Argos Wealth Advisors, LLC

CIK
1809154
City
SACRAMENTO
State / Country
CA

Top Portfolio Positions

174 positions · $305,073,044 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GLDM
World Gold Trust
779,777 $72,277,530 23.69%
IAU
Ishares Gold Trust
430,216 $37,927,842 12.43%
GLD
Spdr Gold Trust
67,123 $28,882,355 9.47%
KLAC
Kla Corp
Technology
14,876 $21,903,571 7.18%
GLTR
abrdn Precious Metals Basket ETF Trust
84,133 $18,401,569 6.03%
AAPL
Apple Inc.
Technology
70,764 $17,959,195 5.89%
MSFT
Microsoft Corp
Technology
30,193 $11,176,542 3.66%
GOOGL
Alphabet Inc.
Communication Services
17,002 $4,889,095 1.60%
TT
Trane Technologies plc
Industrials
9,950 $4,146,563 1.36%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
10,295 $3,479,195 1.14%

Portfolio Trend

2 quarters · across all stocks

Holdings in SMRT

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Report Date Value (USD) Shares
2026-03-31 $313,369 208,913