AGH Wealth Advisors, LLC

Registered adviser

CIK

2061010

Location

Wichita, KS

Portfolio Value

Small $164,177,745

Diversification

Diversified

Reports for

LPL Financial LLC

Filing Date

Global Rank

#7,268 / 8,827 ▲ 60 · as of Jun 2026

Top Industry

Semiconductors 19.3%

Period ended 38 days ago

Filed Oct 26, 2026 · 12d

8 quarters · since Dec 2024

Regulatory profile

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

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 146796

Roster of Nov 1, 2026

Regulatory AUM

$456,334,303

Main clients

Individuals and high net worth (57% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$456,334,303	Individuals and high net worth (57%)
Apr 2025 to Mar 2026	$439,945,283	Individuals and high net worth (84%)
Feb 2024 to Mar 2025	$197,222,009	Individuals and high net worth (100%)
May 2023 to Jan 2024	$141,137,849	Individuals and high net worth (100%)
Apr 2023	$141,137,849	Individuals and high net worth (100%)
Mar 2022 to Mar 2023	$163,015,611	Individuals and high net worth (100%)

3 earlier changes not shown.

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

Diversified active

Top 10 weight 51.6%, 27.1 effective positions, active share 51.3% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

14.6% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.4 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 51.3%; sector active share 29.1% against the combined 13F book's sector weights.

