AGH Wealth Advisors, LLC
Filing Date
Global Rank
#5,526
/ 8,232
▲ 283
Top Industry
Semiconductors
15.9%
3Y Alpha vs SPY
-1.3%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+21.9%
SPY
+23.4%
Annualised alpha
-1.1%
Max drawdown
−17.6%
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
102 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.1%
−2.4 pts
Top 5
39.4%
−3.2 pts
Top 10
52.0%
−3.9 pts
HHI
450
Diversified−80
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.0% | $25,739,209 |
| Unclassified | 24.8% | $22,792,471 |
| Financial Services | 9.6% | $8,819,659 |
| Communication Services | 8.0% | $7,320,511 |
| Healthcare | 7.0% | $6,435,344 |
| Consumer Cyclical | 6.1% | $5,568,952 |
| Industrials | 5.1% | $4,663,754 |
| Energy | 4.7% | $4,332,467 |
| Consumer Defensive | 3.6% | $3,296,926 |
| Basic Materials | 1.3% | $1,234,343 |
| Utilities | 1.1% | $1,030,470 |
| Real Estate | 0.8% | $691,022 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | +2,938 | 13,365 | $589,797 | |
| PFE | Pfizer Inc | +2,704 | 12,104 | $339,880 | |
| NVDA | Nvidia Corp | +2,464 | 32,412 | $5,652,652 | |
| T | At&T Inc. | +2,091 | 17,255 | $500,221 | |
| PLTR | Palantir Technologies Inc. | +1,613 | 6,003 | $878,118 | |
| NFLX | Netflix Inc | +1,474 | 12,614 | $1,212,836 | |
| VZ | Verizon Communications Inc | +1,156 | 24,888 | $1,249,377 | |
| CSCO | Cisco Systems, Inc. | +1,110 | 7,776 | $603,339 | |
| USB | US Bancorp De | +787 | 5,384 | $280,020 | |
| KO | Coca Cola Co | +698 | 10,397 | $790,691 | |
| TXN | Texas Instruments Inc | +586 | 2,097 | $407,111 | |
| AVGO | Broadcom Inc. | +484 | 9,319 | $2,884,323 | |
| AAPL | Apple Inc. | +477 | 21,704 | $5,508,257 | |
| TMUS | T-Mobile US, Inc. | +465 | 1,642 | $344,868 | |
| WMT | Walmart Inc. | +380 | 5,810 | $722,066 | |
| AMZN | Amazon Com Inc | +356 | 13,604 | $2,833,304 | |
| MRK | Merck & Co., Inc. | +355 | 2,767 | $332,841 | |
| GOOGL | Alphabet Inc. | +284 | 7,466 | $2,146,922 | |
| PG | PROCTER & GAMBLE Co | +254 | 2,548 | $368,032 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +247 | 2,002 | $347,246 | |
| JNJ | Johnson & Johnson | +237 | 4,751 | $1,161,333 | |
| UBER | Uber Technologies, Inc | +231 | 5,256 | $378,063 | |
| CVS | CVS HEALTH Corp | +198 | 3,427 | $246,127 | |
| ORCL | Oracle Corp | +179 | 3,371 | $495,907 | |
| TJX | Tjx Companies Inc /De/ | +169 | 1,802 | $287,778 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −2,341 | 21,343 | $13,880,206 | |
| VTRS | Viatris Inc | −913 | 10,653 | $143,922 | |
| BAC | Bank Of America Corp /De/ | −901 | 16,408 | $799,889 | |
| PANW | Palo Alto Networks Inc | −813 | 3,352 | $537,392 | |
| CRM | Salesforce, Inc. | −311 | 2,017 | $376,512 | |
| RTX | RTX Corp | −253 | 4,081 | $787,224 | |
| COF | Capital One Financial Corp | −251 | 1,371 | $250,111 | |
| BA | Boeing Co | −219 | 2,058 | $409,603 | |
| MET | Metlife Inc | −139 | 3,405 | $240,801 | |
| GLD | Spdr Gold Trust | −138 | 16,975 | $7,304,172 | |
| MU | Micron Technology Inc | −125 | 1,188 | $401,353 | |
| V | Visa Inc. | −90 | 2,987 | $902,790 | |
| TRV | Travelers Companies, Inc. | −78 | 1,545 | $450,645 | |
| APD | Air Products & Chemicals, Inc. | −74 | 974 | $282,937 | |
| TSLA | Tesla, Inc. | −63 | 2,150 | $799,262 | |
| AMAT | Applied Materials Inc /De | −61 | 2,403 | $821,320 | |
| BTI | British American Tobacco p.l.c. | −55 | 4,782 | $279,603 | |
| ABBV | AbbVie Inc. | −37 | 2,890 | $628,545 | |
| TMO | Thermo Fisher Scientific Inc. | −35 | 997 | $490,055 | |
| DE | Deere & Co | −35 | 399 | $224,756 | |
| SHW | Sherwin Williams Co | −30 | 925 | $296,508 | |
| INTU | Intuit Inc. | −25 | 547 | $236,511 | |
| ASML | Asml Holding NV | −20 | 225 | $297,186 | |
| LOW | Lowes Companies Inc | −9 | 1,314 | $310,471 | |
| JPM | Jpmorgan Chase & Co | −8 | 5,963 | $1,754,075 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SLV | iShares Silver Trust | 15,807 | $1,077,088 | |
| ANET | Arista Networks, Inc. | 2,422 | $297,373 | |
| HON | Honeywell International Inc | 1,301 | $294,064 | |
| CAT | Caterpillar Inc | 368 | $260,713 | |
| GEV | GE Vernova Inc. | 286 | $249,648 | |
| LRCX | Lam Research Corp | 979 | $209,173 | |
| RCL | Royal Caribbean Cruises Ltd | 753 | $207,210 | |
| C | Citigroup Inc | 1,785 | $202,436 | |
| ADI | Analog Devices Inc | 636 | $202,337 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | 1,895 | $290,295 | |
