Argo Wealth Advisory, LLC

CIK

2104895

Location

MCLEAN, VA

Portfolio Value

Micro $77,305,471

Diversification

Diversified

Filing Date

Global Rank

#6,169 / 8,603 ▲ 186 · as of Mar 2026

Top Industry

Drug Manufacturers - General 19.7%

3Y Alpha vs SPY

-25.3%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+0.0%

SPY

+9.6%

Annualised alpha

-26.0%

Max drawdown

−8.9%

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

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

Top Position

10.9%

−0.7 pts

Top 5

27.8%

−0.8 pts

Top 10

46.1%

−0.2 pts

HHI

403

Diversified−11

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	29.4%	$22,701,026	8
Technology	22.2%	$17,158,044	8
Industrials	13.8%	$10,667,363	4
Consumer Defensive	11.0%	$8,535,158	3
Financial Services	8.5%	$6,596,973	5
Utilities	4.1%	$3,171,944	1
Consumer Cyclical	3.5%	$2,724,780	1
Real Estate	2.8%	$2,179,857	1
Communication Services	2.5%	$1,908,625	1
Unclassified	2.1%	$1,661,701	1

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
PFE	Pfizer Inc	+28,751	91,291	$2,563,451
AMT	American Tower Corp /Ma/	+2,727	12,631	$2,179,857
UNH	Unitedhealth Group Inc	+2,421	6,896	$1,865,988
PG	PROCTER & GAMBLE Co	+2,315	16,776	$2,423,125
FDS	Factset Research Systems Inc	+1,800	7,389	$1,603,339
PEP	Pepsico Inc	+1,054	16,118	$2,502,964
QQQ	Invesco Qqq Trust, Series 1	+937	2,879	$1,661,701
ACN	Accenture plc	+930	9,064	$1,797,300
PTC	Ptc Inc.	+647	14,857	$2,116,973
META	Meta Platforms, Inc.	+603	3,336	$1,908,625
ADP	Automatic Data Processing Inc	+460	9,823	$1,995,837
XYL	Xylem Inc.	+381	20,104	$2,402,428
AJG	Arthur J. Gallagher & Co.	+374	9,629	$2,085,448
JKHY	Jack Henry & Associates Inc	+247	14,278	$2,256,495
HON	Honeywell International Inc	+191	11,632	$2,757,400
ITW	Illinois Tool Works Inc	+164	9,814	$2,554,486
SYK	Stryker Corp	+162	7,780	$2,556,430
MSFT	Microsoft Corp	+136	8,257	$3,056,493
V	Visa Inc.	+121	8,173	$2,470,207
NEE	Nextera Energy Inc	+114	34,151	$3,171,944
CSCO	Cisco Systems, Inc.	+92	42,041	$3,261,961
AAPL	Apple Inc.	+71	5,309	$1,347,371
JPM	Jpmorgan Chase & Co	+64	736	$216,501
LOW	Lowes Companies Inc	+25	11,532	$2,724,780
AMGN	Amgen Inc	+15	8,145	$2,865,818
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
LLY	ELI LILLY & Co	−584	1,116	$1,026,463
ABBV	AbbVie Inc.	−99	38,686	$8,413,818
NVDA	Nvidia Corp	−47	7,601	$1,325,614
LMT	Lockheed Martin Corp	−45	4,886	$2,953,049
MCK	Mckesson Corp	−8	3,237	$2,801,170
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CRM	Salesforce, Inc.	785	$207,954
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 positions · $77,305,471 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ABBV	AbbVie Inc. Healthcare	Reduced	38,686	-99	$8,413,818	−5.1%	10.88%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,622	+9	$3,609,069	+15.8%	4.67%
CSCO	Cisco Systems, Inc. Technology	Added	42,041	+92	$3,261,961	+0.9%	4.22%
NEE	Nextera Energy Inc Utilities	Added	34,151	+114	$3,171,944	+16.1%	4.10%
MSFT	Microsoft Corp Technology	Added	8,257	+136	$3,056,493	−22.2%	3.95%
LMT	Lockheed Martin Corp Industrials	Reduced	4,886	-45	$2,953,049	+23.8%	3.82%
AMGN	Amgen Inc Healthcare	Added	8,145	+15	$2,865,818	+7.7%	3.71%
MCK	Mckesson Corp Healthcare	Reduced	3,237	-8	$2,801,170	+5.2%	3.62%
HON	Honeywell International Inc Industrials	Added	11,632	+191	$2,757,400	+17.8%	3.57%
LOW	Lowes Companies Inc Consumer Cyclical	Added	11,532	+25	$2,724,780	−1.8%	3.52%
PFE	Pfizer Inc Healthcare	Added	91,291	+28,751	$2,563,451	+64.6%	3.32%
SYK	Stryker Corp Healthcare	Added	7,780	+162	$2,556,430	−4.5%	3.31%
ITW	Illinois Tool Works Inc Industrials	Added	9,814	+164	$2,554,486	+7.5%	3.30%
PEP	Pepsico Inc Consumer Defensive	Added	16,118	+1,054	$2,502,964	+15.8%	3.24%
V	Visa Inc. Financial Services	Added	8,173	+121	$2,470,207	−12.5%	3.20%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	16,776	+2,315	$2,423,125	+16.9%	3.13%
XYL	Xylem Inc. Industrials	Added	20,104	+381	$2,402,428	−10.6%	3.11%
JKHY	Jack Henry & Associates Inc Technology	Added	14,278	+247	$2,256,495	−11.9%	2.92%
AMT	American Tower Corp /Ma/ Real Estate	Added	12,631	+2,727	$2,179,857	+25.4%	2.82%
PTC	Ptc Inc. Technology	Added	14,857	+647	$2,116,973	−14.5%	2.74%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	9,629	+374	$2,085,448	−12.9%	2.70%
ADP	Automatic Data Processing Inc Technology	Added	9,823	+460	$1,995,837	−17.1%	2.58%
META	Meta Platforms, Inc. Communication Services	Added	3,336	+603	$1,908,625	+5.8%	2.47%
UNH	Unitedhealth Group Inc Healthcare	Added	6,896	+2,421	$1,865,988	+26.3%	2.41%
ACN	Accenture plc Technology	Added	9,064	+930	$1,797,300	−17.6%	2.32%
QQQ	Invesco Qqq Trust, Series 1	Added	2,879	+937	$1,661,701	+39.3%	2.15%
FDS	Factset Research Systems Inc Financial Services	Added	7,389	+1,800	$1,603,339	−1.1%	2.07%
AAPL	Apple Inc. Technology	Added	5,309	+71	$1,347,371	−5.4%	1.74%
NVDA	Nvidia Corp Technology	Reduced	7,601	-47	$1,325,614	−7.1%	1.71%
LLY	ELI LILLY & Co Healthcare	Reduced	1,116	-584	$1,026,463	−43.8%	1.33%
PLSE	Pulse Biosciences, Inc. Healthcare	Held	28,156	0	$607,888	+57.2%	0.79%
MAIN	Main Street Capital CORP Financial Services	Held	4,182	0	$221,478	−12.3%	0.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	736	+64	$216,501	−0.0%	0.28%