AGH Wealth Advisors, LLC
โขCIK: 2061010โขFiling: Q4 2025
**AGH Wealth Advisors, LLC** manages $133M across a diversified portfolio of 115 positions. The firm maintains significant exposure to broad market indices, evidenced by the top holding in SPY at $16.2M and QQQM at $6.2M. Notable allocations include substantial positions in technology leaders such as AAPL ($5.8M) and NVDA ($5.6M), alongside fixed income via JBND ($6.4M). This structure suggests a core strategy balancing growth equity exposure with established market benchmarks.
Total AUM
$133.1M
QoQ Performance
-2.4%
Positions
107
Top 10 Concentration
52.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
AVDE
GQ9
SPY12.1%
AVDE7.4%
GQ95.1%
JBND4.8%
QQQM4.7%
AAPL4.3%
NVDA4.2%
MSFT3.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other44.9%
Technology22.0%
ETF12.1%
Financial6.1%
Consumer5.2%
Healthcare3.6%
Industrial1.5%
Energy1.4%
๐ช Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW4 new positions
โ24 increased
โ83 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025