Over time 7 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

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

Top Position

9.6%

−0.7 pts

Top 5

35.0%

+0.6 pts

Top 10

54.1%

+2.5 pts

HHI

380

Diversified+11

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	46.4%	$76,162,636	27
Technology	24.0%	$39,414,866	26
Communication Services	6.8%	$11,212,461	7
Financial Services	5.6%	$9,262,841	16
Healthcare	4.3%	$7,138,191	14
Consumer Cyclical	3.6%	$5,971,086	8
Industrials	3.0%	$4,888,564	11
Energy	2.6%	$4,197,694	5
Consumer Defensive	2.1%	$3,412,145	7
Utilities	0.6%	$1,006,384	1
Basic Materials	0.6%	$942,875	2
Real Estate	0.3%	$568,002	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
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+23,773	66,938	$8,238,729
JBND	JPMorgan Active Bond ETF	+11,697	189,103	$9,666,945
AVDE	Avantis International Equity ETF	+4,026	97,545	$8,789,779
SLV	iShares Silver Trust	+3,572	20,257	$1,104,209
MNST	Monster Beverage Corp	+2,478	4,822	$200,691
APH	Amphenol Corp	+1,775	3,416	$287,968
T	At&T Inc.	+1,651	19,423	$473,921
AVLV	Avantis U.S. Large Cap Value ETF	+1,561	21,482	$1,942,832
NVDA	Nvidia Corp	+1,107	34,174	$7,804,657
REMX	VanEck Rare Earth and Strategic Metals ETF	+1,024	6,569	$422,123
KO	Coca Cola Co	+979	12,236	$1,053,274
NFLX	Netflix Inc	+762	12,816	$891,737
AMZN	Amazon Com Inc	+645	14,135	$3,521,734
GLD	Spdr Gold Trust	+463	17,665	$6,727,538
—		+458	47,421	$0
XOM	ExxonMobil Holdings Corp	+395	11,623	$1,891,643
META	Meta Platforms, Inc.	+363	3,785	$2,744,805
ORCL	Oracle Corp	+349	4,020	$551,946
UBER	Uber Technologies, Inc	+300	6,053	$414,690
KLAC	Kla Corp	+277	1,738	$338,788
ANET	Arista Networks, Inc.	+269	3,288	$669,403
SBUX	Starbucks Corp	+258	2,950	$277,182
EVRG	Evergy, Inc.	+251	12,830	$1,006,384
BKNG	Booking Holdings Inc.	+240	1,398	$227,748
BAC	Bank Of America Corp	+228	18,438	$1,003,579
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NLR	VanEck Uranium and Nuclear ETF	−6,824	4,708	$487,089
PWV	Invesco Large Cap Value ETF	−2,600	51,815	$3,953,484
DTCR	Global X Data Center & Digital Infrastructure ETF	−1,937	48,017	$1,303,181
INTC	Intel Corp	−1,386	11,995	$1,442,158
SPY	Spdr S&P 500 ETF Trust	−1,219	20,718	$15,800,168
AVUS	Avantis U.S. Equity ETF	−788	11,536	$1,477,646
QQQM	Invesco Ltd.	−715	17,703	$0
USB	US Bancorp De	−669	3,673	$212,152
AAPL	Apple Inc.	−662	23,515	$7,830,965
BTI	British American Tobacco p.l.c.	−601	4,161	$226,358
CVX	Chevron Corp	−388	2,433	$496,842
WMB	Williams Companies, Inc.	−370	7,955	$540,700
AVEM	Avantis Emerging Markets Equity ETF	−361	26,722	$2,512,402
VZ	Verizon Communications Inc	−335	25,480	$1,168,767
CSCO	Cisco Systems, Inc.	−315	8,178	$880,197
TJX	Tjx Companies Inc	−268	1,588	$210,107
TMUS	T-Mobile US, Inc.	−190	1,440	$234,835
VRTX	Vertex Pharmaceuticals Inc	−178	877	$458,504
LRCX	Lam Research Corp	−171	1,054	$346,249
UNH	Unitedhealth Group Inc	−150	1,232	$452,242
HD	Home Depot, Inc.	−148	1,167	$331,999
AVGO	Broadcom Inc.	−138	9,232	$3,242,185
TRV	Travelers Companies, Inc.	−133	1,401	$499,470
RTX	RTX Corp	−126	3,954	$734,060
AMAT	Applied Materials Inc	−122	1,990	$1,017,645
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
BUFB		59,305	$2,388,983
IJH	iShares Core S&P Mid-Cap ETF	32,858	$2,364,133
BUFR	FT Vest Laddered Buffer ETF	61,050	$2,287,543
IGV	iShares Expanded Tech-Software Sector ETF	12,493	$1,330,254
CLOU	Global X Cloud Computing ETF	46,306	$1,317,868
JEPI	JPMorgan Equity Premium Income ETF	6,900	$387,918
NOW	ServiceNow, Inc.	2,622	$351,373
MSI	Motorola Solutions, Inc.	467	$208,267
WAT	Waters Corp	470	$206,512
AMGN	Amgen Inc	478	$201,481
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	148	$336,512
APD	Air Products & Chemicals, Inc.	934	$273,830
CB	Chubb Ltd	746	$254,192
IBM	International Business Machines Corp	899	$252,807
PEP	Pepsico Inc	1,864	$252,385
GLW	Corning Inc	948	$242,147
TER	Teradyne, Inc	445	$215,308
MRSH	Marsh & Mclennan Companies, Inc.	1,287	$214,504
ABNB	Airbnb, Inc.	1,475	$211,072
MCD	Mcdonalds Corp	772	$208,679
APO	Apollo Global Management, Inc.	1,741	$205,977
SO	Southern Co	2,126	$203,479
PGR	Progressive Corp	917	$200,318
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

