Argos Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
202
Total value ($000)
$347,778
Net value change ($000)
-24,467 (-6.6%)
New positions
14
Sold out positions
24
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLDM 4,810 7.1%
KLAC 3,342 18.0%
IAU 2,829 8.1%
GLD 2,099 7.8%
GLTR 1,242 7.2%
FIX 610 46.2%
DRLL 528 38.3%
PGR 508 NEW
TOL 405 NEW
JNJ 380 19.1%
Top Reduces (Value $000, Stocks/ETFs)
SPY -26,048 -88.3%
MSFT -3,496 -23.8%
AAPL -1,772 -9.0%
SCHV -884 -100.0%
SCHWAB STRATEGIC TRUST -813 -78.6%
ADP -782 -53.2%
GOOGL -690 -12.4%
META -512 -20.0%
IBIT -504 -30.4%
PYPL -471 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type