AGH Wealth Advisors, LLC

CIK

2061010

Location

Wichita, KS

Portfolio Value

Micro $91,925,128

Diversification

Diversified

Filing Date

Global Rank

#5,526 / 8,232 ▲ 283

Top Industry

Semiconductors 15.9%

3Y Alpha vs SPY

-1.1%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	28.0%	$25,739,209	22
Unclassified	24.8%	$22,792,471	4
Financial Services	9.6%	$8,819,659	17
Communication Services	8.0%	$7,320,511	6
Healthcare	7.0%	$6,435,344	15
Consumer Cyclical	6.1%	$5,568,952	9
Industrials	5.1%	$4,663,754	11
Energy	4.7%	$4,332,467	5
Consumer Defensive	3.6%	$3,296,926	7
Basic Materials	1.3%	$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
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
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

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTRS	Viatris Inc Healthcare	Reduced	10,653	-913	$143,922	−0.1%	0.16%
ADI	Analog Devices Inc Technology	NEW	636	NEW	$202,337	NEW	0.22%
C	Citigroup Inc Financial Services	NEW	1,785	NEW	$202,436	NEW	0.22%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	1,635	+13	$206,467	−6.2%	0.22%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	NEW	753	NEW	$207,210	NEW	0.23%
LRCX	Lam Research Corp Technology	NEW	979	NEW	$209,173	NEW	0.23%
AMT	American Tower Corp /Ma/ Real Estate	Added	1,242	+86	$214,344	+5.6%	0.23%
DE	Deere & Co Industrials	Reduced	399	-35	$224,756	+11.2%	0.24%
SNPS	Synopsys Inc Technology	Added	569	+24	$225,597	−11.9%	0.25%
SBUX	Starbucks Corp Consumer Cyclical	Added	2,612	+36	$234,009	+7.9%	0.25%
INTU	Intuit Inc. Technology	Reduced	547	-25	$236,511	−37.6%	0.26%
ABT	Abbott Laboratories Healthcare	Added	2,317	+140	$237,886	−12.8%	0.26%
MET	Metlife Inc Financial Services	Reduced	3,405	-139	$240,801	−13.9%	0.26%
CVS	CVS HEALTH Corp Healthcare	Added	3,427	+198	$246,127	−4.0%	0.27%
GEV	GE Vernova Inc. Industrials	NEW	286	NEW	$249,648	NEW	0.27%
COF	Capital One Financial Corp Financial Services	Reduced	1,371	-251	$250,111	−36.4%	0.27%
CB	Chubb Ltd Financial Services	Added	781	+65	$254,551	+13.9%	0.28%
CAT	Caterpillar Inc Industrials	NEW	368	NEW	$260,713	NEW	0.28%
SPGI	S&P Global Inc. Financial Services	Reduced	619	-7	$263,285	−19.5%	0.29%
MCD	Mcdonalds Corp Consumer Cyclical	Added	866	+114	$269,144	+17.1%	0.29%
GS	Goldman Sachs Group Inc Financial Services	Added	321	+1	$271,561	−3.5%	0.30%
PH	Parker-Hannifin Corp Industrials	Added	304	+20	$272,152	+9.0%	0.30%
BTI	British American Tobacco p.l.c. Consumer Defensive	Reduced	4,782	-55	$279,603	+2.1%	0.30%
USB	US Bancorp De Financial Services	Added	5,384	+787	$280,020	+14.2%	0.30%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	974	-74	$282,937	+9.3%	0.31%
SYK	Stryker Corp Healthcare	Added	862	+27	$283,244	−3.5%	0.31%
MS	Morgan Stanley Financial Services	Added	1,734	+88	$285,364	−2.3%	0.31%
GILD	Gilead Sciences, Inc. Healthcare	Added	2,061	+50	$287,240	+16.4%	0.31%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,802	+169	$287,778	+14.7%	0.31%
HON	Honeywell International Inc Industrials	NEW	1,301	NEW	$294,064	NEW	0.32%
SHW	Sherwin Williams Co Basic Materials	Reduced	925	-30	$296,508	−4.2%	0.32%
ASML	Asml Holding NV Technology	Reduced	225	-20	$297,186	+13.4%	0.32%
ANET	Arista Networks, Inc. Technology	NEW	2,422	NEW	$297,373	NEW	0.32%
PEP	Pepsico Inc Consumer Defensive	Added	1,949	+56	$302,659	+11.4%	0.33%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,314	-9	$310,471	−2.7%	0.34%
AMD	Advanced Micro Devices Inc Technology	Added	1,543	+104	$313,892	+1.9%	0.34%
MRK	Merck & Co., Inc. Healthcare	Added	2,767	+355	$332,841	+31.1%	0.36%
MCK	Mckesson Corp Healthcare	Reduced	390	-1	$337,490	+5.2%	0.37%
ISRG	Intuitive Surgical Inc Healthcare	Added	733	+26	$337,905	−15.6%	0.37%
PFE	Pfizer Inc Healthcare	Added	12,104	+2,704	$339,880	+45.2%	0.37%
TMUS	T-Mobile US, Inc. Communication Services	Added	1,642	+465	$344,868	+44.3%	0.38%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	2,002	+247	$347,246	+6.7%	0.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	354	+39	$352,736	+29.9%	0.38%
AXP	American Express Co Financial Services	Reduced	1,185	-4	$358,438	−18.5%	0.39%
UNH	Unitedhealth Group Inc Healthcare	Added	1,344	+147	$363,672	−8.0%	0.40%
MA	Mastercard Inc Financial Services	Added	733	+20	$366,250	−10.0%	0.40%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,548	+254	$368,032	+11.9%	0.40%
CRM	Salesforce, Inc. Technology	Reduced	2,017	-311	$376,512	−38.9%	0.41%
GWW	W.W. Grainger, Inc. Industrials	Reduced	346	-2	$377,420	+7.5%	0.41%
UBER	Uber Technologies, Inc Technology	Added	5,256	+231	$378,063	−7.9%	0.41%