Argo Wealth Advisory, LLC

All 13F Filings

Location
Mclean, VA
Most recent 13F
Q2 2026
Holdings value ($000)
181,211
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 8/7/2026 50 181,211 13F-HR Argo Wealth Advisory, LLC
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 108.2 K 59.7% 1.716 K 0 1.716 K
ETFs 59.33 K 32.7% 9.037 K 0 9.037 K
Debt 13.66 K 7.5% 72 0 72
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
181,211
Holdings
50
QoQ value change ($000)
10,823 (6.4%)
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.