Argo Wealth Advisory, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 82.7%; sector active share 47.9% against the combined 13F book's sector weights.
Over time 3 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 backtestPortfolio Concentration
50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 55.4% | $100,374,371 |
| Healthcare | 13.4% | $24,315,142 |
| Technology | 9.9% | $17,885,791 |
| Industrials | 5.4% | $9,825,703 |
| Consumer Defensive | 4.3% | $7,774,157 |
| Financial Services | 4.0% | $7,252,233 |
| Energy | 2.2% | $4,010,954 |
| Utilities | 1.6% | $2,887,984 |
| Consumer Cyclical | 1.4% | $2,502,341 |
| Communication Services | 1.3% | $2,383,991 |
| Real Estate | 1.1% | $1,998,498 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +57,963 | 66,813 | $7,985,489 | |
| PYLD | +21,273 | 282,413 | $7,489,592 | ||
| VIG | Vanguard Specialized Funds | +8,157 | 20,905 | $4,946,541 | |
| COWZ | Pacer US Cash Cows 100 ETF | +5,888 | 191,489 | $11,910,615 | |
| USFR | WisdomTree Floating Rate Treasury Fund | +5,191 | 116,288 | $5,855,100 | |
| IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | +5,156 | 183,696 | $9,621,996 | |
| FBND | Fidelity Total Bond ETF | +3,883 | 273,702 | $12,450,703 | |
| DFAI | Dimensional International Core Equity Market ETF | +3,193 | 285,328 | $11,769,780 | |
| JBND | JPMorgan Active Bond ETF | +2,866 | 231,442 | $12,382,147 | |
| VOO | VANGUARD 500 INDEX FUND | +2,170 | 5,655 | $3,883,910 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,695 | 4,574 | $3,368,293 | |
| ACN | Accenture plc | +630 | 9,694 | $1,206,321 | |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | +540 | 22,752 | $1,160,352 | |
| PTC | Ptc Inc. | +331 | 15,188 | $1,725,508 | |
| FDS | Factset Research Systems Inc | +241 | 7,630 | $1,755,510 | |
| AJG | Arthur J. Gallagher & Co. | +224 | 9,853 | $2,261,953 | |
| ADP | Automatic Data Processing Inc | +95 | 9,918 | $2,221,136 | |
| JKHY | Jack Henry & Associates Inc | +88 | 14,366 | $1,978,772 | |
| JPM | Jpmorgan Chase & Co | +78 | 814 | $266,446 | |
| GOOG | Alphabet Inc. | +70 | 830 | $293,263 | |
| NVDA | Nvidia Corp | +45 | 7,646 | $1,529,888 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HON | Honeywell International Inc | −6,000 | 5,632 | $1,261,004 | |
| PFE | Pfizer Inc | −2,753 | 88,538 | $2,131,995 | |
| CSCO | Cisco Systems, Inc. | −2,539 | 39,502 | $4,639,904 | |
| NEE | Nextera Energy Inc | −1,247 | 32,904 | $2,887,984 | |
| IBMS | iShares iBonds Dec 2030 Term Muni Bond ETF | −816 | 49,217 | $1,273,243 | |
| PEP | Pepsico Inc | −661 | 15,457 | $2,092,877 | |
| AMT | American Tower Corp | −413 | 12,218 | $1,998,498 | |
| ITW | Illinois Tool Works Inc | −311 | 9,503 | $2,570,276 | |
| AMGN | Amgen Inc | −302 | 7,843 | $2,840,107 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | −244 | 66,370 | $6,276,610 | |
| PG | PROCTER & GAMBLE Co | −214 | 16,562 | $2,428,651 | |
| MAIN | Main Street Capital CORP | −196 | 3,986 | $206,793 | |
| XYL | Xylem Inc. | −194 | 19,910 | $2,353,561 | |
| UNH | Unitedhealth Group Inc | −186 | 6,710 | $2,788,877 | |
| LOW | Lowes Companies Inc | −183 | 11,349 | $2,502,341 | |
| LMT | Lockheed Martin Corp | −167 | 4,719 | $2,404,141 | |
| COST | Costco Wholesale Corp | −145 | 3,477 | $3,252,629 | |
| V | Visa Inc. | −124 | 8,049 | $2,761,531 | |
| MCK | Mckesson Corp | −100 | 3,137 | $2,370,317 | |
| LLY | ELI LILLY & Co | −80 | 1,036 | $1,242,609 | |
| SYK | Stryker Corp | −76 | 7,704 | $2,425,527 | |
| MSFT | Microsoft Corp | −64 | 8,193 | $3,056,152 | |
| AAPL | Apple Inc. | −28 | 5,281 | $1,528,110 | |
| META | Meta Platforms, Inc. | −12 | 3,324 | $1,872,375 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FBND |
Fidelity Total Bond ETF
|
Added | 273,702 | $12,450,703 | 6.87% | |
| JBND |
JPMorgan Active Bond ETF
|
Added | 231,442 | $12,382,147 | 6.83% | |
| COWZ |
Pacer US Cash Cows 100 ETF
|
