Argos Wealth Advisors, LLC

All 13F Filings

Location
Sacramento, CA
Most recent 13F
Q2 2026
Holdings value ($000)
377,596
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/13/2026 224 377,596 13F-HR Argos Wealth Advisors, LLC
Q1 2026 4/27/2026 202 347,778 13F-HR Argos Wealth Advisors, LLC
Q4 2025 2/4/2026 212 372,245 13F-HR Argos Wealth Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 212.6 K 56.3% 41.37 K 0 41.37 K
ETFs 165 K 43.7% 0 11.55 K -11.55 K
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
377,596
Holdings
224
QoQ value change ($000)
29,818 (8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.