AGH Wealth Advisors, LLC

CIK

2061010

Location

Wichita, KS

Portfolio Value

Small $107,688,382

Diversification

Diversified

Filing Date

Global Rank

#5,947 / 8,633 ▲ 236

Top Industry

Semiconductors 19.8%

3Y Alpha vs SPY

+10.8%

Period ended 51 days ago

Filed Jul 22, 2026 · 29d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+44.0%

SPY

+26.1%

Annualised alpha

+10.7%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

109 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.2%

+0.4 pts

Top 5

37.4%

−1.5 pts

Top 10

50.2%

−2.9 pts

HHI

430

Diversified−15

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.4%	$37,027,423	28
Unclassified	22.5%	$24,229,487	4
Financial Services	9.4%	$10,156,967	19
Communication Services	7.0%	$7,574,815	6
Healthcare	6.1%	$6,523,404	12
Consumer Cyclical	6.0%	$6,465,010	10
Industrials	5.0%	$5,377,788	11
Consumer Defensive	3.4%	$3,653,792	8
Energy	3.3%	$3,550,554	5
Basic Materials	1.2%	$1,293,733	3
Utilities	1.2%	$1,290,681	2
Real Estate	0.5%	$544,728	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+2,473	24,177	$6,995,856
BAC	Bank Of America Corp /De/	+1,802	18,210	$1,037,605
VZ	Verizon Communications Inc	+927	25,815	$1,093,006
SLV	iShares Silver Trust	+878	16,685	$892,146
KO	Coca Cola Co	+860	11,257	$914,855
CSCO	Cisco Systems, Inc.	+717	8,493	$997,587
NVDA	Nvidia Corp	+655	33,067	$6,616,375
PFE	Pfizer Inc	+615	12,719	$306,272
ANET	Arista Networks, Inc.	+597	3,019	$512,867
SPY	Spdr S&P 500 ETF Trust	+594	21,937	$16,381,893
PLTR	Palantir Technologies Inc.	+590	6,593	$769,204
T	At&T Inc.	+517	17,772	$367,880
UBER	Uber Technologies, Inc	+497	5,753	$415,136
TSLA	Tesla, Inc.	+356	2,506	$1,054,023
ABBV	AbbVie Inc.	+313	3,203	$806,002
ORCL	Oracle Corp	+300	3,671	$537,985
V	Visa Inc.	+284	3,271	$1,122,246
AMD	Advanced Micro Devices Inc	+266	1,809	$1,050,865
JPM	Jpmorgan Chase & Co	+256	6,219	$2,035,664
TXN	Texas Instruments Inc	+256	2,353	$701,358
XOM	ExxonMobil Holdings Corp	+251	11,228	$1,535,092
LRCX	Lam Research Corp	+246	1,225	$530,829
GLD	Spdr Gold Trust	+227	17,202	$6,336,872
MU	Micron Technology Inc	+210	1,398	$1,613,697
PM	Philip Morris International Inc.	+173	3,083	$557,745
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−6,126	8,541	$3,052,297
COP	Conocophillips	−1,197	4,308	$447,859
USB	US Bancorp De	−1,042	4,342	$262,256
MRSH	Marsh & Mclennan Companies, Inc.	−715	1,287	$214,504
NFLX	Netflix Inc	−560	12,054	$860,655
AMAT	Applied Materials Inc /De	−291	2,112	$1,526,976
CVX	Chevron Corp	−203	2,821	$467,608
AXP	American Express Co	−167	1,018	$344,338
ABNB	Airbnb, Inc.	−160	1,475	$211,072
BA	Boeing Co	−146	1,912	$413,890
COF	Capital One Financial Corp	−144	1,227	$246,160
CRM	Salesforce, Inc.	−117	1,900	$297,653
AMZN	Amazon Com Inc	−114	13,490	$3,215,206
MCD	Mcdonalds Corp	−94	772	$208,679
PEP	Pepsico Inc	−85	1,864	$252,385
QQQ	Invesco Qqq Trust, Series 1	−80	840	$618,576
ISRG	Intuitive Surgical Inc	−55	678	$269,627
APD	Air Products & Chemicals, Inc.	−40	934	$273,830
CB	Chubb Ltd	−35	746	$254,192
C	Citigroup Inc	−25	1,760	$246,329
MCK	Mckesson Corp	−23	367	$277,305
GILD	Gilead Sciences, Inc.	−23	2,038	$257,480
PH	Parker-Hannifin Corp	−21	283	$276,807
BTI	British American Tobacco p.l.c.	−20	4,762	$294,101
TMUS	T-Mobile US, Inc.	−12	1,630	$273,399
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	1,461	$440,798
SNDK	Sandisk Corp	148	$336,512
APH	Amphenol Corp /De/	1,641	$289,341
STX	Seagate Technology Holdings plc	289	$278,885
WFC	Wells Fargo & Company/Mn	3,353	$277,091
UNP	Union Pacific Corp	982	$267,104
IBM	International Business Machines Corp	899	$252,807
GLW	Corning Inc /Ny	948	$242,147
MNST	Monster Beverage Corp	2,344	$225,305
TER	Teradyne, Inc	445	$215,308
BKNG	Booking Holdings Inc.	1,158	$206,401
APO	Apollo Global Management, Inc.	1,741	$205,977
SO	Southern Co	2,126	$203,479
PGR	Progressive Corp/Oh/	917	$200,318
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,301	$294,064
SYK	Stryker Corp	862	$283,244
SPGI	S&P Global Inc.	619	$263,285
ABT	Abbott Laboratories	2,317	$237,886
INTU	Intuit Inc.	547	$236,511
AMT	American Tower Corp /Ma/	1,242	$214,344
VTRS	Viatris Inc	10,653	$143,922
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

