Agh Wealth Advisors, LLC Portfolio Holdings

Agh Wealth Advisors, LLC

  • $136 Billion
  • Q3 2025

Agh Wealth Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 189 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 $15.8B, American Centy ETF Tr Avantis with a value of $9.23B, J P Morgan Exchange Traded F with a value of $6.32B, Spdr Gold Trust with a value of $6.26B, and Invesco Exchange Traded Fd Tr with a value of $6.03B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $121B to 136B.

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 $136 Billion
ETFs: $52.1 Billion
Technology: $27 Billion
Financial Services: $11.1 Billion
Communication Services: $9.65 Billion
Consumer Cyclical: $6.7 Billion
Healthcare: $6.48 Billion
Industrials: $4.77 Billion
Consumer Defensive: $3.48 Billion
Other: $6.35 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.8 Billion 11.6% of portfolio
23,741
Q3 2025 Added 37.07%
$0
$9.23 Billion 6.77% of portfolio
117,012
Q3 2025 Added 2.38%
$130B
$6.26 Billion 4.59% of portfolio
17,599
Q3 2025 Added 1.99%
$0
$6.03 Billion 4.42% of portfolio
24,395
Q3 2025 Added 2.12%
$0
$4.21 Billion 3.09% of portfolio
40,255
Q3 2025 Reduced 0.53%
$0
$3.28 Billion 2.4% of portfolio
50,256
Q3 2025 Added 8.5%
$0
$1.88 Billion 1.38% of portfolio
22,633
Q3 2025 New
$0
$1.41 Billion 1.03% of portfolio
19,508
Q3 2025 Added 7.47%
$0
$1.25 Billion 0.92% of portfolio
11,510
Q3 2025 Reduced 7.15%
$0
$1.21 Billion 0.89% of portfolio
26,117
Q3 2025 Added 8.25%
$0
$912 Million 0.67% of portfolio
2,406
Q3 2025 Reduced 3.53%
$0
$679 Million 0.5% of portfolio
1,450
Q4 2024 New
$0
$609 Million 0.45% of portfolio
12,000
Q4 2024 New
$0
$548 Million 0.4% of portfolio
912
Q3 2025 Reduced 4.7%
$0
$228 Million 0.17% of portfolio
625
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $136 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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