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Portfolio (Quarterly) Guide ↗

AGH Wealth Advisors, LLC

· CIK 0002061010
13F Portfolio $158M AUM 191 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 74 Added 27 Reduced 8 Exited
Page 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 11,228.0 $1.5M 0.97% +251.0 +2.3% $136.72 +14.6%
22 DTCR GLOBAL X FDS 49,954.0 $1.5M 0.96% +3K +6.0% $30.37 -7.8%
23 NLR VANECK ETF TRUST 11,532.0 $1.3M 0.84% +976.0 +9.2% $115.98 +1.8%
24 BERKSHIRE HATHAWAY INC DEL 2,532.0 $1.3M 0.80% +21.0 +0.8% $500.39
25 JNJ JOHNSON & JOHNSON Healthcare 4,872.0 $1.2M 0.78% +121.0 +2.5% $253.97 +5.5%
26 PANW PALO ALTO NETWORKS INC Technology 3,468.0 $1.2M 0.75% +116.0 +3.5% $341.02 +9.0%
27 V VISA INC Financial Services 3,271.0 $1.1M 0.71% +284.0 +9.5% $343.09 +11.2%
28 VZ VERIZON COMMUNICATIONS INC Communication Services 25,815.0 $1.1M 0.69% +927.0 +3.7% $42.34 +18.3%
29 TSLA TESLA INC Consumer Cyclical 2,506.0 $1.1M 0.67% +356.0 +16.6% $420.60 -17.1%
30 AMD ADVANCED MICRO DEVICES INC Technology 1,809.0 $1.1M 0.66% +266.0 +17.2% $580.91 -19.9%
31 LLY ELI LILLY & CO Healthcare 875.0 $1.0M 0.66% +29.0 +3.4% $1199.43 -2.2%
32 BAC BANK OF AMER CORP Financial Services 18,210.0 $1.0M 0.66% +2K +11.0% $56.98 +9.4%
33 CSCO CISCO SYS INC Technology 8,493.0 $998K 0.63% +717.0 +9.2% $117.46 -6.4%
34 KO COCA COLA CO Consumer Defensive 11,257.0 $915K 0.58% +860.0 +8.3% $81.27 +10.3%
35 SLV ISHARES SILVER TR Financial Services 16,685.0 $892K 0.56% +878.0 +5.5% $53.47 +12.2%
36 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,789.0 $854K 0.54% +164.0 +10.1% $477.57 -12.6%
37 ABBV ABBVIE INC Healthcare 3,203.0 $806K 0.51% +313.0 +10.8% $251.68 +1.5%
38 PLTR PALANTIR TECHNOLOGIES INC Technology 6,593.0 $769K 0.48% +590.0 +9.8% $116.67 +59.7%
39 GE GE AEROSPACE Industrials 1,935.0 $723K 0.46% +80.0 +4.3% $373.73 -8.3%
40 IWF ISHARES TR 5,800.0 $720K 0.45% +4K +300.0% $124.17 -1.1%
Page 2 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.9%
Financial Services 31.0%
Communication Services 7.1%
Healthcare 6.1%
Consumer Cyclical 6.1%
Industrials 4.7%
Consumer Defensive 3.4%
Energy 3.3%
Utilities 1.5%
Basic Materials 1.2%