AGH Wealth Advisors, LLC

All 13F Filings

Location
Wichita, KS
Most recent 13F
Q2 2026
Holdings value ($000)
158,476
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 7/22/2026 129 158,476 13F-HR AGH Wealth Advisors, LLC
Q1 2026 4/22/2026 123 135,869 13F-HR AGH Wealth Advisors, LLC
Q4 2025 2/4/2026 115 133,087 13F-HR AGH Wealth Advisors, LLC
Q3 2025 11/3/2025 124 136,406 13F-HR AGH Wealth Advisors, LLC
Q2 2025 8/5/2025 127 121,338 13F-HR AGH Wealth Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 86.18 K 54.4% 14.98 K 0 14.98 K
ETFs 62.8 K 39.6% 7.046 K 0 7.046 K
Debt 9.492 K 6.0% 575 0 575
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
158,476
Holdings
129
QoQ value change ($000)
22,607 (16.6%)
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.