AGH Wealth Advisors, LLC
All 13F Filings
- Location
- Wichita, KS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 135,869
- 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 |
|---|---|---|---|---|---|
| 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 | 71.2 K | 52.4% | 0 | 35.87 K | -35.87 K |
| ETFs | 55.75 K | 41.0% | 36.11 K | 0 | 36.11 K |
| Debt | 8.917 K | 6.6% | 2.54 K | 0 | 2.54 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
135,869
Holdings
123
QoQ value change ($000)
2,782
(2.1%)
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.