AGH Wealth Advisors, LLC

CIK

2061010

Location

Wichita, KS

Portfolio Value

Micro $1,234,343

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

3 positions · $1,234,343 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LIN	Linde PLC Basic Materials	Added	1,321	+113	$654,898	+27.1%	53.06%
SHW	Sherwin Williams Co Basic Materials	Reduced	925	-30	$296,508	−4.2%	24.02%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	974	-74	$282,937	+9.3%	22.92%