Agh Wealth Advisors, LLC Portfolio Holdings

Agh Wealth Advisors, LLC

  • $121 Billion
  • Q2 2025

Agh Wealth Advisors, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $10.7B, American Centy ETF Tr Avantis with a value of $8.46B, J P Morgan Exchange Traded F with a value of $6.37B, Microsoft Corp with a value of $5.72B, and Invesco Exchange Traded Fd Tr with a value of $5.43B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $104B to 121B.

Agh Wealth Advisors, LLC is based out at Wichita, KS

Below you can find more details about Agh Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $41.9 Billion
Technology: $25.4 Billion
Financial Services: $10.5 Billion
Communication Services: $9.31 Billion
Consumer Cyclical: $6.18 Billion
Healthcare: $6.11 Billion
Industrials: $4.6 Billion
Consumer Defensive: $3.48 Billion
Other: $5.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.7 Billion 8.82% of portfolio
17,320
Q2 2025 Added 74.58%
$0
$8.46 Billion 6.97% of portfolio
114,297
Q2 2025 Added 0.45%
$0
$5.43 Billion 4.47% of portfolio
23,888
Q2 2025 Added 3.57%
$106B
$5.26 Billion 4.34% of portfolio
17,256
Q2 2025 Added 22.36%
$0
$3.86 Billion 3.18% of portfolio
40,468
Q2 2025 Reduced 2.52%
$0
$2.88 Billion 2.37% of portfolio
46,317
Q2 2025 Added 0.83%
$0
$1.25 Billion 1.03% of portfolio
12,397
Q2 2025 Added 2.84%
$0
$1.24 Billion 1.02% of portfolio
18,152
Q2 2025 Reduced 41.18%
$0
$1.03 Billion 0.85% of portfolio
24,127
Q2 2025 Added 0.65%
$0
$875 Million 0.72% of portfolio
2,494
Q4 2024 New
$0
$616 Million 0.51% of portfolio
1,450
Q4 2024 New
$0
$608 Million 0.5% of portfolio
12,000
Q4 2024 New
$0
$528 Million 0.44% of portfolio
957
Q1 2025 Reduced 2.05%
$0
$220 Million 0.18% of portfolio
5,000
Q2 2025 Reduced 30.56%
$0
$212 Million 0.17% of portfolio
625
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $121 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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