AGH Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Wichita, KS
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$158,476
Net value change ($000)
+22,607 (16.6%)
New positions
14
Sold out positions
8
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/22/2026 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)
SPY 2,504 18.0%
AAPL 1,488 27.0%
QQQM 1,322 31.0%
INTC 1,278 216.6%
MU 1,213 302.5%
SPYG 1,055 25.8%
NVDA 963 17.0%
GOOGL 905 42.2%
AVDE 781 10.3%
AMD 737 234.7%
Top Reduces (Value $000, Stocks/ETFs)
GLD -967 -13.2%
NFLX -352 -29.0%
XOM -327 -17.6%
SHY -302 -100.0%
HON -294 -100.0%
SYK -283 -100.0%
COP -279 -38.4%
SPGI -263 -100.0%
ABT -238 -100.0%
INTU -237 -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