| EQIX | Equinix Inc | 347 | $265,857 | |
| WFC | Wells Fargo & Company/Mn | 2,666 | $248,471 | |
| IBM | International Business Machines Corp | 756 | $223,934 | |
| CMG | Chipotle Mexican Grill Inc | 6,026 | $222,962 | |
| PGR | Progressive Corp/Oh/ | 921 | $209,730 | |
| MNST | Monster Beverage Corp | 2,724 | $208,849 | |
| No positions match the current search. | ||||
102 positions ·
$91,925,128 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 102 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 21,343 | $13,880,206 | 15.10% | |
| GLD |
Spdr Gold Trust
|
Reduced | 16,975 | $7,304,172 | 7.95% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 32,412 | $5,652,652 | 6.15% | |
| AAPL |
Apple Inc.
Technology
|
Added | 21,704 | $5,508,257 | 5.99% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 10,465 | $3,873,828 | 4.21% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 9,319 | $2,884,323 | 3.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 13,604 | $2,833,304 | 3.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 7,466 | $2,146,922 | 2.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,262 | $1,866,287 | 2.03% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 10,977 | $1,862,357 | 2.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,963 | $1,754,075 | 1.91% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 24,888 | $1,249,377 | 1.36% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 12,614 | $1,212,836 | 1.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,511 | $1,203,270 | 1.31% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,751 | $1,161,333 | 1.26% | |
| SLV |
iShares Silver Trust
|
NEW | 15,807 | $1,077,088 | 1.17% | |
| EVRG |
Evergy, Inc.
Utilities
|
Held | 12,579 | $1,030,470 | 1.12% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 2,987 | $902,790 | 0.98% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 6,003 | $878,118 | 0.96% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 2,403 | $821,320 | 0.89% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 16,408 | $799,889 | 0.87% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,150 | $799,262 | 0.87% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 10,397 | $790,691 | 0.86% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 4,081 | $787,224 | 0.86% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 846 | $778,124 | 0.85% | |
| COP |
Conocophillips
Energy
|
Added | 5,505 | $726,660 | 0.79% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,810 | $722,066 | 0.79% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 2,035 | $698,452 | 0.76% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 1,321 | $654,898 | 0.71% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,890 | $628,545 | 0.68% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,024 | $625,665 | 0.68% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 7,776 | $603,339 | 0.66% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 8,282 | $602,763 | 0.66% | |
| INTC |
Intel Corp
Technology
|
Added | 13,365 | $589,797 | 0.64% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 1,994 | $588,927 | 0.64% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 1,575 | $563,330 | 0.61% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,625 | $549,168 | 0.60% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 3,352 | $537,392 | 0.58% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 920 | $531,005 | 0.58% | |
| GE |
General Electric Co
Industrials
|
Added | 1,855 | $526,392 | 0.57% | |
| PSX |
Phillips 66
Energy
|
Added | 2,827 | $515,022 | 0.56% | |
| T |
At&T Inc.
Communication Services
|
Added | 17,255 | $500,221 | 0.54% | |
| ORCL |
Oracle Corp
Technology
|
Added | 3,371 | $495,907 | 0.54% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 997 | $490,055 | 0.53% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 2,910 | $481,139 | 0.52% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 2,411 | $476,678 | 0.52% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 1,046 | $467,080 | 0.51% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 1,545 | $450,645 | 0.49% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,281 | $421,307 | 0.46% | |
| BA |
Boeing Co
Industrials
|
Reduced | 2,058 | $409,603 | 0.45% |