Argo Wealth Advisory, LLC
All 13F Filings
- Location
- Mclean, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 170,388
- 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 | 4/21/2026 | 48 | 170,388 | 13F-HR | Argo Wealth Advisory, LLC |
| Q4 2025 | 1/26/2026 | 52 | 167,163 | 13F-HR | Argo Wealth Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 106.5 K | 62.5% | 0 | 22.71 K | -22.71 K |
| ETFs | 50.3 K | 29.5% | 25.6 K | 0 | 25.6 K |
| Debt | 13.58 K | 8.0% | 328 | 0 | 328 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
170,388
Holdings
48
QoQ value change ($000)
3,225
(1.9%)
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.