Argo Wealth Advisory, LLC
•CIK: 2104895•Filing: Q4 2025
**Argo Wealth Advisory, LLC** manages $167M across a diversified portfolio of 52 positions. The firm maintains significant exposure to fixed income and technology, with top holdings including FBND and JBND, each representing $12.0M. Notable allocations also include substantial positions in COWZ ($10.8M) and DFAI ($10.5M). This structure suggests a tactical approach balancing credit exposure with growth-oriented sector bets.
Total AUM
$167.2M
QoQ Performance
N/A
Positions
47
Top 10 Concentration
52.2%
Latest Filing
Q4 2025
Top Holdings Allocation
FBND
JBND
COWZ
DFAI
ABBV
IHDG
FBND7.2%
JBND7.1%
COWZ6.4%
DFAI6.3%
ABBV5.3%
IHDG5.0%
VGT4.0%
PYLD3.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other65.3%
Healthcare9.8%
Technology8.6%
Consumer3.5%
Industrial2.8%
Energy2.1%
ETF2.1%
Financial1.8%