AGH Wealth Advisors, LLC

CIK

2061010

Location

Wichita, KS

Portfolio Value

Micro $90,062,914

Diversification

Diversified

Filing Date

Global Rank

#5,901 / 8,603 ▲ 150 · as of Mar 2026

Top Industry

Semiconductors 16.4%

3Y Alpha vs SPY

-0.8%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+22.7%

SPY

+24.0%

Annualised alpha

-0.9%

Max drawdown

−17.7%

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

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

Top Position

15.4%

−2.3 pts

Top 5

40.2%

−3.0 pts

Top 10

53.0%

−3.8 pts

HHI

464

Diversified−79

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.6%	$25,739,209	22
Unclassified	25.3%	$22,792,471	4
Financial Services	9.8%	$8,805,461	17
Communication Services	8.1%	$7,320,511	6
Healthcare	7.1%	$6,435,344	15
Consumer Cyclical	6.2%	$5,568,952	9
Industrials	5.2%	$4,678,095	11
Consumer Defensive	3.7%	$3,296,926	7
Energy	2.7%	$2,470,110	4
Basic Materials	1.4%	$1,234,343	3
Utilities	1.1%	$1,030,470	1
Real Estate	0.8%	$691,022	2

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
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
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
SLV	iShares Silver Trust	15,807	$1,077,088
HON	Honeywell International Inc	1,301	$308,405
ANET	Arista Networks, Inc.	2,422	$297,373
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

101 positions · $90,062,914 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 101 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	Reduced	21,343	-2,341	$13,880,206	−14.1%	15.41%
GLD	Spdr Gold Trust	Reduced	16,975	-138	$7,304,172	+7.7%	8.11%
NVDA	Nvidia Corp Technology	Added	32,412	+2,464	$5,652,652	+1.2%	6.28%
AAPL	Apple Inc. Technology	Added	21,704	+477	$5,508,257	−4.5%	6.12%
MSFT	Microsoft Corp Technology	Held	10,465	0	$3,873,828	−23.5%	4.30%
AVGO	Broadcom Inc. Technology	Added	9,319	+484	$2,884,323	−5.7%	3.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,604	+356	$2,833,304	−7.3%	3.15%
GOOGL	Alphabet Inc. Communication Services	Added	7,466	+284	$2,146,922	−4.5%	2.38%
META	Meta Platforms, Inc. Communication Services	Added	3,262	+168	$1,866,287	−8.6%	2.07%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,963	-8	$1,754,075	−8.8%	1.95%
VZ	Verizon Communications Inc Communication Services	Added	24,888	+1,156	$1,249,377	+29.3%	1.39%
NFLX	Netflix Inc Communication Services	Added	12,614	+1,474	$1,212,836	+16.1%	1.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,511	+114	$1,203,270	−0.1%	1.34%
JNJ	Johnson & Johnson Healthcare	Added	4,751	+237	$1,161,333	+24.3%	1.29%
SLV	iShares Silver Trust	NEW	15,807	NEW	$1,077,088	NEW	1.20%
EVRG	Evergy, Inc. Utilities	Held	12,579	0	$1,030,470	+13.0%	1.14%
V	Visa Inc. Financial Services	Reduced	2,987	-90	$902,790	−16.3%	1.00%
PLTR	Palantir Technologies Inc. Technology	Added	6,003	+1,613	$878,118	+12.5%	0.98%
AMAT	Applied Materials Inc /De Technology	Reduced	2,403	-61	$821,320	+29.7%	0.91%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	16,408	-901	$799,889	−16.0%	0.89%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,150	-63	$799,262	−19.7%	0.89%
KO	Coca Cola Co Consumer Defensive	Added	10,397	+698	$790,691	+16.6%	0.88%
RTX	RTX Corp Industrials	Reduced	4,081	-253	$787,224	−1.0%	0.87%
LLY	ELI LILLY & Co Healthcare	Added	846	+31	$778,124	−11.2%	0.86%
COP	Conocophillips Energy	Added	5,505	+112	$726,660	+43.9%	0.81%
WMT	Walmart Inc. Consumer Defensive	Added	5,810	+380	$722,066	+19.4%	0.80%
GD	General Dynamics Corp Industrials	Added	2,035	+8	$698,452	+2.4%	0.78%
LIN	Linde PLC Basic Materials	Added	1,321	+113	$654,898	+27.1%	0.73%
ABBV	AbbVie Inc. Healthcare	Reduced	2,890	-37	$628,545	−6.0%	0.70%
CVX	Chevron Corp Energy	Added	3,024	+136	$625,665	+42.1%	0.69%
CSCO	Cisco Systems, Inc. Technology	Added	7,776	+1,110	$603,339	+17.5%	0.67%
WMB	Williams Companies, Inc. Energy	Reduced	8,282	-7	$602,763	+21.0%	0.67%
INTC	Intel Corp Technology	Added	13,365	+2,938	$589,797	+53.3%	0.65%
CME	Cme Group Inc. Financial Services	Added	1,994	+152	$588,927	+17.1%	0.65%
ETN	Eaton Corp plc Industrials	Added	1,575	+129	$563,330	+22.3%	0.63%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,625	+70	$549,168	+16.2%	0.61%
PANW	Palo Alto Networks Inc Technology	Reduced	3,352	-813	$537,392	−30.0%	0.60%
QQQ	Invesco Qqq Trust, Series 1	Held	920	0	$531,005	−6.0%	0.59%
GE	General Electric Co Industrials	Added	1,855	+16	$526,392	−7.1%	0.58%
PSX	Phillips 66 Energy	Added	2,827	+17	$515,022	+42.0%	0.57%
T	At&T Inc. Communication Services	Added	17,255	+2,091	$500,221	+32.8%	0.56%
ORCL	Oracle Corp Technology	Added	3,371	+179	$495,907	−20.3%	0.55%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	997	-35	$490,055	−18.0%	0.54%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,910	+139	$481,139	+8.3%	0.53%
WELL	Welltower Inc. Real Estate	Added	2,411	+109	$476,678	+11.6%	0.53%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	1,046	+40	$467,080	+2.4%	0.52%
TRV	Travelers Companies, Inc. Financial Services	Reduced	1,545	-78	$450,645	−4.3%	0.50%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,281	+11	$421,307	−3.6%	0.47%
BA	Boeing Co Industrials	Reduced	2,058	-219	$409,603	−17.1%	0.45%
TXN	Texas Instruments Inc Technology	Added	2,097	+586	$407,111	+55.3%	0.45%