Argo Wealth Advisory, LLC

Q2 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$181,211
Net value change ($000)
+10,823 (6.4%)
New positions
3
Sold out positions
1
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
VIG 2,205 80.4%
VGT 1,810 29.3%
VOO 1,801 86.5%
QQQ 1,706 102.6%
CSCO 1,378 42.2%
ABBV 1,321 15.7%
HONEYWELL INTL INC 1,261 NEW
HONEYWELL AEROSPACE INC 1,237 NEW
IHDG 1,025 11.9%
UNH 923 49.5%
Top Reduces (Value $000, Stocks/ETFs)
HON -2,629 -100.0%
XOM -966 -19.4%
ACN -591 -32.9%
LMT -549 -18.6%
PFE -431 -16.8%
MCK -431 -15.4%
PEP -410 -16.4%
PTC -391 -18.5%
COST -357 -9.9%
NEE -284 -9.0%
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