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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$548B
$490 Million 0.4% of portfolio
872
Q2 2025 Reduced 0.34%
$293B
$480 Million 0.4% of portfolio
6,921
Q2 2025 Reduced 0.5%
Linde PLC
-
$482 Million 0.4% of portfolio
-
Q2 2025 Added 25.83%
$201B
$473 Million 0.39% of portfolio
601
Q2 2025 Added 9.27%
$162B
$460 Million 0.38% of portfolio
2,514
Q2 2025 Added 4.19%
$684B
$459 Million 0.38% of portfolio
2,099
Q2 2025 Added 1.79%
$182B
$449 Million 0.37% of portfolio
4,813
Q2 2025 Reduced 4.66%
$61.9B
$435 Million 0.36% of portfolio
1,627
Q2 2025 Added 0.87%
$99.2B
$431 Million 0.36% of portfolio
1,564
Q2 2025 Added 25.32%
$150B
$421 Million 0.35% of portfolio
1,408
Q2 2025 Reduced 7.0%
$439B
$412 Million 0.34% of portfolio
416
Q2 2025 Added 0.73%
$302B
$417 Million 0.34% of portfolio
2,911
Q2 2025 Reduced 16.97%
$142B
$404 Million 0.33% of portfolio
1,021
Q2 2025 Added 2.2%
$101B
$401 Million 0.33% of portfolio
1,836
Q2 2025 Added 1.72%
$169B
$400 Million 0.33% of portfolio
737
Q2 2025 Added 17.36%
$83.2B
$373 Million 0.31% of portfolio
1,751
Q2 2025 Added 5.42%
$227B
$373 Million 0.31% of portfolio
1,169
Q2 2025 Added 5.22%
$52.5B
$376 Million 0.31% of portfolio
1,837
Q2 2025 Added 5.45%
$182B
$372 Million 0.31% of portfolio
705
Q2 2025 Reduced 15.37%
$94.7B
$369 Million 0.3% of portfolio
504
Q2 2025 Reduced 2.89%
$76.4B
$347 Million 0.29% of portfolio
2,259
Q2 2025 Added 0.4%
$48.5B
$344 Million 0.28% of portfolio
331
Q2 2025 Added 1.85%
$108B
$335 Million 0.28% of portfolio
3,655
Q2 2025 Added 45.33%
$229B
$339 Million 0.28% of portfolio
2,492
Q2 2025 Reduced 1.93%
$187B
$345 Million 0.28% of portfolio
852
Q2 2025 Reduced 13.59%
$202B
$341 Million 0.28% of portfolio
2,580
Q2 2025 Reduced 18.94%
$57.7B
$341 Million 0.28% of portfolio
2,860
Q2 2025 Added 2.84%
$177B
$328 Million 0.27% of portfolio
1,579
Q2 2025 Reduced 32.78%
$152B
$324 Million 0.27% of portfolio
1,460
Q2 2025 Added 0.14%
$92.8B
$331 Million 0.27% of portfolio
963
Q2 2025 Added 3.33%
$314B
$318 Million 0.26% of portfolio
1,333
Q2 2025 Reduced 2.84%
$61.1B
$307 Million 0.25% of portfolio
3,813
Q2 2025 Added 6.81%
$95.3B
$289 Million 0.24% of portfolio
1,307
Q2 2025 New
$68B
$284 Million 0.23% of portfolio
6,284
Q2 2025 Reduced 42.75%
$173B
$277 Million 0.23% of portfolio
1,742
Q2 2025 Reduced 11.44%
$89.6B
$281 Million 0.23% of portfolio
12,565
Q2 2025 New
$95.7B
$270 Million 0.22% of portfolio
527
Q2 2025 New
$254B
$267 Million 0.22% of portfolio
377
Q2 2025 Added 1.34%
$64.2B
$265 Million 0.22% of portfolio
941
Q2 2025 Added 1.84%
$141B
$263 Million 0.22% of portfolio
7,381
Q2 2025 Reduced 6.52%
$71.7B
$266 Million 0.22% of portfolio
335
Q2 2025 Added 1.21%
$147B
$260 Million 0.21% of portfolio
2,418
Q2 2025 New
$25.8B
$253 Million 0.21% of portfolio
3,337
Q2 2025 Reduced 1.33%
$222B
$255 Million 0.21% of portfolio
874
Q2 2025 Added 0.46%
$86B
$252 Million 0.21% of portfolio
3,654
Q2 2025 Added 7.47%
$210B
$252 Million 0.21% of portfolio
856
Q2 2025 Added 2.03%
$78.6B
$260 Million 0.21% of portfolio
3,505
Q2 2025 Added 11.06%
$172B
$241 Million 0.2% of portfolio
234
Q2 2025 New
$1.27T
$237 Million 0.2% of portfolio
1,048
Q2 2025 Reduced 31.14%

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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