AGH Wealth Advisors, LLC holds a focused book of 129 reported positions worth $158.5M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Kla Corp and trimmed Amazon.com Inc. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+14.6%/yr). That is a simulation of the disclosed long book, not audited returns.
AGH Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning AGH Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
59% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as AGH Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 11 / 80 | $642.8M |
| Prospect Hill Management, LLC | 12 / 80 | $251.1M |
| Howard Hughes Medical Institute | 22 / 80 | $428.3M |
| Uhlmann Price Securities, LLC | 48 / 80 | $2.5B |
| Draper Asset Management, LLC | 12 / 80 | $181.5M |
| Hoffman, Alan N Investment Management | 9 / 80 | $154.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Ketron Financial | 27 / 80 | $287.7M |
Ranked by the share of each fund's own book sitting in the names it shares with AGH Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $16.4M | 21.9K | 10.3% | ▲+2.8% Added · +594 sh | |
| 2 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $9.5M | 177.4K | 6.0% | ▲+7.0% Added · +12K sh | |
| 3 | American Centy ETF TR INTL EQT ETF | $8.3M | 93.5K | 5.3% | ▲+4.9% Added · +4K sh | |
| 4 | Apple Inc COM | $7.0M | 24.2K | 4.4% | ▲+11% Added · +2K sh | |
| 5 | Nvidia Corporation COM | $6.6M | 33.1K | 4.2% | ▲+2.0% Added · +655 sh | |
| 6 | SPDR Gold TR GOLD SHS | $6.3M | 17.2K | 4.0% | ▲+1.3% Added · +227 sh | |
| 7 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $5.6M | 18.4K | 3.5% | ▲+2.8% Added · +494 sh | |
| 8 | SPDR Series Trust ST STR P500GRW | $5.1M | 43.2K | 3.2% | ▲+3.5% Added · +1K sh | |
| 9 | Invesco Exchange Traded FD T LARGE CAP VALUE | $4.1M | 54.4K | 2.6% | ▲+3.7% Added · +2K sh | |
| 10 | Microsoft Corp COM | $3.9M | 10.6K | 2.5% | ▲+0.9% Added · +99 sh | |
| 11 | Broadcom Inc COM | $3.5M | 9.4K | 2.2% | ▲+0.5% Added · +51 sh | |
| 12 | Amazon Com Inc COM | $3.2M | 13.5K | 2.0% | ▼−0.8% Reduced · −114 sh | |
| 13 | Alphabet Inc CAP STK CL A | $3.1M | 8.5K | 1.9% | ▲+14% Added · +1K sh | |
| 14 | Alphabet Inc CAP STK CL C | $2.7M | 7.7K | 1.7% | ▲+7.0% Added · +508 sh | |
| 15 | SPDR Series Trust ST STR SP600 SML | $2.7M | 47.0K | 1.7% | ▲+4.0% Added · +2K sh | |
| 16 | American Centy ETF TR AVANTIS EMGMKT | $2.6M | 27.1K | 1.6% | ▲+3.6% Added · +953 sh | |
| 17 | JPMorgan Chase & Co COM | $2.0M | 6.2K | 1.3% | ▲+4.3% Added · +256 sh | |
| 18 | Meta Platforms Inc CL A | $1.9M | 3.4K | 1.2% | ▲+4.9% Added · +160 sh | |
| 19 | Intel Corp COM | $1.9M | 13.4K | 1.2% | ▲+0.1% Added · +16 sh | |
| 20 | American Centy ETF TR US LARGE CAP VLU | $1.8M | 19.9K | 1.1% | ▲+3.9% Added · +752 sh | |
| 21 | Micron Technology Inc COM | $1.6M | 1.4K | 1.0% | ▲+18% Added · +210 sh | |
| 22 | American Centy ETF TR US EQT ETF | $1.6M | 12.3K | 1.0% | ▲+4.8% Added · +570 sh | |
| 23 | Exxon Mobil Corp COM | $1.5M | 11.2K | 1.0% | ▲+2.3% Added · +251 sh | |
| 24 | Applied Matls Inc COM | $1.5M | 2.1K | 1.0% | ▼−12% Reduced · −291 sh | |
| 25 | Global X FDS DATA CTR DIG ETF | $1.5M | 50.0K | 1.0% | ▲+6.0% Added · +3K sh | |
| 26 | Vaneck ETF Trust URANI NUCLE ETF | $1.3M | 11.5K | 0.8% | ▲+9.2% Added · +976 sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.5K | 0.8% | ▲+0.8% Added · +21 sh | |
| 28 | Johnson & Johnson COM | $1.2M | 4.9K | 0.8% | ▲+2.5% Added · +121 sh | |
| 29 | Palo Alto Networks Inc COM | $1.2M | 3.5K | 0.7% | ▲+3.5% Added · +116 sh | |
| 30 | Visa Inc COM CL A | $1.1M | 3.3K | 0.7% | ▲+9.5% Added · +284 sh | |
| 31 | Verizon Communications Inc COM | $1.1M | 25.8K | 0.7% | ▲+3.7% Added · +927 sh | |
| 32 | Evergy Inc COM | $1.1M | 12.6K | 0.7% | —Held | |
| 33 | Tesla Inc COM | $1.1M | 2.5K | 0.7% | ▲+17% Added · +356 sh | |
| 34 | Advanced Micro Devices Inc COM | $1.1M | 1.8K | 0.7% | ▲+17% Added · +266 sh | |
| 35 | Eli Lilly & Co COM | $1.0M | 875 | 0.7% | ▲+3.4% Added · +29 sh | |
| 36 | Bank Of Amer Corp COM | $1.0M | 18.2K | 0.7% | ▲+11% Added · +2K sh | |
| 37 | Cisco Sys Inc COM | $998K | 8.5K | 0.6% | ▲+9.2% Added · +717 sh | |
| 38 | Coca Cola Co COM | $915K | 11.3K | 0.6% | ▲+8.3% Added · +860 sh | |
| 39 | Ishares TR RUSSELL 3000 ETF | $898K | 2.1K | 0.6% | ▼−5.8% Reduced · −130 sh | |
| 40 | Ishares Silver TR ISHARES | $892K | 16.7K | 0.6% | ▲+5.5% Added · +878 sh | |
| 41 | Netflix Inc. COM | $861K | 12.1K | 0.5% | ▼−4.4% Reduced · −560 sh | |
| 42 | Taiwan Semiconductor Manufac SPONSORED ADS | $854K | 1.8K | 0.5% | ▲+10% Added · +164 sh | |
| 43 | Abbvie Inc COM | $806K | 3.2K | 0.5% | ▲+11% Added · +313 sh | |
| 44 | RTX Corporation COM | $774K | 4.1K | 0.5% | ▼~0% Reduced · −1 sh | |
| 45 | Palantir Technologies Inc CL A | $769K | 6.6K | 0.5% | ▲+9.8% Added · +590 sh | |
| 46 | Ge Aerospace COM NEW | $723K | 1.9K | 0.5% | ▲+4.3% Added · +80 sh | |
| 47 | General Dynamics Corp COM | $720K | 2.0K | 0.5% | ▼−0.1% Reduced · −2 sh | |
| 48 | Ishares TR RUS 1000 GRW ETF | $720K | 5.8K | 0.5% | ▲+300% Added · +4K sh | |
| 49 | Texas Instrs Inc COM | $701K | 2.4K | 0.4% | ▲+12% Added · +256 sh | |
| 50 | Linde PLC SHS | $696K | 1.3K | 0.4% | ▲+1.5% Added · +20 sh |
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Use Arkolith to show AGH Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.