AGH Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Wichita, KS
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$172,420
Net value change ($000)
+13,944 (8.8%)
New positions
11
Sold out positions
14
Turnover %
10.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/22/2026 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)
SPYG 3,103 60.4%
BUFB 2,389 NEW
IJH 2,365 NEW
BUFR 2,288 NEW
EXXONMOBIL HOLDINGS CORP 1,892 NEW
MSFT 1,574 39.9%
IGV 1,330 NEW
CLOU 1,318 NEW
NVDA 1,189 18.0%
AAPL 835 11.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,535 -100.0%
NLR -850 -63.6%
SPY -580 -3.5%
AMAT -509 -33.3%
INTC -426 -22.8%
SNDK -337 -100.0%
AVGO -298 -8.4%
APD -274 -100.0%
CB -254 -100.0%
IBM -253 -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