125 tracked positions · $164,177,745 total · filing declares 187 positions · $172,420,288 · 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 125 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	20,718	-1,219	$15,800,168	−3.6%	9.62%
JBND	JPMorgan Active Bond ETF	Added	189,103	+11,697	$9,666,945	+1.9%	5.89%
AVDE	Avantis International Equity ETF	Added	97,545	+4,026	$8,789,779	+5.4%	5.35%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	66,938	+23,773	$8,238,729	+60.4%	5.02%
AAPL	Apple Inc. Technology	Reduced	23,515	-662	$7,830,965	+11.9%	4.77%
NVDA	Nvidia Corp Technology	Added	34,174	+1,107	$7,804,657	+18.0%	4.75%
GLD	Spdr Gold Trust	Added	17,665	+463	$6,727,538	+6.2%	4.10%
MSFT	Microsoft Corp Technology	Added	10,751	+187	$5,514,187	+39.9%	3.36%
PWV	Invesco Large Cap Value ETF	Reduced	51,815	-2,600	$3,953,484	−4.1%	2.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,135	+645	$3,521,734	+9.5%	2.15%
AVGO	Broadcom Inc. Technology	Reduced	9,232	-138	$3,242,185	−8.4%	1.97%
GOOGL	Alphabet Inc. Communication Services	Added	8,732	+191	$3,004,506	−1.6%	1.83%
META	Meta Platforms, Inc. Communication Services	Added	3,785	+363	$2,744,805	+42.4%	1.67%
GOOG	Alphabet Inc. Communication Services	Added	7,906	+197	$2,693,890	−1.1%	1.64%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	26,722	-361	$2,512,402	−3.9%	1.53%
BUFB		NEW	59,305	NEW	$2,388,983	NEW	1.46%
IJH	iShares Core S&P Mid-Cap ETF	NEW	32,858	NEW	$2,364,133	NEW	1.44%
BUFR	FT Vest Laddered Buffer ETF	NEW	61,050	NEW	$2,287,543	NEW	1.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,235	+16	$2,062,724	+1.3%	1.26%
AVLV	Avantis U.S. Large Cap Value ETF	Added	21,482	+1,561	$1,942,832	+6.9%	1.18%
XOM	ExxonMobil Holdings Corp Energy	Added	11,623	+395	$1,891,643	+23.2%	1.15%
MU	Micron Technology Inc Technology	Added	1,543	+145	$1,643,464	+1.8%	1.00%
AVUS	Avantis U.S. Equity ETF	Reduced	11,536	-788	$1,477,646	−6.4%	0.90%
INTC	Intel Corp Technology	Reduced	11,995	-1,386	$1,442,158	−22.8%	0.88%
PANW	Palo Alto Networks Inc Technology	Added	3,531	+63	$1,402,901	+18.6%	0.85%
IGV	iShares Expanded Tech-Software Sector ETF	NEW	12,493	NEW	$1,330,254	NEW	0.81%
CLOU	Global X Cloud Computing ETF	NEW	46,306	NEW	$1,317,868	NEW	0.80%
DTCR	Global X Data Center & Digital Infrastructure ETF	Reduced	48,017	-1,937	$1,303,181	−14.1%	0.79%
JNJ	Johnson & Johnson Healthcare	Added	4,873	+1	$1,290,077	+4.3%	0.79%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,560	+28	$1,274,751	+0.6%	0.78%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,537	-56	$1,222,745	+59.0%	0.74%
V	Visa Inc. Financial Services	Added	3,323	+52	$1,194,053	+6.4%	0.73%
VZ	Verizon Communications Inc Communication Services	Reduced	25,480	-335	$1,168,767	+6.9%	0.71%
SLV	iShares Silver Trust	Added	20,257	+3,572	$1,104,209	+23.8%	0.67%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,791	-18	$1,095,662	+4.3%	0.67%
KO	Coca Cola Co Consumer Defensive	Added	12,236	+979	$1,053,274	+15.1%	0.64%
AMAT	Applied Materials Inc Technology	Reduced	1,990	-122	$1,017,645	−33.4%	0.62%
EVRG	Evergy, Inc. Utilities	Added	12,830	+251	$1,006,384	−7.4%	0.61%
BAC	Bank Of America Corp Financial Services	Added	18,438	+228	$1,003,579	−3.3%	0.61%
LLY	ELI LILLY & Co Healthcare	Reduced	864	-11	$999,716	−4.7%	0.61%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,716	+210	$963,663	−8.6%	0.59%
NFLX	Netflix Inc Communication Services	Added	12,816	+762	$891,737	+3.6%	0.54%
IWV	iShares Russell 3000 ETF	Reduced	2,056	-50	$887,492	−1.2%	0.54%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,178	-315	$880,197	−11.8%	0.54%
ABBV	AbbVie Inc. Healthcare	Added	3,253	+50	$850,951	+5.6%	0.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,780	-9	$812,018	−5.0%	0.49%
RTX	RTX Corp Industrials	Reduced	3,954	-126	$734,060	−5.2%	0.45%
PSX	Phillips 66 Energy	Held	2,846	0	$726,611	+51.0%	0.44%
IWF	iShares Russell 1000 Growth ETF	Held	5,800	0	$726,508	+0.9%	0.44%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,071	+75	$722,978	+44.8%	0.44%

Showing the top 50 of 125 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.