AGH Wealth Advisors, LLC
All 13F Filings
- Location
- Wichita, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 133,087
- 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 |
|---|---|---|---|---|---|
| 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 | 107.1 K | 80.5% | 0 | 4.071 K | -4.071 K |
| ETFs | 19.64 K | 14.8% | 695 | 0 | 695 |
| Debt | 6.377 K | 4.8% | 59 | 0 | 59 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
133,087
Holdings
115
QoQ value change ($000)
-3,319
(-2.4%)
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.