Argos Wealth Advisors, LLC

CIK

1809154

Location

SACRAMENTO, CA

Portfolio Value

Micro $742,518

Diversification

Diversified

Filing Date

Global Rank

#3,078 / 8,232 ▲ 198

Top Industry

Semiconductor Equipment & Materials 16.1%

3Y Alpha vs SPY

-60.3%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-11.0%

SPY

+9.1%

Annualised alpha

-60.3%

Max drawdown

−14.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

174 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.7%

+1.4 pts

Top 5

58.8%

+3.6 pts

Top 10

72.5%

+2.0 pts

HHI

956

Diversified+95

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	53.1%	$162,105,729	6
Technology	25.2%	$77,005,413	43
Industrials	4.8%	$14,647,618	23
Consumer Cyclical	4.0%	$12,067,575	23
Financial Services	3.2%	$9,757,772	23
Healthcare	3.1%	$9,569,013	19
Communication Services	2.8%	$8,399,651	9
Energy	1.5%	$4,526,108	10
Basic Materials	1.0%	$3,022,000	8
Consumer Defensive	0.9%	$2,845,991	5
Utilities	0.2%	$742,518	4
Real Estate	0.1%	$383,656	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VRRM	VERRA MOBILITY Corp	+9,062	38,064	$543,934
ALIT	Alight, Inc. / Delaware	+7,000	159,787	$93,155
HAYW	Hayward Holdings, Inc.	+4,400	61,572	$823,833
NFLX	Netflix Inc	+2,150	4,844	$465,750
AMZN	Amazon Com Inc	+1,512	13,313	$2,772,698
NOW	ServiceNow, Inc.	+1,506	5,083	$531,427
ALRM	Alarm.com Holdings, Inc.	+852	13,375	$577,666
PG	PROCTER & GAMBLE Co	+671	2,385	$344,489
GLTR	abrdn Precious Metals Basket ETF Trust	+670	84,133	$18,401,569
RDDT	Reddit, Inc.	+654	1,771	$238,465
MDT	Medtronic plc	+454	2,631	$227,976
ARES	Ares Management Corp	+391	4,848	$528,916
DKNG	DraftKings Inc.	+371	9,936	$214,816
SNOW	Snowflake Inc.	+351	2,450	$369,509
UBER	Uber Technologies, Inc	+214	5,734	$412,446
PCOR	Procore Technologies, Inc.	+195	5,154	$293,778
BAC	Bank Of America Corp /De/	+192	7,594	$370,207
NEE	Nextera Energy Inc	+169	4,684	$435,049
MKTX	Marketaxess Holdings Inc	+162	1,561	$257,533
NET	Cloudflare, Inc.	+126	3,334	$687,937
MCD	Mcdonalds Corp	+122	788	$244,902
XOM	Exxon Mobil Corp	+119	6,695	$1,135,873
PLNT	Planet Fitness, Inc.	+108	2,868	$213,321
CRWD	CrowdStrike Holdings, Inc.	+99	1,529	$596,936
MRCC	MONROE CAPITAL Corp	+93	11,848	$54,500
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−10,520	779,777	$72,277,530
PRM	Perimeter Solutions, Inc.	−6,000	28,900	$705,738
SMCI	Super Micro Computer, Inc.	−5,505	9,314	$212,079
DV	DoubleVerify Holdings, Inc.	−5,144	16,054	$152,513
IBIT	iShares Bitcoin Trust ETF	−3,359	30,054	$1,154,674
ADP	Automatic Data Processing Inc	−2,332	3,380	$686,748
IAU	Ishares Gold Trust	−2,202	430,216	$37,927,842
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,692	10,295	$3,479,195
SPY	Spdr S&P 500 ETF Trust	−1,600	5,323	$3,461,759
USFD	US Foods Holding Corp.	−1,500	12,468	$1,149,674
GMED	Globus Medical Inc	−1,291	3,766	$324,478
CPRT	Copart Inc	−1,218	17,212	$571,438
P	Everpure, Inc.	−1,164	14,984	$884,655
AAPL	Apple Inc.	−1,138	70,764	$17,959,195
SMTC	Semtech Corp	−1,098	7,584	$583,133
DXCM	Dexcom Inc	−850	4,085	$256,538
GOOGL	Alphabet Inc.	−823	17,002	$4,889,095
TSCO	Tractor Supply Co /De/	−820	22,641	$1,025,637
OPLN	OPENLANE, Inc.	−763	11,275	$328,666
WH	Wyndham Hotels & Resorts, Inc.	−509	3,443	$279,674
PLXS	Plexus Corp	−440	5,271	$1,067,588
ORLY	O Reilly Automotive Inc	−386	5,676	$523,951
EXE	EXPAND ENERGY Corp	−367	9,044	$992,850
EW	Edwards Lifesciences Corp	−333	7,567	$605,965
CDW	CDW Corp	−327	5,094	$616,475
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
PGR	Progressive Corp/Oh/	2,563	$508,089
TOL	Toll Brothers, Inc.	2,969	$405,179
AZN	Astrazeneca PLC	1,867	$368,209
COP	Conocophillips	2,551	$336,732
INTU	Intuit Inc.	681	$294,450
VLO	Valero Energy Corp/Tx	997	$246,338
APD	Air Products & Chemicals, Inc.	789	$229,196
EOG	Eog Resources Inc	1,580	$228,420
CASY	Caseys General Stores Inc	310	$225,636
FAST	Fastenal Co	4,735	$219,704
ALSN	Allison Transmission Holdings Inc	1,842	$215,624
GGG	Graco Inc	2,413	$204,260
SHOP	Shopify Inc.	1,704	$202,128
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	8,074	$471,360
BR	Broadridge Financial Solutions, Inc.	1,935	$431,833
CSGP	Costar Group, Inc.	5,608	$377,081
EXAS	EXACT SCIENCES CORP	3,110	$315,851
WDAY	Workday, Inc.	1,291	$277,280
SAP	Sap SE	1,085	$263,557
SPSC	Sps Commerce Inc	2,773	$247,157
FLUT	Flutter Entertainment plc	1,133	$243,640
MS	Morgan Stanley	1,348	$239,310
TEL	TE Connectivity plc	999	$227,282
ABT	Abbott Laboratories	1,801	$225,647
MCHP	Microchip Technology Inc	3,475	$221,427
EEFT	Euronet Worldwide, Inc.	2,821	$214,706
ROK	Rockwell Automation, Inc	545	$212,043
ADSK	Autodesk, Inc.	708	$209,575
AMH	American Homes 4 Rent	6,490	$208,329
MNDY	monday.com Ltd.	1,405	$207,321
CDNS	Cadence Design Systems Inc	647	$202,239
WIT	Wipro Ltd	30,264	$85,949
SID	National Steel Co	10,762	$17,219
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $742,518 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEE	Nextera Energy Inc Utilities	Added	4,684	+169	$435,049	+20.0%	58.59%
KEP	Korea Electric Power Corp Utilities	Held	12,474	0	$177,754	−13.6%	23.94%
ENIC	Enel Chile S.A. Utilities	Held	21,437	0	$84,461	−2.0%	11.37%
CIG	Energy Co Of Minas Gerais Utilities	Held	18,935	0	$45,254	+19.5%	6.09%