AGH Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Wichita, KS
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$135,869
Net value change ($000)
+2,782 (2.1%)
New positions
15
Sold out positions
7
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/4/2026 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)
AVEM 2,106 NEW
NLR 1,406 NEW
DTCR 1,129 NEW
SLV 1,077 NEW
SPSM 946 76.5%
XOM 555 42.5%
GLD 522 7.7%
REMX 438 NEW
ANET 297 NEW
HON 294 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -2,270 -14.0%
AVDE -2,225 -22.7%
QQQM -1,935 -31.2%
SHY -1,421 -82.5%
MSFT -1,187 -23.5%
NOW -290 -100.0%
EQIX -266 -100.0%
AAPL -263 -4.6%
SPYG -248 -5.7%
WFC -248 -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