109 tracked positions · $107,688,382 total · as of Jun 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 109 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	21,937	+594	$16,381,893	+18.0%	15.21%
AAPL	Apple Inc. Technology	Added	24,177	+2,473	$6,995,856	+27.0%	6.50%
NVDA	Nvidia Corp Technology	Added	33,067	+655	$6,616,375	+17.0%	6.14%
GLD	Spdr Gold Trust	Added	17,202	+227	$6,336,872	−13.2%	5.88%
MSFT	Microsoft Corp Technology	Added	10,564	+99	$3,940,582	+1.7%	3.66%
AVGO	Broadcom Inc. Technology	Added	9,370	+51	$3,539,517	+22.7%	3.29%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,490	-114	$3,215,206	+13.5%	2.99%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,541	-6,126	$3,052,297	−27.5%	2.83%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,219	+256	$2,035,664	+16.1%	1.89%
META	Meta Platforms, Inc. Communication Services	Added	3,422	+160	$1,927,578	+3.3%	1.79%
INTC	Intel Corp Technology	Added	13,381	+16	$1,868,388	+216.8%	1.73%
MU	Micron Technology Inc Technology	Added	1,398	+210	$1,613,697	+302.1%	1.50%
XOM	ExxonMobil Holdings Corp Energy	Added	11,228	+251	$1,535,092	−17.6%	1.43%
AMAT	Applied Materials Inc /De Technology	Reduced	2,112	-291	$1,526,976	+85.9%	1.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,532	+21	$1,266,986	+5.3%	1.18%
JNJ	Johnson & Johnson Healthcare	Added	4,872	+121	$1,237,341	+6.5%	1.15%
PANW	Palo Alto Networks Inc Technology	Added	3,468	+116	$1,182,657	+120.1%	1.10%
V	Visa Inc. Financial Services	Added	3,271	+284	$1,122,246	+24.3%	1.04%
VZ	Verizon Communications Inc Communication Services	Added	25,815	+927	$1,093,006	−12.5%	1.01%
EVRG	Evergy, Inc. Utilities	Held	12,579	0	$1,087,202	+5.5%	1.01%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,506	+356	$1,054,023	+31.9%	0.98%
AMD	Advanced Micro Devices Inc Technology	Added	1,809	+266	$1,050,865	+234.8%	0.98%
LLY	ELI LILLY & Co Healthcare	Added	875	+29	$1,049,500	+34.9%	0.97%
BAC	Bank Of America Corp /De/ Financial Services	Added	18,210	+1,802	$1,037,605	+29.7%	0.96%
CSCO	Cisco Systems, Inc. Technology	Added	8,493	+717	$997,587	+65.3%	0.93%
KO	Coca Cola Co Consumer Defensive	Added	11,257	+860	$914,855	+15.7%	0.85%
SLV	iShares Silver Trust	Added	16,685	+878	$892,146	−17.2%	0.83%
NFLX	Netflix Inc Communication Services	Reduced	12,054	-560	$860,655	−29.0%	0.80%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,789	+164	$854,372	+55.6%	0.79%
ABBV	AbbVie Inc. Healthcare	Added	3,203	+313	$806,002	+28.2%	0.75%
RTX	RTX Corp Industrials	Reduced	4,080	-1	$774,098	−1.7%	0.72%
PLTR	Palantir Technologies Inc. Technology	Added	6,593	+590	$769,204	−12.4%	0.71%
GE	General Electric Co Industrials	Added	1,935	+80	$723,167	+37.4%	0.67%
GD	General Dynamics Corp Industrials	Reduced	2,033	-2	$720,169	+3.1%	0.67%
TXN	Texas Instruments Inc Technology	Added	2,353	+256	$701,358	+72.3%	0.65%
LIN	Linde PLC Basic Materials	Added	1,341	+20	$695,898	+6.3%	0.65%
ETN	Eaton Corp plc Industrials	Added	1,576	+1	$671,565	+19.2%	0.62%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,808	-2	$657,814	−8.9%	0.61%
WMB	Williams Companies, Inc. Energy	Added	8,325	+43	$618,880	+2.7%	0.57%
QQQ	Invesco Qqq Trust, Series 1	Reduced	840	-80	$618,576	+16.5%	0.57%
UNH	Unitedhealth Group Inc Healthcare	Added	1,382	+38	$574,400	+57.9%	0.53%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,083	+173	$557,745	+15.9%	0.52%
WELL	Welltower Inc. Real Estate	Reduced	2,400	-11	$544,728	+14.3%	0.51%
ORCL	Oracle Corp Technology	Added	3,671	+300	$537,985	+8.5%	0.50%
LRCX	Lam Research Corp Technology	Added	1,225	+246	$530,829	+153.8%	0.49%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	1,055	+9	$524,050	+12.2%	0.49%
ANET	Arista Networks, Inc. Technology	Added	3,019	+597	$512,867	+72.5%	0.48%
TRV	Travelers Companies, Inc. Financial Services	Reduced	1,534	-11	$506,403	+12.4%	0.47%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	996	-1	$499,354	+1.9%	0.46%
ASML	Asml Holding NV Technology	Added	245	+20	$487,412	+64.0%	0.45%

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.