Arkolith/Funds/Argos Wealth Advisors, LLC

Argos Wealth Advisors, LLC

CIK 1809154Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Argos Wealth Advisors, LLC holds a focused book of 224 stocks worth $377.6M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Micron Technology Inc and trimmed SPDR Gold Minishares Trust. Their largest long position is SPDR Gold Minishares Trust at 16% of the equity book.

Opened
38
bought for the first time
Added to
100
already held, bought more
Trimmed
39
sold some, still holds it
Sold out
16
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
49%
Top 10 holdings
61%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

88% mapped to company sectors

Financials
41%
Information Technology
33%
ETF / fund or unclassified
12%
Industrials
4%
Consumer Discretionary
4%
Health Care
3%
Communication Services
1%
Materials
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Argos Wealth Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$531.4B
BANK OF AMERICA CORP /DE/80 / 80$337.8B
ROYAL BANK OF CANADA80 / 80$139.8B
WELLS FARGO & COMPANY/MN80 / 80$132.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO80 / 80$22.9B
FIFTH THIRD BANCORP80 / 80$20.4B
Rockefeller Capital Management L.P.80 / 80$18.4B
OSAIC HOLDINGS, INC.80 / 80$14.3B

Ranked by how many of Argos 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

224 positions
#SecurityValueShares% PortLast moveHistory
1World Gold TR
SPDR GLD MINIS
$61.8M777.9K
16.4%
−0.2%
Reduced · −2K sh
2Kla Corp
COM NEW
$42.6M141.1K
11.3%
+848%
Added · +126K sh
3Ishares Gold TR
ISHARES NEW
$33.3M441.0K
8.8%
+2.5%
Added · +11K sh
4SPDR Gold TR
GOLD SHS
$24.9M67.5K
6.6%
+0.5%
Added · +359 sh
5Apple Inc
COM
$20.7M71.5K
5.5%
+1.0%
Added · +732 sh
6Abrdn Precious Metals Basket
PHYSCL PRECS MET
$14.5M79.8K
3.8%
−5.1%
Reduced · −4K sh
7Microsoft Corp
COM
$12.7M34.0K
3.4%
+12%
Added · +4K sh
8Schwab Strategic TR
FUNDAMENTAL US L
$7.1M229.2K
1.9%
+0.4%
Added · +897 sh
9Berkshire Hathaway Inc Del
CL A
$6.0M8
1.6%
Held
10Alphabet Inc
CAP STK CL A
$5.7M15.8K
1.5%
−7.0%
Reduced · −1K sh
11Trane Technologies PLC
SHS
$4.9M10.0K
1.3%
+0.1%
Added · +11 sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$4.8M6.4K
1.3%
+20%
Added · +1K sh
13Alphabet Inc
CAP STK CL C
$4.7M13.2K
1.2%
+68%
Added · +5K sh
14Taiwan Semiconductor Manufac
SPONSORED ADS
$4.6M9.6K
1.2%
−6.9%
Reduced · −710 sh
15Ishares TR
MSCI EAFE ETF
$4.2M40.9K
1.1%
Held
16Amazon Com Inc
COM
$3.5M14.8K
0.9%
+11%
Added · +1K sh
17Schwab Strategic TR
FUNDAMENTAL US S
$3.1M80.4K
0.8%
+1.9%
Added · +2K sh
18Ishares TR
RUS 1000 VAL ETF
$3.1M12.6K
0.8%
−0.7%
Reduced · −92 sh
19Exxon Mobil Corp
COM
$2.9M21.5K
0.8%
+222%
Added · +15K sh
20Nvidia Corporation
COM
$2.8M13.9K
0.7%
+17%
Added · +2K sh
21Comfort Sys USA Inc
COM
$2.8M1.4K
0.7%
Held
22Johnson & Johnson
COM
$2.5M9.9K
0.7%
+2.0%
Added · +192 sh
23Vanguard Index FDS
LARGE CAP ETF
$2.5M7.3K
0.7%
Held
24Schwab Strategic TR
FUNDAMENTAL INTL
$2.3M43.9K
0.6%
+0.8%
Added · +368 sh
25Meta Platforms Inc
CL A
$2.3M4.1K
0.6%
+15%
Added · +532 sh
26Schwab Strategic TR
US SML CAP ETF
$2.2M59.7K
0.6%
~0%
Added · +9 sh
27Vanguard Mun BD FDS
TAX EXEMPT BD
$2.1M40.9K
0.5%
Held
28Visa Inc
COM CL A
$2.1M6.0K
0.5%
+3.5%
Added · +201 sh
29ALPS ETF TR
ALERIAN MLP
$1.8M34.5K
0.5%
+12%
Added · +4K sh
30ASML Hldg NV
N Y REGISTRY SHS
$1.7M866
0.5%
+1.2%
Added · +10 sh
31Ea Series Trust
STRI US ENER ETF
$1.6M48.3K
0.4%
Held
32Plexus Corp
COM
$1.5M5.0K
0.4%
−6.0%
Reduced · −316 sh
33American Outdoor Brands Inc
COM
$1.5M126.2K
0.4%
Held
34Eli Lilly & Co
COM
$1.4M1.2K
0.4%
+11%
Added · +118 sh
35Palantir Technologies Inc
CL A
$1.3M11.3K
0.3%
+1.7%
Added · +189 sh
36Motorola Solutions Inc
COM NEW
$1.3M3.1K
0.3%
−3.9%
Reduced · −123 sh
37Tesla Inc
COM
$1.3M3.0K
0.3%
+131%
Added · +2K sh
38Viasat Inc
COM
$1.2M13.5K
0.3%
−20%
Reduced · −3K sh
39Everpure Inc
CL A
$1.2M14.8K
0.3%
−1.4%
Reduced · −215 sh
40Ishares Bitcoin Trust ETF
SHS BEN INT
$1.1M34.4K
0.3%
+15%
Added · +4K sh
41Schwab Strategic TR
US LRG CAP ETF
$1.1M37.8K
0.3%
~0%
Added · +5 sh
42US Foods Hldg Corp
COM
$1.1M10.8K
0.3%
−13%
Reduced · −2K sh
43Hayward Hldgs Inc
COM
$1.1M61.6K
0.3%
Held
44Crowdstrike Hldgs Inc
CL A
$1.0M1.4K
0.3%
−12%
Reduced · −176 sh
45SS&C Tech Hldgs
COM
$1.0M16.4K
0.3%
−3.0%
Reduced · −500 sh
46Palo Alto Networks Inc
COM
$883K2.6K
0.2%
+2.7%
Added · +68 sh
47Mastercard Incorporated
CL A
$876K1.7K
0.2%
−2.1%
Reduced · −37 sh
48Ishares TR
RUS 1000 GRW ETF
$875K7.0K
0.2%
+153%
Added · +4K sh
49Ishares TR
CORE S&P SCP ETF
$871K5.9K
0.2%
Held
50Alarm Com Hldgs Inc
COM
$849K18.2K
0.2%
+36%
Added · +5K sh
Showing 50 of 224 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Argos Wealth Advisors, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1809154/holdings"
Ask your agent
Use Arkolith to show Argos Wealth Advisors, LLC's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026224$377.6M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026202$347.8M13F-HR
Amended / restated
  • Q1 2026 · filed Feb 4, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.