Added | 191,489 | $11,910,615 | 6.57% | |
| DFAI |
Dimensional International Core Equity Market ETF
|
Added | 285,328 | $11,769,780 | 6.50% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 38,686 | $9,734,945 | 5.37% | |
| IHDG |
WisdomTree International Hedged Quality Dividend Growth Fund
|
Added | 183,696 | $9,621,996 | 5.31% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 66,813 | $7,985,489 | 4.41% | |
| PYLD |
|
Added | 282,413 | $7,489,592 | 4.13% | |
| IEF |
iShares 7-10 Year Treasury Bond ETF
|
Reduced | 66,370 | $6,276,610 | 3.46% | |
| USFR |
WisdomTree Floating Rate Treasury Fund
|
Added | 116,288 | $5,855,100 | 3.23% | |
| VIG |
Vanguard Specialized Funds
|
Added | 20,905 | $4,946,541 | 2.73% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 39,502 | $4,639,904 | 2.56% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 29,337 | $4,010,954 | 2.21% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 5,655 | $3,883,910 | 2.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 4,574 | $3,368,293 | 1.86% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 3,477 | $3,252,629 | 1.79% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,193 | $3,056,152 | 1.69% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 32,904 | $2,887,984 | 1.59% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 7,843 | $2,840,107 | 1.57% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 6,710 | $2,788,877 | 1.54% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 8,049 | $2,761,531 | 1.52% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Reduced | 9,503 | $2,570,276 | 1.42% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 11,349 | $2,502,341 | 1.38% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 16,562 | $2,428,651 | 1.34% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 7,704 | $2,425,527 | 1.34% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 4,719 | $2,404,141 | 1.33% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 3,137 | $2,370,317 | 1.31% | |
| XYL |
Xylem Inc.
Industrials
|
Reduced | 19,910 | $2,353,561 | 1.30% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Added | 9,853 | $2,261,953 | 1.25% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 9,918 | $2,221,136 | 1.23% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 88,538 | $2,131,995 | 1.18% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 15,457 | $2,092,877 | 1.15% | |
| AMT |
American Tower Corp
Real Estate
|
Reduced | 12,218 | $1,998,498 | 1.10% | |
| JKHY |
Jack Henry & Associates Inc
Technology
|
Added | 14,366 | $1,978,772 | 1.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,324 | $1,872,375 | 1.03% | |
| FDS |
Factset Research Systems Inc
Financial Services
|
Added | 7,630 | $1,755,510 | 0.97% | |
| PTC |
Ptc Inc.
Technology
|
Added | 15,188 | $1,725,508 | 0.95% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,646 | $1,529,888 | 0.84% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,281 | $1,528,110 | 0.84% | |
| IBMS |
iShares iBonds Dec 2030 Term Muni Bond ETF
|
Reduced | 49,217 | $1,273,243 | 0.70% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 5,632 | $1,261,004 | 0.70% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,036 | $1,242,609 | 0.69% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 5,594 | $1,236,721 | 0.68% | |
| ACN |
Accenture plc
Technology
|
Added | 9,694 | $1,206,321 | 0.67% | |
| JMST |
JPMorgan Ultra-Short Municipal Income ETF
|
Added | 22,752 | $1,160,352 | 0.64% | |
| PLSE |
Pulse Biosciences, Inc.
Healthcare
|
Held | 28,156 | $780,765 | 0.43% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 830 | $293,263 | 0.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 814 | $266,446 | 0.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 611 | $218,353 | 0.12% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
Reduced | 3,986 | $206,793 | 0.11% |
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.