Portfolio (Quarterly) Guide ↗

AGH Wealth Advisors, LLC

· CIK 0002061010

13F Portfolio $136M AUM 185 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 15 New 65 Added 30 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NOW	SERVICENOW INC	Technology	1,895	$290K	0.22%	SOLD
2	EQIX	EQUINIX INC	Real Estate	347	$266K	0.20%	SOLD
3	WFC	WELLS FARGO CO NEW	Financial Services	2,666	$248K	0.19%	SOLD
4	IBM	INTERNATIONAL BUSINESS MACHS	Technology	756	$224K	0.17%	SOLD
5	CMG	CHIPOTLE MEXICAN GRILL INC	Consumer Cyclical	6,026	$223K	0.17%	SOLD
6	PGR	PROGRESSIVE CORP	Financial Services	921	$210K	0.16%	SOLD
7	MNST	MONSTER BEVERAGE CORP NEW	Consumer Defensive	2,724	$209K	0.16%	SOLD

Sector Allocation

Financial Services 32.8%

Technology 27.7%

Communication Services 10.1%

Healthcare 6.9%

Consumer Cyclical 6.0%

Industrials 4.8%

Energy 4.7%

Consumer Defensive 3.6%

Utilities 1.4%

Basic Materials 1.3%