	Held	866	0	$1,568,906	−8.9%	0.42%
LLY	ELI LILLY & Co Healthcare	Reduced	1,182	-25	$1,367,668	−5.5%	0.37%
PLXS	Plexus Corp Technology	Held	4,955	0	$1,293,007	−13.2%	0.35%
SSNC	SS&C Technologies Holdings Inc Technology	Held	16,410	0	$1,264,718	+24.2%	0.34%
MSI	Motorola Solutions, Inc. Technology	Reduced	2,586	-485	$1,153,278	−9.6%	0.31%
SCHX	Schwab U.S. Large-Cap ETF	Added	37,811	+5	$1,134,330	+2.0%	0.31%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,960	-69	$1,050,237	−17.6%	0.28%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	3,927	+2,574	$1,039,673	+0.7%	0.28%
PANW	Palo Alto Networks Inc Technology	Held	2,588	0	$1,028,238	+16.5%	0.28%
USFD	US Foods Holding Corp. Consumer Defensive	Held	10,811	0	$996,882	−9.8%	0.27%
ALRM	Alarm.com Holdings, Inc. Technology	Held	18,175	0	$989,992	+16.6%	0.27%
VSAT	Viasat Inc Technology	Held	13,464	0	$947,596	−21.6%	0.26%
ADP	Automatic Data Processing Inc Technology	Reduced	3,572	-32	$921,790	+14.2%	0.25%
MA	Mastercard Inc Financial Services	Reduced	1,607	-98	$886,212	+1.2%	0.24%
IWF	iShares Russell 1000 Growth ETF	Held	7,044	0	$882,331	+0.9%	0.24%
IJR	iShares Core S&P Small-Cap ETF	Held	5,871	0	$798,690	−8.3%	0.22%

Showing the top 50 of 220 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.