Argi Investment Services, LLC Portfolio Holdings

Argi Investment Services, LLC

  • $1.74 Billion
  • Q2 2025

Argi Investment Services, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.74 Billion distributed in 2626 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 $552M, Ishares Barclays with a value of $247M, Spdr Bloomberg International T with a value of $188M, Schwab Strategic Us Tips ETF with a value of $147M, and Vanguard Total World Stk Index with a value of $140M.

Examining the 13F form we can see an increase of $37.6M in the current position value, from $1.7B to 1.74B.

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

Portfolio value $1.74 Billion
ETFs: $1.74 Billion
Energy: $2,000

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 2,626
  • Current Value $1.74 Billion
  • Prior Value $1.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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