Argo Wealth Advisory, LLC

Q3 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$191,820
Net value change ($000)
+10,609 (5.9%)
New positions
11
Sold out positions
8
Turnover %
25.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 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)
CORO 9,284 NEW
FEGE 4,092 NEW
VIG 2,688 54.3%
VOO 2,308 59.4%
GOOGL 2,168 994.5%
LRCX 1,915 NEW
APH 1,903 NEW
PLD 1,859 NEW
JPM 1,797 675.6%
SUB 1,656 NEW
Top Reduces (Value $000, Stocks/ETFs)
IHDG -9,622 -100.0%
XOM -4,011 -100.0%
AMT -1,999 -100.0%
JKHY -1,979 -100.0%
FDS -1,756 -100.0%
HON -1,261 -100.0%
HONA -1,237 -100.0%
ACN -1,206 -100.0%
CSCO -764 -16.5%
NEE -499 -17.3%
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