Argi Investment Services, LLC Portfolio Holdings

Argi Investment Services, LLC

  • $1.9 Billion
  • Q3 2025

Argi Investment Services, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.9 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $598M, Ishares Barclays with a value of $268M, Vanguard Total World Stk Index with a value of $210M, Spdr Bloomberg International T with a value of $177M, and Schwab Strategic Us Tips ETF with a value of $148M.

Examining the 13F form we can see an increase of $157M in the current position value, from $1.74B to 1.9B.

Below you can find more details about Argi Investment Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.9 Billion
ETFs: $1.9 Billion
Energy: $2,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $1.9 Billion
  • Prior Value $1.74 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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