Argo Wealth Advisory, LLC

Q1 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$170,388
Net value change ($000)
+3,225 (1.9%)
New positions
0
Sold out positions
4
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 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)
XOM 1,447 41.0%
PFE 1,006 64.6%
COWZ 859 8.0%
VIG 774 39.3%
LMT 568 23.8%
COST 494 15.9%
DFAI 485 4.6%
QQQ 469 39.3%
AMT 441 25.4%
NEE 440 16.1%
Top Reduces (Value $000, Stocks/ETFs)
VOO -1,405 -40.3%
MSFT -871 -22.2%
LLY -801 -43.8%
VGT -494 -7.4%
ABBV -448 -5.1%
ADP -413 -17.1%
ACN -385 -17.6%
PTC -359 -14.5%
V -354 -12.5%
IVE -344 -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