AGH Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Wichita, KS
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$133,087
Net value change ($000)
-3,319 (-2.4%)
New positions
4
Sold out positions
13
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/3/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AVDE 553 6.0%
GLD 526 8.4%
GOOGL 421 23.5%
GOOGL 367 19.5%
AAPL 352 6.5%
SPY 337 2.1%
NOW 290 NEW
CMG 223 NEW
ABNB 220 NEW
PGR 210 NEW
Top Reduces (Value $000, Stocks/ETFs)
META -528 -20.5%
BRK-B -445 -27.0%
MSFT -423 -7.7%
NFLX -361 -25.7%
SRE -302 -100.0%
GQI -257 -54.2%
MSI -245 -100.0%
UNP -230 -100.0%
RCL -229 -100.0%
PYPL -226 -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