AGH Wealth Advisors, LLC holds a focused book of 129 stocks worth $158.5M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +9% (+12.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2061010/holdings"
Use Arkolith to show AGH Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning AGH Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as AGH Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $934.8B |
| MORGAN STANLEY | 80 / 80 | $662.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $626.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $416.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $180.3B |
| UBS Group AG | 80 / 80 | $175.9B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $164.8B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $95.5B |
Ranked by how many of AGH Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.