Agh Wealth Advisors, LLC Portfolio Holdings

Agh Wealth Advisors, LLC

  • $136 Billion
  • Q3 2025

Agh Wealth Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 189 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $15.8B, American Centy ETF Tr Avantis with a value of $9.23B, J P Morgan Exchange Traded F with a value of $6.32B, Spdr Gold Trust with a value of $6.26B, and Invesco Exchange Traded Fd Tr with a value of $6.03B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $121B to 136B.

Agh Wealth Advisors, LLC is based out at Wichita, KS

Below you can find more details about Agh Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $136 Billion
ETFs: $52.1 Billion
Technology: $27 Billion
Financial Services: $11.1 Billion
Communication Services: $9.65 Billion
Consumer Cyclical: $6.7 Billion
Healthcare: $6.48 Billion
Industrials: $4.77 Billion
Consumer Defensive: $3.48 Billion
Other: $6.35 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.8 Billion 11.6% of portfolio
23,741
Q3 2025 Added 37.07%
$0
$9.23 Billion 6.77% of portfolio
117,012
Q3 2025 Added 2.38%
J P Morgan Exchange Traded F
-
$6.32 Billion 4.63% of portfolio
-
Q3 2025 Reduced 1.82%
$130B
$6.26 Billion 4.59% of portfolio
17,599
Q3 2025 Added 1.99%
$0
$6.03 Billion 4.42% of portfolio
24,395
Q3 2025 Added 2.12%
$465B
$5.57 Billion 4.08% of portfolio
29,842
Q3 2025 Reduced 6.17%
$3.78T
$5.48 Billion 4.02% of portfolio
10,588
Q3 2025 Reduced 7.89%
$4.3T
$5.42 Billion 3.97% of portfolio
21,280
Q3 2025 Reduced 9.32%
$0
$4.21 Billion 3.09% of portfolio
40,255
Q3 2025 Reduced 0.53%
$0
$3.28 Billion 2.4% of portfolio
50,256
Q3 2025 Added 8.5%
$2.39T
$3.19 Billion 2.34% of portfolio
14,527
Q3 2025 Added 6.23%
$139B
$2.97 Billion 2.18% of portfolio
9,005
Q3 2025 Reduced 3.65%
$1.37T
$2.57 Billion 1.88% of portfolio
3,499
Q3 2025 Reduced 1.46%
$881B
$2.12 Billion 1.56% of portfolio
6,726
Q3 2025 Added 3.14%
$0
$1.88 Billion 1.38% of portfolio
22,633
Q3 2025 New
$1.65T
$1.88 Billion 1.38% of portfolio
7,737
Q3 2025 Reduced 7.36%
$662B
$1.65 Billion 1.21% of portfolio
3,282
Q3 2025 Added 3.11%
$49.1B
$1.41 Billion 1.03% of portfolio
1,172
Q3 2025 Added 1.47%
$0
$1.41 Billion 1.03% of portfolio
19,508
Q3 2025 Added 7.47%
$490B
$1.29 Billion 0.95% of portfolio
11,435
Q3 2025 Added 9.81%
$0
$1.25 Billion 0.92% of portfolio
11,510
Q3 2025 Reduced 7.15%
$533B
$1.23 Billion 0.9% of portfolio
3,591
Q3 2025 Reduced 5.03%
$0
$1.21 Billion 0.89% of portfolio
26,117
Q3 2025 Added 8.25%
$172B
$1.13 Billion 0.83% of portfolio
25,791
Q3 2025 Added 4.82%
$413B
$1.02 Billion 0.75% of portfolio
19,720
Q3 2025 Added 13.77%
$1.29T
$1 Billion 0.74% of portfolio
2,256
Q3 2025 Reduced 13.23%
$17.6B
$966 Million 0.71% of portfolio
12,711
Q3 2025 Added 5.73%
$0
$912 Million 0.67% of portfolio
2,406
Q3 2025 Reduced 3.53%
$522B
$906 Million 0.66% of portfolio
4,887
Q3 2025 Added 7.15%
$342B
$806 Million 0.59% of portfolio
4,420
Q3 2025 Added 9.92%
$258B
$786 Million 0.58% of portfolio
4,695
Q3 2025 Added 2.47%
$593B
$780 Million 0.57% of portfolio
2,773
Q3 2025 Added 32.11%
$414B
$759 Million 0.56% of portfolio
3,277
Q3 2025 Added 0.34%
$94.5B
$768 Million 0.56% of portfolio
2,253
Q3 2025 Added 1.49%
$61.4B
$691 Million 0.51% of portfolio
3,396
Q3 2025 Added 84.87%
$0
$679 Million 0.5% of portfolio
1,450
Q4 2024 New
$971B
$688 Million 0.5% of portfolio
902
Q3 2025 Reduced 19.82%
$306B
$683 Million 0.5% of portfolio
10,300
Q3 2025 Added 8.93%
$328B
$652 Million 0.48% of portfolio
2,168
Q3 2025 Added 3.53%
$279B
$651 Million 0.48% of portfolio
6,321
Q3 2025 Added 0.3%
$237B
$624 Million 0.46% of portfolio
2,634
Q3 2025 Reduced 13.24%
$0
$609 Million 0.45% of portfolio
12,000
Q4 2024 New
$367B
$588 Million 0.43% of portfolio
1,451
Q3 2025 Added 0.62%
$74.3B
$581 Million 0.43% of portfolio
9,164
Q3 2025 Added 9.68%
$140B
$579 Million 0.42% of portfolio
1,548
Q3 2025 Reduced 1.59%
$114B
$553 Million 0.41% of portfolio
2,564
Q3 2025 Reduced 3.03%
$181B
$551 Million 0.4% of portfolio
19,520
Q3 2025 Added 3.76%
$100B
$549 Million 0.4% of portfolio
2,033
Q3 2025 Added 29.99%
$300B
$551 Million 0.4% of portfolio
1,597
Q3 2025 Reduced 3.85%

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $136 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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