AGH Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Wichita, KS
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
124
Total value ($000)
$136,406
Net value change ($000)
+15,068 (12.4%)
New positions
7
Sold out positions
10
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/5/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPY 5,115 47.8%
SHY 1,878 NEW
GLD 996 18.9%
AVDE 774 9.1%
AAPL 604 12.5%
QQQM 604 11.1%
NVDA 543 10.8%
GOOGL 513 40.2%
GQI 474 NEW
GOOGL 409 27.8%
Top Reduces (Value $000, Stocks/ETFs)
ACN -421 -100.0%
CMCSA -263 -100.0%
FISV -249 -100.0%
NOW -241 -100.0%
PGR -236 -100.0%
MSFT -234 -4.1%
MUSI -220 -100.0%
CI -215 -100.0%
ADBE -212 -100.0%
CRM -204 -24.6%
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