Argos Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
220
Total value ($000)
$371,232
Net value change ($000)
-6,364 (-1.7%)
New positions
15
Sold out positions
19
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 4,478 35.4%
EXXONMOBIL HOLDINGS CORP 3,505 NEW
AAPL 2,897 14.0%
GLD 1,865 7.5%
IAU 1,189 3.6%
GLDM 985 1.6%
PLTR 807 61.3%
PSTG 767 65.9%
AOUT 563 38.0%
META 554 24.0%
Top Reduces (Value $000, Stocks/ETFs)
KLAC -16,631 -39.1%
XOM -2,944 -100.0%
MU -637 -100.0%
GOOGL -507 -9.0%
FIX -459 -16.5%
CPRT -457 -100.0%
TSM -428 -9.3%
TT -389 -8.0%
FNDA -335 -10.9%
NEAR -320 -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